RB

Richmond Brothers, Inc.

13F
Richmond Brothers, Inc.
Last update 2025-05-02 31 Stocks (1 new)
Value $158.00 Mil Turnover 26 %
Countries:
Top Holdings: BSV(17.54%)BIV(8.70%)VTIP(8.40%)QQQ(6.47%)BIL(5.93%)
Summary Stock Picks Current Portfolio
Richmond Brothers, Inc. 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
BSV
Vanguard Short-Term Bond ETF
354,479
27,748.6
+405.14%
17.540
+14.07%
0.080
+1.08%
+3.32%
38,460.1
 
BIV
Vanguard Intermediate-Term Bond ETF
179,727
13,761.7
+154.84%
8.700
+5.29%
0.060
+1.75%
+4.50%
23,124.5
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
266,434
13,295.1
+175.95%
8.400
+5.36%
0.100
+1.28%
+4.50%
15,031.4
 
QQQ
INVESCO QQQ Trust
21,813
10,228.3
-71.42%
6.470
-17.86%
0.000
+26.52%
+10.07%
357,775.2
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
102,193
9,374.1
-6.09%
5.930
-0.39%
0.020
+1.04%
+2.30%
41,833.2
 
VFH
Vanguard Financials ETF
68,534
8,187.7
+2.24%
5.180
+0.11%
0.070
+15.55%
+9.68%
12,105.5
 
VPU
Vanguard Utilities ETF
47,775
8,160.2
+3.56%
5.160
+0.18%
0.120
+8.06%
+12.41%
7,053.2
 
VOX
Vanguard Communication Services ETF
52,795
7,834.4
+1.55%
4.950
+0.08%
0.180
+23.05%
+10.48%
4,711.7
 
VDC
Vanguard Consumer Staples ETF
35,579
7,785.1
+4.87%
4.920
+0.23%
0.100
-0.22%
+4.58%
7,669.5
 
VNQ
Vanguard Real Estate Index Fund ETF
85,063
7,701.6
+5.34%
4.870
+0.25%
0.020
+4.59%
+3.00%
33,484.2
 

Richmond Brothers, Inc.'s Historical Top Holdings Breakdowns

Richmond Brothers, 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
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-17.86%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Reduce -71.42%
21,813
-54,499
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+14.07%
●
76.94 ($77.63) 78.28
$78.35
0.93%
Add 405.14%
354,479
284,304
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+5.36%
●
48.43 ($49.09) 49.9
$50.07
2.00%
Add 175.95%
266,434
169,881
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+5.29%
●
73.78 ($75.44) 76.59
$76.55
1.47%
Add 154.84%
179,727
109,201
VCR
Vanguard Consumer Discretionary ETF
2025-03-31
Reduce
Reduce
-2.43%
●
318.51 ($362.23) 391.75
$370.29
2.23%
Reduce -47.22%
11,289
-10,101
VGT
Vanguard Information Technology ETF
2025-03-31
Reduce
Reduce
-2.37%
●
542.38 ($602.71) 646.34
$685.53
13.74%
Reduce -47.6%
6,559
-5,957
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.39%
●
91.45 ($91.59) 91.75
$91.64
0.05%
Reduce -6.09%
102,193
-6,624
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.30%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -11.23%
14,749
-1,865
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.30%
●
442.66 ($486.15) 534.52
$473.80
-2.54%
Reduce -11.83%
7,647
-1,026
MDXG
MiMedx Group Inc
2025-03-31
Reduce
Reduce
-0.30%
●
7.54 ($8.36) 9.28
$6.42
-23.21%
Reduce -25.24%
142,437
-48,077

Richmond Brothers, Inc. Total Holding History ($B)

To

Richmond Brothers, Inc.'s Asset Allocation

To

Richmond Brothers, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Richmond Brothers, Inc.'s Hypothetical Growth since 2025-03-31

Richmond Brothers, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Richmond Brothers, Inc.'s Holdings Heat Map

Size field:

Richmond Brothers, Inc.'s Holdings Bubble Chart

Richmond Brothers, Inc. News

  • 1

Discussions on Richmond Brothers, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.