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 |
|---|---|---|---|---|---|
| 101 | IVWISHARES TR | 4,193 | $425.7M | 0.22% | |
| 102 | BMYBRISTOL-MYERS SQUIBB CO | 7,456 | $421.7M | 0.22% | |
| 103 | STZCONSTELLATION BRANDS INC | 1,881 | $415.6M | 0.22% | |
| 104 | VEAVANGUARD TAX-MANAGED FDS | 8,418 | $402.5M | 0.21% | |
| 105 | IJJISHARES TR | 3,064 | $382.9M | 0.20% | |
| 106 | PCARPACCAR INC | 3,557 | $370.0M | 0.19% | |
| 107 | IEMGISHARES INC | 7,073 | $369.4M | 0.19% | |
| 108 | BROSDUTCH BROS INC | 6,719 | $351.9M | 0.18% | |
| 109 | CRWDCROWDSTRIKE HLDGS INC | 1,002 | $342.8M | 0.18% | |
| 110 | VOVANGUARD INDEX FDS | 1,295 | $342.0M | 0.18% | |
| 111 | LDOSLEIDOS HOLDINGS INC | 2,355 | $339.3M | 0.18% | |
| 112 | CMGCHIPOTLE MEXICAN GRILL INC | 5,545 | $334.4M | 0.17% | |
| 113 | LINLINDE PLC | 792 | $331.6M | 0.17% | |
| 114 | PRUPRUDENTIAL FINL INC | 2,796 | $331.4M | 0.17% | |
| 115 | ROKROCKWELL AUTOMATION INC | 1,151 | $329.0M | 0.17% | |
| 116 | AMGNAMGEN INC | 1,244 | $324.3M | 0.17% | |
| 117 | IWMISHARES TR | 1,456 | $321.7M | 0.17% | |
| 118 | DYHTARGET CORP | 2,287 | $309.1M | 0.16% | |
| 119 | BLEBLACKROCK MUNI INCOME TR II | 28,900 | $303.7M | 0.16% | |
| 120 | ITOTISHARES TR | 2,350 | $302.3M | 0.16% | |
| 121 | DONSPDR DOW JONES INDL AVERAGE | 675 | $287.2M | 0.15% | |
| 122 | KRKROGER CO | 4,650 | $284.3M | 0.15% | |
| 123 | IVVISHARES TR | 483 | $284.3M | 0.15% | |
| 124 | UPSUNITED PARCEL SERVICE INC | 2,186 | $275.7M | 0.14% | |
| 125 | PEPPEPSICO INC | 1,801 | $273.8M | 0.14% | |
| 126 | NOBLPROSHARES TR | 2,707 | $269.5M | 0.14% | |
| 127 | STAGSTAG INDL INC | 7,686 | $259.9M | 0.14% | |
| 128 | KMBKIMBERLY-CLARK CORP | 1,945 | $254.9M | 0.13% | |
| 129 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,980 | $250.8M | 0.13% | |
| 130 | PSXPHILLIPS 66 | 2,193 | $249.8M | 0.13% | |
| 131 | RSGREPUBLIC SVCS INC | 1,240 | $249.6M | 0.13% | |
| 132 | EOSEEOS ENERGY ENTERPRISES INC | 51,000 | $247.9M | 0.13% | |
| 133 | GBTCGRAYSCALE BITCOIN TRUST ETF | 3,184 | $235.7M | 0.12% | |
| 134 | CGDGCAPITAL GROUP DIVIDEND VALUE | 6,270 | $221.1M | 0.12% | |
| 135 | PKGPACKAGING CORP AMER | 974 | $219.3M | 0.11% | |
| 136 | MRVLMARVELL TECHNOLOGY INC | 1,957 | $216.2M | 0.11% | |
| 137 | IVEISHARES TR | 1,113 | $212.4M | 0.11% | |
| 138 | FVDFIRST TR VALUE LINE DIVID IN | 4,825 | $210.6M | 0.11% | |
| 139 | OREALTY INCOME CORP | 3,868 | $206.6M | 0.11% | |
| 140 | EFAISHARES TR | 2,638 | $199.4M | 0.10% | |
| 141 | MUMICRON TECHNOLOGY INC | 2,275 | $191.5M | 0.10% | |
| 142 | DOVDOVER CORP | 1,000 | $187.6M | 0.10% | |
| 143 | NFLXNETFLIX INC | 208 | $185.4M | 0.10% | |
| 144 | WABWABTEC | 894 | $169.5M | 0.09% | |
| 145 | AMDADVANCED MICRO DEVICES INC | 1,385 | $167.3M | 0.09% | |
| 146 | CGMUCAPITAL GRP FIXED INCM ETF T | 6,075 | $163.5M | 0.09% | |
| 147 | 7HPHP INC | 4,933 | $161.0M | 0.08% | |
| 148 | BSVVANGUARD BD INDEX FDS | 2,078 | $160.6M | 0.08% | |
| 149 | FANGDIAMONDBACK ENERGY INC | 965 | $158.1M | 0.08% | |
