Richards, Merrill & Peterson, Inc. New Holdings in Q4 2024

Richards, Merrill & Peterson, Inc.

  • $191 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.85K
New
$113.92 - $127.38 $1.01M - $1.13M
8.85K $1.02B
ACN
Accenture PLC

Technology
2.83K
New
$343.9 - $376.86 $972K - $1.06M
2.83K $994M
UNH
Unitedhealth Group Inc

Healthcare
1.95K
New
$485.52 - $625.25 $944K - $1.22M
1.95K $984M
EMR
Emerson Electric CO

Industrials
7.81K
New
$108.13 - $134.33 $844K - $1.05M
7.81K $968M
TMUS
T Mobile Us, Inc.

Communication Services
4.3K
New
$206.1 - $246.94 $887K - $1.06M
4.3K $950M
ITW
Illinois Tool Works Inc

Industrials
3.56K
New
$253.56 - $278.5 $903K - $991K
3.56K $903M
ABBV
Abb Vie Inc.

Healthcare
4.97K
New
$164.99 - $203.87 $821K - $1.01M
4.97K $884M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
30.3K
New
$27.67 - $31.93 $839K - $968K
30.3K $853M
TSCO
Tractor Supply CO

Consumer Cyclical
16.1K
New
$52.59 - $303.74 $845K - $4.88M
16.1K $852M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
20.8K
New
$40.84 - $42.74 $849K - $888K
20.8K $851M
CGCP
Capital Group Core Plus Income

ETFs
36.5K
New
$22.13 - $23.17 $807K - $845K
36.5K $810M
QCOM
Qualcomm Inc

Technology
5.11K
New
$150.4 - $178.04 $768K - $909K
5.11K $785M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.12K
New
$126.68 - $134.74 $775K - $824K
6.12K $781M
MS
Morgan Stanley

Financial Services
6.2K
New
$104.42 - $134.99 $647K - $837K
6.2K $779M
TSLA
Tesla, Inc.

Consumer Cyclical
1.9K
New
$213.65 - $479.86 $406K - $913K
1.9K $768M
CGMS
Capital Grp Core Plus Income E
27.1K
New
N/A
27.1K $740M
SO
Southern CO

Utilities
8.96K
New
$81.5 - $94.15 $730K - $844K
8.96K $738M
ABT
Abbott Laboratories

Healthcare
6.43K
New
$111.93 - $119.39 $719K - $767K
6.43K $727M
SYY
Sysco Corp

Consumer Defensive
9.29K
New
$73.63 - $81.77 $684K - $760K
9.29K $710M
DHI
Horton D R Inc

Consumer Cyclical
5.07K
New
$137.24 - $194.56 $696K - $987K
5.07K $709M
SNOW
Snowflake Inc.

Technology
4.56K
New
$109.65 - $186.51 $500K - $850K
4.56K $704M
NKE
Nike, Inc.

Consumer Cyclical
8.72K
New
$73.36 - $89.13 $639K - $777K
8.72K $659M
COP
Conocophillips

Energy
6.64K
New
$95.12 - $114.72 $631K - $761K
6.64K $658M
JNJ
Johnson & Johnson

Healthcare
4.52K
New
$143.34 - $165.86 $647K - $749K
4.52K $653M
PLTR
Palantir Technologies Inc.

Technology
8.36K
New
$36.46 - $82.38 $305K - $689K
8.36K $633M
DHR
Danaher Corp

Healthcare
2.74K
New
$226.16 - $274.52 $619K - $751K
2.74K $628M
ENVX
Enovix Corp

Industrials
56.2K
New
$8.03 - $12.81 $451K - $720K
56.2K $611M
AXP
American Express CO

Financial Services
2.06K
New
$267.35 - $305.57 $550K - $629K
2.06K $611M
TT
Trane Technologies PLC

Industrials
1.61K
New
$369.35 - $419.14 $595K - $675K
1.61K $595M
AFL
Aflac Inc

Financial Services
5.73K
New
$100.37 - $115.27 $576K - $661K
5.73K $593M
PAYX
Paychex Inc

Industrials
4.22K
New
$135.86 - $148.73 $573K - $628K
4.22K $592M
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.47K
New
$90.66 - $99.46 $587K - $644K
6.47K $588M
IEFA
Ishares Tr

ETFs
8.26K
New
$70.06 - $77.43 $579K - $639K
8.26K $580M
LMT
Lockheed Martin Corp

Industrials
1.15K
New
$479.66 - $614.62 $552K - $707K
1.15K $559M
OXY
Occidental Petroleum Corp

Energy
11.2K
New
$45.36 - $55.91 $510K - $628K
11.2K $555M
BAC
Bank Of America Corp

Financial Services
12.1K
New
$39.22 - $47.77 $473K - $577K
12.1K $531M
DIS
Walt Disney CO

Communication Services
4.72K
New
$92.39 - $117.6 $436K - $555K
4.72K $526M
PANW
Palo Alto Networks Inc

Technology
2.88K
New
$181.96 - $405.9 $524K - $1.17M
2.88K $524M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.77K
New
$90.42 - $94.5 $521K - $545K
5.77K $521M
LSTR
Landstar System Inc

Industrials
2.92K
New
$171.86 - $192.81 $502K - $563K
2.92K $502M
KMI
Kinder Morgan, Inc.

Energy
18.1K
New
$22.59 - $28.54 $409K - $517K
18.1K $496M
MA
Mastercard Inc

Financial Services
927
New
$491.3 - $536.15 $455K - $497K
927 $488M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.01K
New
$160.89 - $176.18 $484K - $530K
3.01K $487M
AVGO
Broadcom Inc.

Technology
2.08K
New
$159.67 - $250.0 $332K - $520K
2.08K $482M
OMC
Omnicom Group Inc.

Communication Services
5.52K
New
$85.82 - $105.47 $474K - $582K
5.52K $475M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.31K
New
$172.07 - $207.36 $398K - $480K
2.31K $457M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
380
New
$1146.59 - $1270.6 $436K - $483K
380 $451M
WDIV
Spdr S&P Global Dividend ETF

ETFs
7.23K
New
$61.96 - $66.71 $448K - $482K
7.23K $449M
LLY
Eli Lilly & CO

Healthcare
568
New
$727.2 - $932.06 $413K - $529K
568 $438M
Activity Summary
Buys All Purchases 502 New Holdings 502 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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