Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025

Richardson Financial Services Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 1242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $6.77B, Vanguard Growth ETF with a value of $6.31B, Vanguard Value ETF with a value of $6.21B, Apple Inc. with a value of $5.4B, and Nvidia Corp with a value of $3.69B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $131B to 149B. Also it can be appreciated an additional of 46 stocks purchases and 1 closed positions.

Richardson Financial Services Inc. is based out at Medway, MA

Below you can find more details about Richardson Financial Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $82.1 Billion
Technology: $19 Billion
Financial Services: $10.1 Billion
Consumer Cyclical: $6.73 Billion
Industrials: $6.12 Billion
Communication Services: $5.24 Billion
Healthcare: $5.04 Billion
Utilities: $3.92 Billion
Other: $6.52 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.77 Billion 4.54% of portfolio
93,124
Q2 2025 Added 14.97%
$0
$6.31 Billion 4.24% of portfolio
14,483
Q2 2025 Added 47.92%
$0
$6.21 Billion 4.17% of portfolio
34,876
Q2 2025 Added 25.82%
$0
$3.07 Billion 2.06% of portfolio
5,405
Q2 2025 Added 2.76%
$0
$2.68 Billion 1.8% of portfolio
66,378
Q2 2025 Reduced 44.25%
$0
$2.63 Billion 1.77% of portfolio
39,782
Q2 2025 Added 21.24%
$0
$2.58 Billion 1.73% of portfolio
60,153
Q2 2025 Reduced 26.24%
$0
$2.57 Billion 1.73% of portfolio
45,157
Q2 2025 Added 241.81%
$0
$2.36 Billion 1.58% of portfolio
39,217
Q2 2025 Reduced 4.32%
$0
$2.36 Billion 1.58% of portfolio
29,412
Q2 2025 Added 3.82%
$0
$1.89 Billion 1.27% of portfolio
6,824
Q2 2025 Reduced 3.68%
$0
$1.49 Billion 1.0% of portfolio
7,510
Q2 2025 Added 9.13%
$0
$1.41 Billion 0.95% of portfolio
32,870
Q2 2025 Reduced 3.53%
$0
$1.34 Billion 0.9% of portfolio
19,560
Q2 2025 Reduced 9.31%
$0
$1.32 Billion 0.89% of portfolio
2,138
Q2 2025 Added 14.39%
$0
$1.29 Billion 0.86% of portfolio
50,445
Q2 2025 Added 72.91%
$0
$1.17 Billion 0.79% of portfolio
27,116
Q2 2025 Added 39.26%
$0
$1.08 Billion 0.72% of portfolio
19,582
Q2 2025 Reduced 1.29%
$0
$1.02 Billion 0.68% of portfolio
20,793
Q2 2025 New
$0
$961 Million 0.65% of portfolio
8,915
Q2 2025 Reduced 6.8%
$0
$946 Million 0.64% of portfolio
6,924
Q2 2025 Added 4,776.06%
$0
$914 Million 0.61% of portfolio
11,153
Q2 2025 New
$0
$913 Million 0.61% of portfolio
18,453
Q2 2025 Added 233.21%
$0
$888 Million 0.6% of portfolio
19,286
Q2 2025 Added 1.14%
$0
$900 Million 0.6% of portfolio
21,773
Q2 2025 Added 0.83%
$0
$836 Million 0.56% of portfolio
2,307
Q2 2025 Added 28.31%
$0
$790 Million 0.53% of portfolio
8,142
Q2 2025 Added 1,024.59%
$0
$770 Million 0.52% of portfolio
8,586
Q2 2025 Added 17.57%
$0
$768 Million 0.52% of portfolio
20,674
Q2 2025 Reduced 9.87%
$0
$764 Million 0.51% of portfolio
8,263
Q2 2025 Added 9.52%
$0
$736 Million 0.49% of portfolio
27,760
Q2 2025 Added 5.98%
$0
$711 Million 0.48% of portfolio
6,358
Q2 2025 Added 6.71%
$107B
$671 Million 0.45% of portfolio
2,182
Q2 2025 Added 6.08%
$0
$671 Million 0.45% of portfolio
6,939
Q2 2025 Added 63.42%
$0
$656 Million 0.44% of portfolio
2,158
Q2 2025 Added 12.51%
$0
$637 Million 0.43% of portfolio
6,760
Q2 2025 Reduced 14.66%
$0
$624 Million 0.42% of portfolio
8,479
Q2 2025 Reduced 1.91%
$0
$607 Million 0.41% of portfolio
12,260
Q2 2025 Reduced 5.26%
$0
$595 Million 0.4% of portfolio
14,912
Q2 2025 Added 10.3%
$0
$591 Million 0.4% of portfolio
4,463
Q2 2025 Added 29.18%
$0
$587 Million 0.39% of portfolio
4,369
Q2 2025 Added 0.28%
$0
$569 Million 0.38% of portfolio
9,063
Q4 2024 Reduced 9.78%
$0
$537 Million 0.36% of portfolio
5,704
Q2 2025 Added 4.47%
$0
$518 Million 0.35% of portfolio
2,375
Q2 2025 Added 1,025.59%
$0
$496 Million 0.33% of portfolio
5,884
Q2 2025 Added 81.05%
$0
$489 Million 0.33% of portfolio
21,695
Q2 2025 Added 8.11%
$0
$469 Million 0.32% of portfolio
6,787
Q2 2025 Added 12.29%
$0
$457 Million 0.31% of portfolio
5,483
Q2 2025 Added 3.36%
$0
$462 Million 0.31% of portfolio
5,719
Q2 2025 Reduced 21.23%

Summary

  • Portfolio
  • No. of Stocks 1,242
  • Current Value $149 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 214 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 162 stocks
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