RF

RICHARDSON FINANCIAL SERVICES INC.

13F
RICHARDSON FINANCIAL SERVICES INC.
Last update 2025-05-06 571 Stocks (43 new)
Value $130.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(4.53%)SPLG(4.09%)VTV(3.67%)SPDW(3.33%)VUG(2.79%)
Summary Stock Picks Current Portfolio
RICHARDSON FINANCIAL SERVICES ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
26,595
5,907.6
-0.11%
4.530
-0.01%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
SPLG
SPDR Portfolio S&P 500 ETF
80,999
5,326.5
-19.05%
4.090
-0.94%
0.010
+16.68%
+7.38%
72,719.7
 
VTV
Vanguard Value ETF
27,719
4,788.1
-25.85%
3.670
-1.16%
0.000
+8.26%
+7.31%
131,767.6
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
119,070
4,335.3
+43.46%
3.330
+1.01%
0.020
+15.38%
+21.12%
27,201.8
 
VUG
Vanguard Growth ETF
9,791
3,630.8
-34.66%
2.790
-1.52%
0.000
+24.44%
+7.95%
152,432.4
 
SPEM
SPDR Portfolio Emerging Markets ETF
81,548
3,210.5
+5.26%
2.460
+0.12%
0.030
+12.54%
+14.01%
12,391.0
 
VOO
Vanguard S&P 500 ETF
5,260
2,703.2
-5.23%
2.070
-0.11%
0.000
+16.76%
+7.46%
616,819.8
 
NVDA
NVIDIA Corp
22,689
2,459.0
+1.20%
1.890
+0.02%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
28,330
2,235.0
-3.36%
1.710
-0.06%
0.010
+4.72%
+5.15%
17,777.6
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
40,986
2,212.0
-1.63%
1.700
-0.03%
0.000
+15.43%
+17.51%
96,608.3
 

RICHARDSON FINANCIAL SERVICES INC.'s Historical Top Holdings Breakdowns

RICHARDSON FINANCIAL SERVICES INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-1.52%
●
369.1 ($404.54) 427.61
$441.98
9.25%
Reduce -34.66%
9,791
-5,193
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-1.16%
●
167.73 ($174.39) 179.21
$179.63
3.00%
Reduce -25.85%
27,719
-9,664
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-1.06%
●
47.4 ($50.6) 52.99
$57.22
13.08%
Reduce -70.37%
13,211
-31,382
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+1.01%
●
33.84 ($36.14) 37.77
$40.64
12.45%
Add 43.46%
119,070
36,071
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.94%
●
64.88 ($69.16) 72.1
$73.57
6.38%
Reduce -19.05%
80,999
-19,057
XLE
The Energy Select Sector SPDR Fund
2025-03-31
New Buy
New Buy
+0.76%
●
85.7 ($90.17) 93.96
$87.03
-3.48%
New holding
10,573
10,573
XLK
Technology Select Sector SPDR ETF
2025-03-31
New Buy
New Buy
+0.71%
●
206.38 ($226.74) 242.18
$256.96
13.33%
New holding
4,469
4,469
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Sold Out
Sold Out
-0.67%
●
49.25 ($50.03) 50.66
$48.95
-2.16%
Sold Out
0
-18,920
XLF
Financial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-0.67%
●
47.32 ($50.16) 52.19
$53.19
6.04%
Sold Out
0
-19,417
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-0.66%
●
192.6 ($216.89) 233.2
$221.21
1.99%
Sold Out
0
-4,138

RICHARDSON FINANCIAL SERVICES INC. Total Holding History ($B)

To

RICHARDSON FINANCIAL SERVICES INC.'s Asset Allocation

To

RICHARDSON FINANCIAL SERVICES INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RICHARDSON FINANCIAL SERVICES INC.'s Hypothetical Growth since 2025-03-31

RICHARDSON FINANCIAL SERVICES INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

RICHARDSON FINANCIAL SERVICES INC.'s Holdings Heat Map

Size field:

RICHARDSON FINANCIAL SERVICES INC.'s Holdings Bubble Chart

RICHARDSON FINANCIAL SERVICES INC. News

  • 1

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