RICHARDS, MERRILL & PETERSON, INC. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$191.4B
Holdings
502
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (502 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 48,190 | $12.1B | 6.30% | |
| 2 | MSFTMICROSOFT CORP | 25,111 | $10.6B | 5.53% | |
| 3 | COSTCOSTCO WHSL CORP NEW | 10,196 | $9.3B | 4.88% | |
| 4 | AMZNAMAZON COM INC | 36,259 | $8.0B | 4.16% | |
| 5 | NDQINVESCO QQQ TR | 13,028 | $6.7B | 3.48% | |
| 6 | SPYSPDR S&P 500 ETF TR | 9,372 | $5.5B | 2.87% | |
| 7 | SYKSTRYKER CORPORATION | 11,401 | $4.1B | 2.14% | |
| 8 | NVDANVIDIA CORPORATION | 26,207 | $3.5B | 1.84% | |
| 9 | JPMJPMORGAN CHASE & CO. | 14,517 | $3.5B | 1.82% | |
| 10 | HDHOME DEPOT INC | 8,819 | $3.4B | 1.79% | |
| 11 | CVXCHEVRON CORP NEW | 23,541 | $3.4B | 1.78% | |
| 12 | GOOGLALPHABET INC | 16,583 | $3.1B | 1.64% | |
| 13 | METAMETA PLATFORMS INC | 5,125 | $3.0B | 1.57% | |
| 14 | VVISA INC | 8,312 | $2.6B | 1.37% | |
| 15 | LOWLOWES COS INC | 9,136 | $2.3B | 1.18% | |
| 16 | RTXRTX CORPORATION | 18,166 | $2.1B | 1.10% | |
| 17 | SCHDSCHWAB STRATEGIC TR | 73,609 | $2.0B | 1.05% | |
| 18 | VOOVANGUARD INDEX FDS | 3,560 | $1.9B | 1.00% | |
| 19 | CGSDCAPITAL GRP FIXED INCM ETF T | 71,308 | $1.8B | 0.96% | |
| 20 | HONHONEYWELL INTL INC | 8,066 | $1.8B | 0.95% | |
| 21 | GOOGALPHABET INC | 9,519 | $1.8B | 0.95% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,851 | $1.7B | 0.91% | |
| 23 | MRKMERCK & CO INC | 17,283 | $1.7B | 0.90% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 7,800 | $1.7B | 0.90% | |
| 25 | CSCOCISCO SYS INC | 28,410 | $1.7B | 0.88% | |
| 26 | APDAIR PRODS & CHEMS INC | 5,276 | $1.5B | 0.80% | |
| 27 | AVAAVISTA CORP | 41,576 | $1.5B | 0.80% | |
| 28 | PGPROCTER AND GAMBLE CO | 8,929 | $1.5B | 0.78% | |
| 29 | FDXFEDEX CORP | 5,303 | $1.5B | 0.78% | |
| 30 | CRMSALESFORCE INC | 4,378 | $1.5B | 0.76% | |
| 31 | IJHISHARES TR | 22,886 | $1.4B | 0.74% | |
| 32 | MCDMCDONALDS CORP | 4,892 | $1.4B | 0.74% | |
| 33 | XOMEXXON MOBIL CORP | 13,014 | $1.4B | 0.73% | |
| 34 | ISRGINTUITIVE SURGICAL INC | 2,657 | $1.4B | 0.72% | |
| 35 | AMATAPPLIED MATLS INC | 8,461 | $1.4B | 0.72% | |
| 36 | CATCATERPILLAR INC | 3,626 | $1.3B | 0.69% | |
| 37 | CGGRCAPITAL GROUP GROWTH ETF | 34,641 | $1.3B | 0.67% | |
| 38 | WMTWALMART INC | 14,093 | $1.3B | 0.67% | |
| 39 | USBUS BANCORP DEL | 26,565 | $1.3B | 0.66% | |
| 40 | WMWASTE MGMT INC DEL | 6,145 | $1.2B | 0.65% | |
| 41 | IJTISHARES TR | 9,130 | $1.2B | 0.65% | |
| 42 | MDTMEDTRONIC PLC | 14,962 | $1.2B | 0.62% | |
| 43 | CGCBCAPITAL GRP FIXED INCM ETF T | 44,775 | $1.2B | 0.60% | |
| 44 | BACVERIZON COMMUNICATIONS INC | 28,281 | $1.1B | 0.59% | |
| 45 | TXNTEXAS INSTRS INC | 5,953 | $1.1B | 0.58% | |
| 46 | UNPUNION PAC CORP | 4,853 | $1.1B | 0.58% | |
| 47 | KOCOCA COLA CO | 16,874 | $1.1B | 0.55% | |
| 48 | SBUXSTARBUCKS CORP | 11,468 | $1.0B | 0.55% | |
| 49 | BXBLACKSTONE INC | 6,012 | $1.0B | 0.54% | |
| 50 | ORCLORACLE CORP | 6,124 | $1.0B | 0.53% | |
