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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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