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
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
12
New
$1124.26 - $1344.96 $13.5K - $16.1K
12 $15.1M
GIS
General Mills Inc

Consumer Defensive
235
New
$62.78 - $74.62 $14.8K - $17.5K
235 $15M
VB
Vanguard Small Cap ETF

ETFs
62
New
$233.76 - $261.58 $14.5K - $16.2K
62 $14.9M
LVS
Las Vegas Sands Corp

Consumer Cyclical
285
New
$47.96 - $55.17 $13.7K - $15.7K
285 $14.6M
OFIX
Orthofix Medical Inc.

Healthcare
832
New
$15.0 - $20.02 $12.5K - $16.7K
832 $14.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
250
New
$57.53 - $60.83 $14.4K - $15.2K
250 $14.4M
GLW
Corning Inc

Technology
302
New
$44.11 - $49.76 $13.3K - $15K
302 $14.4M
Grayscale Ethereum Mini Tr E
450
New
N/A
450 $14.2M
MGM
Mgm Resorts International

Consumer Cyclical
400
New
$33.44 - $41.99 $13.4K - $16.8K
400 $13.9M
DLR
Digital Realty Trust, Inc.

Real Estate
78
New
$156.46 - $195.69 $12.2K - $15.3K
78 $13.8M
CL
Colgate Palmolive CO

Consumer Defensive
147
New
$90.22 - $102.31 $13.3K - $15K
147 $13.4M
PSA
Public Storage

Real Estate
44
New
$289.33 - $360.21 $12.7K - $15.8K
44 $13.2M
Fidelity Wise Origin Bitcoin
158
New
N/A
158 $12.9M
ADI
Analog Devices Inc

Technology
60
New
$206.35 - $236.48 $12.4K - $14.2K
60 $12.7M
YUM
Yum Brands Inc

Consumer Cyclical
95
New
$130.36 - $139.54 $12.4K - $13.3K
95 $12.7M
NEM
Newmont Corp

Basic Materials
333
New
$37.0 - $58.68 $12.3K - $19.5K
333 $12.4M
HLN
Haleon PLC

Healthcare
1.28K
New
$9.23 - $10.71 $11.8K - $13.7K
1.28K $12.2M
IDA
Idacorp Inc

Utilities
111
New
$100.11 - $118.96 $11.1K - $13.2K
111 $12.1M
TRV
Travelers Companies, Inc.

Financial Services
50
New
$225.97 - $266.66 $11.3K - $13.3K
50 $12M
FIBK
First Interstate Bancsystem Inc

Financial Services
370
New
$29.32 - $35.47 $10.8K - $13.1K
370 $12M
Solventum Corp
180
New
N/A
180 $11.9M
DELL
Dell Technologies Inc.

Technology
100
New
$111.96 - $144.21 $11.2K - $14.4K
100 $11.5M
OXYWS
Occidental Pete Corp Wt Exp 08
391
New
N/A
391 $10.8M
BITO
Proshares Tr Bitcoin Strategy

ETFs
450
New
$16.99 - $27.42 $7.65K - $12.3K
450 $10.3M
GILD
Gilead Sciences, Inc.

Healthcare
110
New
$83.95 - $97.9 $9.23K - $10.8K
110 $10.2M
TOST
Toast, Inc.

Technology
275
New
$27.43 - $43.54 $7.54K - $12K
275 $10M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
128
New
$77.23 - $82.11 $9.89K - $10.5K
128 $9.96M
GII
Spdr S&P Global Infrasture ETF

ETFs
167
New
$57.64 - $63.28 $9.63K - $10.6K
167 $9.88M
CINF
Cincinnati Financial Corp

Financial Services
68
New
$132.86 - $160.16 $9.03K - $10.9K
68 $9.77M
SWX
Southwest Gas Holdings, Inc.

Utilities
138
New
$67.87 - $79.16 $9.37K - $10.9K
138 $9.76M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
220
New
$43.02 - $47.32 $9.46K - $10.4K
220 $9.51M
ESTC
Elastic N.V.

Technology
95
New
$75.01 - $116.22 $7.13K - $11K
95 $9.41M
ECL
Ecolab Inc.

Basic Materials
40
New
$234.32 - $261.43 $9.37K - $10.5K
40 $9.37M
EXPE
Expedia Group, Inc.

Consumer Cyclical
50
New
$146.47 - $191.01 $7.32K - $9.55K
50 $9.32M
APA
Apa Corp

Energy
400
New
$20.47 - $27.07 $8.19K - $10.8K
400 $9.24M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
80
New
$111.85 - $120.71 $8.95K - $9.66K
80 $9.21M
CVS
Cvs Health Corp

Healthcare
204
New
$43.78 - $67.46 $8.93K - $13.8K
204 $9.16M
DD
Du Pont De Nemours, Inc.

Basic Materials
120
New
$75.95 - $88.05 $9.11K - $10.6K
120 $9.15M
VRT
Vertiv Holdings CO

Industrials
80
New
N/A
80 $9.09M
CTVA
Corteva, Inc.

Basic Materials
159
New
$55.21 - $64.13 $8.78K - $10.2K
159 $9.06M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
100
New
$89.81 - $104.0 $8.98K - $10.4K
100 $9.01M
PEG
Public Service Enterprise Group Inc

Utilities
105
New
$81.87 - $94.51 $8.6K - $9.92K
105 $8.87M
Veralto Corp
87
New
N/A
87 $8.86M
GE
General Electric CO

Industrials
53
New
$159.95 - $194.23 $8.48K - $10.3K
53 $8.84M
PNR
Pentair PLC

Industrials
84
New
$95.0 - $109.21 $7.98K - $9.17K
84 $8.45M
Nuveen Churchill Direct Lend
500
New
N/A
500 $8.39M
LIT
Global X Fds Global X Lithium

ETFs
200
New
$40.78 - $48.97 $8.16K - $9.79K
200 $8.16M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
300
New
$24.76 - $27.53 $7.43K - $8.26K
300 $8.12M
STLD
Steel Dynamics Inc

Basic Materials
70
New
N/A
70 $7.99M
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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