Richards, Merrill & Peterson, Inc. Purchases in Q3 2025

Richards, Merrill & Peterson, Inc.

  • $232 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WDIV
Spdr S&P Global Dividend ETF

ETFs
1.59K
+ 19.45%
$70.16 - $73.96 $111K - $117K
9.74K $708M
Rbb Fund Trust
2.88K
New
N/A
2.88K $133M
AMZN
Amazon Com Inc

Consumer Cyclical
572
+ 1.48%
$211.65 - $238.24 $121K - $136K
39.3K $8.64B
Blackrock Inc
29
+ 3.45%
N/A
870 $1.01B
VV
Vanguard Large Cap ETF

ETFs
397
New
$285.05 - $309.14 $113K - $123K
397 $122M
TJX
Tjx Companies Inc

Consumer Cyclical
186
+ 5.11%
$121.35 - $144.54 $22.6K - $26.9K
3.83K $553M
QCOM
Qualcomm Inc

Technology
357
+ 6.04%
$145.84 - $173.55 $52.1K - $62K
6.27K $1.04B
ASML
Asml Holding Nv

Technology
52
+ 17.45%
$689.63 - $968.09 $35.9K - $50.3K
350 $339M
PANW
Palo Alto Networks Inc

Technology
495
+ 11.88%
$167.06 - $208.19 $82.7K - $103K
4.66K $949M
URI
United Rentals, Inc.

Industrials
17
+ 4.33%
$774.14 - $975.23 $13.2K - $16.6K
410 $391M
MCD
Mcdonalds Corp

Consumer Cyclical
86
+ 1.75%
$291.67 - $316.99 $25.1K - $27.3K
5.01K $1.52B
VEA
Vanguard Ftse Developed Market

ETFs
741
+ 5.53%
$56.02 - $60.3 $41.5K - $44.7K
14.1K $847M
PG
Procter & Gamble CO

Consumer Defensive
870
+ 9.29%
$150.47 - $161.22 $131K - $140K
10.2K $1.57B
ROK
Rockwell Automation, Inc

Industrials
171
+ 14.72%
$328.67 - $358.52 $56.2K - $61.3K
1.33K $466M
Goldman Sachs ETF Tr
1.5K
New
N/A
1.5K $76.1M
DHR
Danaher Corp

Healthcare
348
+ 10.84%
$181.46 - $212.2 $63.1K - $73.8K
3.56K $705M
EMR
Emerson Electric CO

Industrials
644
+ 8.49%
$128.6 - $149.63 $82.8K - $96.4K
8.23K $1.08B
AXP
American Express CO

Financial Services
89
+ 3.56%
$294.27 - $342.31 $26.2K - $30.5K
2.59K $860M
SYY
Sysco Corp

Consumer Defensive
47
+ 0.55%
$76.33 - $82.51 $3.59K - $3.88K
8.53K $703M
LMT
Lockheed Martin Corp

Industrials
18
+ 1.35%
$410.74 - $499.21 $7.39K - $8.99K
1.36K $677M
AFL
Aflac Inc

Financial Services
204
+ 4.11%
$98.09 - $111.7 $20K - $22.8K
5.17K $577M
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.08%
$252.31 - $269.41 $757 - $808
3.74K $975M
SO
Southern CO

Utilities
229
+ 2.35%
$90.83 - $96.0 $20.8K - $22K
9.96K $944M
IEMG
Ishares Inc

ETFs
85
+ 1.16%
N/A
7.41K $488M
O
Realty Income Corp

Real Estate
500
+ 12.48%
$56.13 - $60.79 $28.1K - $30.4K
4.51K $274M
PSX
Phillips 66

Energy
10
+ 0.42%
$118.37 - $139.46 $1.18K - $1.39K
2.37K $322M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.18K
+ 44.51%
$28.15 - $30.13 $33.1K - $35.4K
3.82K $113M
Capital Grp Fixed Incm ETF T
1K
+ 5.29%
N/A
19.9K $525M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
187
+ 4.23%
$81.55 - $85.33 $15.2K - $16K
4.61K $392M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
200
New
N/A
200 $19.8M
PCAR
Paccar Inc

Industrials
77
+ 2.15%
$92.91 - $102.86 $7.15K - $7.92K
3.65K $359M
VTV
Vanguard Value ETF

ETFs
69
+ 15.16%
$175.51 - $186.57 $12.1K - $12.9K
524 $97.7M
PRU
Prudential Financial Inc

Financial Services
259
+ 8.41%
$100.68 - $109.89 $26.1K - $28.5K
3.34K $346M
VEU
Vanguard Ftse All World Ex Us

ETFs
216
New
$66.38 - $71.68 $14.3K - $15.5K
216 $15.4M
TMUS
T Mobile Us, Inc.

Communication Services
13
+ 0.23%
$226.02 - $259.01 $2.94K - $3.37K
5.63K $1.35B
OMFL
Invesco Exchange Traded Self I

ETFs
35
+ 1.22%
$57.41 - $60.45 $2.01K - $2.12K
2.91K $175M
Linde PLC
5
+ 0.57%
N/A
884 $420M
KO
Coca Cola CO

Consumer Defensive
1.37K
+ 7.22%
$65.67 - $71.67 $90K - $98.3K
20.4K $1.35B
RGI
Invesco S&P 500 Equal Weight I

ETFs
116
New
N/A
116 $6.51M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.44%
$181.56 - $190.33 $182 - $190
230 $43.5M
VXF
Vanguard Extended Market ETF

ETFs
4
New
$193.58 - $213.07 $774 - $852
4 $837K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1
+ 0.32%
$86.07 - $90.74 $86.1 - $90.7
312 $28M
CSCO
Cisco Systems, Inc.

Technology
273
+ 0.98%
$66.2 - $71.79 $18.1K - $19.6K
28.1K $1.92B
NFLX
Netflix Inc

Communication Services
30
+ 9.52%
$1147.87 - $1297.18 $34.4K - $38.9K
345 $414M
RSG
Republic Services, Inc.

Industrials
50
+ 4.03%
$225.33 - $246.01 $11.3K - $12.3K
1.29K $296M
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 1.87%
$412.46 - $514.1 $8.25K - $10.3K
1.09K $535M
DIS
Walt Disney CO

Communication Services
319
+ 6.29%
$112.25 - $124.0 $35.8K - $39.6K
5.39K $617M
IBM
International Business Machines Corp

Technology
233
+ 3.23%
$234.77 - $292.47 $54.7K - $68.1K
7.46K $2.1B
COST
Costco Wholesale Corp

Consumer Defensive
698
+ 6.66%
$915.95 - $994.57 $639K - $694K
11.2K $10.3B
Activity Summary
Buys All Purchases 106 New Holdings 18 Increased Positions 88 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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