Richardson Financial Services Inc. Sells in Q4 2024

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-45.5K
- 50.53%
$47.57 - $52.44 $2.17M - $2.39M
44.6K $2.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.85K
- 40.96%
$521.84 - $558.82 $2.01M - $2.15M
5.55K $2.99B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-43K
- 34.13%
$34.13 - $37.35 $1.47M - $1.61M
83K $2.84B
VUG
Vanguard Growth ETF

ETFs
-5.19K
- 25.72%
$378.79 - $428.11 $1.97M - $2.22M
15K $6.19B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-26K
- 57.91%
$49.79 - $51.14 $1.3M - $1.33M
18.9K $948M
VTV
Vanguard Value ETF

ETFs
-8.92K
- 19.26%
$168.32 - $181.87 $1.5M - $1.62M
37.4K $6.32B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-18.4K
- 50.64%
$44.04 - $49.49 $811K - $911K
17.9K $790M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.61K
- 41.66%
$567.81 - $607.81 $916K - $981K
2.26K $1.33B
VTI
Vanguard Total Stock Market Et

ETFs
-2.42K
- 50.59%
$280.04 - $302.45 $678K - $732K
2.36K $685M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.03K
- 45.88%
$71.75 - $75.11 $504K - $528K
8.29K $596M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.44K
- 50.1%
$58.88 - $64.8 $379K - $417K
6.42K $378M
BNDX
Vanguard Total International B

ETFs
-8.42K
- 38.7%
$48.91 - $50.61 $412K - $426K
13.3K $654M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-9.62K
- 50.0%
$40.34 - $40.62 $388K - $391K
9.62K $389M
Vanguard Wellesley Income Admiral
-5.92K
- 48.56%
N/A
6.27K $376M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-5.09K
- 49.06%
$49.78 - $66.55 $253K - $339K
5.28K $263M
VB
Vanguard Small Cap ETF

ETFs
-1.7K
- 28.22%
$233.76 - $261.58 $398K - $445K
4.33K $1.04B
IVV
Ishares Core S&P 500 ETF

ETFs
-511
- 69.24%
$570.51 - $610.59 $292K - $312K
227 $134M
PEP
Pepsico Inc

Consumer Defensive
-1.36K
- 30.82%
$151.29 - $176.1 $206K - $240K
3.06K $465M
NVO
Novo Nordisk A S

Healthcare
-995
- 33.03%
$85.0 - $120.04 $84.6K - $119K
2.02K $173M
PFE
Pfizer Inc

Healthcare
-8.25K
- 68.09%
$24.8 - $30.19 $205K - $249K
3.87K $102M
QRVO
Qorvo, Inc.

Technology
-803
- 24.2%
$65.6 - $104.58 $52.7K - $84K
2.52K $175M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.37K
- 47.4%
$77.02 - $78.58 $182K - $186K
2.63K $203M
SNPS
Synopsys Inc

Technology
-36
- 2.35%
$485.36 - $588.0 $17.5K - $21.2K
1.5K $728M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.54K
- 50.0%
$126.68 - $134.74 $195K - $207K
1.54K $196M
Value Line Select Growth Fund
-4.16K
- 44.49%
N/A
5.19K $180M
Navigator Tactical Fixed Income I
-16.7K
- 48.54%
N/A
17.8K $175M
TFLO
Ishares Treasury Floating Rate

ETFs
-3.11K
- 12.06%
$50.37 - $50.63 $156K - $157K
22.7K $1.14B
COST
Costco Wholesale Corp

Consumer Defensive
-275
- 21.19%
$873.59 - $994.69 $240K - $274K
1.02K $943M
VXF
Vanguard Extended Market ETF

ETFs
-1.06K
- 37.23%
$179.17 - $207.15 $190K - $220K
1.79K $340M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.9K
- 48.33%
$74.5 - $78.37 $142K - $149K
2.03K $152M
NXPI
Nxp Semiconductors N.V.

Technology
-35
- 1.52%
$207.27 - $255.58 $7.25K - $8.95K
2.27K $470M
HCA
Hca Healthcare, Inc.

Healthcare
-410
- 36.94%
$297.52 - $415.61 $122K - $170K
700 $209M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-3.36K
- 21.62%
$39.3 - $41.34 $132K - $139K
12.2K $480M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.78K
- 50.0%
$67.29 - $73.38 $120K - $130K
1.78K $121M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-1.9K
- 41.31%
$57.07 - $62.58 $108K - $119K
2.7K $154M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-117
- 7.41%
$501.29 - $612.85 $58.7K - $71.7K
1.46K $759M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.55K
- 11.07%
$45.07 - $47.1 $115K - $120K
20.5K $928M
HYD
Vaneck High Yield Muni ETF

ETFs
-2.13K
- 22.04%
$51.09 - $53.06 $109K - $113K
7.55K $391M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-2.13K
- 50.29%
$51.31 - $55.61 $109K - $119K
2.11K $113M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.17K
- 34.12%
$45.17 - $47.23 $98K - $102K
4.19K $190M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.22K
- 47.47%
$68.25 - $75.42 $83.1K - $91.9K
1.35K $92.2M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-3.54K
- 53.28%
$25.26 - $26.59 $89.5K - $94.2K
3.11K $78.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.5K
- 13.59%
$44.33 - $49.55 $200K - $223K
28.6K $1.29B
NNN
National Retail Properties, Inc.

Real Estate
-2.13K
- 90.83%
$39.77 - $49.34 $84.7K - $105K
215 $8.68M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1.36K
- 5.64%
$60.27 - $66.27 $81.9K - $90.1K
22.7K $1.39B
T. Rowe Price Blue Chip Growth I
-466
- 45.6%
N/A
556 $104M
SYK
Stryker Corp

Healthcare
-268
- 65.69%
$345.14 - $392.15 $92.5K - $105K
140 $50.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.78K
- 4.65%
$38.37 - $42.82 $145K - $162K
77.5K $2.98B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-540
- 26.67%
$72.97 - $96.75 $39.4K - $52.2K
1.49K $109M
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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