Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $157 Billion
  • Q3 2024

Richardson Financial Services Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 1909 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $7.59B, Vanguard Value ETF with a value of $7.55B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.48B, Apple Inc. with a value of $5.52B, and Vanguard Index Fds S&P 500 ETF with a value of $4.81B.

Examining the 13F form we can see an increase of $18.5B in the current position value, from $139B to 157B.

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 $157 Billion
ETFs: $95 Billion
Technology: $17.1 Billion
Financial Services: $7.83 Billion
Healthcare: $5.95 Billion
Consumer Cyclical: $5.81 Billion
Industrials: $5.3 Billion
Consumer Defensive: $4.36 Billion
Communication Services: $4.35 Billion
Other: $7.05 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.35T
$319 Million 0.2% of portfolio
632
Q3 2024 Added 1.77%
$29.4B
$314 Million 0.2% of portfolio
8,474
Q3 2024 Added 9.97%
$69.2B
$301 Million 0.19% of portfolio
2,175
Q2 2024 Added 47.96%
$83.4B
$269 Million 0.17% of portfolio
2,668
Q3 2024 Added 3.89%
$19.4B
$252 Million 0.16% of portfolio
5,840
Q2 2024 Reduced 17.67%
$65.7B
$251 Million 0.16% of portfolio
5,900
Q2 2024 Reduced 19.08%
$163B
$251 Million 0.16% of portfolio
13,109
Q2 2024 Reduced 11.44%
$47.5B
$230 Million 0.15% of portfolio
2,624
Q2 2024 Reduced 14.92%
$188B
$236 Million 0.15% of portfolio
2,319
Q3 2024 Added 1.53%
$72B
$231 Million 0.15% of portfolio
5,771
Q3 2024 Added 5.48%
$168B
$242 Million 0.15% of portfolio
5,863
Q2 2024 Reduced 15.76%
$22.9B
$217 Million 0.14% of portfolio
1,840
Q2 2024 Reduced 13.66%
$15.4B
$221 Million 0.14% of portfolio
2,063
Q2 2024 Reduced 13.65%
$270B
$217 Million 0.14% of portfolio
3,404
Q2 2024 Reduced 7.93%
$93.9B
$220 Million 0.14% of portfolio
4,835
Q2 2024 Reduced 6.73%
$315B
$216 Million 0.14% of portfolio
1,256
Q3 2024 Added 0.48%
$91.4B
$197 Million 0.13% of portfolio
239
Q3 2024 Added 0.42%
$24.2B
$194 Million 0.12% of portfolio
2,025
Q2 2024 Reduced 4.26%
$22.7B
$183 Million 0.12% of portfolio
4,785
Q2 2024 Reduced 4.2%
$128B
$190 Million 0.12% of portfolio
406
Q2 2024 Reduced 22.22%
$21.6B
$186 Million 0.12% of portfolio
5,150
Q2 2024 Reduced 10.12%
$23.5B
$182 Million 0.12% of portfolio
1,635
Q2 2024 Reduced 8.15%
$27.6B
$176 Million 0.11% of portfolio
2,320
Q2 2024 Reduced 7.2%
$253B
$177 Million 0.11% of portfolio
1,431
Q2 2024 Reduced 25.97%
$68.2B
$173 Million 0.11% of portfolio
5,178
Q3 2024 Added 0.35%
$42.4B
$175 Million 0.11% of portfolio
2,380
Q2 2024 Reduced 8.64%
$97.2B
$165 Million 0.1% of portfolio
1,471
Q2 2024 Reduced 17.36%
$65.6B
$162 Million 0.1% of portfolio
2,301
Q2 2024 Reduced 31.37%
$44.9B
$153 Million 0.1% of portfolio
3,120
Q2 2024 Reduced 14.89%
$14.9B
$162 Million 0.1% of portfolio
5,638
Q2 2024 Reduced 6.78%
$123B
$149 Million 0.09% of portfolio
623
Q1 2024 Reduced 0.16%
$138B
$142 Million 0.09% of portfolio
2,235
Q2 2024 Added 2.29%
$139B
$139 Million 0.09% of portfolio
408
Q2 2024 Reduced 1.21%
$29.9B
$137 Million 0.09% of portfolio
1,743
Q2 2024 Added 13.4%
$39.6B
$135 Million 0.09% of portfolio
10,790
Q2 2024 Reduced 2.62%
$38B
$146 Million 0.09% of portfolio
2,315
Q2 2024 Reduced 6.99%
$15.6B
$127 Million 0.08% of portfolio
2,575
Q2 2024 Added 0.59%
$356B
$122 Million 0.08% of portfolio
3,081
Q3 2024 Added 35.07%
$22.2B
$119 Million 0.08% of portfolio
5,925
Q2 2024 Added 1.02%
$404B
$130 Million 0.08% of portfolio
193
Q3 2024 Added 1.58%
$19.9B
$132 Million 0.08% of portfolio
2,320
Q2 2024 Reduced 8.52%
$53.6B
$119 Million 0.08% of portfolio
2,519
Q2 2024 Added 35.87%
$10.9B
$115 Million 0.07% of portfolio
3,945
Q2 2024 Reduced 12.91%
$16.5B
$111 Million 0.07% of portfolio
805
Q2 2024 Reduced 26.15%
$15.9B
$104 Million 0.07% of portfolio
225
Q2 2024 Reduced 8.16%
$4.77B
$104 Million 0.07% of portfolio
2,050
Q2 2024 Reduced 38.71%
$19.4B
$112 Million 0.07% of portfolio
1,430
Q2 2024 Reduced 9.49%
$202B
$91.7 Million 0.06% of portfolio
565
Q3 2024 Added 9.71%
$14.6B
$90.7 Million 0.06% of portfolio
1,775
Q2 2024 Reduced 9.21%

Summary

  • Portfolio
  • No. of Stocks 1,909
  • Current Value $157 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 292 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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