Richards, Merrill & Peterson, Inc. Portfolio Holdings

Richards, Merrill & Peterson, Inc.

  • $192 Billion
  • Q1 2025

Richards, Merrill & Peterson, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 494 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.5B, Costco Wholesale Corp with a value of $9.68B, Microsoft Corp with a value of $9.44B, Amazon Com Inc with a value of $6.79B, and Invesco Qqq Trust, Series 1 with a value of $6.44B.

Examining the 13F form we can see an increase of $814M in the current position value, from $191B to 192B.

Richards, Merrill & Peterson, Inc. is based out at Spokane, WA

Below you can find more details about Richards, Merrill & Peterson, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
Technology: $38.6 Billion
ETFs: $37.1 Billion
Consumer Cyclical: $20.3 Billion
Industrials: $16.5 Billion
Consumer Defensive: $16.2 Billion
Healthcare: $15.4 Billion
Financial Services: $14.9 Billion
Communication Services: $11.4 Billion
Other: $14.9 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.44 Billion 3.35% of portfolio
13,741
Q1 2025 Added 5.47%
$0
$5.25 Billion 2.73% of portfolio
9,391
Q1 2025 Added 0.2%
$0
$2.08 Billion 1.08% of portfolio
74,455
Q1 2025 Added 1.15%
$0
$1.94 Billion 1.01% of portfolio
3,776
Q1 2025 Added 6.07%
$0
$1.57 Billion 0.82% of portfolio
37,575
Q1 2025 Added 80.78%
$0
$1.4 Billion 0.73% of portfolio
23,986
Q1 2025 Added 4.81%
$0
$1.32 Billion 0.69% of portfolio
38,549
Q1 2025 Added 11.28%
$0
$1.15 Billion 0.6% of portfolio
9,230
Q1 2025 Added 1.1%
$0
$1.09 Billion 0.57% of portfolio
10,433
Q1 2025 Added 17.85%
$0
$921 Million 0.48% of portfolio
41,016
Q1 2025 Added 12.48%
$0
$776 Million 0.4% of portfolio
6,018
Q1 2025 Reduced 1.63%
$0
$740 Million 0.38% of portfolio
9,776
Q1 2025 Added 18.37%
$0
$590 Million 0.31% of portfolio
6,384
Q1 2025 Added 10.72%
$0
$573 Million 0.3% of portfolio
11,279
Q1 2025 Added 33.99%
$0
$539 Million 0.28% of portfolio
6,471
Q4 2024 New
$0
$483 Million 0.25% of portfolio
3,008
Q4 2024 New
$0
$402 Million 0.21% of portfolio
7,449
Q1 2025 Added 5.32%
$0
$389 Million 0.2% of portfolio
4,193
Q4 2024 New
$0
$359 Million 0.19% of portfolio
1,801
Q1 2025 Added 23.7%
$0
$367 Million 0.19% of portfolio
3,064
Q4 2024 New
$0
$345 Million 0.18% of portfolio
1,335
Q1 2025 Added 3.09%
$0
$284 Million 0.15% of portfolio
505
Q1 2025 Added 4.55%
$0
$287 Million 0.15% of portfolio
2,350
Q4 2024 New
$0
$285 Million 0.15% of portfolio
8,000
Q1 2025 Added 27.59%
$0
$277 Million 0.14% of portfolio
2,707
Q4 2024 New
$0
$267 Million 0.14% of portfolio
635
Q1 2025 Reduced 5.93%
$0
$252 Million 0.13% of portfolio
4,980
Q4 2024 New
$9.66B
$241 Million 0.13% of portfolio
3,900
Q1 2025 Added 387.5%
$0
$215 Million 0.11% of portfolio
4,825
Q4 2024 New
$0
$212 Million 0.11% of portfolio
1,113
Q4 2024 New
$0
$216 Million 0.11% of portfolio
2,638
Q4 2024 New
$0
$175 Million 0.09% of portfolio
1,767
Q1 2025 Added 15.57%
$0
$152 Million 0.08% of portfolio
720
Q1 2025 New
$0
$158 Million 0.08% of portfolio
2,080
Q1 2025 Added 101.16%
$0
$154 Million 0.08% of portfolio
3,100
Q1 2025 Added 13.76%
$0
$163 Million 0.08% of portfolio
2,078
Q4 2024 New
$0
$161 Million 0.08% of portfolio
3,555
Q4 2024 New
$0
$147 Million 0.08% of portfolio
1,604
Q4 2024 New
$0
$134 Million 0.07% of portfolio
547
Q4 2024 New
$0
$141 Million 0.07% of portfolio
2,637
Q1 2025 Added 0.19%
$0
$135 Million 0.07% of portfolio
1,628
Q1 2025 Added 0.37%
$0
$124 Million 0.06% of portfolio
1,089
Q4 2024 New
$0
$106 Million 0.06% of portfolio
4,530
Q1 2025 Added 1.12%
$0
$115 Million 0.06% of portfolio
3,824
Q1 2025 Added 0.21%
$0
$97.6 Million 0.05% of portfolio
4,419
Q4 2024 New
$0
$94.5 Million 0.05% of portfolio
344
Q1 2025 Added 6.5%
$0
$93.4 Million 0.05% of portfolio
371
Q4 2024 New
$0
$104 Million 0.05% of portfolio
765
Q1 2025 Added 53.61%
$0
$95.2 Million 0.05% of portfolio
2,850
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 494
  • Current Value $192 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 143 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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