Richmond Investment Services, LLC Portfolio Holdings

Richmond Investment Services, LLC

  • $184 Billion
  • Q1 2025

Richmond Investment Services, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 ETF with a value of $25.4B, Vaneck Morningstar Wide Moat E with a value of $14.9B, Invesco Qqq Trust, Series 1 with a value of $14.7B, First Tr ETF Vi Smid Cap Risin with a value of $9.25B, and Janus Henderson Short Duration with a value of $9.05B.

Examining the 13F form we can see an increase of $5.95B in the current position value, from $178B to 184B.

Richmond Investment Services, LLC is based out at Mequon, WI

Below you can find more details about Richmond Investment Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $157 Billion
Financial Services: $5.09 Billion
Technology: $4.96 Billion
Consumer Cyclical: $2.44 Billion
Communication Services: $2.06 Billion
Industrials: $675 Million
Utilities: $666 Million
Consumer Defensive: $541 Million
Other: $453 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $184 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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