Richardson Capital Management LLC Purchases in Q1 2025

Richardson Capital Management LLC

  • $160 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
314K
+ 18.09%
$21.75 - $24.28 $6.83M - $7.63M
2.05M $45.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.7K
+ 2.77%
$27.01 - $28.54 $1.05M - $1.11M
1.44M $40.1B
Matthews Em Discovery Active ETF
14.1K
+ 16.33%
N/A
101K $2.35B
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
+ 559.38%
$225.19 - $279.95 $242K - $301K
1.27K $311M
GILD
Gilead Sciences, Inc.

Healthcare
1.2K
New
$89.14 - $117.41 $107K - $141K
1.2K $134M
ADP
Automatic Data Processing Inc

Industrials
400
New
$286.85 - $318.64 $115K - $127K
400 $122M
IBM
International Business Machines Corp

Technology
430
+ 156.36%
$217.4 - $264.74 $93.5K - $114K
705 $175M
MMM
3 M CO

Industrials
751
New
$129.7 - $155.12 $97.4K - $116K
751 $110M
GD
General Dynamics Corp

Industrials
403
New
$241.94 - $272.58 $97.5K - $110K
403 $110M
MRK
Merck & Co., Inc.

Healthcare
1.22K
New
$83.01 - $101.02 $101K - $123K
1.22K $109M
IYW
Ishares Dj Us Tech ETF

ETFs
788
+ 397.98%
$140.44 - $166.79 $111K - $131K
986 $138M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.27K
+ 47.37%
$34.83 - $37.52 $79K - $85.1K
7.05K $256M
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 326.15%
$58.74 - $64.87 $62.3K - $68.8K
1.39K $85.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
90
+ 173.08%
$522.96 - $601.18 $47.1K - $54.1K
142 $75.8M
DD
Du Pont De Nemours, Inc.

Basic Materials
582
New
$72.7 - $84.32 $42.3K - $49.1K
582 $43.5M
FAF
First American Financial Corp

Financial Services
600
New
$57.7 - $66.47 $34.6K - $39.9K
600 $39.4M
COHR
Ii Vi Inc

Technology
600
New
$62.4 - $107.96 $37.4K - $64.8K
600 $39M
CTVA
Corteva, Inc.

Basic Materials
582
New
$55.94 - $66.15 $32.6K - $38.5K
582 $36.6M
PLTR
Palantir Technologies Inc.

Technology
395
New
$64.98 - $124.62 $25.7K - $49.2K
395 $33.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
174
New
$169.43 - $182.84 $29.5K - $31.8K
174 $30.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 15.14%
$551.42 - $612.93 $41.9K - $46.6K
578 $323M
VUG
Vanguard Growth ETF

ETFs
121
+ 29.88%
$369.1 - $427.61 $44.7K - $51.7K
526 $195M
BR
Broadridge Financial Solutions, Inc.

Technology
100
New
$221.46 - $244.83 $22.1K - $24.5K
100 $24.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
145
+ 40.17%
$168.16 - $186.21 $24.4K - $27K
506 $86.4M
DEO
Diageo PLC

Consumer Defensive
200
New
$104.79 - $126.12 $21K - $25.2K
200 $21M
DOW
Dow Inc.

Basic Materials
582
New
$34.36 - $41.92 $20K - $24.4K
582 $20.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
399
New
$48.06 - $53.73 $19.2K - $21.4K
399 $19.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12
+ 0.11%
$126.11 - $135.06 $1.51K - $1.62K
11.3K $1.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 1.05%
$442.66 - $534.52 $885 - $1.07K
193 $103M
XLK
Technology Sector Spdr

ETFs
78
New
$206.38 - $242.18 $16.1K - $18.9K
78 $16.2M
WMB
Williams Companies, Inc.

Energy
265
New
$54.02 - $61.09 $14.3K - $16.2K
265 $15.8M
MSFT
Microsoft Corp

Technology
44
+ 220.0%
$375.39 - $447.2 $16.5K - $19.7K
64 $24.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
77
New
$196.12 - $229.48 $15.1K - $17.7K
77 $15.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
80
+ 55.94%
$182.82 - $196.21 $14.6K - $15.7K
223 $42M
APAM
Artisan Partners Asset Management Inc.

Financial Services
391
+ 362.04%
$38.51 - $45.32 $15.1K - $17.7K
499 $19.5M
MLM
Martin Marietta Materials Inc

Basic Materials
30
New
$460.39 - $552.64 $13.8K - $16.6K
30 $14.3M
Solventum Corp
187
New
N/A
187 $14.2M
CVX
Chevron Corp

Energy
35
+ 9.59%
$146.71 - $167.97 $5.13K - $5.88K
400 $66.9M
Core & Main Inc Class A
290
New
N/A
290 $14M
ABT
Abbott Laboratories

Healthcare
105
New
$111.1 - $140.22 $11.7K - $14.7K
105 $13.9M
ATO
Atmos Energy Corp

Utilities
90
New
$136.51 - $154.58 $12.3K - $13.9K
90 $13.9M
WCN
Waste Connections, Inc.

Industrials
70
New
$169.89 - $195.19 $11.9K - $13.7K
70 $13.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
55
New
$208.48 - $244.03 $11.5K - $13.4K
55 $13.4M
BWXT
Bwx Technologies, Inc.

Industrials
135
New
$96.59 - $128.46 $13K - $17.3K
135 $13.3M
USFD
Us Foods Holding Corp.

Consumer Defensive
200
New
$63.38 - $72.02 $12.7K - $14.4K
200 $13.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
402
+ 7.77%
$53.6 - $58.97 $21.5K - $23.7K
5.58K $305M
AME
Ametek Inc

Industrials
75
New
$170.39 - $190.43 $12.8K - $14.3K
75 $12.9M
Cigna Corp
39
New
N/A
39 $12.8M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.73%
$142.06 - $167.7 $568 - $671
554 $91.9M
Activity Summary
Buys All Purchases 164 New Holdings 110 Increased Positions 54 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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