Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $157 Billion
  • Q3 2024

Richardson Financial Services Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 1909 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $7.59B, Vanguard Value ETF with a value of $7.55B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.48B, Apple Inc. with a value of $5.52B, and Vanguard Index Fds S&P 500 ETF with a value of $4.81B.

Examining the 13F form we can see an increase of $18.5B in the current position value, from $139B to 157B.

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 $157 Billion
ETFs: $95 Billion
Technology: $17.1 Billion
Financial Services: $7.83 Billion
Healthcare: $5.95 Billion
Consumer Cyclical: $5.81 Billion
Industrials: $5.3 Billion
Consumer Defensive: $4.36 Billion
Communication Services: $4.35 Billion
Other: $7.05 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.59 Billion 4.83% of portfolio
20,173
Q3 2024 Added 32.72%
$0
$7.55 Billion 4.8% of portfolio
46,300
Q3 2024 Added 23.55%
$0
$6.48 Billion 4.12% of portfolio
101,288
Q2 2024 Reduced 16.74%
$0
$4.81 Billion 3.05% of portfolio
9,401
Q3 2024 Added 69.39%
$0
$4.61 Billion 2.93% of portfolio
90,138
Q3 2024 Added 101.81%
$0
$4.42 Billion 2.81% of portfolio
125,996
Q3 2024 Added 1.31%
$0
$3.07 Billion 1.95% of portfolio
81,253
Q3 2024 Added 2.56%
$0
$2.35 Billion 1.49% of portfolio
30,450
Q2 2024 Reduced 10.68%
$0
$2.28 Billion 1.45% of portfolio
44,954
Q3 2024 Added 100.0%
$0
$2.25 Billion 1.43% of portfolio
41,894
Q3 2024 Added 2.03%
$0
$2.14 Billion 1.36% of portfolio
3,874
Q3 2024 Added 30.92%
$0
$1.84 Billion 1.17% of portfolio
7,358
Q3 2024 Added 0.86%
$0
$1.69 Billion 1.08% of portfolio
29,723
Q3 2024 Added 1.3%
$0
$1.67 Billion 1.06% of portfolio
36,362
Q3 2024 Added 102.6%
$0
$1.5 Billion 0.95% of portfolio
35,612
Q2 2024 Reduced 4.44%
$0
$1.48 Billion 0.94% of portfolio
24,086
Q3 2024 Added 3.48%
$0
$1.35 Billion 0.86% of portfolio
6,028
Q3 2024 Added 38.45%
$0
$1.32 Billion 0.84% of portfolio
4,784
Q3 2024 Added 99.08%
$0
$1.3 Billion 0.83% of portfolio
25,760
Q3 2024 Added 2.47%
$0
$1.22 Billion 0.77% of portfolio
6,676
Q3 2024 Added 0.88%
$0
$1.13 Billion 0.72% of portfolio
11,986
Q3 2024 Added 1.61%
$0
$1.12 Billion 0.71% of portfolio
15,313
Q3 2024 Added 81.63%
$0
$1.07 Billion 0.68% of portfolio
21,759
Q3 2024 Added 66.0%
$0
$1.04 Billion 0.66% of portfolio
23,066
Q2 2024 Reduced 7.4%
$0
$1.01 Billion 0.64% of portfolio
19,674
Q3 2024 Added 2.19%
$0
$997 Million 0.63% of portfolio
36,575
Q3 2024 Added 2.7%
$0
$968 Million 0.62% of portfolio
4,281
Q2 2024 Reduced 6.2%
$0
$950 Million 0.6% of portfolio
10,423
Q2 2024 New
$0
$943 Million 0.6% of portfolio
7,738
Q2 2024 Added 1.1%
$0
$874 Million 0.56% of portfolio
20,920
Q3 2024 Added 1.37%
$0
$863 Million 0.55% of portfolio
9,307
Q2 2024 Reduced 3.01%
$0
$804 Million 0.51% of portfolio
12,859
Q3 2024 Added 99.61%
$0
$782 Million 0.5% of portfolio
19,244
Q3 2024 Added 100.0%
$0
$763 Million 0.48% of portfolio
8,626
Q2 2024 Reduced 5.3%
$0
$736 Million 0.47% of portfolio
23,148
Q3 2024 Added 1.83%
$0
$696 Million 0.44% of portfolio
27,689
Q3 2024 Added 6.17%
$0
$638 Million 0.41% of portfolio
7,596
Q3 2024 Added 1.99%
$0
$607 Million 0.39% of portfolio
7,185
Q3 2024 Added 7.11%
$0
$617 Million 0.39% of portfolio
15,533
Q2 2024 Reduced 4.45%
$0
$588 Million 0.37% of portfolio
10,045
Q2 2024 Reduced 0.32%
$0
$584 Million 0.37% of portfolio
6,360
Q3 2024 Added 6.46%
$0
$555 Million 0.35% of portfolio
4,719
Q3 2024 Added 1.99%
$0
$501 Million 0.32% of portfolio
9,681
Q3 2024 Added 8.87%
$0
$497 Million 0.32% of portfolio
1,583
Q2 2024 Reduced 0.06%
$0
$495 Million 0.31% of portfolio
2,850
Q3 2024 Added 57.2%
$0
$479 Million 0.3% of portfolio
7,372
Q2 2024 Added 3.6%
$84B
$463 Million 0.29% of portfolio
2,143
Q3 2024 Added 3.53%
$0
$458 Million 0.29% of portfolio
6,300
Q2 2024 Reduced 2.19%
$0
$425 Million 0.27% of portfolio
15,173
Q3 2024 Added 1.61%

Summary

  • Portfolio
  • No. of Stocks 1,909
  • Current Value $157 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 292 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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