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 Market Cap. of $200 Billions or more
