RM
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RICHARDS, MERRILL & PETERSON, INC.13F | |
| RICHARDS, MERRILL & PETERSON, INC. | |
| Last update 2025-05-07 | 494 Stocks (34 new) |
| Value $192.00 Mil | Turnover 5 % |
RICHARDS, MERRILL & PETERSON, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 47,174 | 10,478.7 | -2.11% | 5.450 | -0.13% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
COST | Costco Wholesale Corp | 10,231 | 9,676.7 | +0.34% | 5.030 | +0.02% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
MSFT | Microsoft Corp | 25,144 | 9,438.8 | +0.13% | 4.910 | +0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 35,687 | 6,789.8 | -1.58% | 3.530 | -0.07% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
QQQ | INVESCO QQQ Trust | 13,741 | 6,443.3 | +5.47% | 3.350 | +0.17% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
SPY | SPDR S&P 500 ETF Trust | 9,391 | 5,253.0 | +0.20% | 2.730 | +0.01% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
SYK | Stryker Corp | 12,590 | 4,686.6 | +10.43% | 2.440 | +0.23% | 0.000 | +12.62% | +8.63% | 148,815.0 | Medical Devices & Instruments | |
CVX | Chevron Corp | 24,007 | 4,016.1 | +1.98% | 2.090 | +0.04% | 0.000 | +10.15% | +6.01% | 259,903.2 | Oil & Gas | |
NVDA | NVIDIA Corp | 32,913 | 3,567.1 | +25.59% | 1.860 | +0.38% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
JPM | JPMorgan Chase & Co | 14,371 | 3,525.1 | -1.01% | 1.830 | -0.02% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks |
RICHARDS, MERRILL & PETERSON, INC.'s Historical Top Holdings Breakdowns
RICHARDS, MERRILL & PETERSON, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.38% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 25.59% | 32,913 | 6,706 | |
PTRB | PGIM Total Return Bond ETF | 2025-03-31 | Add Add | +0.37% | 40.5 ($41.34) 42.02 | $41.33 | -0.02% | Add 80.78% | 37,575 | 16,790 | |
ETD | Ethan Allen Interiors Inc | 2025-03-31 | Reduce Reduce | -0.25% | 26.34 ($28.48) 31.72 | $28.97 | 1.72% | Reduce -55.04% | 13,635 | -16,695 | |
SYK | Stryker Corp | 2025-03-31 | Add Add | +0.23% | 355.18 ($380.56) 399.9 | $389.40 | 2.32% | Add 10.43% | 12,590 | 1,189 | |
CGSM |
Capital Group Short Duration Municipal Income ETF
Capital Group Short Duration Municipal Income ETF
| 2025-03-31 | Add Add | +0.19% | 25.92 ($26.08) 26.25 | $26.14 | 0.23% | Add 278% | 18,900 | 13,900 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.17% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Add 5.47% | 13,741 | 713 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.13% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -2.11% | 47,174 | -1,016 | |
LDOS | Leidos Holdings Inc | 2025-03-31 | Add Add | +0.13% | 126.82 ($139.6) 161.11 | $162.54 | 16.43% | Add 78.17% | 4,196 | 1,841 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +0.13% | 63.17 ($72.04) 81.49 | $90.59 | 25.75% | New holding | 3,562 | 3,562 | |
DVN | Devon Energy Corp | 2025-03-31 | New Buy New Buy | +0.10% | 33.15 ($35.5) 38.55 | $32.85 | -7.46% | New holding | 5,279 | 5,279 |
RICHARDS, MERRILL & PETERSON, INC. Total Holding History ($B)
RICHARDS, MERRILL & PETERSON, INC.'s Asset Allocation
RICHARDS, MERRILL & PETERSON, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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RICHARDS, MERRILL & PETERSON, INC.'s Hypothetical Growth since 2025-03-31
RICHARDS, MERRILL & PETERSON, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RICHARDS, MERRILL & PETERSON, INC.'s Holdings Heat Map
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RICHARDS, MERRILL & PETERSON, INC.'s Holdings Bubble Chart
RICHARDS, MERRILL & PETERSON, INC. News
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