RICHARDS, MERRILL & PETERSON, INC. Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$192.3M
Holdings
494
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (494 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $10.5M |
COSTCOSTCO WHSL CORP NEW | $9.7M |
MSFTMICROSOFT CORP | $9.4M |
AMZNAMAZON COM INC | $6.8M |
NDQINVESCO QQQ TR | $6.4M |
SPYSPDR S&P 500 ETF TR | $5.3M |
SYKSTRYKER CORPORATION | $4.7M |
CVXCHEVRON CORP NEW | $4.0M |
NVDANVIDIA CORPORATION | $3.6M |
JPMJPMORGAN CHASE & CO. | $3.5M |
HDHOME DEPOT INC | $3.2M |
METAMETA PLATFORMS INC | $3.0M |
GOOGLALPHABET INC | $2.7M |
VVISA INC | $2.7M |
RTXRTX CORPORATION | $2.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.1M |
LOWLOWES COS INC | $2.1M |
SCHDSCHWAB STRATEGIC TR | $2.1M |
CGSDCAPITAL GRP FIXED INCM ETF T | $1.9M |
VOOVANGUARD INDEX FDS | $1.9M |
IBMINTERNATIONAL BUSINESS MACHS | $1.8M |
CSCOCISCO SYS INC | $1.7M |
AVAAVISTA CORP | $1.7M |
HONHONEYWELL INTL INC | $1.7M |
XOMEXXON MOBIL CORP | $1.6M |
PTRBPGIM ETF TR | $1.6M |
APDAIR PRODS & CHEMS INC | $1.6M |
PGPROCTER AND GAMBLE CO | $1.5M |
MDTMEDTRONIC PLC | $1.5M |
MCDMCDONALDS CORP | $1.5M |
MRKMERCK & CO INC | $1.5M |
WMWASTE MGMT INC DEL | $1.4M |
GOOGALPHABET INC | $1.4M |
ISRGINTUITIVE SURGICAL INC | $1.4M |
IJHISHARES TR | $1.4M |
BACVERIZON COMMUNICATIONS INC | $1.4M |
TMUST-MOBILE US INC | $1.3M |
CGGRCAPITAL GROUP GROWTH ETF | $1.3M |
CGCBCAPITAL GRP FIXED INCM ETF T | $1.3M |
AMATAPPLIED MATLS INC | $1.3M |
FDXFEDEX CORP | $1.3M |
WMTWALMART INC | $1.3M |
KOCOCA COLA CO | $1.3M |
CATCATERPILLAR INC | $1.2M |
CRMSALESFORCE INC | $1.2M |
IJTISHARES TR | $1.1M |
UNPUNION PAC CORP | $1.1M |
USBUS BANCORP DEL | $1.1M |
SBUXSTARBUCKS CORP | $1.1M |
IJRISHARES TR | $1.1M |
ABBVABBVIE INC | $1.0M |
TXNTEXAS INSTRS INC | $1.0M |
UNHUNITEDHEALTH GROUP INC | $1.0M |
CGCPCAPITAL GRP FIXED INCM ETF T | $921K |
ABTABBOTT LABS | $916K |
TSCOTRACTOR SUPPLY CO | $898K |
ITWILLINOIS TOOL WKS INC | $894K |
CGMSCAPITAL GRP FIXED INCM ETF T | $888K |
ACNACCENTURE PLC IRELAND | $884K |
SOSOUTHERN CO | $870K |
EMREMERSON ELEC CO | $870K |
QCOMQUALCOMM INC | $866K |
ORCLORACLE CORP | $860K |
BXBLACKSTONE INC | $850K |
COPCONOCOPHILLIPS | $839K |
DWDMORGAN STANLEY | $831K |
VYMVANGUARD WHITEHALL FDS | $776K |
JNJJOHNSON & JOHNSON | $749K |
SNOWSNOWFLAKE INC | $741K |
AQLTISHARES TR | $740K |
PLTRPALANTIR TECHNOLOGIES INC | $730K |
BLKBLACKROCK INC | $723K |
SYYSYSCO CORP | $675K |
PAYXPAYCHEX INC | $640K |
AFLAFLAC INC | $619K |
NKENIKE INC | $607K |
DHID R HORTON INC | $600K |
DHRDANAHER CORPORATION | $593K |
BONDPIMCO ETF TR | $590K |
OXYOCCIDENTAL PETE CORP | $589K |
AXPAMERICAN EXPRESS CO | $577K |
VEAVANGUARD TAX-MANAGED FDS | $573K |
LDOSLEIDOS HOLDINGS INC | $566K |
PANWPALO ALTO NETWORKS INC | $547K |
ORLYOREILLY AUTOMOTIVE INC | $544K |
IJKISHARES TR | $539K |
LMTLOCKHEED MARTIN CORP | $529K |
MAMASTERCARD INCORPORATED | $522K |
TTTRANE TECHNOLOGIES PLC | $509K |
LLYELI LILLY & CO | $505K |
CGSMCAPITAL GRP FIXED INCM ETF T | $492K |
KMIKINDER MORGAN INC DEL | $485K |
DISDISNEY WALT CO | $483K |
VOEVANGUARD INDEX FDS | $483K |
OMCOMNICOM GROUP INC | $482K |
LSTRLANDSTAR SYS INC | $465K |
ENVXENOVIX CORPORATION | $463K |
WDIVSPDR INDEX SHS FDS | $452K |
BMYBRISTOL-MYERS SQUIBB CO | $448K |
BACBANK AMERICA CORP | $435K |
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