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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.15B
$26 Million 0.02% of portfolio
121
Q4 2024 Added 26.04%
$28.6B
$22.5 Million 0.02% of portfolio
120
Q4 2024 Reduced 45.21%
$0
$33.6 Million 0.02% of portfolio
1,557
Q4 2024 Reduced 7.6%
$3.52B
$22.5 Million 0.02% of portfolio
132
Q4 2024 Reduced 2.22%
$39.4B
$22.7 Million 0.02% of portfolio
298
Q4 2024 Reduced 2.61%
Ccm Community Impact Bond Institutional
-
$30.9 Million 0.02% of portfolio
-
Q4 2024 Reduced 52.02%
$0
$30.7 Million 0.02% of portfolio
1,430
Q4 2024 Reduced 7.5%
$48.2B
$33.2 Million 0.02% of portfolio
214
Q4 2023 New
$161B
$23.5 Million 0.02% of portfolio
22
Q4 2024 Added 175.0%
$177B
$31.8 Million 0.02% of portfolio
169
Q4 2024 Reduced 19.52%
Rbc Emerging Markets Equity I
-
$26.2 Million 0.02% of portfolio
-
Q4 2024 Reduced 40.93%
$69.4B
$28.1 Million 0.02% of portfolio
146
Q4 2024 Added 2,333.33%
$17.7B
$27.4 Million 0.02% of portfolio
60
Q4 2024 Reduced 34.07%
$90B
$25.2 Million 0.02% of portfolio
596
Q4 2024 Reduced 46.4%
$7.14B
$24.8 Million 0.02% of portfolio
187
Q4 2024 Added 5.06%
$3.26B
$25.8 Million 0.02% of portfolio
154
Q4 2024 Added 65.59%
$4.7B
$21.8 Million 0.02% of portfolio
1,473
Q4 2024 Reduced 50.0%
Celestica Inc
-
$30.7 Million 0.02% of portfolio
-
Q4 2024 Added 16.37%
$13B
$25.2 Million 0.02% of portfolio
463
Q4 2024 Reduced 50.0%
$19.4B
$25.5 Million 0.02% of portfolio
202
Q4 2024 New
$5.96B
$32.8 Million 0.02% of portfolio
769
Q4 2024 Added 89.41%
$21.5B
$30.3 Million 0.02% of portfolio
455
Q4 2024 Added 106.82%
$0
$30.4 Million 0.02% of portfolio
224
Q4 2023 New
$0
$29.9 Million 0.02% of portfolio
342
Q4 2024 New
$0
$24.2 Million 0.02% of portfolio
224
Q1 2024 Reduced 76.62%
$0
$26.6 Million 0.02% of portfolio
230
Q4 2024 Reduced 24.09%
$47.5B
$24.2 Million 0.02% of portfolio
185
Q4 2024 Added 94.74%
$93.6B
$35.2 Million 0.02% of portfolio
174
Q4 2024 Added 65.71%
$64.9B
$27.2 Million 0.02% of portfolio
794
Q4 2024 New
$351B
$21.5 Million 0.02% of portfolio
256
Q4 2024 New
Impax International Sust Econ Instl
-
$28.6 Million 0.02% of portfolio
-
Q4 2024 Reduced 51.54%
$4.88B
$8.66 Million 0.01% of portfolio
62
Q4 2024 New
$172B
$11.3 Million 0.01% of portfolio
73
Q4 2024 Added 108.57%
$0
$20.7 Million 0.01% of portfolio
72
Q4 2024 Reduced 50.0%
$25.1B
$21.2 Million 0.01% of portfolio
222
Q4 2024 New
$245B
$15.1 Million 0.01% of portfolio
77
Q4 2024 Reduced 30.63%
$4.99B
$8.11 Million 0.01% of portfolio
303
Q4 2024 Added 9.78%
$259B
$19.4 Million 0.01% of portfolio
314
Q4 2024 New
$2.18B
$8.44 Million 0.01% of portfolio
238
Q4 2024 New
$29.9B
$13.7 Million 0.01% of portfolio
48
Q4 2024 Reduced 50.0%
$2.1B
$11.2 Million 0.01% of portfolio
315
Q4 2024 Added 14.55%
$9.36B
$7.21 Million 0.01% of portfolio
72
Q4 2024 Reduced 55.56%
$0
$15.6 Million 0.01% of portfolio
95
Q4 2024 Reduced 50.0%
$13.3B
$20.4 Million 0.01% of portfolio
120
Q4 2024 Reduced 2.44%
$4.64B
$7.68 Million 0.01% of portfolio
246
Q4 2024 Reduced 2.38%
$75.3B
$8.46 Million 0.01% of portfolio
99
Q4 2024 New
$93.2B
$8.02 Million 0.01% of portfolio
400
Q4 2024 Reduced 50.0%
$1.72B
$15.8 Million 0.01% of portfolio
602
Q4 2024 Added 64.93%
$794M
$8.59 Million 0.01% of portfolio
363
Q4 2024 New

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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