Richmond Investment Services, LLC Incresed Positions in Q3 2025

Richmond Investment Services, LLC

  • $537 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
319
+ 13.55%
$282.78 - $316.06 $90.2K - $101K
2.67K $843M
AIQ
Global X Funds Global X Artifi

ETFs
916
+ 4.73%
$43.2 - $49.66 $39.6K - $45.5K
20.3K $1B
XLF
Financial Sector Spdr

ETFs
2.57K
+ 26.64%
$51.37 - $54.25 $132K - $139K
12.2K $657M
VEA
Vanguard Ftse Developed Market

ETFs
2.14K
+ 26.34%
$56.02 - $60.3 $120K - $129K
10.3K $614M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
874
+ 0.74%
$26.52 - $27.64 $23.2K - $24.2K
119K $3.28B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.4K
+ 22.7%
$28.92 - $32.19 $98.3K - $109K
18.4K $587M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
392
+ 14.32%
$236.25 - $257.69 $92.6K - $101K
3.13K $803M
ORCL
Oracle Corp

Technology
256
+ 23.81%
$218.96 - $328.33 $56.1K - $84.1K
1.33K $374M
CGUS
Capital Group Core Equity ETF
1.84K
+ 7.84%
$36.89 - $39.72 $67.7K - $72.9K
25.2K $998M
EFV
Msci Eafe Value ETF

ETFs
969
+ 6.74%
$62.79 - $68.42 $60.8K - $66.3K
15.4K $1.04B
MUB
Ishares National Muni Bond ETF

ETFs
1K
+ 14.46%
$103.24 - $106.68 $104K - $107K
7.95K $846M
VGT
Vanguard Information Technolog

ETFs
42
+ 4.0%
$656.44 - $753.15 $27.6K - $31.6K
1.09K $816M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.25K
+ 43.61%
$50.85 - $51.35 $115K - $116K
7.42K $380M
PLTR
Palantir Technologies Inc.

Technology
196
+ 12.91%
$130.68 - $186.97 $25.6K - $36.6K
1.71K $313M
VONV
Vanguard Russell 1000 Value Et

ETFs
948
+ 21.86%
$84.55 - $89.54 $80.2K - $84.9K
5.29K $472M
DSI
Ishares Msci Kld 400 Social Et

ETFs
664
+ 35.87%
$115.96 - $125.95 $77K - $83.6K
2.52K $317M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
854
+ 9.27%
$92.18 - $95.14 $78.7K - $81.2K
10.1K $958M
XLI
Industrial Sector Spdr

ETFs
477
+ 21.05%
$147.94 - $154.99 $70.6K - $73.9K
2.74K $423M
AMZN
Amazon Com Inc

Consumer Cyclical
382
+ 2.18%
$211.65 - $238.24 $80.9K - $91K
17.9K $3.93B
CVX
Chevron Corp

Energy
414
+ 22.31%
$145.57 - $161.83 $60.3K - $67K
2.27K $352M
IGF
Ishares Global Infrastructure

ETFs
1.3K
+ 37.39%
$58.29 - $61.43 $76K - $80.1K
4.79K $293M
MGK
Vanguard Mega Cap Growth ETF

ETFs
124
+ 12.53%
$362.31 - $405.74 $44.9K - $50.3K
1.11K $448M
EMB
Ishares Tr

ETFs
784
+ 28.19%
$91.52 - $95.59 $71.8K - $74.9K
3.57K $339M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
207
+ 3.57%
$108.46 - $120.63 $22.5K - $25K
6.01K $714M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
685
+ 6.71%
$62.09 - $66.51 $42.5K - $45.6K
10.9K $711M
TDIV
First Trust Nasdaq Technology

ETFs
71
+ 0.86%
$89.27 - $100.33 $6.34K - $7.12K
8.31K $820M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
898
+ 6.22%
$70.85 - $76.96 $63.6K - $69.1K
15.3K $1.16B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
44
+ 0.97%
$82.22 - $96.68 $3.62K - $4.25K
4.57K $441M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
707
+ 6.3%
$52.12 - $55.33 $36.8K - $39.1K
11.9K $660M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.32K
+ 7.44%
$28.38 - $29.05 $66K - $67.5K
33.6K $970M
SPYG
Spdr Portfolio

ETFs
63
+ 0.93%
$94.33 - $105.31 $5.94K - $6.63K
6.81K $711M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
225
+ 0.2%
$13.87 - $14.46 $3.12K - $3.25K
114K $1.65B
FDN
First Tr Fd Dow Jones

ETFs
28
+ 0.52%
$264.06 - $287.34 $7.39K - $8.05K
5.41K $1.51B
Blackrock Inc
33
+ 15.64%
N/A
244 $284M
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.15%
$276.51 - $305.12 $1.11K - $1.22K
2.7K $803M
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.19%
$195.41 - $212.37 $1.37K - $1.49K
3.76K $785M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.33K
+ 28.87%
$12.9 - $13.59 $43K - $45.3K
14.9K $200M
META
Meta Platforms, Inc.

Communication Services
69
+ 6.37%
$695.21 - $791.73 $48K - $54.6K
1.15K $847M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
824
+ 3.25%
$48.72 - $50.73 $40.1K - $41.8K
26.2K $1.29B
RTX
Raytheon Technologies Corp

Industrials
60
+ 3.96%
$144.19 - $167.33 $8.65K - $10K
1.58K $264M
XOM
Exxon Mobil Corp

Energy
253
+ 10.15%
$105.83 - $117.22 $26.8K - $29.7K
2.75K $310M
FEMS
First Trust Emerging Markets S

ETFs
14
+ 0.13%
$40.83 - $44.87 $572 - $628
10.9K $481M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
31
+ 2.11%
$225.11 - $247.9 $6.98K - $7.68K
1.5K $370M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.45K
+ 1.66%
$20.41 - $20.67 $29.7K - $30.1K
89K $1.83B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
436
+ 3.23%
$31.79 - $33.42 $13.9K - $14.6K
13.9K $465M
QCOM
Qualcomm Inc

Technology
159
+ 11.74%
$145.84 - $173.55 $23.2K - $27.6K
1.51K $252M
Capital Group Core Balanced
12
+ 0.05%
N/A
24.6K $854M
JCI
Johnson Controls International PLC

Industrials
47
+ 0.79%
$103.24 - $111.73 $4.85K - $5.25K
5.99K $659M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
132
+ 1.95%
$53.81 - $57.52 $7.1K - $7.59K
6.88K $396M
Activity Summary
Buys All Purchases 141 New Holdings 25 Increased Positions 116 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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