Richards, Merrill & Peterson, Inc. Purchases in Q4 2025

Richards, Merrill & Peterson, Inc.

  • $261 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
272
+ 1.31%
$236.57 - $291.31 $64.3K - $79.2K
21.1K $6.59B
AAPL
Apple Inc.

Technology
1.42K
+ 3.08%
$245.27 - $275.25 $349K - $391K
47.6K $12.9B
ISRG
Intuitive Surgical Inc

Healthcare
912
+ 19.18%
$429.59 - $576.2 $392K - $525K
5.67K $3.21B
CGGR
Capital Group Growth ETF Shs C

ETFs
22.9K
+ 48.8%
$43.04 - $45.68 $985K - $1.05M
69.8K $3.1B
AMZN
Amazon Com Inc

Consumer Cyclical
2.57K
+ 6.53%
$213.04 - $254.0 $548K - $653K
41.9K $9.68B
CVX
Chevron Corp

Energy
6.87K
+ 24.62%
$148.9 - $157.72 $1.02M - $1.08M
34.8K $5.3B
NVDA
Nvidia Corp

Technology
4.88K
+ 12.32%
$179.83 - $207.04 $877K - $1.01M
44.5K $8.29B
CGSD
Capital Grp Core Plus Income E
34.1K
+ 37.85%
N/A
124K $3.23B
MU
Micron Technology Inc

Technology
675
+ 12.73%
$181.6 - $253.3 $123K - $171K
5.98K $1.71B
CEG
Constellation Energy Corp

Utilities
1.91K
+ 59.67%
$335.74 - $401.43 $640K - $766K
5.1K $1.8B
CGDV
Capital Group Divid Value ETF

ETFs
15.5K
+ 82.14%
$41.33 - $43.47 $641K - $674K
34.4K $1.5B
XOM
Exxon Mobil Corp

Energy
4.56K
+ 31.24%
$110.64 - $119.78 $505K - $547K
19.2K $2.31B
Fidelity Covington Trust
17K
New
N/A
17K $623M
COST
Costco Wholesale Corp

Consumer Defensive
1.51K
+ 13.47%
$910.94 - $954.99 $1.37M - $1.44M
12.7K $10.9B
Franklin Templeton ETF Tr
20.7K
+ 65.26%
N/A
52.5K $1.47B
AVGO
Broadcom Inc.

Technology
1.44K
+ 40.95%
$324.63 - $385.98 $468K - $557K
4.96K $1.72B
Capital Group Core Balanced
13.9K
New
N/A
13.9K $492M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
631
+ 11.16%
$600.51 - $631.95 $379K - $399K
6.29K $3.94B
CGUS
Capital Group Core Equity ETF
11.8K
New
$38.81 - $40.67 $456K - $478K
11.8K $473M
AMD
Advanced Micro Devices Inc

Technology
2.08K
New
$164.01 - $264.33 $341K - $550K
2.08K $445M
CGMS
Capital Grp Core Plus Income E
15.6K
+ 34.14%
N/A
61.3K $1.69B
MUB
Ishares National Muni Bond ETF

ETFs
3.75K
New
$106.36 - $107.61 $399K - $404K
3.75K $402M
NUE
Nucor Corp

Basic Materials
1.69K
+ 38.41%
$131.78 - $154.43 $222K - $260K
6.08K $991M
Capital Group Equity ETF Tr
13.4K
New
N/A
13.4K $388M
SYK
Stryker Corp

Healthcare
1.78K
+ 13.56%
$353.81 - $388.35 $631K - $693K
14.9K $5.25B
QQQ
Invesco Qqq Trust, Series 1

ETFs
264
+ 1.72%
$589.5 - $635.77 $156K - $168K
15.6K $9.57B
JPM
Jpmorgan Chase & CO

Financial Services
847
+ 5.83%
$294.11 - $320.41 $249K - $271K
15.4K $4.95B
RTX
Raytheon Technologies Corp

Industrials
363
+ 1.96%
$157.0 - $179.44 $57K - $65.1K
18.9K $3.46B
MS
Morgan Stanley

Financial Services
1.11K
+ 12.45%
$151.86 - $169.92 $169K - $189K
10.1K $1.78B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
8.6K
+ 15.68%
$42.07 - $42.69 $362K - $367K
63.4K $2.67B
DFAE
Dimensional ETF Tr

ETFs
10.3K
New
$30.74 - $33.05 $316K - $340K
10.3K $335M
PVAL
Putnam ETF Tr Putnam Focused L
7.08K
New
$41.58 - $44.36 $294K - $314K
7.08K $322M
Rbb Fund Trust
6.77K
+ 142.42%
N/A
11.5K $530M
Capital Grp Fixed Incm ETF T
12K
+ 16.21%
N/A
85.9K $2.28B
SLV
I Shares Silver Trust

ETFs
4.81K
New
$42.4 - $49.17 $204K - $237K
4.81K $310M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.42K
New
$66.04 - $69.67 $292K - $308K
4.42K $308M
JNJ
Johnson & Johnson

Healthcare
936
+ 19.35%
$185.98 - $199.58 $174K - $187K
5.77K $1.19B
PLTR
Palantir Technologies Inc.

Technology
1.97K
+ 16.04%
$172.14 - $207.18 $339K - $408K
14.2K $2.53B
ABBV
Abb Vie Inc.

Healthcare
1.35K
+ 25.73%
$211.96 - $244.38 $286K - $329K
6.59K $1.5B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.6K
+ 112.45%
$50.57 - $50.77 $283K - $284K
10.6K $535M
XYL
Xylem Inc.

Industrials
2.08K
New
$142.73 - $152.95 $296K - $317K
2.08K $283M
LHX
L3 Harris Technologies, Inc.

Industrials
1.03K
+ 50.17%
$283.87 - $306.76 $292K - $315K
3.07K $902M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 18.41%
$609.01 - $751.67 $641K - $791K
6.77K $4.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
525
+ 9.98%
$475.68 - $513.11 $250K - $269K
5.79K $2.91B
PANW
Palo Alto Networks Inc

Technology
1.91K
+ 40.87%
$204.77 - $221.38 $390K - $422K
6.57K $1.21B
FDX
Fedex Corp

Industrials
110
+ 2.7%
$224.63 - $268.67 $24.7K - $29.6K
4.18K $1.21B
GS
Goldman Sachs Group Inc

Financial Services
277
New
$744.6 - $838.97 $206K - $232K
277 $243M
DFIV
Dimensional ETF Tr

ETFs
4.86K
New
$45.13 - $48.25 $219K - $234K
4.86K $242M
NFLX
Netflix Inc

Communication Services
6.48K
+ 1878.55%
$110.29 - $1241.35 $715K - $8.05M
6.83K $640M
Activity Summary
Buys All Purchases 178 New Holdings 65 Increased Positions 113 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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