Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024

Richardson Financial Services Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 1208 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 $6.92B, Apple Inc. with a value of $6.71B, Vanguard Value ETF with a value of $6.32B, Vanguard Growth ETF with a value of $6.19B, and Nvidia Corp with a value of $3.08B.

Examining the 13F form we can see an decrease of $15.1B in the current position value, from $157B to 142B.

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 $142 Billion
ETFs: $78.6 Billion
Technology: $18.2 Billion
Financial Services: $9.17 Billion
Consumer Cyclical: $6.95 Billion
Industrials: $5.18 Billion
Healthcare: $5.14 Billion
Communication Services: $5.13 Billion
Consumer Defensive: $3.71 Billion
Other: $6.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$709 Million 0.5% of portfolio
22,875
Q4 2024 Reduced 1.18%
$40.8B
$697 Million 0.49% of portfolio
2,185
Q4 2024 Reduced 26.65%
$201B
$703 Million 0.49% of portfolio
6,346
Q4 2024 Reduced 2.08%
$0
$685 Million 0.48% of portfolio
2,364
Q4 2024 Reduced 50.59%
$0
$650 Million 0.46% of portfolio
25,941
Q4 2024 Reduced 6.31%
$134B
$656 Million 0.46% of portfolio
9,138
Q4 2024 Added 0.66%
$0
$654 Million 0.46% of portfolio
13,338
Q4 2024 Reduced 38.7%
$0
$643 Million 0.45% of portfolio
7,280
Q4 2024 Reduced 4.16%
$94.4B
$632 Million 0.44% of portfolio
2,682
Q4 2024 Added 6.98%
$90B
$630 Million 0.44% of portfolio
990
Q4 2024 Added 0.61%
$0
$596 Million 0.42% of portfolio
8,287
Q4 2024 Reduced 45.88%
$327B
$590 Million 0.41% of portfolio
1,758
Q4 2024 Added 0.92%
$144B
$588 Million 0.41% of portfolio
4,855
Q4 2024 Added 6.7%
$1.66T
$588 Million 0.41% of portfolio
994
Q4 2024 Added 57.28%
$75.8B
$563 Million 0.4% of portfolio
4,672
Q4 2024 Reduced 5.79%
$0
$569 Million 0.4% of portfolio
1,642
Q4 2024 Added 3.73%
$299B
$558 Million 0.39% of portfolio
802
Q4 2024 Added 1.39%
$22.8B
$555 Million 0.39% of portfolio
4,470
Q4 2024 Added 0.45%
$451B
$556 Million 0.39% of portfolio
5,261
Q4 2024 Added 6.05%
$91.9B
$542 Million 0.38% of portfolio
2,253
Q4 2024 Added 5.13%
$0
$536 Million 0.38% of portfolio
20,391
Q4 2024 Reduced 44.25%
$0
$547 Million 0.38% of portfolio
4,784
Q4 2024 Added 1.38%
$0
$534 Million 0.38% of portfolio
6,015
Q4 2024 Reduced 16.28%
$0
$520 Million 0.37% of portfolio
7,398
Q4 2024 Added 0.35%
Linde PLC
-
$530 Million 0.37% of portfolio
-
Q4 2024 Added 7.28%
$156B
$520 Million 0.37% of portfolio
2,004
Q4 2024 Added 6.77%
$77.6B
$492 Million 0.35% of portfolio
2,767
Q4 2024 Added 27.22%
$0
$486 Million 0.34% of portfolio
4,567
Q4 2024 Added 29.01%
$59.9B
$478 Million 0.34% of portfolio
2,598
Q4 2024 Added 100.77%
$0
$480 Million 0.34% of portfolio
12,175
Q4 2024 Reduced 21.62%
$176B
$482 Million 0.34% of portfolio
969
Q4 2024 Added 2.0%
$0
$471 Million 0.33% of portfolio
1,846
Q4 2024 Added 2.56%
$58.9B
$470 Million 0.33% of portfolio
2,266
Q4 2024 Reduced 1.52%
$198B
$465 Million 0.33% of portfolio
3,062
Q4 2024 Reduced 30.82%
$67.6B
$459 Million 0.32% of portfolio
984
Q4 2024 Reduced 0.3%
$88.2B
$448 Million 0.32% of portfolio
1,937
Q4 2024 Reduced 0.31%
Spdr Bloomberg Encd Rl Yld Cm ETF
-
$439 Million 0.31% of portfolio
-
Q4 2024 New
$73.7B
$438 Million 0.31% of portfolio
2,699
Q4 2024 Reduced 1.17%
$624B
$429 Million 0.3% of portfolio
948
Q4 2024 Reduced 18.63%
$0
$412 Million 0.29% of portfolio
12,574
Q4 2024 Added 150.03%
$88.2B
$418 Million 0.29% of portfolio
2,300
Q4 2024 Reduced 7.52%
$0
$418 Million 0.29% of portfolio
5,941
Q4 2024 Reduced 5.7%
Jpmorgan Global Select Equity ETF
-
$394 Million 0.28% of portfolio
-
Q4 2024 Added 2.86%
$0
$377 Million 0.27% of portfolio
8,262
Q4 2024 Reduced 3.83%
$0
$388 Million 0.27% of portfolio
13,886
Q4 2024 Reduced 8.48%
$0
$390 Million 0.27% of portfolio
3,133
Q4 2024 Added 5.52%
$0
$391 Million 0.27% of portfolio
7,547
Q4 2024 Reduced 22.04%
$0
$386 Million 0.27% of portfolio
2,389
Q4 2024 Added 3.46%
$0
$378 Million 0.27% of portfolio
6,417
Q4 2024 Reduced 50.1%

Summary

  • Portfolio
  • No. of Stocks 1,208
  • Current Value $142 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 77 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 376 stocks
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