Richards, Merrill & Peterson, Inc. Portfolio Holdings

Richards, Merrill & Peterson, Inc.

  • $191 Billion
  • Q4 2024

Richards, Merrill & Peterson, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 502 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.1B, Microsoft Corp with a value of $10.6B, Costco Wholesale Corp with a value of $9.34B, Amazon Com Inc with a value of $7.95B, and Invesco Qqq Trust, Series 1 with a value of $6.66B.

Examining the 13F form we can see an increase of $191B in the current position value.

Richards, Merrill & Peterson, Inc. is based out at Spokane, WA

Below you can find more details about Richards, Merrill & Peterson, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $191 Billion
Technology: $41.4 Billion
ETFs: $35.3 Billion
Consumer Cyclical: $22.4 Billion
Industrials: $16.9 Billion
Consumer Defensive: $15.8 Billion
Financial Services: $14.9 Billion
Healthcare: $14.2 Billion
Communication Services: $11.5 Billion
Other: $12.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$12.1 Billion 6.3% of portfolio
48,190
Q4 2024 New
$3.04T
$10.6 Billion 5.53% of portfolio
25,111
Q4 2024 New
$474B
$9.34 Billion 4.88% of portfolio
10,196
Q4 2024 New
$2.33T
$7.95 Billion 4.16% of portfolio
36,259
Q4 2024 New
$0
$6.66 Billion 3.48% of portfolio
13,028
Q4 2024 New
$0
$5.49 Billion 2.87% of portfolio
9,372
Q4 2024 New
$146B
$4.11 Billion 2.14% of portfolio
11,401
Q4 2024 New
$346B
$3.52 Billion 1.84% of portfolio
26,207
Q4 2024 New
$811B
$3.48 Billion 1.82% of portfolio
14,517
Q4 2024 New
$419B
$3.43 Billion 1.79% of portfolio
8,819
Q4 2024 New
$304B
$3.41 Billion 1.78% of portfolio
23,541
Q4 2024 New
$1.11T
$3.14 Billion 1.64% of portfolio
16,583
Q4 2024 New
$1.64T
$3 Billion 1.57% of portfolio
5,125
Q4 2024 New
$578B
$2.63 Billion 1.37% of portfolio
8,312
Q4 2024 New
$156B
$2.25 Billion 1.18% of portfolio
9,136
Q4 2024 New
$180B
$2.1 Billion 1.1% of portfolio
18,166
Q4 2024 New
$0
$1.92 Billion 1.0% of portfolio
3,560
Q4 2024 New
-
$1.83 Billion 0.96% of portfolio
-
Q4 2024 New
$1.14T
$1.81 Billion 0.95% of portfolio
9,519
Q4 2024 New
$136B
$1.82 Billion 0.95% of portfolio
8,066
Q4 2024 New
$624B
$1.75 Billion 0.91% of portfolio
3,851
Q4 2024 New
$234B
$1.71 Billion 0.9% of portfolio
7,800
Q4 2024 New
$210B
$1.72 Billion 0.9% of portfolio
17,283
Q4 2024 New
$266B
$1.68 Billion 0.88% of portfolio
28,410
Q4 2024 New
$2.68B
$1.52 Billion 0.8% of portfolio
41,576
Q4 2024 New
$70.1B
$1.53 Billion 0.8% of portfolio
5,276
Q4 2024 New
$386B
$1.5 Billion 0.78% of portfolio
8,929
Q4 2024 New
$69.7B
$1.49 Billion 0.78% of portfolio
5,303
Q4 2024 New
$327B
$1.46 Billion 0.76% of portfolio
4,378
Q4 2024 New
$227B
$1.42 Billion 0.74% of portfolio
4,892
Q4 2024 New
$0
$1.43 Billion 0.74% of portfolio
22,886
Q4 2024 New
$451B
$1.4 Billion 0.73% of portfolio
13,014
Q4 2024 New
$210B
$1.39 Billion 0.72% of portfolio
2,657
Q4 2024 New
$146B
$1.38 Billion 0.72% of portfolio
8,461
Q4 2024 New
$187B
$1.32 Billion 0.69% of portfolio
3,626
Q4 2024 New
$282B
$1.27 Billion 0.67% of portfolio
14,093
Q4 2024 New
$0
$1.29 Billion 0.67% of portfolio
34,641
Q4 2024 New
$70.9B
$1.27 Billion 0.66% of portfolio
26,565
Q4 2024 New
$93.5B
$1.24 Billion 0.65% of portfolio
6,145
Q4 2024 New
$0
$1.24 Billion 0.65% of portfolio
9,130
Q4 2024 New
$123B
$1.2 Billion 0.62% of portfolio
14,962
Q4 2024 New
Capital Grp Fixed Incm ETF T
-
$1.15 Billion 0.6% of portfolio
-
Q4 2024 New
$172B
$1.13 Billion 0.59% of portfolio
28,281
Q4 2024 New
$177B
$1.12 Billion 0.58% of portfolio
5,953
Q4 2024 New
$153B
$1.11 Billion 0.58% of portfolio
4,853
Q4 2024 New
$298B
$1.05 Billion 0.55% of portfolio
16,874
Q4 2024 New
$130B
$1.05 Billion 0.55% of portfolio
11,468
Q4 2024 New
$117B
$1.04 Billion 0.54% of portfolio
6,012
Q4 2024 New
$0
$1.02 Billion 0.53% of portfolio
8,853
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 502
  • Current Value $191 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 502 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Richards, Merrill & Peterson, Inc. Portfolio

Follow Richards, Merrill & Peterson, Inc. 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 Richards, Merrill & Peterson, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Richards, Merrill & Peterson, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email