| 51 | IJRISHARES TR | 8,853 | $1.0B | 0.53% | |
| 52 | ACNACCENTURE PLC IRELAND | 2,825 | $993.7M | 0.52% | |
| 53 | UNHUNITEDHEALTH GROUP INC | 1,945 | $983.8M | 0.51% | |
| 54 | EMREMERSON ELEC CO | 7,810 | $967.9M | 0.51% | |
| 55 | TMUST-MOBILE US INC | 4,302 | $949.5M | 0.50% | |
| 56 | ITWILLINOIS TOOL WKS INC | 3,560 | $902.7M | 0.47% | |
| 57 | ABBVABBVIE INC | 4,974 | $883.9M | 0.46% | |
| 58 | ETDETHAN ALLEN INTERIORS INC | 30,330 | $852.6M | 0.45% | |
| 59 | TSCOTRACTOR SUPPLY CO | 16,060 | $852.1M | 0.45% | |
| 60 | PTRBPGIM ETF TR | 20,785 | $851.4M | 0.44% | |
| 61 | BLKBLACKROCK INC | 801 | $821.5M | 0.43% | |
| 62 | CGCPCAPITAL GRP FIXED INCM ETF T | 36,466 | $809.5M | 0.42% | |
| 63 | QCOMQUALCOMM INC | 5,107 | $784.5M | 0.41% | |
| 64 | VYMVANGUARD WHITEHALL FDS | 6,118 | $780.6M | 0.41% | |
| 65 | DWDMORGAN STANLEY | 6,200 | $779.4M | 0.41% | |
| 66 | TSLATESLA INC | 1,902 | $768.1M | 0.40% | |
| 67 | CGMSCAPITAL GRP FIXED INCM ETF T | 27,135 | $740.2M | 0.39% | |
| 68 | SOSOUTHERN CO | 8,962 | $737.7M | 0.39% | |
| 69 | ABTABBOTT LABS | 6,426 | $726.9M | 0.38% | |
| 70 | SYYSYSCO CORP | 9,291 | $710.4M | 0.37% | |
| 71 | DHID R HORTON INC | 5,072 | $709.2M | 0.37% | |
| 72 | SNOWSNOWFLAKE INC | 4,557 | $703.6M | 0.37% | |
| 73 | NKENIKE INC | 8,715 | $659.5M | 0.34% | |
| 74 | COPCONOCOPHILLIPS | 6,636 | $658.1M | 0.34% | |
| 75 | JNJJOHNSON & JOHNSON | 4,516 | $653.1M | 0.34% | |
| 76 | PLTRPALANTIR TECHNOLOGIES INC | 8,364 | $632.6M | 0.33% | |
| 77 | DHRDANAHER CORPORATION | 2,736 | $627.9M | 0.33% | |
| 78 | ENVXENOVIX CORPORATION | 56,208 | $611.0M | 0.32% | |
| 79 | AXPAMERICAN EXPRESS CO | 2,057 | $610.6M | 0.32% | |
| 80 | TTTRANE TECHNOLOGIES PLC | 1,611 | $595.0M | 0.31% | |
| 81 | AFLAFLAC INC | 5,734 | $593.1M | 0.31% | |
| 82 | PAYXPAYCHEX INC | 4,220 | $591.7M | 0.31% | |
| 83 | IJKISHARES TR | 6,471 | $588.4M | 0.31% | |
| 84 | AQLTISHARES TR | 8,259 | $580.4M | 0.30% | |
| 85 | LMTLOCKHEED MARTIN CORP | 1,150 | $558.8M | 0.29% | |
| 86 | OXYOCCIDENTAL PETE CORP | 11,238 | $555.3M | 0.29% | |
| 87 | BACBANK AMERICA CORP | 12,072 | $530.6M | 0.28% | |
| 88 | DISDISNEY WALT CO | 4,720 | $525.6M | 0.27% | |
| 89 | PANWPALO ALTO NETWORKS INC | 2,878 | $523.7M | 0.27% | |
| 90 | BONDPIMCO ETF TR | 5,766 | $521.4M | 0.27% | |
| 91 | LSTRLANDSTAR SYS INC | 2,919 | $501.6M | 0.26% | |
| 92 | KMIKINDER MORGAN INC DEL | 18,104 | $496.1M | 0.26% | |
| 93 | MAMASTERCARD INCORPORATED | 927 | $488.2M | 0.26% | |
| 94 | VOEVANGUARD INDEX FDS | 3,008 | $486.6M | 0.25% | |
| 95 | AVGOBROADCOM INC | 2,081 | $482.5M | 0.25% | |
| 96 | OMCOMNICOM GROUP INC | 5,521 | $475.1M | 0.25% | |
| 97 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,313 | $456.8M | 0.24% | |
| 98 | ORLYOREILLY AUTOMOTIVE INC | 380 | $450.6M | 0.24% | |
| 99 | WDIVSPDR INDEX SHS FDS | 7,231 | $449.0M | 0.23% | |
| 100 | LLYELI LILLY & CO | 568 | $438.5M | 0.23% |
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