Richards, Merrill & Peterson, Inc. Incresed Positions in Q1 2025

Richards, Merrill & Peterson, Inc.

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
16.8K
+ 80.78%
$40.5 - $42.02 $680K - $706K
37.6K $1.57B
CVX
Chevron Corp

Energy
466
+ 1.98%
$146.71 - $167.97 $68.4K - $78.3K
24K $4.02B
SYK
Stryker Corp

Healthcare
1.19K
+ 10.43%
$355.18 - $399.9 $422K - $475K
12.6K $4.69B
TMUS
T Mobile Us, Inc.

Communication Services
733
+ 17.04%
$211.3 - $272.83 $155K - $200K
5.04K $1.34B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 3.64%
$442.66 - $534.52 $62K - $74.8K
3.99K $2.13B
Capital Grp Fixed Incm ETF T
13.9K
+ 278.0%
N/A
18.9K $492M
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 0.34%
$890.62 - $1076.86 $31.2K - $37.7K
10.2K $9.68B
MDT
Medtronic PLC

Healthcare
1.78K
+ 11.92%
$79.84 - $94.5 $142K - $169K
16.7K $1.5B
VZ
Verizon Communications Inc

Communication Services
1.85K
+ 6.55%
$37.81 - $46.49 $70.1K - $86.1K
30.1K $1.37B
LDOS
Leidos Holdings, Inc.

Technology
1.84K
+ 78.17%
$126.82 - $161.11 $233K - $297K
4.2K $566M
XOM
Exxon Mobil Corp

Energy
492
+ 3.78%
$105.44 - $118.93 $51.9K - $58.5K
13.5K $1.61B
GLDM
World Gold Trust

ETFs
3.1K
+ 387.5%
$52.19 - $61.89 $162K - $192K
3.9K $241M
ABT
Abbott Laboratories

Healthcare
482
+ 7.5%
$111.1 - $140.22 $53.6K - $67.6K
6.91K $916M
WM
Waste Management Inc

Industrials
25
+ 0.41%
$200.54 - $233.78 $5.01K - $5.84K
6.17K $1.43B
COP
Conocophillips

Energy
1.35K
+ 20.4%
$88.6 - $105.85 $120K - $143K
7.99K $839M
VEA
Vanguard Ftse Developed Market

ETFs
2.86K
+ 33.99%
$47.4 - $52.99 $136K - $152K
11.3K $573M
ABBV
Abb Vie Inc.

Healthcare
22
+ 0.44%
$169.2 - $216.66 $3.72K - $4.77K
5K $1.05B
Capital Grp Fixed Incm ETF T
5.3K
+ 11.84%
N/A
50.1K $1.32B
MU
Micron Technology Inc

Technology
1.76K
+ 77.36%
$86.89 - $109.38 $153K - $193K
4.04K $351M
IEFA
Ishares Tr

ETFs
1.52K
+ 18.37%
$69.57 - $78.65 $106K - $119K
9.78K $740M
TJX
Tjx Companies Inc

Consumer Cyclical
1.28K
+ 146.33%
$112.81 - $126.16 $144K - $161K
2.15K $262M
CGMS
Capital Grp Core Plus Income E
5.41K
+ 19.93%
N/A
32.5K $888M
SO
Southern CO

Utilities
504
+ 5.62%
$80.96 - $92.96 $40.8K - $46.9K
9.47K $870M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.4K
+ 75.22%
$62.43 - $84.12 $150K - $201K
5.58K $364M
CGSD
Capital Grp Core Plus Income E
3.98K
+ 5.58%
N/A
75.3K $1.94B
PLD
Prologis, Inc.

Real Estate
951
+ 76.82%
$103.59 - $124.04 $98.5K - $118K
2.19K $245M
CGCP
Capital Group Core Plus Income

ETFs
4.55K
+ 12.48%
$21.94 - $22.64 $99.8K - $103K
41K $921M
PLTR
Palantir Technologies Inc.

Technology
280
+ 3.35%
$64.98 - $124.62 $18.2K - $34.9K
8.64K $730M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.04%
$142.06 - $167.7 $284 - $335
4.52K $749M
QCOM
Qualcomm Inc

Technology
528
+ 10.34%
$151.94 - $175.86 $80.2K - $92.9K
5.64K $866M
TWLO
Twilio Inc

Communication Services
900
+ 116.13%
$94.9 - $148.35 $85.4K - $134K
1.68K $164M
ASML
Asml Holding Nv

Technology
128
+ 80.0%
$662.63 - $776.99 $84.8K - $99.5K
288 $191M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.05K
+ 101.16%
$74.34 - $81.0 $77.8K - $84.7K
2.08K $158M
Goldman Sachs ETF Tr
1.55K
+ 1033.33%
N/A
1.7K $79.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.58K
+ 17.85%
$102.49 - $119.96 $162K - $190K
10.4K $1.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
846
+ 1.15%
$27.01 - $28.54 $22.9K - $24.1K
74.5K $2.08B
BOND
Pimco Active Bond Exchange Tra

ETFs
618
+ 10.72%
$89.27 - $92.9 $55.2K - $57.4K
6.38K $590M
LLY
Eli Lilly & CO

Healthcare
43
+ 7.57%
$725.72 - $929.72 $31.2K - $40K
611 $505M
CGDV
Capital Group Divid Value ETF

ETFs
1.73K
+ 27.59%
$34.95 - $37.36 $60.5K - $64.6K
8K $285M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.22K
+ 39.95%
$47.79 - $59.89 $106K - $133K
7.76K $390M
UNH
Unitedhealth Group Inc

Healthcare
34
+ 1.75%
$461.52 - $548.18 $15.7K - $18.6K
1.98K $1.04B
URI
United Rentals, Inc.

Industrials
110
+ 51.64%
$594.17 - $789.56 $65.4K - $86.9K
323 $202M
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
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
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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