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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.72B
$8.47 Million 0.0% of portfolio
95
Q4 2024 New
$3.92B
$2.45 Million 0.0% of portfolio
100
Q4 2024 New
$1.38B
$6.41 Million 0.0% of portfolio
150
Q4 2024 New
$7.64B
$2.29 Million 0.0% of portfolio
121
Q1 2025 Reduced 27.11%
$168B
$8.36 Million 0.0% of portfolio
120
Q1 2025 Reduced 69.31%
$0
$2.32 Million 0.0% of portfolio
187
Q4 2024 New
Nuveen Churchill Direct Lend
-
$8.49 Million 0.0% of portfolio
-
Q4 2024 New
$0
$7.13 Million 0.0% of portfolio
300
Q4 2024 New
$26.3B
$5.61 Million 0.0% of portfolio
3
Q4 2024 New
$55.9B
$5.7 Million 0.0% of portfolio
30
Q4 2024 New
$0
$8.24 Million 0.0% of portfolio
450
Q4 2024 New
$40.4B
$8.64 Million 0.0% of portfolio
105
Q4 2024 New
$0
$634,000 0.0% of portfolio
7
Q1 2025 New
Fortrea Hldgs Inc
-
$3.02 Million 0.0% of portfolio
-
Q4 2024 New
$11.1B
$6.26 Million 0.0% of portfolio
325
Q4 2024 New
$0
$8.11 Million 0.0% of portfolio
100
Q4 2024 New
$120M
$790,000 0.0% of portfolio
900
Q4 2024 New
Super Micro Computer Inc
-
$3.42 Million 0.0% of portfolio
-
Q4 2024 New
$2.27B
$2.48 Million 0.0% of portfolio
37
Q4 2024 New
$0
$2.22 Million 0.0% of portfolio
24
Q1 2025 New
Ge Healthcare Technologies I
-
$888,000 0.0% of portfolio
-
Q4 2024 New
Ge Vernova Inc
-
$2.44 Million 0.0% of portfolio
-
Q4 2024 New
$0
$9.59 Million 0.0% of portfolio
75
Q1 2025 New
$0
$273,000 0.0% of portfolio
3
Q1 2025 New
$0
$8.81 Million 0.0% of portfolio
80
Q4 2024 New
$25.9B
$5.86 Million 0.0% of portfolio
300
Q4 2024 New
$1.47B
$2.03 Million 0.0% of portfolio
250
Q4 2024 New
$1.32B
$939,000 0.0% of portfolio
88
Q4 2024 New
$15.6B
$3.89 Million 0.0% of portfolio
23
Q4 2024 New
Rbb Fd Inc
-
$5.12 Million 0.0% of portfolio
-
Q4 2024 New
$1.46B
$792,000 0.0% of portfolio
100
Q4 2024 New
$163B
$4.07 Million 0.0% of portfolio
8
Q4 2024 New
Saba Capital Income & Opport
-
$2.04 Million 0.0% of portfolio
-
Q4 2024 New
$0
$2.24 Million 0.0% of portfolio
20
Q1 2025 New
$0
$5.16 Million 0.0% of portfolio
154
Q1 2025 New
$0
$699,000 0.0% of portfolio
19
Q1 2025 New
$0
$6.95 Million 0.0% of portfolio
181
Q4 2024 New
$0
$7.76 Million 0.0% of portfolio
95
Q4 2024 New
$51.4B
$5.81 Million 0.0% of portfolio
35
Q4 2024 New
$0
$5.8 Million 0.0% of portfolio
187
Q4 2024 New
$11.1B
$1.09 Million 0.0% of portfolio
125
Q4 2024 New
$11.9B
$675,000 0.0% of portfolio
58
Q4 2024 New
Bitwise Bitcoin ETF Tr
-
$5.03 Million 0.0% of portfolio
-
Q1 2025 Added 19.15%

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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