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
TSCO
Tractor Supply CO

Consumer Cyclical
245
+ 1.53%
$51.66 - $57.94 $12.7K - $14.2K
16.3K $898M
PG
Procter & Gamble CO

Consumer Defensive
107
+ 1.2%
$158.56 - $176.26 $17K - $18.9K
9.04K $1.54B
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
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
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
FDVV
Fidelity High Dividend ETF

ETFs
375
+ 13.76%
$48.86 - $52.28 $18.3K - $19.6K
3.1K $154M
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
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
OEUR
Alps ETF Tr Oshares Europe Qua

ETFs
8
+ 0.21%
$27.46 - $31.4 $220 - $251
3.82K $115M
LNG
Cheniere Energy, Inc.

Energy
20
+ 7.69%
$209.32 - $253.66 $4.19K - $5.07K
280 $64.8M
Grayscale Bitcoin Mini Tr Et
322
+ 51.94%
N/A
942 $34.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
40
+ 42.11%
$182.82 - $196.21 $7.31K - $7.85K
135 $25.4M
OMC
Omnicom Group Inc.

Communication Services
290
+ 5.25%
$79.43 - $88.34 $23K - $25.6K
5.81K $482M
XLF
Financial Sector Spdr

ETFs
100
+ 16.0%
$47.32 - $52.19 $4.73K - $5.22K
725 $36.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
16
+ 21.33%
$80.53 - $147.57 $1.29K - $2.36K
91 $12M
NEE
Nextera Energy Inc

Utilities
83
+ 15.4%
$66.96 - $76.16 $5.56K - $6.32K
622 $44.1M
VTV
Vanguard Value ETF

ETFs
22
+ 5.08%
$167.73 - $179.21 $3.69K - $3.94K
455 $78.6M
STLD
Steel Dynamics Inc

Basic Materials
35
+ 50.0%
N/A
105 $13.1M
GD
General Dynamics Corp

Industrials
8
+ 2.93%
$241.94 - $272.58 $1.94K - $2.18K
281 $76.6M
WMT
Walmart Inc.

Consumer Defensive
458
+ 3.25%
$84.5 - $105.05 $38.7K - $48.1K
14.6K $1.28B
PEP
Pepsico Inc

Consumer Defensive
49
+ 2.72%
$142.64 - $156.42 $6.99K - $7.66K
1.85K $277M
VO
Vanguard Mid Cap ETF

ETFs
40
+ 3.09%
$251.87 - $277.95 $10.1K - $11.1K
1.34K $345M
CMCSA
Comcast Corp

Communication Services
70
+ 5.74%
$33.19 - $38.23 $2.32K - $2.68K
1.29K $47.6M
Grayscale Ethereum Mini Tr E
475
+ 105.56%
N/A
925 $15.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6
+ 0.37%
$81.83 - $82.73 $491 - $496
1.63K $135M
PSA
Public Storage

Real Estate
5
+ 11.36%
$288.99 - $313.98 $1.44K - $1.57K
49 $14.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3
+ 0.98%
$78.97 - $85.82 $237 - $257
309 $25.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
8
+ 2.52%
$79.17 - $82.04 $633 - $656
325 $26.5M
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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