Richards, Merrill & Peterson, Inc. Portfolio Holdings

Richards, Merrill & Peterson, Inc.

  • $191 Billion
  • Q4 2024

Richards, Merrill & Peterson, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 502 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.1B, Microsoft Corp with a value of $10.6B, Costco Wholesale Corp with a value of $9.34B, Amazon Com Inc with a value of $7.95B, and Invesco Qqq Trust, Series 1 with a value of $6.66B.

Examining the 13F form we can see an increase of $191B in the current position value.

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 $191 Billion
Technology: $41.4 Billion
ETFs: $35.3 Billion
Consumer Cyclical: $22.4 Billion
Industrials: $16.9 Billion
Consumer Defensive: $15.8 Billion
Financial Services: $14.9 Billion
Healthcare: $14.2 Billion
Communication Services: $11.5 Billion
Other: $12.9 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.68B
$1.52 Billion 0.8% of portfolio
41,576
Q4 2024 New
$6.34B
$852 Million 0.45% of portfolio
16,060
Q4 2024 New
$5.81B
$502 Million 0.26% of portfolio
2,919
Q4 2024 New
$3.24B
$352 Million 0.18% of portfolio
6,719
Q4 2024 New
$6.28B
$260 Million 0.14% of portfolio
7,686
Q4 2024 New
$9.37B
$143 Million 0.07% of portfolio
925
Q4 2024 New
$2.35B
$139 Million 0.07% of portfolio
2,082
Q4 2024 New
$3.37B
$92.4 Million 0.05% of portfolio
1,025
Q4 2024 New
$9.88B
$90.9 Million 0.05% of portfolio
800
Q4 2024 New
$5.52B
$69.8 Million 0.04% of portfolio
1,389
Q4 2024 New
$3.89B
$67.1 Million 0.04% of portfolio
4,500
Q4 2024 New
$3.61B
$56.2 Million 0.03% of portfolio
1,515
Q4 2024 New
$9.61B
$49.5 Million 0.03% of portfolio
765
Q4 2024 New
$3.16B
$62.3 Million 0.03% of portfolio
215
Q4 2024 New
$4.78B
$36 Million 0.02% of portfolio
700
Q4 2024 New
$7.37B
$37.8 Million 0.02% of portfolio
675
Q4 2024 New
$7.93B
$33.2 Million 0.02% of portfolio
603
Q4 2024 New
$7.37B
$15.7 Million 0.01% of portfolio
227
Q4 2024 New
$5.2B
$9.76 Million 0.01% of portfolio
138
Q4 2024 New
$3.41B
$12 Million 0.01% of portfolio
370
Q4 2024 New
$2.16B
$20.9 Million 0.01% of portfolio
774
Q4 2024 New
$5.55B
$12.1 Million 0.01% of portfolio
111
Q4 2024 New
$7.02B
$16.7 Million 0.01% of portfolio
176
Q4 2024 New
$3.19B
$2.92 Million 0.0% of portfolio
37
Q4 2024 New
$2.17B
$305,000 0.0% of portfolio
6
Q4 2024 New
$7.56B
$9.24 Million 0.0% of portfolio
400
Q4 2024 New
$8.39B
$4.12 Million 0.0% of portfolio
442
Q4 2024 New
$2.39B
$313,000 0.0% of portfolio
15
Q4 2024 New
$7.34B
$1.86 Million 0.0% of portfolio
27
Q4 2024 New
$6.97B
$1.14 Million 0.0% of portfolio
90
Q4 2024 New
$3.6B
$3.47 Million 0.0% of portfolio
175
Q4 2024 New
$2.31B
$241,000 0.0% of portfolio
7
Q4 2024 New
$4.62B
$2.9 Million 0.0% of portfolio
225
Q4 2024 New
$9.48B
$519,000 0.0% of portfolio
15
Q4 2024 New
$3.87B
$2.42 Million 0.0% of portfolio
100
Q4 2024 New
$8.69B
$4.12 Million 0.0% of portfolio
60
Q4 2024 New
$2.68B
$174,000 0.0% of portfolio
25
Q4 2024 New
$4.26B
$1.58 Million 0.0% of portfolio
10
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 502
  • Current Value $191 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 502 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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