Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024

Richardson Financial Services Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 1208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $6.92B, Apple Inc. with a value of $6.71B, Vanguard Value ETF with a value of $6.32B, Vanguard Growth ETF with a value of $6.19B, and Nvidia Corp with a value of $3.08B.

Examining the 13F form we can see an decrease of $15.1B in the current position value, from $157B to 142B.

Richardson Financial Services Inc. is based out at Medway, MA

Below you can find more details about Richardson Financial Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $78.6 Billion
Technology: $18.2 Billion
Financial Services: $9.17 Billion
Consumer Cyclical: $6.95 Billion
Industrials: $5.18 Billion
Healthcare: $5.14 Billion
Communication Services: $5.13 Billion
Consumer Defensive: $3.71 Billion
Other: $6.63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$6.71 Billion 4.72% of portfolio
26,623
Q4 2024 Added 1.54%
$298B
$3.08 Billion 2.17% of portfolio
22,420
Q4 2024 Added 3.77%
$2.9T
$2.5 Billion 1.76% of portfolio
5,888
Q4 2024 Added 3.19%
$1.99T
$1.88 Billion 1.32% of portfolio
8,481
Q4 2024 Reduced 0.46%
$988B
$1.77 Billion 1.24% of portfolio
9,232
Q4 2024 Added 7.57%
$547B
$1.37 Billion 0.96% of portfolio
4,345
Q4 2024 Reduced 2.23%
$507B
$1.25 Billion 0.88% of portfolio
2,375
Q4 2024 Reduced 2.7%
$467B
$1.22 Billion 0.86% of portfolio
2,404
Q4 2024 Added 0.75%
$686B
$1.19 Billion 0.83% of portfolio
4,955
Q4 2024 Reduced 6.91%
$363B
$1.11 Billion 0.78% of portfolio
2,855
Q4 2024 Reduced 3.06%
$324B
$1.07 Billion 0.75% of portfolio
4,854
Q4 2024 Reduced 2.71%
$752B
$1.05 Billion 0.74% of portfolio
2,511
Q4 2024 Added 14.66%
$406B
$943 Million 0.66% of portfolio
1,023
Q4 2024 Reduced 21.19%
$224B
$913 Million 0.64% of portfolio
3,153
Q4 2024 Added 0.32%
$19.8B
$903 Million 0.63% of portfolio
4,916
Q4 2024 Added 201.97%
$186B
$799 Million 0.56% of portfolio
1,793
Q4 2024 Added 0.11%
$204B
$759 Million 0.53% of portfolio
1,462
Q4 2024 Reduced 7.41%
$69.3B
$728 Million 0.51% of portfolio
1,496
Q4 2024 Reduced 2.35%
$237B
$718 Million 0.5% of portfolio
7,933
Q4 2024 Reduced 9.93%
$38.2B
$697 Million 0.49% of portfolio
2,185
Q4 2024 Reduced 26.65%
$181B
$703 Million 0.49% of portfolio
6,346
Q4 2024 Reduced 2.08%
$142B
$656 Million 0.46% of portfolio
9,138
Q4 2024 Added 0.66%
$78.8B
$632 Million 0.44% of portfolio
2,682
Q4 2024 Added 6.98%
$79.8B
$630 Million 0.44% of portfolio
990
Q4 2024 Added 0.61%
$281B
$590 Million 0.41% of portfolio
1,758
Q4 2024 Added 0.92%
$133B
$588 Million 0.41% of portfolio
4,855
Q4 2024 Added 6.7%
$1.31T
$588 Million 0.41% of portfolio
994
Q4 2024 Added 57.28%
$72.4B
$563 Million 0.4% of portfolio
4,672
Q4 2024 Reduced 5.79%
$290B
$558 Million 0.39% of portfolio
802
Q4 2024 Added 1.39%
$26.3B
$555 Million 0.39% of portfolio
4,470
Q4 2024 Added 0.45%
$474B
$556 Million 0.39% of portfolio
5,261
Q4 2024 Added 6.05%
$170B
$520 Million 0.37% of portfolio
2,004
Q4 2024 Added 6.77%
$63.4B
$492 Million 0.35% of portfolio
2,767
Q4 2024 Added 27.22%
$55.4B
$478 Million 0.34% of portfolio
2,598
Q4 2024 Added 100.77%
$161B
$482 Million 0.34% of portfolio
969
Q4 2024 Added 2.0%
$55.1B
$470 Million 0.33% of portfolio
2,266
Q4 2024 Reduced 1.52%
$209B
$465 Million 0.33% of portfolio
3,062
Q4 2024 Reduced 30.82%
$75.5B
$459 Million 0.32% of portfolio
984
Q4 2024 Reduced 0.3%
$94.7B
$448 Million 0.32% of portfolio
1,937
Q4 2024 Reduced 0.31%
$77.3B
$438 Million 0.31% of portfolio
2,699
Q4 2024 Reduced 1.17%
$670B
$429 Million 0.3% of portfolio
948
Q4 2024 Reduced 18.63%
$99B
$418 Million 0.29% of portfolio
2,300
Q4 2024 Reduced 7.52%
$132B
$389 Million 0.27% of portfolio
974
Q4 2024 Added 0.83%
$61B
$351 Million 0.25% of portfolio
675
Q4 2024 Reduced 9.4%
$26.8B
$336 Million 0.24% of portfolio
7,867
Q4 2024 Reduced 7.16%
$71.1B
$348 Million 0.24% of portfolio
6,432
Q4 2024 Added 9.02%
$311B
$330 Million 0.23% of portfolio
2,308
Q4 2024 Reduced 6.03%
$402B
$320 Million 0.22% of portfolio
1,914
Q4 2024 Added 1.97%
$18.3B
$297 Million 0.21% of portfolio
5,542
Q4 2024 Reduced 5.1%

Summary

  • Portfolio
  • No. of Stocks 1,208
  • Current Value $142 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 77 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 376 stocks
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