Richmond Investment Services, LLC New Holdings in Q4 2024

Richmond Investment Services, LLC

  • $178 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Capital Group Core Balanced
18.6K
New
N/A
18.6K $581M
JMBS
Janus Detroit Str Tr Henderson

ETFs
13K
New
$44.03 - $46.65 $574K - $608K
13K $576M
WEC
Wec Energy Group, Inc.

Utilities
6.1K
New
$92.94 - $101.82 $567K - $621K
6.1K $574M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
13.2K
New
$42.84 - $45.38 $566K - $600K
13.2K $568M
FTC
First Tr Lge Cap Growth

ETFs
3.92K
New
$130.13 - $149.09 $510K - $585K
3.92K $542M
FTA
First Tr Large Cap Value

ETFs
6.72K
New
$75.21 - $83.49 $505K - $561K
6.72K $514M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.55K
New
$65.67 - $69.79 $496K - $527K
7.55K $506M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.95K
New
$49.03 - $53.35 $439K - $477K
8.95K $459M
IVV
Ishares Core S&P 500 ETF

ETFs
727
New
$570.51 - $610.59 $415K - $444K
727 $428M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.81K
New
$88.59 - $94.57 $426K - $455K
4.81K $427M
TDIV
First Trust Nasdaq Technology

ETFs
5.42K
New
$78.03 - $82.13 $423K - $445K
5.42K $425M
LLY
Eli Lilly & CO

Healthcare
549
New
$727.2 - $932.06 $399K - $512K
549 $424M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
17.2K
New
$23.75 - $25.68 $409K - $442K
17.2K $414M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.53K
New
$241.48 - $274.89 $370K - $421K
1.53K $389M
VBR
Vanguard Small Cap Value ETF

ETFs
1.95K
New
$197.36 - $217.3 $385K - $424K
1.95K $387M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
19.5K
New
$19.11 - $20.04 $372K - $390K
19.5K $374M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.34K
New
$264.18 - $304.19 $353K - $406K
1.34K $374M
CGUS
Capital Group Core Equity ETF
10.3K
New
$33.96 - $36.24 $350K - $374K
10.3K $361M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.91K
New
$44.33 - $49.55 $351K - $392K
7.91K $355M
GTO
Invesco Actively Managed ETF T

ETFs
7.58K
New
$46.33 - $48.41 $351K - $367K
7.58K $352M
FAAR
First Trust Vii Alternative Ab

ETFs
11.5K
New
$27.44 - $28.42 $317K - $328K
11.5K $323M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.99K
New
$160.89 - $176.18 $321K - $351K
1.99K $322M
COST
Costco Wholesale Corp

Consumer Defensive
352
New
$873.59 - $994.69 $308K - $350K
352 $322M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.08K
New
$61.68 - $67.87 $314K - $345K
5.08K $317M
T
At&T Inc.

Communication Services
13.9K
New
$21.22 - $23.88 $294K - $331K
13.9K $316M
VRIG
Invesco Actively Managed ETF F

ETFs
12.3K
New
$25.06 - $25.2 $308K - $310K
12.3K $309M
AIQ
Global X Funds Global X Artifi

ETFs
7.99K
New
$36.57 - $40.57 $292K - $324K
7.99K $309M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.05K
New
$60.51 - $65.57 $305K - $331K
5.05K $307M
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.05K
New
$136.18 - $158.26 $279K - $324K
2.05K $304M
FEP
First Trust Europe Alphadex Fu

ETFs
8.33K
New
$35.46 - $38.46 $295K - $320K
8.33K $298M
IYW
Ishares Dj Us Tech ETF

ETFs
1.85K
New
$148.14 - $166.23 $273K - $307K
1.85K $294M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.33K
New
$118.0 - $127.04 $275K - $296K
2.33K $283M
MCD
Mcdonalds Corp

Consumer Cyclical
972
New
$288.47 - $316.54 $280K - $308K
972 $282M
PANW
Palo Alto Networks Inc

Technology
1.5K
New
$181.96 - $405.9 $273K - $608K
1.5K $273M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.83K
New
$89.97 - $98.59 $254K - $279K
2.83K $268M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.02K
New
$63.1 - $67.29 $254K - $271K
4.02K $265M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.2K
New
$113.92 - $127.38 $250K - $280K
2.2K $253M
JPM
Jpmorgan Chase & CO

Financial Services
1.05K
New
$205.18 - $250.29 $215K - $263K
1.05K $252M
USB
Us Bancorp \De\

Financial Services
5.19K
New
$43.98 - $53.66 $228K - $278K
5.19K $248M
FMF
First Trust Managed Futures St

ETFs
5.21K
New
$46.63 - $49.57 $243K - $258K
5.21K $248M
FEM
First Trust Emerging Markets A

ETFs
11.2K
New
$22.03 - $24.21 $246K - $271K
11.2K $246M
FNX
First Tr Mid Cap Core Alphadex

ETFs
2.09K
New
$114.77 - $127.28 $240K - $266K
2.09K $242M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
8.61K
New
$27.8 - $30.33 $239K - $261K
8.61K $240M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.34K
New
$94.43 - $105.47 $220K - $246K
2.34K $237M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.75K
New
$29.73 - $30.81 $230K - $239K
7.75K $236M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.76K
New
$34.13 - $37.35 $231K - $253K
6.76K $231M
JCI
Johnson Controls International PLC

Industrials
2.91K
New
$74.23 - $86.6 $216K - $252K
2.91K $230M
VZ
Verizon Communications Inc

Communication Services
5.73K
New
$39.6 - $45.21 $227K - $259K
5.73K $229M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
421
New
$521.84 - $558.82 $220K - $235K
421 $227M
Activity Summary
Buys All Purchases 106 New Holdings 106 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Richmond Investment Services, LLC Portfolio

Follow Richmond Investment Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richmond Investment Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richmond Investment Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email