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
$25.9B
$52 Million 0.04% of portfolio
693
Q4 2024 Added 19.48%
$4.91B
$55.2 Million 0.04% of portfolio
485
Q4 2024 Reduced 15.65%
$79.5B
$58.4 Million 0.04% of portfolio
283
Q4 2024 Added 349.21%
$17.5B
$58.8 Million 0.04% of portfolio
680
Q4 2024 Added 7.94%
$11.2B
$60.9 Million 0.04% of portfolio
287
Q4 2024 Added 42.79%
Brookfield Asset Management LTD
-
$60 Million 0.04% of portfolio
-
Q4 2024 Added 14.58%
$36.5B
$37.9 Million 0.03% of portfolio
121
Q4 2024 Added 19.8%
$96.7B
$46.8 Million 0.03% of portfolio
82
Q4 2024 Added 24.24%
$0
$46.6 Million 0.03% of portfolio
211
Q2 2024 Reduced 86.62%
$0
$38.4 Million 0.03% of portfolio
1,324
Q4 2024 Reduced 17.2%
$157B
$36.9 Million 0.03% of portfolio
306
Q4 2024 Added 45.71%
Parnassus Mid Cap Institutional
-
$36.1 Million 0.03% of portfolio
-
Q4 2024 Reduced 48.83%
$6.04B
$43.6 Million 0.03% of portfolio
835
Q4 2024 New
$9.79B
$37.5 Million 0.03% of portfolio
220
Q4 2024 Added 43.79%
$16.9B
$37.7 Million 0.03% of portfolio
439
Q4 2024 Reduced 21.89%
$72.6B
$36.6 Million 0.03% of portfolio
270
Q4 2024 Reduced 31.65%
$434B
$48.6 Million 0.03% of portfolio
339
Q4 2024 Reduced 36.04%
$0
$36.6 Million 0.03% of portfolio
785
Q4 2024 Reduced 49.29%
$0
$38.8 Million 0.03% of portfolio
304
Q4 2023 New
$0
$42 Million 0.03% of portfolio
1,465
Q4 2024 Added 18.62%
$162B
$38.4 Million 0.03% of portfolio
1,027
Q4 2024 Reduced 4.55%
$27.1B
$46.6 Million 0.03% of portfolio
650
Q4 2024 Reduced 50.0%
$72.6B
$46.1 Million 0.03% of portfolio
162
Q4 2024 Reduced 31.06%
$16.6B
$47.2 Million 0.03% of portfolio
550
Q4 2024 Added 71.88%
$11.2B
$35.7 Million 0.03% of portfolio
154
Q4 2024 Reduced 1.28%
$197B
$41.9 Million 0.03% of portfolio
119
Q4 2024 Reduced 17.36%
$130B
$47.2 Million 0.03% of portfolio
842
Q4 2024 New
$219B
$48.6 Million 0.03% of portfolio
289
Q4 2024 Reduced 6.77%
$149B
$41.1 Million 0.03% of portfolio
179
Q4 2024 Reduced 7.73%
$23.9B
$47.2 Million 0.03% of portfolio
-
Q4 2024 Reduced 22.26%
$10.5B
$36 Million 0.03% of portfolio
486
Q4 2024 New
$54.8B
$41.8 Million 0.03% of portfolio
178
Q4 2024 Reduced 50.0%
$66.8B
$32.6 Million 0.02% of portfolio
607
Q4 2024 Reduced 2.25%
$48B
$23.9 Million 0.02% of portfolio
403
Q4 2024 Reduced 3.13%
Franklin Ma Tax Free Income A1
-
$35.2 Million 0.02% of portfolio
-
Q4 2024 Reduced 49.46%
$0
$24.3 Million 0.02% of portfolio
415
Q4 2024 Added 29.69%
$5.31B
$24.5 Million 0.02% of portfolio
505
Q4 2024 Added 36.49%
$82.1B
$29.1 Million 0.02% of portfolio
2,986
Q4 2024 Reduced 2.26%
$10.4B
$34.1 Million 0.02% of portfolio
1,690
Q4 2024 Reduced 12.21%
American Funds Capital World Gr&Inc F2
-
$25 Million 0.02% of portfolio
-
Q4 2024 Reduced 46.61%
$35.5B
$24.3 Million 0.02% of portfolio
265
Q4 2024 Reduced 33.42%
Hartford Schroders International Stk I
-
$29.3 Million 0.02% of portfolio
-
Q4 2024 Reduced 51.33%
Pimco Low Duration Esg Institutional
-
$25.6 Million 0.02% of portfolio
-
Q4 2024 Reduced 49.75%
American Funds Invmt CO Of Amer F2
-
$34.6 Million 0.02% of portfolio
-
Q4 2024 Reduced 48.36%
$82.6B
$30.4 Million 0.02% of portfolio
85
Q4 2024 Added 2,025.0%
$34.6B
$30 Million 0.02% of portfolio
78
Q4 2024 Added 23.81%
$74.8B
$31.1 Million 0.02% of portfolio
118
Q4 2024 Reduced 0.84%
$240B
$30.6 Million 0.02% of portfolio
314
Q4 2024 Added 10.95%
$50.9B
$33.5 Million 0.02% of portfolio
280
Q4 2024 Reduced 43.43%

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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