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 Market Cap. of $10 Billions to $200 Billions
