Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $139 Billion
  • Q2 2024

Richardson Financial Services Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 1273 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 $6.48B, Vanguard Value ETF with a value of $6.01B, Vanguard Growth ETF with a value of $5.68B, Apple Inc. with a value of $5.52B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $4.36B.

Examining the 13F form we can see an decrease of $3.03B in the current position value, from $142B to 139B.

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 $139 Billion
ETFs: $78.8 Billion
Technology: $17 Billion
Financial Services: $7.62 Billion
Healthcare: $5.89 Billion
Consumer Cyclical: $5.77 Billion
Industrials: $5.2 Billion
Communication Services: $4.33 Billion
Consumer Defensive: $4.26 Billion
Other: $6.9 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.6 Million 0.01% of portfolio
1,000
Q1 2024 New
$0
$17.4 Million 0.01% of portfolio
835
Q2 2024 Reduced 21.23%
$0
$1.39 Million 0.0% of portfolio
25
Q2 2024 Added 38.89%
$0
$5.93 Million 0.0% of portfolio
595
Q1 2024 New
$0
$390,000 0.0% of portfolio
68
Q2 2024 New
$0
$468,000 0.0% of portfolio
7
Q1 2024 New
$0
$600,000 0.0% of portfolio
11
Q2 2024 New
$0
$689,000 0.0% of portfolio
19
Q1 2024 New
$0
$3.86 Million 0.0% of portfolio
300
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,273
  • Current Value $139 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 37 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 251 stocks
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