Richards, Merrill & Peterson, Inc. Purchases in Q1 2025

Richards, Merrill & Peterson, Inc.

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
924
+ 14.9%
$111.68 - $141.08 $103K - $130K
7.12K $831M
RSG
Republic Services, Inc.

Industrials
1
+ 0.08%
$200.09 - $242.16 $200 - $242
1.24K $300M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
640
+ 140.97%
$67.08 - $76.14 $42.9K - $48.7K
1.09K $80.6M
VRT
Vertiv Holdings CO

Industrials
725
+ 906.25%
N/A
805 $58.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.95K
New
$24.91 - $29.02 $48.5K - $56.5K
1.95K $48.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
230
+ 11500.0%
$210.19 - $243.33 $48.3K - $56K
232 $48.9M
Linde PLC
24
+ 3.03%
N/A
816 $380M
NVDA
Nvidia Corp

Technology
6.71K
+ 25.59%
$106.98 - $149.43 $717K - $1M
32.9K $3.57B
TSCO
Tractor Supply CO

Consumer Cyclical
245
+ 1.53%
$51.66 - $57.94 $12.7K - $14.2K
16.3K $898M
IRM
Iron Mountain Inc

Real Estate
500
New
$82.79 - $111.31 $41.4K - $55.7K
500 $43M
PSX
Phillips 66

Energy
140
+ 6.38%
$113.93 - $131.55 $16K - $18.4K
2.33K $288M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
267
+ 53.61%
$128.74 - $138.67 $34.4K - $37K
765 $104M
SNOW
Snowflake Inc.

Technology
515
+ 11.3%
$146.16 - $192.78 $75.3K - $99.3K
5.07K $741M
IWM
Ishares Russell 2000 ETF

ETFs
345
+ 23.7%
$198.1 - $229.79 $68.3K - $79.3K
1.8K $359M
IXN
Ishares Global Information Tec

ETFs
450
New
$75.73 - $88.4 $34.1K - $39.8K
450 $34.1M
OXY
Occidental Petroleum Corp

Energy
700
+ 6.23%
$45.45 - $52.7 $31.8K - $36.9K
11.9K $589M
MA
Mastercard Inc

Financial Services
25
+ 2.7%
$504.67 - $576.31 $12.6K - $14.4K
952 $522M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.91K
+ 11.28%
$33.98 - $39.84 $133K - $156K
38.5K $1.32B
IEMG
Ishares Inc

ETFs
376
+ 5.32%
N/A
7.45K $402M
XLK
Technology Sector Spdr

ETFs
156
New
$206.38 - $242.18 $32.2K - $37.8K
156 $32.2M
META
Meta Platforms, Inc.

Communication Services
137
+ 2.67%
$576.36 - $736.67 $79K - $101K
5.26K $3.03B
APD
Air Products & Chemicals, Inc.

Basic Materials
17
+ 0.32%
$283.24 - $338.07 $4.82K - $5.75K
5.29K $1.56B
SNN
Smith & Nephew PLC

Healthcare
1K
+ 500.0%
$23.89 - $30.34 $23.9K - $30.3K
1.2K $34M
DUK
Duke Energy Corp

Utilities
98
+ 9.44%
$105.87 - $121.97 $10.4K - $12K
1.14K $139M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
238
+ 15.57%
$95.85 - $99.25 $22.8K - $23.6K
1.77K $175M
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 4.86%
$117.15 - $158.79 $3.28K - $4.45K
604 $95.9M
EOSE
Eos Energy Enterprises, Inc.

Industrials
21.4K
+ 41.91%
$3.78 - $6.08 $80.8K - $130K
72.4K $274M
PANW
Palo Alto Networks Inc

Technology
325
+ 11.29%
$167.82 - $208.28 $54.5K - $67.7K
3.2K $547M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
216
+ 6.07%
$507.05 - $563.67 $110K - $122K
3.78K $1.94B
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
300
New
$67.12 - $68.99 $20.1K - $20.7K
300 $20.4M
LEU
Centrus Energy Corp

Energy
295
New
$62.21 - $119.74 $18.4K - $35.3K
295 $18.4M
FDVV
Fidelity High Dividend ETF

ETFs
375
+ 13.76%
$48.86 - $52.28 $18.3K - $19.6K
3.1K $154M
PRCT
Procept Bio Robotics Corp

Healthcare
300
New
$56.03 - $88.57 $16.8K - $26.6K
300 $17.5M
MPC
Marathon Petroleum Corp

Energy
100
+ 33.33%
$134.72 - $159.03 $13.5K - $15.9K
400 $58.3M
HAL
Halliburton CO

Energy
1.01K
+ 19.79%
$24.15 - $29.9 $24.3K - $30K
6.08K $154M
XLV
Select Sector Spdr Fund Health

ETFs
100
+ 83.33%
$137.61 - $149.68 $13.8K - $15K
220 $32.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 1.0%
$308.86 - $455.36 $3.09K - $4.55K
1.01K $357M
ISRG
Intuitive Surgical Inc

Healthcare
170
+ 6.4%
$476.63 - $610.45 $81K - $104K
2.83K $1.4B
MO
Altria Group, Inc.

Consumer Defensive
69
+ 6.23%
$50.81 - $60.02 $3.51K - $4.14K
1.18K $70.6M
NU
Nu Holdings Ltd.

Financial Services
1.25K
+ 43.63%
$10.12 - $13.95 $12.6K - $17.4K
4.12K $42.1M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
125
New
$94.32 - $110.46 $11.8K - $13.8K
125 $12.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
200
New
$53.6 - $58.97 $10.7K - $11.8K
200 $11M
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
+ 37.04%
$307.43 - $357.48 $15.4K - $17.9K
185 $57.1M
XLE
Energy Sector Spdr

ETFs
100
+ 62.5%
$85.7 - $93.96 $8.57K - $9.4K
260 $24.3M
EOG
Eog Resources Inc

Energy
66
+ 18.54%
$120.54 - $138.05 $7.96K - $9.11K
422 $54.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
29
New
$360.07 - $417.26 $10.4K - $12.1K
29 $10.5M
OEUR
Alps ETF Tr Oshares Europe Qua

ETFs
8
+ 0.21%
$27.46 - $31.4 $220 - $251
3.82K $115M
BWXT
Bwx Technologies, Inc.

Industrials
100
New
$96.59 - $128.46 $9.66K - $12.8K
100 $9.87M
Millrose Pptys Inc
368
New
N/A
368 $9.76M
Activity Summary
Buys All Purchases 178 New Holdings 35 Increased Positions 143 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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