Richmond Investment Services, LLC New Holdings in Q2 2025

Richmond Investment Services, LLC

  • $473 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
127K
New
$54.19 - $67.22 $6.86M - $8.5M
127K $8.51B
IEMG
Ishares Inc

ETFs
28.6K
New
N/A
28.6K $1.72B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.27K
New
$152.42 - $182.82 $1.41M - $1.69M
9.27K $1.69B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
32.5K
New
$45.12 - $46.23 $1.47M - $1.5M
32.5K $1.5B
IEFA
Ishares Tr

ETFs
16.6K
New
$67.83 - $84.09 $1.12M - $1.39M
16.6K $1.38B
MBB
Ishares Tr

ETFs
14.1K
New
$91.41 - $94.22 $1.29M - $1.32M
14.1K $1.32B
IVE
Ishares S&P 500 Value ETF

ETFs
5.6K
New
$168.34 - $195.42 $942K - $1.09M
5.6K $1.09B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
42.9K
New
$22.54 - $23.17 $967K - $994K
42.9K $985M
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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.1K
New
$113.67 - $150.4 $580K - $767K
5.1K $767M
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
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.8K
New
$90.56 - $109.49 $525K - $635K
5.8K $634M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.2K
New
$45.11 - $52.34 $506K - $587K
11.2K $587M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.2K
New
$32.62 - $33.58 $528K - $543K
16.2K $543M
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
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
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.74K
New
$97.29 - $105.63 $462K - $501K
4.74K $482M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.2K
New
$82.51 - $109.2 $346K - $459K
4.2K $459M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
New
$22.27 - $29.21 $334K - $438K
15K $438M
PG
Procter & Gamble CO

Consumer Defensive
2.73K
New
$157.66 - $172.39 $431K - $471K
2.73K $435M
EFG
Msci Eafe Growth ETF

ETFs
3.88K
New
$89.8 - $112.0 $348K - $434K
3.88K $434M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.5K
New
$27.3 - $31.8 $368K - $429K
13.5K $429M
CAT
Caterpillar Inc

Industrials
1.09K
New
$273.94 - $388.21 $298K - $423K
1.09K $423M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.05K
New
$79.56 - $82.92 $402K - $418K
5.05K $419M
OEF
Ishares S&P 100 ETF

ETFs
1.34K
New
N/A
1.34K $408M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.56K
New
$72.96 - $90.39 $333K - $412K
4.56K $408M
CGXU
Capital Group Intl Focus Equit

ETFs
14.6K
New
$21.44 - $27.35 $314K - $401K
14.6K $397M
MCK
Mckesson Corp

Healthcare
542
New
$652.83 - $732.78 $354K - $397K
542 $397M
FTSL
First Trust Senior Ln Fund

ETFs
8.57K
New
$44.58 - $46.07 $382K - $395K
8.57K $393M
XLC
Select Sector Spdr Tr Communic

ETFs
3.49K
New
$86.13 - $108.53 $300K - $378K
3.49K $378M
XLV
Select Sector Spdr Fund Health

ETFs
2.76K
New
$128.77 - $144.3 $355K - $398K
2.76K $371M
VONV
Vanguard Russell 1000 Value Et

ETFs
4.34K
New
$73.19 - $85.21 $317K - $370K
4.34K $370M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.52K
New
$61.92 - $81.5 $280K - $369K
4.52K $368M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.75K
New
$45.88 - $54.4 $310K - $367K
6.75K $367M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
17.5K
New
$20.12 - $21.0 $351K - $366K
17.5K $365M
MGK
Vanguard Mega Cap Growth ETF

ETFs
990
New
$273.67 - $366.17 $271K - $363K
990 $363M
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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