Richardson Financial Services Inc. Incresed Positions in Q4 2024

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
420
+ 2100.0%
$45.36 - $55.91 $19.1K - $23.5K
440 $21.3M
AMD
Advanced Micro Devices Inc

Technology
347
+ 61.42%
$118.88 - $172.8 $41.3K - $60K
912 $112M
MS
Morgan Stanley

Financial Services
62
+ 15.38%
$104.42 - $134.99 $6.47K - $8.37K
465 $58.5M
JHG
Janus Henderson Group PLC

Financial Services
363
+ 89.41%
$37.65 - $45.66 $13.7K - $16.6K
769 $32.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
38
+ 9.9%
$216.72 - $244.71 $8.24K - $9.3K
422 $100M
CMS
Cms Energy Corp

Utilities
235
+ 106.82%
$65.76 - $71.94 $15.5K - $16.9K
455 $30.3M
NOW
Service Now, Inc.

Technology
14
+ 175.0%
$867.18 - $1148.42 $12.1K - $16.1K
22 $23.5M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
940
+ 36.78%
$12.27 - $15.41 $11.5K - $14.5K
3.5K $50.9M
IWS
Ishares Russell Midcap Value E

ETFs
17
+ 1.0%
$128.08 - $140.32 $2.18K - $2.39K
1.71K $221M
Celestica Inc
46
+ 16.37%
N/A
327 $30.7M
DVY
Ishares Tr

ETFs
75
+ 17.9%
$129.55 - $143.41 $9.72K - $10.8K
494 $64.7M
OSIS
Osi Systems Inc

Technology
61
+ 65.59%
$131.41 - $187.75 $8.02K - $11.5K
154 $25.8M
NEE
Nextera Energy Inc

Utilities
60
+ 0.66%
$69.77 - $85.43 $4.19K - $5.13K
9.14K $656M
WM
Waste Management Inc

Industrials
69
+ 65.71%
$201.79 - $228.46 $13.9K - $15.8K
174 $35.2M
WTW
Willis Towers Watson PLC

Financial Services
20
+ 19.8%
$287.99 - $332.53 $5.76K - $6.65K
121 $37.9M
Lazard Inc
25
+ 3.4%
N/A
760 $39.3M
NICE
Nice Ltd.

Technology
67
+ 43.79%
$164.71 - $199.17 $11K - $13.3K
220 $37.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
15
+ 23.81%
$260.53 - $404.79 $3.91K - $6.07K
78 $30M
KMB
Kimberly Clark Corp

Consumer Defensive
90
+ 94.74%
$130.37 - $146.09 $11.7K - $13.1K
185 $24.2M
Linde PLC
86
+ 7.28%
N/A
1.27K $530M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
25
+ 7.06%
$201.32 - $217.44 $5.03K - $5.44K
379 $78.8M
Jpmorgan Global Select Equity ETF
182
+ 2.86%
N/A
6.55K $394M
PHM
Pultegroup Inc

Consumer Cyclical
89
+ 16.7%
$108.86 - $149.04 $9.69K - $13.3K
622 $67.7M
FTV
Fortive Corp

Technology
113
+ 19.48%
$71.16 - $79.68 $8.04K - $9K
693 $52M
HON
Honeywell International Inc

Industrials
39
+ 433.33%
$202.84 - $236.0 $7.91K - $9.2K
48 $10.9M
VCTR
Victory Capital Holdings, Inc.

Financial Services
76
+ 39.38%
$54.76 - $72.24 $4.16K - $5.49K
269 $17.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
395
+ 8.17%
$22.39 - $23.45 $8.84K - $9.26K
5.23K $118M
MCK
Mckesson Corp

Healthcare
16
+ 24.24%
$482.27 - $628.5 $7.72K - $10.1K
82 $46.8M
PRDO
Perdoceo Education Corp

Consumer Defensive
237
+ 64.93%
$20.61 - $28.08 $4.88K - $6.65K
602 $15.8M
CB
Chubb LTD

Financial Services
4
+ 1.19%
$271.57 - $301.89 $1.09K - $1.21K
340 $93.6M
PG
Procter & Gamble CO

Consumer Defensive
37
+ 1.97%
$161.05 - $179.7 $5.96K - $6.65K
1.91K $320M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
20
+ 11.7%
$97.09 - $120.01 $1.94K - $2.4K
191 $20.6M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
102
+ 9.18%
$99.04 - $109.59 $10.1K - $11.2K
1.21K $121M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
230
+ 18.62%
$28.56 - $30.02 $6.57K - $6.9K
1.47K $42M
SJNK
Spdr Bloomberg Short Term High

ETFs
206
+ 9.79%
$25.09 - $25.69 $5.17K - $5.29K
2.31K $58.4M
AYI
Acuity Brands Inc

Industrials
7
+ 11.29%
$292.13 - $333.45 $2.04K - $2.33K
69 $20.3M
UNH
Unitedhealth Group Inc

Healthcare
18
+ 0.75%
$485.52 - $625.25 $8.74K - $11.3K
2.4K $1.22B
ABT
Abbott Laboratories

Healthcare
39
+ 53.42%
$111.93 - $119.39 $4.37K - $4.66K
112 $12.6M
QCOM
Qualcomm Inc

Technology
38
+ 108.57%
$150.4 - $178.04 $5.72K - $6.77K
73 $11.3M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
95
+ 29.69%
$58.46 - $65.6 $5.55K - $6.23K
415 $24.3M
BANF
Bancfirst Corp

Financial Services
11
+ 12.09%
$100.43 - $128.91 $1.1K - $1.42K
102 $12.2M
EVTC
Evertec, Inc.

Technology
101
+ 44.1%
$32.22 - $36.8 $3.25K - $3.72K
330 $11.3M
FMC
Fmc Corp

Basic Materials
135
+ 36.49%
$47.86 - $66.62 $6.46K - $8.99K
505 $24.5M
TRMK
Trustmark Corp

Financial Services
40
+ 14.55%
$30.94 - $39.97 $1.24K - $1.6K
315 $11.2M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
19
+ 6.17%
$59.24 - $74.8 $1.13K - $1.42K
327 $20M
ENSG
Ensign Group, Inc

Healthcare
9
+ 5.06%
$132.78 - $156.91 $1.2K - $1.41K
187 $24.8M
FN
Fabrinet

Technology
25
+ 26.04%
$214.76 - $271.08 $5.37K - $6.78K
121 $26M
Cencora Inc
9
+ 28.13%
N/A
41 $9.21M
UBER
Uber Technologies, Inc

Technology
42
+ 84.0%
$59.93 - $86.34 $2.52K - $3.63K
92 $5.58M
Activity Summary
Buys All Purchases 204 New Holdings 77 Increased Positions 127 Sells All Sells 376 Reductions 376 Sold out 0 Options Calls 0 Puts 0
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