Richmond Investment Services, LLC Purchases in Q2 2025

Richmond Investment Services, LLC

  • $473 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
2.58K
+ 130.34%
$221.86 - $362.89 $573K - $937K
4.56K $1.45B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
44.6K
+ 103.61%
$20.16 - $20.49 $898K - $913K
87.6K $1.79B
FDN
First Tr Fd Dow Jones

ETFs
2.98K
+ 123.9%
$200.29 - $269.33 $596K - $802K
5.38K $1.45B
EFV
Msci Eafe Value ETF

ETFs
14.4K
New
$52.4 - $64.65 $754K - $930K
14.4K $913M
CGGR
Capital Group Growth ETF Shs C

ETFs
22.3K
New
$30.53 - $40.65 $680K - $905K
22.3K $905M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
31.2K
New
$28.21 - $28.85 $881K - $901K
31.2K $898M
GOOG
Alphabet Inc.

Communication Services
4.54K
+ 145.28%
$146.58 - $180.01 $665K - $817K
7.67K $1.36B
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
55.8K
+ 95.73%
$11.71 - $13.88 $654K - $775K
114K $1.58B
FV
First Trust Dorsey Wright Focu

ETFs
11.7K
+ 42.82%
$48.43 - $59.26 $568K - $695K
39.1K $2.32B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.1K
New
$113.67 - $150.4 $580K - $767K
5.1K $767M
IWM
Ishares Russell 2000 ETF

ETFs
3.2K
+ 122.16%
$174.82 - $215.79 $559K - $690K
5.81K $1.25B
WMT
Walmart Inc.

Consumer Defensive
7.42K
New
$81.79 - $99.98 $607K - $742K
7.42K $725M
MUB
Ishares National Muni Bond ETF

ETFs
6.94K
New
$102.31 - $105.8 $710K - $734K
6.94K $725M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.3K
+ 85.88%
$49.79 - $50.75 $711K - $724K
30.9K $1.57B
IYW
Ishares Dj Us Tech ETF

ETFs
4.14K
New
$122.57 - $173.27 $508K - $718K
4.14K $718M
JNJ
Johnson & Johnson

Healthcare
4.64K
New
$146.36 - $159.82 $678K - $741K
4.64K $708M
VGT
Vanguard Information Technolog

ETFs
1.05K
New
$470.37 - $663.28 $494K - $697K
1.05K $697M
AVGO
Broadcom Inc.

Technology
2.5K
New
$146.29 - $275.65 $366K - $689K
2.5K $689M
FVD
First Tr Value Line Divid Inde

ETFs
15.3K
+ 68.83%
$40.62 - $45.12 $621K - $690K
37.5K $1.68B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
31.9K
+ 89.6%
$20.66 - $20.74 $659K - $662K
67.5K $1.4B
FTC
First Tr Lge Cap Growth

ETFs
3.86K
+ 98.32%
$116.97 - $150.97 $451K - $582K
7.78K $1.17B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.74K
New
$180.84 - $240.32 $495K - $658K
2.74K $658M
Capital Grp Fixed Incm ETF T
24.5K
New
N/A
24.5K $645M
SPYG
Spdr Portfolio

ETFs
6.74K
New
$71.83 - $95.32 $484K - $643K
6.74K $643M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
13.4K
+ 112.5%
$45.3 - $50.64 $608K - $679K
25.3K $1.24B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.8K
New
$90.56 - $109.49 $525K - $635K
5.8K $634M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
13.5K
+ 102.44%
$42.72 - $44.24 $578K - $599K
26.8K $1.17B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.2K
New
$45.11 - $52.34 $506K - $587K
11.2K $587M
JMBS
Janus Detroit Str Tr Henderson

ETFs
12.8K
+ 98.58%
$43.89 - $45.45 $562K - $582K
25.8K $1.16B
META
Meta Platforms, Inc.

Communication Services
671
+ 162.86%
$484.66 - $738.09 $325K - $495K
1.08K $800M
WEC
Wec Energy Group, Inc.

Utilities
5.67K
+ 92.78%
$102.24 - $109.76 $579K - $622K
11.8K $1.23B
CGUS
Capital Group Core Equity ETF
14.2K
+ 154.16%
$29.93 - $36.93 $425K - $524K
23.4K $864M
VRT
Vertiv Holdings CO

Industrials
1.66K
+ 27.05%
N/A
7.77K $998M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.2K
New
$32.62 - $33.58 $528K - $543K
16.2K $543M
FTA
First Tr Large Cap Value

ETFs
6.72K
+ 100.09%
$67.12 - $78.63 $451K - $529K
13.4K $1.06B
Dave Inc
2.01K
New
N/A
2.01K $539M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.64K
New
$81.46 - $94.63 $459K - $533K
5.64K $533M
AIQ
Global X Funds Global X Artifi

ETFs
10.7K
+ 122.21%
$31.5 - $43.69 $336K - $466K
19.4K $847M
CGCP
Capital Group Core Plus Income

ETFs
23.4K
New
$21.92 - $22.56 $512K - $527K
23.4K $526M
Blackrock ETF Trust
14.6K
New
N/A
14.6K $519M
V
Visa Inc.

Financial Services
1.43K
New
$308.27 - $373.31 $442K - $535K
1.43K $509M
XLF
Financial Sector Spdr

ETFs
9.63K
New
$43.92 - $52.37 $423K - $504K
9.63K $504M
LLY
Eli Lilly & CO

Healthcare
675
+ 122.95%
$713.71 - $898.95 $482K - $607K
1.22K $954M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.74K
New
$97.29 - $105.63 $462K - $501K
4.74K $482M
T
At&T Inc.

Communication Services
15.7K
+ 113.07%
$26.33 - $28.94 $413K - $454K
29.6K $855M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.46K
+ 44.72%
$57.46 - $75.58 $256K - $337K
14.4K $1.09B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.41K
+ 91.65%
$216.28 - $284.39 $304K - $400K
2.94K $835M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.2K
New
$82.51 - $109.2 $346K - $459K
4.2K $459M
FEP
First Trust Europe Alphadex Fu

ETFs
8.38K
+ 100.53%
$36.11 - $47.8 $302K - $400K
16.7K $799M
Activity Summary
Buys All Purchases 206 New Holdings 100 Increased Positions 106 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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