RICHARDS, MERRILL & PETERSON, INC. Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$210.3B

Holdings

200

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (200 positions)

StockValue
MSFTMICROSOFT CORP
$12.8B
COSTCOSTCO WHSL CORP NEW
$10.4B
AAPLAPPLE INC
$9.6B
NDQINVESCO QQQ TR
$8.6B
AMZNAMAZON COM INC
$8.5B
NVDANVIDIA CORPORATION
$6.3B
SPYSPDR S&P 500 ETF TR
$5.9B
SYKSTRYKER CORPORATION
$5.1B
METAMETA PLATFORMS INC
$4.3B
JPMJPMORGAN CHASE & CO.
$4.2B
CVXCHEVRON CORP NEW
$3.9B
GOOGLALPHABET INC
$3.5B
VOOVANGUARD INDEX FDS
$3.2B
HDHOME DEPOT INC
$3.2B
VVISA INC
$2.7B
RTXRTX CORPORATION
$2.6B
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.5B
SCHDSCHWAB STRATEGIC TR
$2.2B
CGSDCAPITAL GRP FIXED INCM ETF T
$2.2B
PTRBPGIM ETF TR
$2.1B
IBMINTERNATIONAL BUSINESS MACHS
$2.1B
LOWLOWES COS INC
$2.1B
CSCOCISCO SYS INC
$1.9B
HONHONEYWELL INTL INC
$1.8B
ISRGINTUITIVE SURGICAL INC
$1.8B
AMATAPPLIED MATLS INC
$1.8B
CGCBCAPITAL GRP FIXED INCM ETF T
$1.8B
CGGRCAPITAL GROUP GROWTH ETF
$1.7B
GOOGALPHABET INC
$1.7B
PLTRPALANTIR TECHNOLOGIES INC
$1.7B
IJHISHARES TR
$1.6B
ORCLORACLE CORP
$1.6B
MDTMEDTRONIC PLC
$1.6B
XOMEXXON MOBIL CORP
$1.5B
PGPROCTER AND GAMBLE CO
$1.5B
CATCATERPILLAR INC
$1.5B
WMWASTE MGMT INC DEL
$1.5B
MCDMCDONALDS CORP
$1.4B
BACVERIZON COMMUNICATIONS INC
$1.4B
WMTWALMART INC
$1.4B
AVAAVISTA CORP
$1.4B
KOCOCA COLA CO
$1.3B
TMUST-MOBILE US INC
$1.3B
APDAIR PRODS & CHEMS INC
$1.3B
CGMSCAPITAL GRP FIXED INCM ETF T
$1.3B
MRKMERCK & CO INC
$1.3B
IJRISHARES TR
$1.3B
USBUS BANCORP DEL
$1.2B
CGCPCAPITAL GRP FIXED INCM ETF T
$1.2B
DWDMORGAN STANLEY
$1.2B
TXNTEXAS INSTRS INC
$1.1B
CRMSALESFORCE INC
$1.1B
ABTABBOTT LABS
$1.0B
SBUXSTARBUCKS CORP
$1.0B
UNPUNION PAC CORP
$1.0B
EMREMERSON ELEC CO
$1.0B
IJTISHARES TR
$1.0B
FDXFEDEX CORP
$996.4M
SNOWSNOWFLAKE INC
$956.4M
QCOMQUALCOMM INC
$941.8M
UNHUNITEDHEALTH GROUP INC
$939.2M
ABBVABBVIE INC
$938.7M
ITWILLINOIS TOOL WKS INC
$924.0M
BXBLACKSTONE INC
$923.2M
SOSOUTHERN CO
$893.4M
TSCOTRACTOR SUPPLY CO
$883.4M
BLKBLACKROCK INC
$882.0M
ACNACCENTURE PLC IRELAND
$877.2M
VYMVANGUARD WHITEHALL FDS
$873.4M
AVGOBROADCOM INC
$857.0M
PANWPALO ALTO NETWORKS INC
$852.5M
AQLTISHARES TR
$834.4M
AXPAMERICAN EXPRESS CO
$797.4M
LDOSLEIDOS HOLDINGS INC
$780.7M
VEAVANGUARD TAX-MANAGED FDS
$763.3M
JNJJOHNSON & JOHNSON
$740.2M
NKENIKE INC
$720.9M
CEGCONSTELLATION ENERGY CORP
$709.8M
ENVXENOVIX CORPORATION
$699.0M
GBTCGRAYSCALE BITCOIN TRUST ETF
$687.5M
COPCONOCOPHILLIPS
$686.2M
TTTRANE TECHNOLOGIES PLC
$664.8M
SYYSYSCO CORP
$642.7M
DHRDANAHER CORPORATION
$634.0M
DISDISNEY WALT CO
$628.6M
LMTLOCKHEED MARTIN CORP
$619.5M
DHID R HORTON INC
$611.0M
INCMFRANKLIN TEMPLETON ETF TR
$600.5M
PAYXPAYCHEX INC
$599.7M
LLYELI LILLY & CO
$598.0M
IJKISHARES TR
$588.7M
WDIVSPDR INDEX SHS FDS
$575.4M
UBERUBER TECHNOLOGIES INC
$571.9M
BONDPIMCO ETF TR
$569.4M
OXYOCCIDENTAL PETE CORP
$551.9M
CRWDCROWDSTRIKE HLDGS INC
$546.0M
MAMASTERCARD INCORPORATED
$541.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$539.7M
CGDGCAPITAL GROUP DIVIDEND VALUE
$526.4M
AFLAFLAC INC
$523.3M
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