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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.5B
$364,000 0.0% of portfolio
31
Q4 2024 Reduced 66.3%
$50.4B
$1.18 Million 0.0% of portfolio
72
Q4 2024 Reduced 58.14%
$95.4B
$1.13 Million 0.0% of portfolio
8
Q3 2024 New
$21.7B
$599,000 0.0% of portfolio
15
Q4 2024 Reduced 50.0%
$35.1B
$393,000 0.0% of portfolio
8
Q1 2025 New
$68.7B
$1.03 Million 0.0% of portfolio
35
Q1 2025 New
$56.2B
$685,000 0.0% of portfolio
21
Q2 2025 New
$99.3B
$1.02 Million 0.0% of portfolio
2
Q2 2025 New
$72.4B
$1.33 Million 0.0% of portfolio
5
Q1 2025 Reduced 68.75%
$47B
$595,000 0.0% of portfolio
5
Q2 2025 Reduced 37.5%
$63.6B
$863,000 0.0% of portfolio
25
Q4 2024 Reduced 65.28%
$77.6B
$1.12 Million 0.0% of portfolio
6
Q4 2024 New
$71.1B
$1.08 Million 0.0% of portfolio
20
Q2 2025 Added 81.82%
$11B
$1.23 Million 0.0% of portfolio
25
Q2 2025 Reduced 30.56%
$37.8B
$884,000 0.0% of portfolio
11
Q4 2024 New
$18.9B
$4.42 Million 0.0% of portfolio
176
Q2 2025 Reduced 22.47%

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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