Richards, Merrill & Peterson, Inc. Reduced Holdings in Q2 2025

Richards, Merrill & Peterson, Inc.

  • $210 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-300
- 0.64%
$172.42 - $223.89 $51.7K - $67.2K
46.9K $9.62B
AVA
Avista Corp

Utilities
-3.73K
- 9.14%
$36.94 - $42.43 $138K - $158K
37.1K $1.41B
FDX
Fedex Corp

Industrials
-860
- 16.4%
$198.07 - $245.17 $170K - $211K
4.38K $996M
APD
Air Products & Chemicals, Inc.

Basic Materials
-701
- 13.24%
$248.61 - $294.96 $174K - $207K
4.59K $1.3B
COP
Conocophillips

Energy
-344
- 4.31%
$82.66 - $106.1 $28.4K - $36.5K
7.65K $686M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.69K
- 18.29%
$108.87 - $133.04 $184K - $225K
7.54K $1B
UNP
Union Pacific Corp

Industrials
-318
- 6.65%
$208.27 - $238.46 $66.2K - $75.8K
4.47K $1.03B
AFL
Aflac Inc

Financial Services
-601
- 10.8%
$99.77 - $112.45 $60K - $67.6K
4.96K $523M
OMC
Omnicom Group Inc.

Communication Services
-399
- 6.87%
$69.22 - $79.77 $27.6K - $31.8K
5.41K $389M
LSTR
Landstar System Inc

Industrials
-327
- 10.56%
$131.55 - $151.93 $43K - $49.7K
2.77K $385M
PEP
Pepsico Inc

Consumer Defensive
-101
- 5.46%
$128.02 - $151.37 $12.9K - $15.3K
1.75K $231M
KMB
Kimberly Clark Corp

Consumer Defensive
-164
- 8.86%
$126.84 - $145.22 $20.8K - $23.8K
1.69K $217M
STZ
Constellation Brands, Inc.

Consumer Defensive
-75
- 5.21%
$160.0 - $195.62 $12K - $14.7K
1.37K $222M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-3.25K
- 13.05%
$9.61 - $10.53 $31.2K - $34.2K
21.7K $217M
PAYX
Paychex Inc

Industrials
-23
- 0.55%
$137.01 - $159.78 $3.15K - $3.67K
4.12K $600M
CRM
Salesforce, Inc.

Technology
-188
- 4.32%
$236.26 - $291.15 $44.4K - $54.7K
4.17K $1.14B
SYY
Sysco Corp

Consumer Defensive
-503
- 5.6%
$68.0 - $75.91 $34.2K - $38.2K
8.49K $643M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.33K
- 68.16%
$22.27 - $29.21 $29.6K - $38.8K
620 $18.1M
DVY
Ishares Tr

ETFs
-196
- 49.49%
$118.37 - $134.86 $23.2K - $26.4K
200 $26.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
-206
- 3.23%
$89.87 - $92.93 $18.5K - $19.1K
6.18K $569M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-500
- 11.31%
$19.6 - $24.44 $9.8K - $12.2K
3.92K $95.8M
KMI
Kinder Morgan, Inc.

Energy
-556
- 3.27%
$25.21 - $29.4 $14K - $16.3K
16.5K $484M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6
- 0.37%
$82.21 - $83.12 $493 - $499
1.62K $134M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-22
- 0.83%
$72.96 - $90.39 $1.61K - $1.99K
2.62K $234M
BAC
Bank Of America Corp

Financial Services
-600
- 5.75%
$34.39 - $47.46 $20.6K - $28.5K
9.83K $465M
IEMG
Ishares Inc

ETFs
-128
- 1.72%
N/A
7.32K $439M
TXN
Texas Instruments Inc

Technology
-294
- 5.08%
N/A
5.49K $1.14B
HON
Honeywell International Inc

Industrials
-171
- 2.14%
$182.86 - $232.88 $31.3K - $39.8K
7.83K $1.82B
WMT
Walmart Inc.

Consumer Defensive
-118
- 0.81%
$81.79 - $99.98 $9.65K - $11.8K
14.4K $1.41B
EMR
Emerson Electric CO

Industrials
-344
- 4.34%
$94.15 - $133.33 $32.4K - $45.9K
7.59K $1.01B
CSCO
Cisco Systems, Inc.

Technology
-146
- 0.52%
$53.19 - $69.38 $7.77K - $10.1K
27.8K $1.93B
SNOW
Snowflake Inc.

Technology
-798
- 15.73%
$130.53 - $223.77 $104K - $179K
4.27K $956M
IBM
International Business Machines Corp

Technology
-192
- 2.59%
$221.03 - $294.78 $42.4K - $56.6K
7.22K $2.13B
Activity Summary
Buys All Purchases 121 New Holdings 6 Increased Positions 115 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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