Richards, Merrill & Peterson, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $232 Billion distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.1B, Apple Inc. with a value of $11.8B, Costco Wholesale Corp with a value of $10.3B, Invesco Qqq Trust, Series 1 with a value of $9.2B, and Amazon Com Inc with a value of $8.64B.
Examining the 13F form we can see an increase of $21.3B in the current position value, from $210B to 232B.
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
$232 Billion
Technology: $54 Billion
ETFs: $47.2 Billion
Consumer Cyclical: $23 Billion
Industrials: $17.7 Billion
Financial Services: $16.8 Billion
Consumer Defensive: $16.5 Billion
Healthcare: $16.3 Billion
Communication Services: $15.7 Billion
Other: $14.3 Billion
Stock Holdings Table Market Cap. of $200 Billions or more