Richmond Investment Services, LLC Portfolio Holdings

Richmond Investment Services, LLC

  • $473 Billion
  • Q2 2025

Richmond Investment Services, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $473 Billion distributed in 242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 ETF with a value of $57.7B, Invesco Qqq Trust, Series 1 with a value of $35.2B, Vaneck Morningstar Wide Moat E with a value of $29.3B, Janus Henderson Short Duration with a value of $22.7B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $22.3B.

Examining the 13F form we can see an increase of $289B in the current position value, from $184B to 473B.

Richmond Investment Services, LLC is based out at Mequon, WI

Below you can find more details about Richmond Investment Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $473 Billion
ETFs: $397 Billion
Technology: $17.1 Billion
Financial Services: $11.9 Billion
Consumer Cyclical: $6.76 Billion
Communication Services: $5.98 Billion
Healthcare: $2.59 Billion
Consumer Defensive: $2.43 Billion
Industrials: $2.27 Billion
Other: $2.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$235 Million 0.05% of portfolio
-
Q2 2025 New
$45.7B
$202 Million 0.04% of portfolio
576
Q2 2025 New
$0
$198 Million 0.04% of portfolio
10,146
Q2 2025 New
$367B
$207 Million 0.04% of portfolio
1,518
Q2 2025 New
$0
$206 Million 0.04% of portfolio
3,488
Q2 2025 New
$36.8B
$200 Million 0.04% of portfolio
1,995
Q2 2025 New
$0
$151 Million 0.03% of portfolio
11,550
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $473 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 100 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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