Richards, Merrill & Peterson, Inc. Portfolio Holdings by Sector

Richards, Merrill & Peterson, Inc.

$191 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ SPY SCHD VOO IJH CGGR IJT IJR 119 stocks	$35.2 Million 18.98% of portfolio	119	-	119	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR PANW CRWD SQ ADBE TOST 11 stocks	$13.2 Million 7.13% of portfolio	11	-	11	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONO 2 stocks	$12.1 Million 6.51% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT BJ 4 stocks	$11 Million 5.91% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG TWLO SNAP 5 stocks	$8.04 Million 4.34% of portfolio	5	-	5	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI BABA OSTK 4 stocks	$7.99 Million 4.31% of portfolio	4	-	4	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TXN QCOM AVGO TSM MRVL MU AMD 11 stocks	$6.99 Million 3.77% of portfolio	11	-	11	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK MDT ABT ZBH IRTC ATEC PODD DXCM 12 stocks	$6.32 Million 3.41% of portfolio	12	-	12	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$5.69 Million 3.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$4.81 Million 2.6% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK ABBV JNJ LLY BMY AMGN OGN PFE 10 stocks	$4.59 Million 2.48% of portfolio	10	-	10	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC NU C 5 stocks	$4.16 Million 2.25% of portfolio	5	-	5	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP MA PYPL SOFI 5 stocks	$3.73 Million 2.01% of portfolio	5	-	5	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX BROS CMG DPZ YUM 6 stocks	$3.19 Million 1.72% of portfolio	6	-	6	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN LDOS KD UIS 5 stocks	$3.05 Million 1.65% of portfolio	5	-	5	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LMT GD BA NOC LHX 6 stocks	$2.81 Million 1.52% of portfolio	6	-	6	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR ITW ROK DOV GNRC ETN IR CMI 10 stocks	$2.68 Million 1.45% of portfolio	10	-	10	-	0 Calls 0 Puts
Software—Application \| Technology CRM SNOW TTD SHOP DSGX MSTR SMAR COIN 15 stocks	$2.67 Million 1.44% of portfolio	15	-	15	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX LSTR UPS CHRW 4 stocks	$2.27 Million 1.23% of portfolio	4	-	4	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ TMUS T CMCSA 4 stocks	$2.19 Million 1.18% of portfolio	4	-	4	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$1.92 Million 1.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT PCAR DE OSK 4 stocks	$1.82 Million 0.98% of portfolio	4	-	4	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB UL CLX CL 5 stocks	$1.81 Million 0.97% of portfolio	5	-	5	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.75 Million 0.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD SHW EMN LYB ECL DD 6 stocks	$1.72 Million 0.93% of portfolio	6	-	6	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$1.68 Million 0.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX BLE JPI AB NEA QQQX BEN JPC 10 stocks	$1.58 Million 0.85% of portfolio	10	-	10	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AVA SRE 2 stocks	$1.56 Million 0.84% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB BANR GBCI PNC COLB FIBK MTB 7 stocks	$1.54 Million 0.83% of portfolio	7	-	7	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG 2 stocks	$1.49 Million 0.8% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ASML 2 stocks	$1.49 Million 0.8% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO ORLY DKS WSM 4 stocks	$1.46 Million 0.79% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP OXY FANG EOG APA 5 stocks	$1.42 Million 0.77% of portfolio	5	-	5	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG BDX 2 stocks	$1.41 Million 0.76% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP COKE 3 stocks	$1.34 Million 0.72% of portfolio	3	-	3	-	0 Calls 0 Puts
Railroads \| Industrials UNP WAB CSX 3 stocks	$1.34 Million 0.72% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO DUK AEP EVRG WEC NEE CMS IDA 11 stocks	$1.14 Million 0.61% of portfolio	11	-	11	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CLOV CVS 3 stocks	$1.01 Million 0.54% of portfolio	3	-	3	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS SCHW EVR GS PJT 5 stocks	$953,482 0.51% of portfolio	5	-	5	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM F RIVN 4 stocks	$945,342 0.51% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL PRU MET 3 stocks	$928,204 0.5% of portfolio	3	-	3	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENVX EOSE VRT PLUG 4 stocks	$868,356 0.47% of portfolio	4	-	4	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical ETD COOK 2 stocks	$852,722 0.46% of portfolio	2	-	2	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI LEN 2 stocks	$823,707 0.44% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX AMCX 3 stocks	$711,086 0.38% of portfolio	3	-	3	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$710,385 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR JCI 3 stocks	$707,001 0.38% of portfolio	3	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO A DGX 4 stocks	$704,846 0.38% of portfolio	4	-	4	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX ADP HSII 3 stocks	$692,204 0.37% of portfolio	3	-	3	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$659,458 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI LNG ET WMB 4 stocks	$591,778 0.32% of portfolio	4	-	4	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC IPG TZOO 3 stocks	$493,655 0.27% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate STAG PLD FR EXR PSA 5 stocks	$452,434 0.24% of portfolio	5	-	5	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$415,640 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX VLO MPC SUN 4 stocks	$391,416 0.21% of portfolio	4	-	4	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG IP 2 stocks	$365,452 0.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$284,348 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O SPG 2 stocks	$212,617 0.11% of portfolio	2	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ NTAP DELL STX CAN RGTI 6 stocks	$211,335 0.11% of portfolio	6	-	6	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU SFIX BKE JILL 5 stocks	$209,803 0.11% of portfolio	5	-	5	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI AMT WY DLR 4 stocks	$205,855 0.11% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy HAL SLB 2 stocks	$199,067 0.11% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL CB TRV CINF MKL 5 stocks	$189,726 0.1% of portfolio	5	-	5	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$149,815 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$127,255 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW CE 2 stocks	$125,667 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare OMER NVO VRTX LTRN CPRX HRMY VYGR SPRO 10 stocks	$113,217 0.06% of portfolio	10	-	10	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical LAD 1 stocks	$109,016 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$95,467 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$93,556 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA RBLX PLTK 3 stocks	$64,688 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CPB GIS KHC 3 stocks	$63,770 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$60,512 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$58,797 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical WYNN LVS MGM PENN 4 stocks	$53,162 0.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Airlines \| Industrials ALK 1 stocks	$49,534 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ATI 1 stocks	$33,189 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$30,933 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$30,056 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR AMH 2 stocks	$26,465 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE CCL NCLH ABNB 4 stocks	$24,349 0.01% of portfolio	4	-	4	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$22,848 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HLN ZTS VTRS ASRT SCYX 5 stocks	$17,944 0.01% of portfolio	5	-	5	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$16,958 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH 2 stocks	$15,740 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities SWX NWN 2 stocks	$15,692 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$12,394 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$9,057 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials STLD 1 stocks	$7,985 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$7,378 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$4,124 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology ENPH 1 stocks	$4,121 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$3,984 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services DWAC 1 stocks	$3,410 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Paper & Paper Products \| Basic Materials SLVM 1 stocks	$2,924 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Department Stores \| Consumer Cyclical JWN 1 stocks	$2,415 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Conglomerates \| Financial Services VOYA 1 stocks	$1,858 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$657 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive PRDO 1 stocks	$476 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate ONL 1 stocks	$315 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare BTMD 1 stocks	$278 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical MCFT 1 stocks	$191 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical MED 1 stocks	$70 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Richards, Merrill & Peterson, Inc. Portfolio Holdings by Sector

Richards, Merrill & Peterson, Inc.

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