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.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV 		Vanguard Short-Term Bond ETF2024-12-31New Buy
+3.48%
●
77.02 ($77.6) 78.56
$77.92
0.42%
New holding
70,175
70,175
MDXG 		MiMedx Group Inc2024-12-31Reduce
-2.16%
●
5.51 ($7.82) 9.75
$7.23
-7.54%
Reduce -75.66%
190,514
-592,221
EDV 		Vanguard Extended Duration Treasury ETF2024-12-31Sold Out
-2.05%
●
67.27 ($72.83) 78.74
$65.47
-10.11%
Sold Out
0
-41,820
BLV 		Vanguard Long-Term Bond ETF2024-12-31Sold Out
-1.97%
●
68.25 ($71.32) 74.93
$67.67
-5.11%
Sold Out
0
-42,472
VAW 		Vanguard Materials ETF2024-12-31Reduce
-1.85%
●
186.91 ($205.71) 215.21
$190.60
-7.34%
Reduce -43.39%
18,515
-14,194
VHT 		Vanguard Health Care ETF2024-12-31Reduce
-1.75%
●
250.81 ($269.25) 283.3
$247.59
-8.04%
Reduce -42.7%
13,512
-10,068
BIV 		Vanguard Intermediate-Term Bond ETF2024-12-31Add
+1.28%
●
74.5 ($75.99) 78.24
$75.70
-0.38%
Add 60.6%
70,526
26,613
AAPL 		Apple Inc2024-12-31Reduce
-1.06%
●
221.69 ($235.83) 259.02
$208.90
-11.42%
Reduce -30.83%
16,614
-7,404
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-12-31Add
+0.80%
●
48.33 ($48.85) 49.09
$49.78
1.91%
Add 36.45%
96,553
25,792
BRK.B 		Berkshire Hathaway Inc2024-12-31Reduce
-0.75%
●
442.29 ($461.8) 483.08
$511.23
10.70%
Reduce -23.33%
8,673
-2,639

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. News

  • 1

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