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
TWLO
Twilio Inc

Communication Services
775
New
$63.73 - $114.96 $49.4K - $89.1K
775 $83.8M
Capital Group Core Balanced
2.63K
New
N/A
2.63K $82.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.5K
New
$53.38 - $60.64 $80.1K - $91K
1.5K $81.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
211
New
$260.53 - $404.79 $55K - $85.4K
211 $80.7M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.03K
New
$76.72 - $82.83 $79.3K - $85.6K
1.03K $79.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.17K
New
$65.67 - $69.79 $76.5K - $81.3K
1.17K $78.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
738
New
$100.18 - $109.1 $73.9K - $80.5K
738 $77.4M
AEP
American Electric Power CO Inc

Utilities
832
New
$90.91 - $102.21 $75.6K - $85K
832 $76.7M
VTV
Vanguard Value ETF

ETFs
433
New
$168.32 - $181.87 $72.9K - $78.7K
433 $73.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.64K
New
$27.54 - $83.04 $72.7K - $219K
2.64K $73.2M
GBCI
Glacier Bancorp, Inc.

Financial Services
1.39K
New
$44.09 - $58.89 $61.2K - $81.8K
1.39K $69.8M
PM
Philip Morris International Inc.

Consumer Defensive
576
New
$118.38 - $133.06 $68.2K - $76.6K
576 $69.3M
T
At&T Inc.

Communication Services
3K
New
$21.22 - $23.88 $63.7K - $71.6K
3K $68.3M
OMER
Omeros Corp

Healthcare
6.9K
New
$3.77 - $12.15 $26K - $83.8K
6.9K $68.2M
OGN
Organon & Co.

Healthcare
4.5K
New
$14.44 - $18.83 $65K - $84.7K
4.5K $67.1M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.38K
New
$47.63 - $52.63 $65.7K - $72.6K
1.38K $66.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
498
New
$131.66 - $144.0 $65.6K - $71.7K
498 $65.8M
AOA
Ishares Tr Core Aggressive All

ETFs
859
New
$76.61 - $79.88 $65.8K - $68.6K
859 $65.8M
VLO
Valero Energy Corp

Energy
520
New
$118.59 - $144.02 $61.7K - $74.9K
520 $63.7M
SCHO
Schwab Short Term Us Treasury

ETFs
2.62K
New
$24.06 - $48.88 $63.1K - $128K
2.62K $63.1M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.48K
New
$42.33 - $43.3 $62.5K - $63.9K
1.48K $62.9M
MSTR
Microstrategy Inc

Technology
215
New
$162.69 - $473.83 $35K - $102K
215 $62.3M
SQ
Block, Inc.

Technology
730
New
$65.06 - $98.92 $47.5K - $72.2K
730 $62M
EVRG
Evergy, Inc.

Utilities
1K
New
$59.06 - $65.0 $59.1K - $65K
1K $61.6M
SLB
Schlumberger Limited

Energy
1.59K
New
$36.83 - $45.59 $58.6K - $72.5K
1.59K $61M
GPN
Global Payments Inc

Industrials
540
New
$97.57 - $119.38 $52.7K - $64.5K
540 $60.5M
CSX
Csx Corp

Industrials
1.87K
New
$31.58 - $36.88 $59.1K - $69K
1.87K $60.4M
F
Ford Motor CO

Consumer Cyclical
6.06K
New
$9.69 - $11.4 $58.7K - $69K
6.06K $59.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.07K
New
$55.45 - $61.08 $59.1K - $65.1K
1.07K $59M
TPR
Tapestry, Inc.

Consumer Cyclical
900
New
$43.54 - $66.18 $39.2K - $59.6K
900 $58.8M
MO
Altria Group, Inc.

Consumer Defensive
1.11K
New
$49.06 - $57.74 $54.4K - $64K
1.11K $57.9M
GLD
Spdr Gold Trust

ETFs
235
New
$236.59 - $257.5 $55.6K - $60.5K
235 $56.9M
AB
Alliancebernstein Holding L.P.

Financial Services
1.52K
New
$34.59 - $38.68 $52.4K - $58.6K
1.52K $56.2M
LNG
Cheniere Energy, Inc.

Energy
260
New
$181.07 - $225.92 $47.1K - $58.7K
260 $55.9M
DVY
Ishares Tr

ETFs
396
New
$129.55 - $143.41 $51.3K - $56.8K
396 $52M
PFE
Pfizer Inc

Healthcare
1.92K
New
$24.8 - $30.19 $47.7K - $58K
1.92K $51M
Blackrock ETF Trust Ii
1K
New
N/A
1K $50.2M
ALK
Alaska Air Group, Inc.

Industrials
765
New
$42.48 - $67.6 $32.5K - $51.7K
765 $49.5M
Lam Research Corp
680
New
N/A
680 $49.1M
LVHI
Franklin International Low Vol

ETFs
1.6K
New
$29.98 - $31.57 $48K - $50.5K
1.6K $48.8M
ETN
Eaton Corp PLC

Industrials
147
New
$326.96 - $377.52 $48.1K - $55.5K
147 $48.8M
IR
Ingersoll Rand Inc.

Industrials
530
New
$90.46 - $105.35 $47.9K - $55.8K
530 $47.9M
PID
Invesco Exchange Traded Fd Tr

ETFs
2.61K
New
N/A
2.61K $47.7M
VUG
Vanguard Growth ETF

ETFs
116
New
$378.79 - $428.11 $43.9K - $49.7K
116 $47.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
135
New
$316.94 - $357.88 $42.8K - $48.3K
135 $46.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
89
New
$501.29 - $612.85 $44.6K - $54.5K
89 $46.3M
EVR
Evercore Inc.

Financial Services
167
New
$247.66 - $315.67 $41.4K - $52.7K
167 $46.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
248
New
$129.13 - $198.21 $32K - $49.2K
248 $45.9M
CMCSA
Comcast Corp

Communication Services
1.22K
New
$37.39 - $45.14 $45.6K - $55K
1.22K $45.7M
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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