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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$304 Million 0.16% of portfolio
28,900
Q4 2024 New
$0
$140 Million 0.07% of portfolio
7,140
Q4 2024 New
$0
$89.2 Million 0.05% of portfolio
7,000
Q4 2024 New
$0
$30.3 Million 0.02% of portfolio
2,000
Q4 2024 New
$0
$17.3 Million 0.01% of portfolio
1,533
Q4 2024 New
$34.8M
$278,000 0.0% of portfolio
45
Q4 2024 New
$18.1M
$53,000 0.0% of portfolio
30
Q4 2024 New
$41M
$196,000 0.0% of portfolio
225
Q4 2024 New
$0
$3.41 Million 0.0% of portfolio
100
Q4 2024 New
$20.2M
$83,000 0.0% of portfolio
70
Q4 2024 New
$0
$5.5 Million 0.0% of portfolio
700
Q4 2024 New
$0
$8.12 Million 0.0% of portfolio
300
Q4 2024 New
$43.2M
$3.33 Million 0.0% of portfolio
3,000
Q4 2024 New
$0
$3.62 Million 0.0% of portfolio
284
Q4 2024 New
$0
$2.29 Million 0.0% of portfolio
187
Q4 2024 New
$28.8M
$155,000 0.0% of portfolio
150
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
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