Richardson Financial Services Inc. Purchases in Q4 2024

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
404
+ 1.54%
$221.69 - $259.02 $89.6K - $105K
26.6K $6.71B
XLC
Select Sector Spdr Tr Communic

ETFs
9.74K
New
$89.66 - $102.16 $873K - $995K
9.74K $946M
XLF
Financial Sector Spdr

ETFs
19.4K
New
$44.89 - $51.34 $872K - $997K
19.4K $937M
XLY
Select Sector Spdr Consumer Di

ETFs
4.14K
New
$194.8 - $239.43 $806K - $991K
4.14K $935M
TSLA
Tesla, Inc.

Consumer Cyclical
321
+ 14.66%
$213.65 - $479.86 $68.6K - $154K
2.51K $1.05B
Spdr Bloomberg Encd Rl Yld Cm ETF
17K
New
N/A
17K $439M
NVDA
Nvidia Corp

Technology
814
+ 3.77%
$117.0 - $148.88 $95.2K - $121K
22.4K $3.08B
META
Meta Platforms, Inc.

Communication Services
362
+ 57.28%
$554.08 - $632.68 $201K - $229K
994 $588M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.55K
+ 150.03%
$32.65 - $33.68 $246K - $254K
12.6K $412M
VBK
Vanguard Small Cap Growth ETF

ETFs
24
+ 0.33%
$264.18 - $304.19 $6.34K - $7.3K
7.38K $2.07B
AVGO
Broadcom Inc.

Technology
175
+ 6.98%
$159.67 - $250.0 $27.9K - $43.8K
2.68K $632M
GOOGL
Alphabet Inc.

Communication Services
650
+ 7.57%
$161.86 - $196.66 $105K - $128K
9.23K $1.77B
LLY
Eli Lilly & CO

Healthcare
261
+ 367.61%
$727.2 - $932.06 $190K - $243K
332 $257M
COF
Capital One Financial Corp

Financial Services
592
+ 27.22%
$145.19 - $192.01 $86K - $114K
2.77K $492M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.76K
+ 14.68%
$94.77 - $97.36 $167K - $171K
13.7K $1.31B
BAC
Bank Of America Corp

Financial Services
3.47K
+ 112.66%
$39.22 - $47.77 $136K - $166K
6.55K $288M
NFLX
Netflix Inc

Communication Services
124
+ 64.25%
$687.65 - $936.56 $85.3K - $116K
317 $285M
CRM
Salesforce, Inc.

Technology
16
+ 0.92%
$270.87 - $367.87 $4.33K - $5.89K
1.76K $590M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.03K
+ 29.01%
$102.46 - $110.17 $105K - $113K
4.57K $486M
PH
Parker Hannifin Corp

Industrials
6
+ 0.61%
$621.74 - $709.46 $3.73K - $4.26K
990 $630M
TT
Trane Technologies PLC

Industrials
125
+ 6.13%
$369.35 - $419.14 $46.2K - $52.4K
2.16K $802M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.32%
$288.47 - $316.54 $2.88K - $3.17K
3.15K $913M
ISRG
Intuitive Surgical Inc

Healthcare
182
+ 134.81%
$471.27 - $550.62 $85.8K - $100K
317 $167M
VBR
Vanguard Small Cap Value ETF

ETFs
27
+ 0.4%
$197.36 - $217.3 $5.33K - $5.87K
6.7K $1.32B
WMB
Williams Companies, Inc.

Energy
532
+ 9.02%
$46.37 - $59.74 $24.7K - $31.8K
6.43K $348M
TJX
Tjx Companies Inc

Consumer Cyclical
305
+ 6.7%
$112.15 - $127.2 $34.2K - $38.8K
4.86K $588M
SPYG
Spdr Portfolio

ETFs
823
+ 80.21%
$81.74 - $91.38 $67.3K - $75.2K
1.85K $164M
BK
Bank Of New York Mellon Corp

Financial Services
1.04K
New
$70.82 - $81.87 $73.3K - $84.7K
1.04K $79.8M
GLD
Spdr Gold Trust

ETFs
110
+ 5.13%
$236.59 - $257.5 $26K - $28.3K
2.25K $542M
TFC
Truist Financial Corp

Financial Services
1.7K
New
$41.51 - $48.1 $70.4K - $81.5K
1.7K $73.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
59
+ 3.73%
$316.94 - $357.88 $18.7K - $21.1K
1.64K $569M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.33K
+ 3.72%
$42.33 - $43.3 $56.1K - $57.4K
36.9K $1.57B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
563
New
$119.61 - $136.3 $67.3K - $76.7K
563 $69.7M
Blackrock Fdg Inc
64
New
N/A
64 $65.8M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
642
+ 1126.32%
$93.27 - $105.01 $59.9K - $67.4K
699 $67.2M
XEL
Xcel Energy Inc

Utilities
835
+ 222.67%
$62.16 - $72.92 $51.9K - $60.9K
1.21K $81.8M
ETR
Entergy Corp

Utilities
1.65K
+ 79.98%
$73.19 - $156.4 $121K - $258K
3.71K $281M
XPO
Xpo Logistics, Inc.

Industrials
320
+ 48.93%
$105.35 - $158.2 $33.7K - $50.6K
974 $129M
SPGI
S&P Global Inc.

Financial Services
19
+ 2.0%
$480.36 - $529.17 $9.13K - $10.1K
969 $482M
VOT
Vanguard Mid Cap Growth Index

ETFs
46
+ 2.56%
$241.48 - $274.89 $11.1K - $12.6K
1.85K $471M
ABNB
Airbnb, Inc.

Consumer Cyclical
501
+ 79.65%
$125.36 - $147.37 $62.8K - $73.8K
1.13K $149M
NTAP
Net App, Inc.

Technology
445
New
$115.31 - $131.11 $51.3K - $58.3K
445 $51.8M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
936
New
$54.29 - $59.49 $50.8K - $55.7K
936 $51.4M
FISV
Fiserv Inc

Technology
220
+ 349.21%
N/A
283 $58.4M
BMY
Bristol Myers Squibb CO

Healthcare
842
New
$51.92 - $59.94 $43.7K - $50.5K
842 $47.2M
OMF
One Main Holdings, Inc.

Financial Services
835
New
$45.27 - $57.43 $37.8K - $48K
835 $43.6M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
26
+ 0.35%
$70.12 - $75.48 $1.82K - $1.96K
7.4K $520M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
186
+ 67.64%
$209.89 - $233.24 $39K - $43.4K
461 $97.7M
PANW
Palo Alto Networks Inc

Technology
1.3K
+ 100.77%
$181.96 - $405.9 $237K - $529K
2.6K $478M
Activity Summary
Buys All Purchases 204 New Holdings 77 Increased Positions 127 Sells All Sells 376 Reductions 376 Sold out 0 Options Calls 0 Puts 0
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