Richmond Investment Services, LLC Incresed Positions in Q1 2025

Richmond Investment Services, LLC

  • $184 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
10.9K
+ 145.42%
$369.1 - $427.61 $4.03M - $4.67M
18.4K $6.83B
Proshares Tr
84.7K
+ 118.7%
N/A
156K $6.57B
IHDG
Wisdomtree Tr

ETFs
51.3K
+ 95.34%
$43.4 - $47.51 $2.23M - $2.44M
105K $4.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.73K
+ 156.09%
$442.66 - $534.52 $1.65M - $1.99M
6.12K $3.26B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.7K
+ 150.82%
$64.88 - $72.1 $1.8M - $2M
46.1K $3.03B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
63.5K
+ 29.89%
$32.49 - $37.99 $2.06M - $2.41M
276K $9.25B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.9K
+ 104.94%
$42.5 - $46.71 $1.18M - $1.3M
54.4K $2.46B
FYC
First Trust Small Cap Growth A

ETFs
20.9K
+ 45.33%
$68.13 - $80.57 $1.42M - $1.68M
66.8K $4.6B
FTLS
First Tr Long/Short Equity ETF

ETFs
15.2K
+ 377.53%
$63.42 - $68.17 $963K - $1.04M
19.2K $1.23B
GTO
Invesco Actively Managed ETF T

ETFs
20.2K
+ 266.09%
$45.9 - $47.37 $926K - $956K
27.8K $1.3B
PFF
Ishares Trust Ishares Pfd And

ETFs
17.7K
+ 11.09%
$30.73 - $32.26 $544K - $571K
177K $5.45B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.6K
+ 156.35%
$33.84 - $37.77 $358K - $399K
17.3K $631M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.39K
+ 37.91%
$48.06 - $53.73 $163K - $182K
12.3K $602M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
991
+ 41.19%
$211.47 - $267.17 $210K - $265K
3.4K $718M
IWL
Ishares Tr Russell 200 ETF

ETFs
10.2K
+ 5.87%
$135.83 - $151.73 $1.39M - $1.55M
185K $25.4B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.79K
+ 23.68%
$65.27 - $71.18 $117K - $127K
9.33K $619M
WEC
Wec Energy Group, Inc.

Utilities
5
+ 0.08%
$92.12 - $108.98 $461 - $545
6.11K $666M
CLOI
Vaneck ETF Tr

ETFs
1.06K
+ 5.33%
$52.68 - $53.16 $55.7K - $56.2K
20.9K $1.1B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.09K
+ 7.03%
$50.48 - $51.04 $55.1K - $55.7K
16.6K $843M
VZ
Verizon Communications Inc

Communication Services
5
+ 0.09%
$37.81 - $46.49 $189 - $232
5.74K $260M
PANW
Palo Alto Networks Inc

Technology
257
+ 17.16%
$167.82 - $208.28 $43.1K - $53.5K
1.76K $299M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.1%
$279.74 - $321.29 $280 - $321
973 $304M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
19
+ 0.22%
$27.4 - $30.58 $521 - $581
8.63K $262M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
576
+ 1.04%
$19.43 - $19.62 $11.2K - $11.3K
56K $1.1B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
759
+ 2.18%
$20.64 - $20.73 $15.7K - $15.7K
35.6K $736M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 12.35%
$507.05 - $563.67 $26.4K - $29.3K
473 $243M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
316
+ 1.62%
$19.0 - $19.66 $6K - $6.21K
19.8K $389M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2
+ 0.02%
$42.4 - $44.11 $84.8 - $88.2
13.2K $579M
AIQ
Global X Funds Global X Artifi

ETFs
734
+ 9.19%
$36.38 - $42.77 $26.7K - $31.4K
8.72K $317M
VRIG
Invesco Actively Managed ETF F

ETFs
29
+ 0.24%
$25.06 - $25.19 $727 - $731
12.3K $309M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.05%
$102.5 - $112.02 $103 - $112
2.06K $214M
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.25%
$156.61 - $168.02 $783 - $840
2K $321M
RECS
Columbia ETF Tr I

ETFs
1.28K
+ 3.97%
$32.64 - $36.08 $41.9K - $46.3K
33.6K $1.12B
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
61
+ 0.35%
$22.77 - $24.73 $1.39K - $1.51K
17.3K $402M
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.13%
$237.72 - $276.98 $475 - $554
1.53K $375M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.09%
$113.22 - $126.36 $226 - $253
2.33K $268M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.12%
$57.21 - $65.8 $343 - $395
5.09K $297M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.04%
$92.45 - $106.69 $92.5 - $107
2.34K $217M
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.31%
$183.02 - $207.75 $1.1K - $1.25K
1.96K $365M
VBK
Vanguard Small Cap Growth ETF

ETFs
59
+ 4.42%
$247.97 - $296.33 $14.6K - $17.5K
1.39K $351M
USB
Us Bancorp \De\

Financial Services
4
+ 0.08%
$40.92 - $50.9 $164 - $204
5.19K $219M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.91K
+ 4.88%
N/A
170K $14.9B
GOOG
Alphabet Inc.

Communication Services
2
+ 0.06%
$156.06 - $207.71 $312 - $415
3.13K $488M
TSLA
Tesla, Inc.

Consumer Cyclical
235
+ 13.46%
$222.15 - $428.22 $52.2K - $101K
1.98K $513M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.16K
+ 7.41%
$468.34 - $539.52 $1.01M - $1.17M
31.3K $14.7B
AAPL
Apple Inc.

Technology
147
+ 1.54%
$209.68 - $247.1 $30.8K - $36.3K
9.7K $2.15B
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Richmond Investment Services, LLC Portfolio

Follow Richmond Investment Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richmond Investment Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richmond Investment Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email