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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$328B
$1.05 Billion 0.54% of portfolio
4,996
Q1 2025 Added 0.44%
$177B
$1.04 Billion 0.54% of portfolio
5,784
Q1 2025 Reduced 2.84%
$289B
$1.04 Billion 0.54% of portfolio
1,979
Q1 2025 Added 1.75%
$232B
$916 Million 0.48% of portfolio
6,908
Q1 2025 Added 7.5%
$0
$921 Million 0.48% of portfolio
41,016
Q1 2025 Added 12.48%
$5.66B
$898 Million 0.47% of portfolio
16,305
Q1 2025 Added 1.53%
$74.1B
$894 Million 0.47% of portfolio
3,606
Q1 2025 Added 1.29%
-
$888 Million 0.46% of portfolio
-
Q1 2025 Added 19.93%
$197B
$884 Million 0.46% of portfolio
2,832
Q1 2025 Added 0.25%
$96.3B
$870 Million 0.45% of portfolio
9,466
Q1 2025 Added 5.62%
$561B
$860 Million 0.45% of portfolio
6,154
Q1 2025 Added 0.49%
$75.3B
$870 Million 0.45% of portfolio
7,931
Q1 2025 Added 1.55%
$173B
$866 Million 0.45% of portfolio
5,635
Q1 2025 Added 10.34%
$122B
$839 Million 0.44% of portfolio
7,990
Q1 2025 Added 20.4%
$96.2B
$850 Million 0.44% of portfolio
6,078
Q1 2025 Added 1.1%
$220B
$831 Million 0.43% of portfolio
7,124
Q1 2025 Added 14.9%
$398B
$749 Million 0.39% of portfolio
4,518
Q1 2025 Added 0.04%
$67B
$741 Million 0.39% of portfolio
5,072
Q1 2025 Added 11.3%
Blackrock Inc
-
$723 Million 0.38% of portfolio
-
Q1 2025 Reduced 4.62%
$0
$740 Million 0.38% of portfolio
9,776
Q1 2025 Added 18.37%
$271B
$730 Million 0.38% of portfolio
8,644
Q1 2025 Added 3.35%
$37.6B
$675 Million 0.35% of portfolio
8,989
Q1 2025 Reduced 3.25%
$55B
$640 Million 0.33% of portfolio
4,146
Q1 2025 Reduced 1.75%
$75.6B
$607 Million 0.32% of portfolio
9,555
Q1 2025 Added 9.64%
$64.5B
$619 Million 0.32% of portfolio
5,563
Q1 2025 Reduced 2.98%
$42.8B
$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%
$41.7B
$600 Million 0.31% of portfolio
4,723
Q1 2025 Reduced 6.88%
$0
$590 Million 0.31% of portfolio
6,384
Q1 2025 Added 10.72%
$219B
$577 Million 0.3% of portfolio
2,145
Q1 2025 Added 4.28%
$0
$573 Million 0.3% of portfolio
11,279
Q1 2025 Added 33.99%
$20.4B
$566 Million 0.29% of portfolio
4,196
Q1 2025 Added 78.17%
$0
$539 Million 0.28% of portfolio
6,471
Q4 2024 New
$126B
$529 Million 0.28% of portfolio
1,185
Q1 2025 Added 3.04%
$60.5B
$547 Million 0.28% of portfolio
3,203
Q1 2025 Added 11.29%
$5.58B
$544 Million 0.28% of portfolio
380
Q4 2024 New
$543B
$522 Million 0.27% of portfolio
952
Q1 2025 Added 2.7%
$752B
$505 Million 0.26% of portfolio
611
Q1 2025 Added 7.57%
$97.8B
$509 Million 0.26% of portfolio
1,511
Q1 2025 Reduced 6.21%
Capital Grp Fixed Incm ETF T
-
$492 Million 0.26% of portfolio
-
Q1 2025 Added 278.0%
$14.1B
$482 Million 0.25% of portfolio
5,811
Q1 2025 Added 5.25%
$61.7B
$485 Million 0.25% of portfolio
17,009
Q1 2025 Reduced 6.05%
$0
$483 Million 0.25% of portfolio
3,008
Q4 2024 New
$215B
$483 Million 0.25% of portfolio
4,895
Q1 2025 Added 3.71%
$1.39B
$463 Million 0.24% of portfolio
63,085
Q1 2025 Added 12.23%
$4.99B
$465 Million 0.24% of portfolio
3,098
Q1 2025 Added 6.13%
$0
$452 Million 0.23% of portfolio
6,936
Q1 2025 Reduced 4.08%
$100B
$448 Million 0.23% of portfolio
7,344
Q1 2025 Reduced 1.5%
$355B
$435 Million 0.23% of portfolio
10,432
Q1 2025 Reduced 13.59%

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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