Richmond Brothers, Inc. Portfolio Holdings

Richmond Brothers, Inc.

  • $157 Million
  • Q1 2025

Richmond Brothers, Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $27.7M, Vanguard Bd Index Fd Inc Inter with a value of $13.8M, Vanguard Sht Trm Inflt Prot Fd with a value of $13.3M, Invesco Qqq Trust, Series 1 with a value of $10.2M, and Spdr Bloomberg 1 3 Month T Bil with a value of $9.37M.

Examining the 13F form we can see an increase of $2.1M in the current position value, from $155M to 157M.

Richmond Brothers, Inc. is based out at Jackson, MI

Below you can find more details about Richmond Brothers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
ETFs: $142 Million
Financial Services: $8.13 Million
Technology: $4.43 Million
Healthcare: $2.45 Million
Communication Services: $292,000
Industrials: $5,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $157 Million
  • Prior Value $155 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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