Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $131 Billion
  • Q1 2025

Richardson Financial Services Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 1227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.91B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.33B, Vanguard Value ETF with a value of $4.79B, Spdr Ser Tr Fds Spdr Portfolio with a value of $4.34B, and Vanguard Growth ETF with a value of $3.63B.

Examining the 13F form we can see an decrease of $10.9B in the current position value, from $142B to 131B. Also it can be appreciated an additional of 46 stocks purchases and 2 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 $131 Billion
ETFs: $69.6 Billion
Technology: $15.9 Billion
Financial Services: $9.42 Billion
Consumer Cyclical: $6.15 Billion
Healthcare: $5.51 Billion
Communication Services: $5.08 Billion
Industrials: $4.96 Billion
Consumer Defensive: $3.94 Billion
Other: $7.21 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.33 Billion 4.05% of portfolio
80,999
Q1 2025 Reduced 19.05%
$0
$4.79 Billion 3.64% of portfolio
27,719
Q1 2025 Reduced 25.85%
$0
$4.34 Billion 3.3% of portfolio
119,070
Q1 2025 Added 43.46%
$0
$3.63 Billion 2.76% of portfolio
9,791
Q1 2025 Reduced 34.66%
$0
$3.21 Billion 2.44% of portfolio
81,548
Q1 2025 Added 5.26%
$0
$2.7 Billion 2.06% of portfolio
5,260
Q1 2025 Reduced 5.23%
$0
$2.23 Billion 1.7% of portfolio
28,330
Q1 2025 Reduced 3.36%
$0
$2.21 Billion 1.68% of portfolio
40,986
Q1 2025 Reduced 1.63%
$0
$1.97 Billion 1.5% of portfolio
32,812
Q1 2025 Added 7.56%
$0
$1.78 Billion 1.36% of portfolio
7,085
Q1 2025 Reduced 4.02%
$0
$1.45 Billion 1.1% of portfolio
34,072
Q1 2025 Reduced 7.76%
$0
$1.34 Billion 1.02% of portfolio
21,567
Q1 2025 Reduced 5.1%
$0
$1.28 Billion 0.98% of portfolio
6,882
Q1 2025 Added 2.67%
$0
$1.07 Billion 0.81% of portfolio
21,049
Q1 2025 Reduced 7.08%
$0
$1.05 Billion 0.8% of portfolio
1,869
Q1 2025 Reduced 17.3%
$0
$1.02 Billion 0.77% of portfolio
19,838
Q1 2025 Added 9.61%
$0
$923 Million 0.7% of portfolio
4,469
Q1 2025 New
$0
$923 Million 0.7% of portfolio
9,565
Q1 2025 Reduced 1.76%
$0
$888 Million 0.68% of portfolio
21,593
Q1 2025 Added 11.65%
$0
$879 Million 0.67% of portfolio
19,068
Q1 2025 Reduced 7.04%
$0
$794 Million 0.6% of portfolio
19,472
Q1 2025 Reduced 32.03%
$0
$745 Million 0.57% of portfolio
29,174
Q1 2025 Added 12.46%
$0
$733 Million 0.56% of portfolio
22,937
Q1 2025 Added 0.27%
$0
$742 Million 0.56% of portfolio
7,921
Q1 2025 Reduced 4.39%
$0
$714 Million 0.54% of portfolio
26,194
Q1 2025 Added 28.46%
$0
$684 Million 0.52% of portfolio
7,545
Q1 2025 Reduced 7.39%
$0
$672 Million 0.51% of portfolio
13,211
Q1 2025 Reduced 70.37%
$0
$661 Million 0.5% of portfolio
7,303
Q1 2025 Added 0.32%
$0
$656 Million 0.5% of portfolio
2,960
Q1 2025 Reduced 31.59%
$0
$653 Million 0.5% of portfolio
14,838
Q1 2025 New
$0
$632 Million 0.48% of portfolio
12,941
Q1 2025 Reduced 2.98%
$0
$635 Million 0.48% of portfolio
8,644
Q1 2025 Added 4.31%
$0
$601 Million 0.46% of portfolio
5,958
Q1 2025 Added 30.46%
$106B
$593 Million 0.45% of portfolio
2,057
Q1 2025 Reduced 8.7%
$0
$555 Million 0.42% of portfolio
1,798
Q1 2025 Added 9.5%
$0
$545 Million 0.41% of portfolio
13,519
Q1 2025 Added 11.04%
$0
$520 Million 0.4% of portfolio
7,260
Q1 2025 Reduced 1.87%
$0
$531 Million 0.4% of portfolio
2,171
Q1 2025 Added 17.61%
$0
$527 Million 0.4% of portfolio
1,918
Q1 2025 Reduced 18.87%
$0
$529 Million 0.4% of portfolio
9,063
Q4 2024 Reduced 9.78%
$0
$511 Million 0.39% of portfolio
5,460
Q1 2025 Reduced 9.23%
$0
$504 Million 0.38% of portfolio
4,357
Q1 2025 Reduced 8.93%
$0
$453 Million 0.34% of portfolio
20,067
Q1 2025 New
$0
$445 Million 0.34% of portfolio
3,455
Q1 2025 Added 10.28%
$0
$429 Million 0.33% of portfolio
2,675
Q1 2025 Added 11.97%
$0
$415 Million 0.32% of portfolio
4,521
Q1 2025 Reduced 49.14%
$0
$402 Million 0.31% of portfolio
8,910
Q1 2025 Added 7.84%
$0
$405 Million 0.31% of portfolio
4,246
Q1 2025 Reduced 69.11%
$0
$401 Million 0.31% of portfolio
5,305
Q1 2025 Reduced 10.71%

Summary

  • Portfolio
  • No. of Stocks 1,227
  • Current Value $131 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 46 stocks
  • Additional Purchases 158 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 198 stocks
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