RICHARDS, MERRILL & PETERSON, INC. Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$192.3B
Holdings
494
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (494 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 47,174 | $10.5B | 5.45% | |
| 2 | COSTCOSTCO WHSL CORP NEW | 10,231 | $9.7B | 5.03% | |
| 3 | MSFTMICROSOFT CORP | 25,144 | $9.4B | 4.91% | |
| 4 | AMZNAMAZON COM INC | 35,687 | $6.8B | 3.53% | |
| 5 | NDQINVESCO QQQ TR | 13,741 | $6.4B | 3.35% | |
| 6 | SPYSPDR S&P 500 ETF TR | 9,391 | $5.3B | 2.73% | |
| 7 | SYKSTRYKER CORPORATION | 12,590 | $4.7B | 2.44% | |
| 8 | CVXCHEVRON CORP NEW | 24,007 | $4.0B | 2.09% | |
| 9 | NVDANVIDIA CORPORATION | 32,913 | $3.6B | 1.86% | |
| 10 | JPMJPMORGAN CHASE & CO. | 14,371 | $3.5B | 1.83% | |
| 11 | HDHOME DEPOT INC | 8,669 | $3.2B | 1.65% | |
| 12 | METAMETA PLATFORMS INC | 5,262 | $3.0B | 1.58% | |
| 13 | GOOGLALPHABET INC | 17,548 | $2.7B | 1.41% | |
| 14 | VVISA INC | 7,720 | $2.7B | 1.41% | |
| 15 | RTXRTX CORPORATION | 17,633 | $2.3B | 1.21% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,991 | $2.1B | 1.11% | |
| 17 | LOWLOWES COS INC | 8,940 | $2.1B | 1.08% | |
| 18 | SCHDSCHWAB STRATEGIC TR | 74,455 | $2.1B | 1.08% | |
| 19 | CGSDCAPITAL GRP FIXED INCM ETF T | 75,286 | $1.9B | 1.01% | |
| 20 | VOOVANGUARD INDEX FDS | 3,776 | $1.9B | 1.01% | |
| 21 | IBMINTERNATIONAL BUSINESS MACHS | 7,416 | $1.8B | 0.96% | |
| 22 | CSCOCISCO SYS INC | 27,936 | $1.7B | 0.90% | |
| 23 | AVAAVISTA CORP | 40,800 | $1.7B | 0.89% | |
| 24 | HONHONEYWELL INTL INC | 8,004 | $1.7B | 0.88% | |
| 25 | XOMEXXON MOBIL CORP | 13,506 | $1.6B | 0.84% | |
| 26 | PTRBPGIM ETF TR | 37,575 | $1.6B | 0.82% | |
| 27 | APDAIR PRODS & CHEMS INC | 5,293 | $1.6B | 0.81% | |
| 28 | PGPROCTER AND GAMBLE CO | 9,036 | $1.5B | 0.80% | |
| 29 | MDTMEDTRONIC PLC | 16,746 | $1.5B | 0.78% | |
| 30 | MCDMCDONALDS CORP | 4,770 | $1.5B | 0.77% | |
| 31 | MRKMERCK & CO INC | 16,265 | $1.5B | 0.76% | |
| 32 | WMWASTE MGMT INC DEL | 6,170 | $1.4B | 0.74% | |
| 33 | GOOGALPHABET INC | 9,107 | $1.4B | 0.74% | |
| 34 | ISRGINTUITIVE SURGICAL INC | 2,827 | $1.4B | 0.73% | |
| 35 | IJHISHARES TR | 23,986 | $1.4B | 0.73% | |
| 36 | BACVERIZON COMMUNICATIONS INC | 30,134 | $1.4B | 0.71% | |
| 37 | TMUST-MOBILE US INC | 5,035 | $1.3B | 0.70% | |
| 38 | CGGRCAPITAL GROUP GROWTH ETF | 38,549 | $1.3B | 0.69% | |
| 39 | CGCBCAPITAL GRP FIXED INCM ETF T | 50,075 | $1.3B | 0.68% | |
| 40 | AMATAPPLIED MATLS INC | 8,947 | $1.3B | 0.68% | |
| 41 | FDXFEDEX CORP | 5,244 | $1.3B | 0.67% | |
| 42 | WMTWALMART INC | 14,551 | $1.3B | 0.66% | |
| 43 | KOCOCA COLA CO | 17,623 | $1.3B | 0.66% | |
| 44 | CATCATERPILLAR INC | 3,712 | $1.2B | 0.64% | |
| 45 | CRMSALESFORCE INC | 4,355 | $1.2B | 0.61% | |
| 46 | IJTISHARES TR | 9,230 | $1.1B | 0.60% | |
| 47 | UNPUNION PAC CORP | 4,784 | $1.1B | 0.59% | |
| 48 | USBUS BANCORP DEL | 26,614 | $1.1B | 0.58% | |
| 49 | SBUXSTARBUCKS CORP | 11,381 | $1.1B | 0.58% | |
| 50 | IJRISHARES TR | 10,433 | $1.1B | 0.57% | |
