Richards, Merrill & Peterson, Inc. Incresed Positions in Q1 2025

Richards, Merrill & Peterson, Inc.

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
21
+ 6.5%
$271.18 - $303.12 $5.69K - $6.37K
344 $94.5M
ADBE
Adobe Inc.

Technology
14
+ 18.67%
$377.84 - $464.11 $5.29K - $6.5K
89 $34.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
55
+ 7.45%
$96.93 - $109.51 $5.33K - $6.02K
793 $77.7M
BA
Boeing CO

Industrials
10
+ 4.44%
$148.15 - $186.25 $1.48K - $1.86K
235 $40.1M
Bitwise Bitcoin ETF Tr
18
+ 19.15%
N/A
112 $5.03M
Ishares Bitcoin Trust ETF
17
+ 18.89%
N/A
107 $5.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 1.33%
$169.43 - $182.84 $508 - $549
228 $39.4M
Veralto Corp
4
+ 4.6%
N/A
91 $8.87M
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 4.55%
$554.06 - $615.85 $12.2K - $13.5K
505 $284M
Fidelity Wise Origin Bitcoin
11
+ 6.96%
N/A
169 $12.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.25%
$58.81 - $68.2 $58.8 - $68.2
409 $24.4M
OMFL
Invesco Exchange Traded Self I

ETFs
5
+ 0.19%
$52.19 - $57.45 $261 - $287
2.64K $141M
MRVL
Marvell Technology, Inc.

Technology
1.51K
+ 77.16%
$61.57 - $126.06 $93K - $190K
3.47K $213M
VUG
Vanguard Growth ETF

ETFs
5
+ 4.31%
$369.1 - $427.61 $1.85K - $2.14K
121 $44.9M
COIN
Coinbase Global, Inc.

Technology
20
+ 14.49%
$172.23 - $301.3 $3.44K - $6.03K
158 $27.2M
ITW
Illinois Tool Works Inc

Industrials
46
+ 1.29%
$244.9 - $274.48 $11.3K - $12.6K
3.61K $894M
SCHA
Schwab Strategic Tr Us Small C

ETFs
50
+ 1.12%
$23.16 - $27.04 $1.16K - $1.35K
4.53K $106M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
15
+ 3.09%
$186.55 - $250.04 $2.8K - $3.75K
501 $101M
PRU
Prudential Financial Inc

Financial Services
52
+ 1.86%
$105.04 - $122.33 $5.46K - $6.36K
2.85K $318M
SQ
Block, Inc.

Technology
50
+ 6.85%
$54.04 - $92.95 $2.7K - $4.65K
780 $42.4M
PCAR
Paccar Inc

Industrials
18
+ 0.51%
$96.91 - $112.51 $1.74K - $2.03K
3.58K $348M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.1K
+ 4.81%
$57.21 - $65.8 $62.9K - $72.4K
24K $1.4B
LMT
Lockheed Martin Corp

Industrials
35
+ 3.04%
$423.19 - $506.29 $14.8K - $17.7K
1.19K $529M
AXP
American Express CO

Financial Services
88
+ 4.28%
$255.39 - $325.87 $22.5K - $28.7K
2.15K $577M
DHR
Danaher Corp

Healthcare
157
+ 5.74%
$201.62 - $250.59 $31.7K - $39.3K
2.89K $593M
LSTR
Landstar System Inc

Industrials
179
+ 6.13%
$146.63 - $177.82 $26.2K - $31.8K
3.1K $465M
DIS
Walt Disney CO

Communication Services
175
+ 3.71%
$96.87 - $114.0 $17K - $20K
4.9K $483M
NKE
Nike, Inc.

Consumer Cyclical
840
+ 9.64%
$63.29 - $81.72 $53.2K - $68.6K
9.56K $607M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20
+ 0.86%
$165.25 - $224.62 $3.31K - $4.49K
2.33K $387M
AMAT
Applied Materials Inc

Technology
486
+ 5.74%
$145.06 - $195.51 $70.5K - $95K
8.95K $1.3B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
100
+ 1.1%
$121.0 - $142.28 $12.1K - $14.2K
9.23K $1.15B
CAT
Caterpillar Inc

Industrials
86
+ 2.37%
$326.75 - $407.63 $28.1K - $35.1K
3.71K $1.22B
EMR
Emerson Electric CO

Industrials
121
+ 1.55%
$108.64 - $131.17 $13.1K - $15.9K
7.93K $870M
ACN
Accenture PLC

Technology
7
+ 0.25%
$300.91 - $398.25 $2.11K - $2.79K
2.83K $884M
USB
Us Bancorp \De\

Financial Services
49
+ 0.18%
$40.92 - $50.9 $2.01K - $2.49K
26.6K $1.12B
ENVX
Enovix Corp

Industrials
6.88K
+ 12.23%
$7.21 - $14.33 $49.6K - $98.5K
63.1K $463M
ORCL
Oracle Corp

Technology
30
+ 0.49%
$139.81 - $186.47 $4.19K - $5.59K
6.15K $860M
BX
Blackstone Inc.

Financial Services
66
+ 1.1%
$136.53 - $186.74 $9.01K - $12.3K
6.08K $850M
QQQ
Invesco Qqq Trust, Series 1

ETFs
713
+ 5.47%
$468.34 - $539.52 $334K - $385K
13.7K $6.44B
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.2%
$551.42 - $612.93 $10.5K - $11.6K
9.39K $5.25B
GOOGL
Alphabet Inc.

Communication Services
965
+ 5.82%
$154.33 - $206.19 $149K - $199K
17.5K $2.71B
MSFT
Microsoft Corp

Technology
33
+ 0.13%
$375.39 - $447.2 $12.4K - $14.8K
25.1K $9.44B
Activity Summary
Buys All Purchases 178 New Holdings 35 Increased Positions 143 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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