Richardson Financial Services Inc. Purchases in Q2 2025

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
2.72K
New
$42.2 - $47.37 $115K - $129K
2.72K $118M
T. Rowe Price Blue Chip Growth I
556
New
N/A
556 $112M
BBUS
J P Morgan Exchg Traded Fd

ETFs
400
+ 6.71%
$89.63 - $111.92 $35.9K - $44.8K
6.36K $711M
VNQ
Vanguard Specialized Funds Van

ETFs
1.28K
+ 17.57%
$79.79 - $91.42 $102K - $117K
8.59K $770M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.26K
+ 41.74%
$54.98 - $67.95 $69.1K - $85.3K
4.27K $288M
IRM
Iron Mountain Inc

Real Estate
1.03K
New
$76.93 - $105.25 $78.9K - $108K
1.03K $102M
PH
Parker Hannifin Corp

Industrials
4
+ 0.4%
$517.23 - $700.54 $2.07K - $2.8K
992 $698M
LQD
Ishares Iboxx $ Investment Gra

ETFs
852
+ 50.41%
$105.23 - $109.61 $89.7K - $93.4K
2.54K $278M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
743
+ 12.29%
$55.54 - $69.09 $41.3K - $51.3K
6.79K $469M
CTAS
Cintas Corp

Industrials
2
+ 0.04%
$190.11 - $227.66 $380 - $455
4.94K $1.11B
WMT
Walmart Inc.

Consumer Defensive
62
+ 0.79%
$81.79 - $99.98 $5.07K - $6.2K
7.93K $779M
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 4.66%
$908.13 - $1056.85 $42.7K - $49.7K
1.06K $1.04B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.2K
+ 35.59%
$35.3 - $37.51 $77.7K - $82.6K
8.39K $313M
PANW
Palo Alto Networks Inc

Technology
65
+ 2.48%
$152.44 - $204.64 $9.91K - $13.3K
2.68K $530M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
12
+ 0.28%
$104.23 - $134.39 $1.25K - $1.61K
4.37K $587M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
289
+ 69.81%
$180.84 - $240.32 $52.3K - $69.5K
703 $166M
EMB
Ishares Tr

ETFs
718
+ 9.52%
$86.54 - $92.62 $62.1K - $66.5K
8.26K $764M
GLD
Spdr Gold Trust

ETFs
125
+ 6.08%
$273.71 - $316.29 $34.2K - $39.5K
2.18K $671M
KLAC
Kla Corp

Technology
15
+ 5.73%
$576.53 - $902.94 $8.65K - $13.5K
277 $249M
VZ
Verizon Communications Inc

Communication Services
1.79K
+ 35.21%
$41.67 - $45.62 $74.7K - $81.8K
6.88K $301M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.53K
+ 36.66%
$26.18 - $26.93 $66.2K - $68.1K
9.43K $251M
ABT
Abbott Laboratories

Healthcare
472
+ 433.03%
$123.95 - $138.08 $58.5K - $65.2K
581 $79.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
410
+ 42.58%
$82.32 - $112.47 $33.8K - $46.1K
1.37K $152M
SPYG
Spdr Portfolio

ETFs
660
New
$71.83 - $95.32 $47.4K - $62.9K
660 $62.3M
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.24K
+ 50.18%
$47.55 - $50.44 $59.1K - $62.7K
3.72K $187M
IEFA
Ishares Tr

ETFs
178
+ 3.36%
$67.83 - $84.09 $12.1K - $15K
5.48K $457M
RTX
Raytheon Technologies Corp

Industrials
354
+ 17700.0%
$113.75 - $148.48 $40.3K - $52.6K
356 $51.3M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.39K
+ 10.3%
$39.34 - $40.41 $54.8K - $56.3K
14.9K $595M
MA
Mastercard Inc

Financial Services
20
+ 0.84%
$479.92 - $590.74 $9.6K - $11.8K
2.4K $1.35B
LDOS
Leidos Holdings, Inc.

Technology
306
New
$132.9 - $160.3 $40.7K - $49.1K
306 $49.2M
VXF
Vanguard Extended Market ETF

ETFs
78
+ 4.86%
$150.43 - $192.71 $11.7K - $15K
1.68K $325M
WSM
Williams Sonoma Inc

Consumer Cyclical
284
New
$137.62 - $174.44 $39.1K - $49.5K
284 $48.1M
CARR
Carrier Global Corp

Industrials
630
+ 1536.59%
$55.55 - $75.83 $35K - $47.8K
671 $49.8M
C
Citigroup Inc

Financial Services
130
+ 6.07%
$58.13 - $85.12 $7.56K - $11.1K
2.27K $196M
NVT
N Vent Electric PLC

Industrials
354
+ 48.83%
$45.2 - $73.35 $16K - $26K
1.08K $77.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
282
New
$108.12 - $135.04 $30.5K - $38.1K
282 $38.1M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.63K
+ 8.11%
$21.37 - $22.67 $34.8K - $36.9K
21.7K $489M
SPGI
S&P Global Inc.

Financial Services
30
+ 3.17%
$438.31 - $527.29 $13.1K - $15.8K
975 $516M
TJX
Tjx Companies Inc

Consumer Cyclical
145
+ 2.89%
$119.13 - $135.03 $17.3K - $19.6K
5.16K $645M
PGR
Progressive Corp

Financial Services
132
+ 1885.71%
$255.27 - $288.74 $33.7K - $38.1K
139 $36.8M
TD
Toronto Dominion Bank

Financial Services
463
New
$55.71 - $73.45 $25.8K - $34K
463 $34.3M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 17.8%
$462.22 - $707.75 $9.71K - $14.9K
139 $98.2M
CRM
Salesforce, Inc.

Technology
100
+ 5.59%
$236.26 - $291.15 $23.6K - $29.1K
1.89K $513M
Te Connectivity PLC
195
New
N/A
195 $33.2M
NTES
Net Ease, Inc.

Communication Services
246
New
$91.37 - $134.58 $22.5K - $33.1K
246 $33.2M
HCA
Hca Healthcare, Inc.

Healthcare
5
+ 0.71%
$317.61 - $387.52 $1.59K - $1.94K
705 $275M
LNG
Cheniere Energy, Inc.

Energy
129
New
$197.25 - $244.33 $25.4K - $31.5K
129 $30.4M
STNE
Stone Co Ltd.

Technology
1.79K
New
$10.43 - $16.04 $18.7K - $28.7K
1.79K $28.9M
MS
Morgan Stanley

Financial Services
103
+ 18.26%
$99.83 - $140.86 $10.3K - $14.5K
667 $94.1M
Activity Summary
Buys All Purchases 260 New Holdings 46 Increased Positions 214 Sells All Sells 163 Reductions 162 Sold out 1 Options Calls 0 Puts 0
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