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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.16B
$19.6 Million 0.01% of portfolio
2,100
Q3 2024 Added 100.0%
$701M
$10.7 Million 0.01% of portfolio
515
Q2 2024 Added 56.06%
$1.71B
$9.48 Million 0.01% of portfolio
165
Q2 2024 New
$1.53B
$21.8 Million 0.01% of portfolio
790
Q1 2024 Reduced 11.24%
$1.08B
$8.41 Million 0.01% of portfolio
113
Q2 2024 Reduced 35.43%
$916M
$3.89 Million 0.0% of portfolio
111
Q1 2024 Reduced 21.83%
$1.65B
$6.29 Million 0.0% of portfolio
80
Q1 2024 New
$1.68B
$7.82 Million 0.0% of portfolio
365
Q1 2024 Reduced 1.62%
$1.6B
$5.43 Million 0.0% of portfolio
220
Q2 2024 Reduced 18.52%
$652M
$4.84 Million 0.0% of portfolio
399
Q4 2023 New

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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