Richards, Merrill & Peterson, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.8B, Costco Wholesale Corp with a value of $10.4B, Apple Inc. with a value of $9.62B, Invesco Qqq Trust, Series 1 with a value of $8.59B, and Amazon Com Inc with a value of $8.51B.
Examining the 13F form we can see an increase of $18B in the current position value, from $192B to 210B.
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
$210 Billion
Technology: $48 Billion
ETFs: $42.5 Billion
Consumer Cyclical: $21.3 Billion
Consumer Defensive: $16.6 Billion
Industrials: $16.2 Billion
Financial Services: $15.6 Billion
Healthcare: $15.3 Billion
Communication Services: $13.8 Billion
Other: $13.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
