Richards, Merrill & Peterson, Inc. Portfolio Holdings

Richards, Merrill & Peterson, Inc.

  • $192 Billion
  • Q1 2025

Richards, Merrill & Peterson, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 494 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.5B, Costco Wholesale Corp with a value of $9.68B, Microsoft Corp with a value of $9.44B, Amazon Com Inc with a value of $6.79B, and Invesco Qqq Trust, Series 1 with a value of $6.44B.

Examining the 13F form we can see an increase of $814M in the current position value, from $191B to 192B.

Richards, Merrill & Peterson, Inc. is based out at Spokane, WA

Below you can find more details about Richards, Merrill & Peterson, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
Technology: $38.6 Billion
ETFs: $37.1 Billion
Consumer Cyclical: $20.3 Billion
Industrials: $16.5 Billion
Consumer Defensive: $16.2 Billion
Healthcare: $15.4 Billion
Financial Services: $14.9 Billion
Communication Services: $11.4 Billion
Other: $14.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$10.5 Billion 5.45% of portfolio
47,174
Q1 2025 Reduced 2.11%
$433B
$9.68 Billion 5.03% of portfolio
10,231
Q1 2025 Added 0.34%
$3.56T
$9.44 Billion 4.91% of portfolio
25,144
Q1 2025 Added 0.13%
$2.19T
$6.79 Billion 3.53% of portfolio
35,687
Q1 2025 Reduced 1.58%
$141B
$4.69 Billion 2.44% of portfolio
12,590
Q1 2025 Added 10.43%
$291B
$4.02 Billion 2.09% of portfolio
24,007
Q1 2025 Added 1.98%
$359B
$3.57 Billion 1.86% of portfolio
32,913
Q1 2025 Added 25.59%
$791B
$3.53 Billion 1.83% of portfolio
14,371
Q1 2025 Reduced 1.01%
$357B
$3.18 Billion 1.65% of portfolio
8,669
Q1 2025 Reduced 1.7%
$1.57T
$3.03 Billion 1.58% of portfolio
5,262
Q1 2025 Added 2.67%
$585B
$2.71 Billion 1.41% of portfolio
7,720
Q1 2025 Reduced 7.12%
$993B
$2.71 Billion 1.41% of portfolio
17,548
Q1 2025 Added 5.82%
$218B
$2.34 Billion 1.21% of portfolio
17,633
Q1 2025 Reduced 2.93%
$648B
$2.13 Billion 1.11% of portfolio
3,991
Q1 2025 Added 3.64%
$132B
$2.09 Billion 1.08% of portfolio
8,940
Q1 2025 Reduced 2.15%
-
$1.94 Billion 1.01% of portfolio
-
Q1 2025 Added 5.58%
$268B
$1.72 Billion 0.9% of portfolio
27,936
Q1 2025 Reduced 1.67%
$2.7B
$1.71 Billion 0.89% of portfolio
40,800
Q1 2025 Reduced 1.87%
$149B
$1.69 Billion 0.88% of portfolio
8,004
Q1 2025 Reduced 0.77%
$475B
$1.61 Billion 0.84% of portfolio
13,506
Q1 2025 Added 3.78%
$61.4B
$1.56 Billion 0.81% of portfolio
5,293
Q1 2025 Added 0.32%
$376B
$1.54 Billion 0.8% of portfolio
9,036
Q1 2025 Added 1.2%
$115B
$1.5 Billion 0.78% of portfolio
16,746
Q1 2025 Added 11.92%
$215B
$1.49 Billion 0.77% of portfolio
4,770
Q1 2025 Reduced 2.49%
$198B
$1.46 Billion 0.76% of portfolio
16,265
Q1 2025 Reduced 5.89%
$96.2B
$1.43 Billion 0.74% of portfolio
6,170
Q1 2025 Added 0.41%
$1.08T
$1.42 Billion 0.74% of portfolio
9,107
Q1 2025 Reduced 4.33%
$181B
$1.4 Billion 0.73% of portfolio
2,827
Q1 2025 Added 6.4%
$176B
$1.37 Billion 0.71% of portfolio
30,134
Q1 2025 Added 6.55%
$275B
$1.34 Billion 0.7% of portfolio
5,035
Q1 2025 Added 17.04%
$150B
$1.3 Billion 0.68% of portfolio
8,947
Q1 2025 Added 5.74%
$57.9B
$1.28 Billion 0.67% of portfolio
5,244
Q1 2025 Reduced 1.11%
$256B
$1.28 Billion 0.66% of portfolio
14,551
Q1 2025 Added 3.25%
$301B
$1.26 Billion 0.66% of portfolio
17,623
Q1 2025 Added 4.44%
$189B
$1.22 Billion 0.64% of portfolio
3,712
Q1 2025 Added 2.37%
$263B
$1.17 Billion 0.61% of portfolio
4,355
Q1 2025 Reduced 0.53%
$136B
$1.13 Billion 0.59% of portfolio
4,784
Q1 2025 Reduced 1.42%
$63.4B
$1.12 Billion 0.58% of portfolio
26,614
Q1 2025 Added 0.18%
$105B
$1.12 Billion 0.58% of portfolio
11,381
Q1 2025 Reduced 0.76%
$328B
$1.05 Billion 0.54% of portfolio
4,996
Q1 2025 Added 0.44%
$177B
$1.04 Billion 0.54% of portfolio
5,784
Q1 2025 Reduced 2.84%
$289B
$1.04 Billion 0.54% of portfolio
1,979
Q1 2025 Added 1.75%
$232B
$916 Million 0.48% of portfolio
6,908
Q1 2025 Added 7.5%
$5.66B
$898 Million 0.47% of portfolio
16,305
Q1 2025 Added 1.53%
$74.1B
$894 Million 0.47% of portfolio
3,606
Q1 2025 Added 1.29%
-
$888 Million 0.46% of portfolio
-
Q1 2025 Added 19.93%
$197B
$884 Million 0.46% of portfolio
2,832
Q1 2025 Added 0.25%
$96.3B
$870 Million 0.45% of portfolio
9,466
Q1 2025 Added 5.62%
$561B
$860 Million 0.45% of portfolio
6,154
Q1 2025 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 494
  • Current Value $192 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 143 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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