Richardson Financial Services Inc. Purchases in Q1 2025

Richardson Financial Services Inc.

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
418
+ 209.0%
$54.72 - $60.29 $22.9K - $25.2K
618 $36.8M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
648
+ 7.84%
$44.81 - $46.22 $29K - $30K
8.91K $402M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
62
+ 0.27%
$30.35 - $33.16 $1.88K - $2.06K
22.9K $733M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
459
+ 13.64%
$47.33 - $47.92 $21.7K - $22K
3.83K $182M
TJX
Tjx Companies Inc

Consumer Cyclical
155
+ 3.19%
$112.81 - $126.16 $17.5K - $19.6K
5.01K $610M
CEG
Constellation Energy Corp

Utilities
109
+ 3633.33%
$201.63 - $347.44 $22K - $37.9K
112 $22.6M
GRMN
Garmin LTD

Technology
100
New
$204.55 - $241.93 $20.5K - $24.2K
100 $21.7M
IWS
Ishares Russell Midcap Value E

ETFs
212
+ 12.39%
$122.59 - $135.24 $26K - $28.7K
1.92K $242M
Gsk PLC New
472
+ 127.91%
N/A
841 $32.6M
VNQ
Vanguard Specialized Funds Van

ETFs
23
+ 0.32%
$85.55 - $94.34 $1.97K - $2.17K
7.3K $661M
ACN
Accenture PLC

Technology
73
+ 61.34%
$300.91 - $398.25 $22K - $29.1K
192 $59.9M
KLAC
Kla Corp

Technology
9
+ 3.56%
$636.62 - $777.63 $5.73K - $7K
262 $178M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
286
+ 6.83%
$44.68 - $46.49 $12.8K - $13.3K
4.48K $207M
CB
Chubb LTD

Financial Services
23
+ 6.76%
$257.71 - $301.99 $5.93K - $6.95K
363 $110M
UNM
Unum Group

Financial Services
20
+ 1.18%
$71.8 - $83.34 $1.44K - $1.67K
1.72K $140M
PG
Procter & Gamble CO

Consumer Defensive
57
+ 2.98%
$158.56 - $176.26 $9.04K - $10K
1.97K $336M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
651
+ 18.68%
$25.93 - $29.28 $16.9K - $19.1K
4.14K $112M
BK
Bank Of New York Mellon Corp

Financial Services
100
+ 9.66%
$75.42 - $88.95 $7.54K - $8.9K
1.14K $95.2M
JNJ
Johnson & Johnson

Healthcare
46
+ 13.57%
$142.06 - $167.7 $6.53K - $7.71K
385 $63.9M
META
Meta Platforms, Inc.

Communication Services
51
+ 5.13%
$576.36 - $736.67 $29.4K - $37.6K
1.05K $602M
AZN
Astrazeneca PLC

Healthcare
193
+ 344.64%
$65.37 - $77.96 $12.6K - $15K
249 $18.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
151
+ 5.75%
$76.94 - $78.28 $11.6K - $11.8K
2.78K $217M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5
+ 1.95%
$80.53 - $147.57 $403 - $738
261 $34.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
435
+ 8.31%
$22.25 - $23.0 $9.68K - $10K
5.67K $130M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
68
+ 2.28%
$9.49 - $14.83 $645 - $1.01K
3.05K $41.6M
GPOR
Gulfport Energy Corp

Energy
63
New
$159.2 - $196.22 $10K - $12.4K
63 $11.6M
CMS
Cms Energy Corp

Utilities
100
+ 21.98%
$64.99 - $75.11 $6.5K - $7.51K
555 $41.7M
NFLX
Netflix Inc

Communication Services
1
+ 0.32%
$828.4 - $1058.6 $828 - $1.06K
318 $297M
ABC
Amerisourcebergen Corp

Healthcare
40
New
N/A
40 $11.1M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
159
+ 16.99%
$53.35 - $58.68 $8.48K - $9.33K
1.1K $61.5M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
102
+ 7.57%
$66.9 - $71.57 $6.82K - $7.3K
1.45K $102M
CSCO
Cisco Systems, Inc.

Technology
101
+ 7.05%
$58.74 - $64.87 $5.93K - $6.55K
1.53K $94.6M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
13
+ 0.09%
$27.64 - $28.58 $359 - $372
13.9K $397M
PFG
Principal Financial Group Inc

Financial Services
20
+ 1.79%
$76.34 - $89.04 $1.53K - $1.78K
1.14K $96.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
77
+ 3.79%
$73.78 - $76.59 $5.68K - $5.9K
2.11K $161M
PLMR
Palomar Holdings, Inc.

Financial Services
70
New
$101.51 - $137.08 $7.11K - $9.6K
70 $9.6M
NFG
National Fuel Gas CO

Energy
120
New
$60.71 - $79.19 $7.29K - $9.5K
120 $9.5M
LRN
Stride, Inc.

Consumer Defensive
74
New
$106.34 - $142.28 $7.87K - $10.5K
74 $9.36M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
157
+ 8.83%
$49.67 - $51.43 $7.8K - $8.07K
1.94K $98.8M
SLB
Schlumberger Limited

Energy
40
+ 2.18%
$38.4 - $43.74 $1.54K - $1.75K
1.88K $78.5M
FIVN
Five9, Inc.

Technology
325
New
$27.15 - $42.82 $8.82K - $13.9K
325 $8.82M
CNO
Cno Financial Group, Inc.

Financial Services
210
New
$35.99 - $42.34 $7.56K - $8.89K
210 $8.75M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
543
+ 7.89%
$22.83 - $23.75 $12.4K - $12.9K
7.43K $171M
SAIC
Science Applications International Corp

Technology
75
New
$95.77 - $119.82 $7.18K - $8.99K
75 $8.42M
ZTS
Zoetis Inc.

Healthcare
10
+ 0.37%
$156.48 - $175.67 $1.56K - $1.76K
2.71K $446M
YOU
Clear Secure, Inc.

Technology
308
New
$22.12 - $27.62 $6.81K - $8.51K
308 $7.98M
TOWN
Towne Bank (Va)

Financial Services
233
New
$32.13 - $37.51 $7.49K - $8.74K
233 $7.97M
VIRT
Virtu Financial, Inc.

Financial Services
209
New
$34.19 - $40.96 $7.15K - $8.56K
209 $7.97M
WTS
Watts Water Technologies Inc

Industrials
38
New
$195.28 - $224.67 $7.42K - $8.54K
38 $7.75M
Activity Summary
Buys All Purchases 204 New Holdings 46 Increased Positions 158 Sells All Sells 200 Reductions 198 Sold out 2 Options Calls 0 Puts 0
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