Richards, Merrill & Peterson, Inc. Incresed Positions in Q2 2025

Richards, Merrill & Peterson, Inc.

  • $210 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
606
+ 2.41%
$354.56 - $497.45 $215K - $301K
25.8K $12.8B
NVDA
Nvidia Corp

Technology
6.82K
+ 20.73%
$94.31 - $157.99 $644K - $1.08M
39.7K $6.28B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.83K
+ 13.3%
$416.06 - $551.64 $761K - $1.01M
15.6K $8.59B
AMZN
Amazon Com Inc

Consumer Cyclical
3.09K
+ 8.65%
$167.32 - $223.3 $517K - $689K
38.8K $8.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.93K
+ 51.09%
$456.74 - $568.03 $881K - $1.1M
5.71K $3.24B
META
Meta Platforms, Inc.

Communication Services
508
+ 9.65%
$484.66 - $738.09 $246K - $375K
5.77K $4.26B
PLTR
Palantir Technologies Inc.

Technology
3.49K
+ 40.32%
$74.01 - $144.25 $258K - $503K
12.1K $1.65B
GOOGL
Alphabet Inc.

Communication Services
2.16K
+ 12.28%
$144.7 - $178.6 $312K - $385K
19.7K $3.47B
ORCL
Oracle Corp

Technology
1.12K
+ 18.26%
$122.82 - $218.63 $138K - $246K
7.28K $1.59B
COST
Costco Wholesale Corp

Consumer Defensive
246
+ 2.4%
$908.13 - $1056.85 $223K - $260K
10.5K $10.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
202
+ 2.15%
$496.48 - $617.85 $100K - $125K
9.59K $5.93B
CEG
Constellation Energy Corp

Utilities
1.59K
+ 263.47%
$170.96 - $322.76 $273K - $514K
2.2K $710M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
13.4K
+ 35.71%
$40.66 - $41.98 $546K - $563K
51K $2.13B
AVGO
Broadcom Inc.

Technology
1.11K
+ 55.61%
$146.29 - $275.65 $163K - $306K
3.11K $857M
AMAT
Applied Materials Inc

Technology
777
+ 8.68%
$126.95 - $183.52 $98.6K - $143K
9.72K $1.78B
Capital Grp Fixed Incm ETF T
16.6K
+ 33.24%
N/A
66.7K $1.75B
SYK
Stryker Corp

Healthcare
355
+ 2.82%
$337.37 - $395.63 $120K - $140K
12.9K $5.12B
CGMS
Capital Grp Core Plus Income E
14.3K
+ 43.82%
N/A
46.8K $1.29B
ISRG
Intuitive Surgical Inc

Healthcare
491
+ 17.37%
$451.58 - $565.94 $222K - $278K
3.32K $1.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.26K
+ 8.46%
$30.53 - $40.65 $99.6K - $133K
41.8K $1.7B
MS
Morgan Stanley

Financial Services
1.29K
+ 18.08%
$99.83 - $140.86 $129K - $181K
8.41K $1.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.09K
+ 27.41%
$483.48 - $539.8 $529K - $591K
5.09K $2.47B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.53K
+ 45.26%
$60.61 - $87.72 $153K - $221K
8.1K $687M
UBER
Uber Technologies, Inc

Technology
2.57K
+ 72.09%
$64.62 - $93.3 $166K - $240K
6.13K $572M
CGCP
Capital Group Core Plus Income

ETFs
13.6K
+ 33.24%
$21.92 - $22.56 $299K - $308K
54.7K $1.23B
PANW
Palo Alto Networks Inc

Technology
963
+ 30.07%
$152.44 - $204.64 $147K - $197K
4.17K $853M
RTX
Raytheon Technologies Corp

Industrials
141
+ 0.8%
$113.75 - $148.48 $16K - $20.9K
17.8K $2.6B
CGSD
Capital Grp Core Plus Income E
9.48K
+ 12.59%
N/A
84.8K $2.2B
CGDV
Capital Group Divid Value ETF

ETFs
5.33K
+ 66.63%
$31.93 - $39.49 $170K - $210K
13.3K $526M
CAT
Caterpillar Inc

Industrials
59
+ 1.59%
$273.94 - $388.21 $16.2K - $22.9K
3.77K $1.46B
GOOG
Alphabet Inc.

Communication Services
257
+ 2.82%
$146.58 - $180.01 $37.7K - $46.3K
9.36K $1.66B
ENVX
Enovix Corp

Industrials
4.51K
+ 7.15%
$5.46 - $10.53 $24.6K - $47.5K
67.6K $699M
NFLX
Netflix Inc

Communication Services
107
+ 51.44%
$855.86 - $1339.13 $91.6K - $143K
315 $422M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.2K
+ 9.17%
$51.16 - $62.02 $113K - $136K
26.2K $1.62B
AXP
American Express CO

Financial Services
355
+ 16.55%
$231.39 - $318.98 $82.1K - $113K
2.5K $797M
LDOS
Leidos Holdings, Inc.

Technology
753
+ 17.95%
$132.9 - $160.3 $100K - $121K
4.95K $781M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.34K
+ 112.6%
$67.22 - $81.54 $157K - $191K
4.42K $361M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.3K
+ 12.47%
$90.56 - $109.49 $118K - $142K
11.7K $1.28B
VEA
Vanguard Ftse Developed Market

ETFs
2.11K
+ 18.71%
$45.65 - $57.01 $96.3K - $120K
13.4K $763M
CRWD
Crowd Strike Holdings, Inc.

Technology
60
+ 5.93%
$321.63 - $509.31 $19.3K - $30.6K
1.07K $546M
TJX
Tjx Companies Inc

Consumer Cyclical
1.49K
+ 69.51%
$119.13 - $135.03 $178K - $202K
3.64K $450M
MU
Micron Technology Inc

Technology
175
+ 4.34%
$64.72 - $127.91 $11.3K - $22.4K
4.21K $519M
Blackrock Inc
77
+ 10.08%
N/A
841 $882M
TT
Trane Technologies PLC

Industrials
9
+ 0.6%
$315.21 - $437.41 $2.84K - $3.94K
1.52K $665M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 2.14%
$141.37 - $228.57 $7.07K - $11.4K
2.38K $540M
DIS
Walt Disney CO

Communication Services
174
+ 3.55%
$81.72 - $124.01 $14.2K - $21.6K
5.07K $629M
ABT
Abbott Laboratories

Healthcare
804
+ 11.64%
$123.95 - $138.08 $99.7K - $111K
7.71K $1.05B
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
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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