| 150 | XMHQINVESCO EXCHANGE TRADED FD T | 1,604 | $157.9M | 0.08% | |
| 151 | VWOVANGUARD INTL EQUITY INDEX F | 3,555 | $156.6M | 0.08% | |
| 152 | URIUNITED RENTALS INC | 213 | $149.8M | 0.08% | |
| 153 | AGGISHARES TR | 1,529 | $148.2M | 0.08% | |
| 154 | GSPYTIDAL ETF TR | 4,625 | $147.8M | 0.08% | |
| 155 | TTDTHE TRADE DESK INC | 1,250 | $146.9M | 0.08% | |
| 156 | IPINTERNATIONAL PAPER CO | 2,716 | $146.2M | 0.08% | |
| 157 | GNRCGENERAC HLDGS INC | 925 | $143.4M | 0.07% | |
| 158 | OMFLINVESCO EXCH TRD SLF IDX FD | 2,632 | $142.7M | 0.07% | |
| 159 | XJPIXNUVEEN PFD SECS & INC OPPTY | 7,140 | $139.9M | 0.07% | |
| 160 | FW2NBANNER CORP | 2,082 | $139.0M | 0.07% | |
| 161 | VOTVANGUARD INDEX FDS | 547 | $138.7M | 0.07% | |
| 162 | HALHALLIBURTON CO | 5,079 | $138.1M | 0.07% | |
| 163 | 8CWCROWN CASTLE INC | 1,507 | $136.8M | 0.07% | |
| 164 | SHWSHERWIN WILLIAMS CO | 402 | $136.7M | 0.07% | |
| 165 | FDVVFIDELITY COVINGTON TRUST | 2,725 | $136.1M | 0.07% | |
| 166 | UMACUNUSUAL MACHS INC | 8,000 | $134.6M | 0.07% | |
| 167 | XMMOINVESCO EXCHANGE TRADED FD T | 1,089 | $134.5M | 0.07% | |
| 168 | SHYISHARES TR | 1,622 | $133.0M | 0.07% | |
| 169 | ALSALLSTATE CORP | 685 | $132.1M | 0.07% | |
| 170 | PLDPROLOGIS INC. | 1,238 | $130.8M | 0.07% | |
| 171 | CGSMCAPITAL GRP FIXED INCM ETF T | 5,000 | $129.8M | 0.07% | |
| 172 | LHLABCORP HOLDINGS INC | 519 | $118.9M | 0.06% | |
| 173 | SCHASCHWAB STRATEGIC TR | 4,480 | $115.9M | 0.06% | |
| 174 | DEDEERE & CO | 272 | $115.2M | 0.06% | |
| 175 | LENLENNAR CORP | 840 | $114.6M | 0.06% | |
| 176 | DUKDUKE ENERGY CORP NEW | 1,038 | $111.9M | 0.06% | |
| 177 | DKSDICKS SPORTING GOODS INC | 486 | $111.3M | 0.06% | |
| 178 | ASMLASML HOLDING N V | 160 | $110.9M | 0.06% | |
| 179 | DOWDOW INC | 2,740 | $110.0M | 0.06% | |
| 180 | LADLITHIA MTRS INC | 305 | $109.0M | 0.06% | |
| 181 | WFCWELLS FARGO CO NEW | 1,532 | $107.6M | 0.06% | |
| 182 | ZBHZIMMER BIOMET HOLDINGS INC | 1,000 | $105.6M | 0.06% | |
| 183 | TJXTJX COS INC NEW | 872 | $105.3M | 0.06% | |
| 184 | OEFAALPS ETF TR | 3,816 | $105.1M | 0.05% | |
| 185 | VBKVANGUARD INDEX FDS | 371 | $103.9M | 0.05% | |
| 186 | SCHXSCHWAB STRATEGIC TR | 4,419 | $102.4M | 0.05% | |
| 187 | ADPAUTOMATIC DATA PROCESSING IN | 342 | $100.1M | 0.05% | |
| 188 | CGUSCAPITAL GROUP CORE EQUITY ET | 2,850 | $99.7M | 0.05% | |
| 189 | MDLZMONDELEZ INTL INC | 1,598 | $95.5M | 0.05% | |
| 190 | CARRCARRIER GLOBAL CORPORATION | 1,393 | $95.1M | 0.05% | |
| 191 | SHOPSHOPIFY INC | 885 | $94.1M | 0.05% | |
| 192 | VTIVANGUARD INDEX FDS | 323 | $93.6M | 0.05% | |
| 193 | MMM3M CO | 722 | $93.2M | 0.05% | |
| 194 | IRTCIRHYTHM TECHNOLOGIES INC | 1,025 | $92.4M | 0.05% | |
| 195 | GMGENERAL MTRS CO | 1,715 | $91.4M | 0.05% | |
| 196 | DSGDESCARTES SYS GROUP INC | 800 | $90.9M | 0.05% | |
| 197 | NBXGNEUBERGER BERMAN NEXT GENERA | 7,000 | $89.2M | 0.05% | |
| 198 | SCHWSCHWAB CHARLES CORP | 1,202 | $89.0M | 0.05% | |
| 199 | QDPLPACER FDS TR | 2,250 | $86.4M | 0.05% | |
| 200 | VTWOVANGUARD SCOTTSDALE FDS | 945 | $84.4M | 0.04% |