Richards, Merrill & Peterson, Inc. Purchases in Q2 2025

Richards, Merrill & Peterson, Inc.

  • $210 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.1K
+ 12.22%
$24.32 - $27.87 $221K - $254K
83.6K $2.21B
VTI
Vanguard Total Stock Market Et

ETFs
375
+ 109.01%
$243.75 - $303.93 $91.4K - $114K
719 $218M
WDIV
Spdr S&P Global Dividend ETF

ETFs
1.22K
+ 17.59%
$59.84 - $71.44 $73K - $87.2K
8.16K $575M
ROK
Rockwell Automation, Inc

Industrials
124
+ 11.95%
$218.97 - $332.17 $27.2K - $41.2K
1.16K $386M
EOSE
Eos Energy Enterprises, Inc.

Industrials
4K
+ 5.53%
$3.3 - $7.11 $13.2K - $28.4K
76.4K $391M
NKE
Nike, Inc.

Consumer Cyclical
592
+ 6.2%
$53.27 - $72.04 $31.5K - $42.6K
10.1K $721M
USB
Us Bancorp \De\

Financial Services
661
+ 2.48%
$36.4 - $45.76 $24.1K - $30.2K
27.3K $1.23B
TGT
Target Corp

Consumer Defensive
1.18K
+ 52.93%
$88.76 - $105.77 $105K - $125K
3.42K $338M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.74%
$221.86 - $362.89 $2.66K - $4.35K
1.63K $517M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
534
+ 8.87%
$114.78 - $133.31 $61.3K - $71.2K
6.55K $873M
URI
United Rentals, Inc.

Industrials
70
+ 21.67%
$551.94 - $753.4 $38.6K - $52.7K
393 $296M
LLY
Eli Lilly & CO

Healthcare
156
+ 25.53%
$713.71 - $898.95 $111K - $140K
767 $598M
VO
Vanguard Mid Cap ETF

ETFs
231
+ 17.3%
$228.54 - $279.83 $52.8K - $64.6K
1.57K $438M
LMT
Lockheed Martin Corp

Industrials
153
+ 12.91%
$430.82 - $486.45 $65.9K - $74.4K
1.34K $619M
KO
Coca Cola CO

Consumer Defensive
1.36K
+ 7.72%
$68.37 - $73.9 $93.1K - $101K
19K $1.34B
QCOM
Qualcomm Inc

Technology
279
+ 4.95%
$124.66 - $159.48 $34.8K - $44.5K
5.91K $942M
BX
Blackstone Inc.

Financial Services
94
+ 1.55%
$120.07 - $151.11 $11.3K - $14.2K
6.17K $923M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
465
+ 5.99%
$45.98 - $56.15 $21.4K - $26.1K
8.23K $462M
BROS
Dutch Bros Inc.

Consumer Cyclical
378
+ 5.63%
$51.37 - $73.72 $19.4K - $27.9K
7.1K $485M
MRVL
Marvell Technology, Inc.

Technology
139
+ 4.01%
$49.38 - $79.97 $6.86K - $11.1K
3.61K $279M
VZ
Verizon Communications Inc

Communication Services
2.67K
+ 8.87%
$41.67 - $45.62 $111K - $122K
32.8K $1.42B
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 6.53%
$498.8 - $620.9 $16.5K - $20.5K
538 $334M
MDT
Medtronic PLC

Healthcare
1.08K
+ 6.46%
$80.68 - $88.86 $87.3K - $96.1K
17.8K $1.55B
CGMU
Capital Group Core Plus Income
1.85K
+ 30.45%
N/A
7.93K $212M
JEPI
J P Morgan Exchange Traded Fd

ETFs
850
+ 340.0%
$51.14 - $57.0 $43.5K - $48.5K
1.1K $62.5M
ASML
Asml Holding Nv

Technology
10
+ 3.47%
$595.37 - $815.24 $5.95K - $8.15K
298 $239M
IEF
Ishares Barclays

ETFs
499
New
$93.15 - $96.56 $46.5K - $48.2K
499 $47.8M
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 1.27%
$335.24 - $380.78 $36.9K - $41.9K
8.78K $3.22B
DHR
Danaher Corp

Healthcare
317
+ 10.96%
$174.64 - $205.16 $55.4K - $65K
3.21K $634M
V
Visa Inc.

Financial Services
8
+ 0.1%
$308.27 - $373.31 $2.47K - $2.99K
7.73K $2.74B
DVN
Devon Energy Corp

Energy
2.06K
+ 39.0%
$26.8 - $37.92 $55.2K - $78.1K
7.34K $233M
Linde PLC
63
+ 7.72%
N/A
879 $412M
ITW
Illinois Tool Works Inc

Industrials
131
+ 3.63%
$218.41 - $252.43 $28.6K - $33.1K
3.74K $924M
OMFL
Invesco Exchange Traded Self I

ETFs
238
+ 9.03%
$48.43 - $57.78 $11.5K - $13.8K
2.88K $166M
WM
Waste Management Inc

Industrials
179
+ 2.9%
$216.47 - $242.1 $38.7K - $43.3K
6.35K $1.45B
SO
Southern CO

Utilities
263
+ 2.78%
$84.91 - $92.56 $22.3K - $24.3K
9.73K $893M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
132
New
$113.67 - $150.4 $15K - $19.9K
132 $19.9M
MA
Mastercard Inc

Financial Services
12
+ 1.26%
$479.92 - $590.74 $5.76K - $7.09K
964 $541M
PRU
Prudential Financial Inc

Financial Services
232
+ 8.15%
$95.12 - $112.71 $22.1K - $26.1K
3.08K $331M
DHI
Horton D R Inc

Consumer Cyclical
16
+ 0.34%
$115.1 - $129.63 $1.84K - $2.07K
4.74K $611M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
108
+ 450.0%
$81.46 - $94.63 $8.8K - $10.2K
132 $12.5M
IWS
Ishares Russell Midcap Value E

ETFs
77
New
$110.58 - $132.14 $8.51K - $10.2K
77 $10.2M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
275
+ 2.02%
$25.26 - $29.45 $6.95K - $8.1K
13.9K $387M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2
+ 0.19%
$50.08 - $63.14 $100 - $126
1.07K $67.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
75
+ 4.24%
$96.84 - $99.46 $7.26K - $7.46K
1.84K $183M
O
Realty Income Corp

Real Estate
140
+ 3.62%
$52.27 - $58.52 $7.32K - $8.19K
4.01K $231M
JPIN
Jp Morgan Diversified Return I

ETFs
52
New
$52.18 - $64.25 $2.71K - $3.34K
52 $3.34M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2
+ 0.65%
$75.29 - $91.16 $151 - $182
311 $28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.44%
$152.93 - $181.74 $153 - $182
229 $41.5M
Activity Summary
Buys All Purchases 121 New Holdings 6 Increased Positions 115 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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