Richmond Brothers, Inc. Portfolio Holdings

Richmond Brothers, Inc.

  • $155 Million
  • Q4 2024

Richmond Brothers, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $155 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $39M, Spdr Bloomberg 1 3 Month T Bil with a value of $9.95M, Vanguard Communication Service with a value of $8.06M, Vanguard Consumer Discretionar with a value of $8.03M, and Vanguard Financial ETF with a value of $7.91M.

Examining the 13F form we can see an decrease of $5.63M in the current position value, from $161M to 155M.

Richmond Brothers, Inc. is based out at Jackson, MI

Below you can find more details about Richmond Brothers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $155 Million
ETFs: $138 Million
Financial Services: $8.04 Million
Technology: $5.49 Million
Healthcare: $3.06 Million
Communication Services: $356,000
Consumer Cyclical: $208,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $155 Million
  • Prior Value $161 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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