Richards, Merrill & Peterson, Inc. Portfolio Holdings

Richards, Merrill & Peterson, Inc.

  • $192 Billion
  • Q1 2025

Richards, Merrill & Peterson, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 494 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.5B, Costco Wholesale Corp with a value of $9.68B, Microsoft Corp with a value of $9.44B, Amazon Com Inc with a value of $6.79B, and Invesco Qqq Trust, Series 1 with a value of $6.44B.

Examining the 13F form we can see an increase of $814M in the current position value, from $191B to 192B.

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 $192 Billion
Technology: $38.6 Billion
ETFs: $37.1 Billion
Consumer Cyclical: $20.3 Billion
Industrials: $16.5 Billion
Consumer Defensive: $16.2 Billion
Healthcare: $15.4 Billion
Financial Services: $14.9 Billion
Communication Services: $11.4 Billion
Other: $14.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85.4B
$870 Million 0.45% of portfolio
7,931
Q1 2025 Added 1.55%
$171B
$866 Million 0.45% of portfolio
5,635
Q1 2025 Added 10.34%
$118B
$839 Million 0.44% of portfolio
7,990
Q1 2025 Added 20.4%
$122B
$850 Million 0.44% of portfolio
6,078
Q1 2025 Added 1.1%
$239B
$831 Million 0.43% of portfolio
7,124
Q1 2025 Added 14.9%
$426B
$749 Million 0.39% of portfolio
4,518
Q1 2025 Added 0.04%
$67.7B
$741 Million 0.39% of portfolio
5,072
Q1 2025 Added 11.3%
$302B
$730 Million 0.38% of portfolio
8,644
Q1 2025 Added 3.35%
$39.5B
$675 Million 0.35% of portfolio
8,989
Q1 2025 Reduced 3.25%
$51.6B
$640 Million 0.33% of portfolio
4,146
Q1 2025 Reduced 1.75%
$91.9B
$607 Million 0.32% of portfolio
9,555
Q1 2025 Added 9.64%
$64.1B
$619 Million 0.32% of portfolio
5,563
Q1 2025 Reduced 2.98%
$40.6B
$589 Million 0.31% of portfolio
11,938
Q1 2025 Added 6.23%
$142B
$593 Million 0.31% of portfolio
2,893
Q1 2025 Added 5.74%
$45.7B
$600 Million 0.31% of portfolio
4,723
Q1 2025 Reduced 6.88%
$236B
$577 Million 0.3% of portfolio
2,145
Q1 2025 Added 4.28%
$123B
$529 Million 0.28% of portfolio
1,185
Q1 2025 Added 3.04%
$58.7B
$547 Million 0.28% of portfolio
3,203
Q1 2025 Added 11.29%
$5.75B
$544 Million 0.28% of portfolio
380
Q4 2024 New
$530B
$522 Million 0.27% of portfolio
952
Q1 2025 Added 2.7%
$724B
$505 Million 0.26% of portfolio
611
Q1 2025 Added 7.57%
$104B
$509 Million 0.26% of portfolio
1,511
Q1 2025 Reduced 6.21%
$14.4B
$482 Million 0.25% of portfolio
5,811
Q1 2025 Added 5.25%
$61.8B
$485 Million 0.25% of portfolio
17,009
Q1 2025 Reduced 6.05%
$223B
$483 Million 0.25% of portfolio
4,895
Q1 2025 Added 3.71%
$2.5B
$463 Million 0.24% of portfolio
63,085
Q1 2025 Added 12.23%
$4.9B
$465 Million 0.24% of portfolio
3,098
Q1 2025 Added 6.13%
$102B
$448 Million 0.23% of portfolio
7,344
Q1 2025 Reduced 1.5%
$377B
$435 Million 0.23% of portfolio
10,432
Q1 2025 Reduced 13.59%
$1.01T
$419 Million 0.22% of portfolio
1,616
Q1 2025 Reduced 15.04%
$2.51B
$415 Million 0.22% of portfolio
6,719
Q4 2024 New
$1.27T
$387 Million 0.2% of portfolio
2,333
Q1 2025 Added 0.86%
$1.48B
$390 Million 0.2% of portfolio
7,760
Q1 2025 Added 39.95%
$740M
$378 Million 0.2% of portfolio
13,635
Q1 2025 Reduced 55.04%
$59.6B
$364 Million 0.19% of portfolio
5,579
Q1 2025 Added 75.22%
$160B
$360 Million 0.19% of portfolio
1,154
Q1 2025 Reduced 7.23%
$101B
$357 Million 0.19% of portfolio
1,012
Q1 2025 Added 1.0%
$123B
$351 Million 0.18% of portfolio
4,035
Q1 2025 Added 77.36%
$32.7B
$348 Million 0.18% of portfolio
3,575
Q1 2025 Added 0.51%
$38.4B
$318 Million 0.17% of portfolio
2,848
Q1 2025 Added 1.86%
$116B
$335 Million 0.17% of portfolio
1,998
Q1 2025 Reduced 3.99%
$51.7B
$315 Million 0.16% of portfolio
4,650
Q4 2024 New
$75.9B
$300 Million 0.16% of portfolio
1,241
Q1 2025 Added 0.08%
$60.2B
$288 Million 0.15% of portfolio
2,333
Q1 2025 Added 6.38%
$200B
$277 Million 0.14% of portfolio
1,850
Q1 2025 Added 2.72%
$41.2B
$268 Million 0.14% of portfolio
1,038
Q1 2025 Reduced 9.82%
$43.2B
$263 Million 0.14% of portfolio
1,850
Q1 2025 Reduced 4.88%
$142B
$262 Million 0.14% of portfolio
2,148
Q1 2025 Added 146.33%
$27.7B
$264 Million 0.14% of portfolio
1,440
Q1 2025 Reduced 23.44%

Summary

  • Portfolio
  • No. of Stocks 494
  • Current Value $192 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 143 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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