| 51 | ABBVABBVIE INC | 4,996 | $1.0B | 0.54% | |
| 52 | TXNTEXAS INSTRS INC | 5,784 | $1.0B | 0.54% | |
| 53 | UNHUNITEDHEALTH GROUP INC | 1,979 | $1.0B | 0.54% | |
| 54 | CGCPCAPITAL GRP FIXED INCM ETF T | 41,016 | $920.8M | 0.48% | |
| 55 | ABTABBOTT LABS | 6,908 | $916.4M | 0.48% | |
| 56 | TSCOTRACTOR SUPPLY CO | 16,305 | $898.4M | 0.47% | |
| 57 | ITWILLINOIS TOOL WKS INC | 3,606 | $894.3M | 0.47% | |
| 58 | CGMSCAPITAL GRP FIXED INCM ETF T | 32,544 | $888.5M | 0.46% | |
| 59 | ACNACCENTURE PLC IRELAND | 2,832 | $883.8M | 0.46% | |
| 60 | SOSOUTHERN CO | 9,466 | $870.4M | 0.45% | |
| 61 | EMREMERSON ELEC CO | 7,931 | $869.6M | 0.45% | |
| 62 | QCOMQUALCOMM INC | 5,635 | $865.6M | 0.45% | |
| 63 | ORCLORACLE CORP | 6,154 | $860.4M | 0.45% | |
| 64 | BXBLACKSTONE INC | 6,078 | $849.5M | 0.44% | |
| 65 | COPCONOCOPHILLIPS | 7,990 | $839.1M | 0.44% | |
| 66 | DWDMORGAN STANLEY | 7,124 | $831.2M | 0.43% | |
| 67 | VYMVANGUARD WHITEHALL FDS | 6,018 | $776.1M | 0.40% | |
| 68 | JNJJOHNSON & JOHNSON | 4,518 | $749.2M | 0.39% | |
| 69 | SNOWSNOWFLAKE INC | 5,072 | $741.3M | 0.39% | |
| 70 | AQLTISHARES TR | 9,776 | $739.6M | 0.38% | |
| 71 | PLTRPALANTIR TECHNOLOGIES INC | 8,644 | $729.6M | 0.38% | |
| 72 | BLKBLACKROCK INC | 764 | $723.1M | 0.38% | |
| 73 | SYYSYSCO CORP | 8,989 | $674.5M | 0.35% | |
| 74 | PAYXPAYCHEX INC | 4,146 | $639.6M | 0.33% | |
| 75 | AFLAFLAC INC | 5,563 | $618.5M | 0.32% | |
| 76 | NKENIKE INC | 9,555 | $606.5M | 0.32% | |
| 77 | DHID R HORTON INC | 4,723 | $600.4M | 0.31% | |
| 78 | DHRDANAHER CORPORATION | 2,893 | $593.0M | 0.31% | |
| 79 | BONDPIMCO ETF TR | 6,384 | $590.4M | 0.31% | |
| 80 | OXYOCCIDENTAL PETE CORP | 11,938 | $589.3M | 0.31% | |
| 81 | AXPAMERICAN EXPRESS CO | 2,145 | $577.2M | 0.30% | |
| 82 | VEAVANGUARD TAX-MANAGED FDS | 11,279 | $573.3M | 0.30% | |
| 83 | LDOSLEIDOS HOLDINGS INC | 4,196 | $566.2M | 0.29% | |
| 84 | PANWPALO ALTO NETWORKS INC | 3,203 | $546.6M | 0.28% | |
| 85 | ORLYOREILLY AUTOMOTIVE INC | 380 | $544.4M | 0.28% | |
| 86 | IJKISHARES TR | 6,471 | $538.9M | 0.28% | |
| 87 | LMTLOCKHEED MARTIN CORP | 1,185 | $529.4M | 0.28% | |
| 88 | MAMASTERCARD INCORPORATED | 952 | $522.0M | 0.27% | |
| 89 | TTTRANE TECHNOLOGIES PLC | 1,511 | $509.2M | 0.26% | |
| 90 | LLYELI LILLY & CO | 611 | $504.7M | 0.26% | |
| 91 | CGSMCAPITAL GRP FIXED INCM ETF T | 18,900 | $491.6M | 0.26% | |
| 92 | KMIKINDER MORGAN INC DEL | 17,009 | $485.3M | 0.25% | |
| 93 | DISDISNEY WALT CO | 4,895 | $483.1M | 0.25% | |
| 94 | VOEVANGUARD INDEX FDS | 3,008 | $482.9M | 0.25% | |
| 95 | OMCOMNICOM GROUP INC | 5,811 | $481.8M | 0.25% | |
| 96 | LSTRLANDSTAR SYS INC | 3,098 | $465.3M | 0.24% | |
| 97 | ENVXENOVIX CORPORATION | 63,085 | $463.0M | 0.24% | |
| 98 | WDIVSPDR INDEX SHS FDS | 6,936 | $451.6M | 0.23% | |
| 99 | BMYBRISTOL-MYERS SQUIBB CO | 7,344 | $447.9M | 0.23% | |
| 100 | BACBANK AMERICA CORP | 10,432 | $435.3M | 0.23% |
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