RICHARDS, MERRILL & PETERSON, INC. Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$191.4M

Holdings

502

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (502 positions)

StockValue
TWLOTWILIO INC
$84K
CGBLCAPITAL GROUP CORE BALANCED
$82K
XSVMINVESCO EXCHANGE TRADED FD T
$82K
LULULULULEMON ATHLETICA INC
$81K
GSEWGOLDMAN SACHS ETF TR
$80K
SPHQINVESCO EXCHANGE TRADED FD T
$78K
ESGVVANGUARD WORLD FD
$77K
AEPAMERICAN ELEC PWR CO INC
$77K
VTVVANGUARD INDEX FDS
$73K
SCHMSCHWAB STRATEGIC TR
$73K
GDGENERAL DYNAMICS CORP
$72K
GBCIGLACIER BANCORP INC NEW
$70K
4I1PHILIP MORRIS INTL INC
$69K
TAT&T INC
$68K
OMEROMEROS CORP
$68K
OGNORGANON & CO
$67K
FEZSPDR INDEX SHS FDS
$66K
SDYSPDR SER TR
$66K
AOAISHARES TR
$66K
VLOVALERO ENERGY CORP
$64K
SCHOSCHWAB STRATEGIC TR
$63K
SHYGISHARES TR
$63K
MIGAMICROSTRATEGY INC
$62K
XYZBLOCK INC
$62K
EVRGEVERGY INC
$62K
SLBSCHLUMBERGER LTD
$61K
GPNGLOBAL PMTS INC
$61K
CSXCSX CORP
$60K
FFORD MTR CO
$60K
EMXCISHARES INC
$59K
TPRTAPESTRY INC
$59K
MOALTRIA GROUP INC
$58K
GQ9SPDR GOLD TR
$57K
ABALLIANCEBERNSTEIN HLDG L P
$56K
LNGCHENIERE ENERGY INC
$56K
AQLTISHARES TR
$52K
PFEPFIZER INC
$51K
CALIBLACKROCK ETF TRUST II
$50K
ALKALASKA AIR GROUP INC
$50K
LRCXLAM RESEARCH CORP
$49K
LVHILEGG MASON ETF INVT
$49K
ETNEATON CORP PLC
$49K
IRINGERSOLL RAND INC
$48K
PIDINVESCO EXCHANGE TRADED FD T
$48K
VUGVANGUARD INDEX FDS
$48K
MGKVANGUARD WORLD FD
$46K
TMOTHERMO FISHER SCIENTIFIC INC
$46K
EVREVERCORE INC
$46K
WSMWILLIAMS SONOMA INC
$46K
CMCSACOMCAST CORP NEW
$46K
EOGEOG RES INC
$44K
CPBTHE CAMPBELLS COMPANY
$43K
WECWEC ENERGY GROUP INC
$42K
BSJPINVESCO EXCH TRD SLF IDX FD
$42K
BSJRINVESCO EXCH TRD SLF IDX FD
$42K
MPCMARATHON PETE CORP
$42K
BKLNINVESCO EXCH TRADED FD TR II
$42K
DGRWWISDOMTREE TR
$42K
GLDMWORLD GOLD TR
$42K
BSJQINVESCO EXCH TRD SLF IDX FD
$41K
BABOEING CO
$40K
RSPINVESCO EXCHANGE TRADED FD T
$39K
INTCINTEL CORP
$39K
NEENEXTERA ENERGY INC
$39K
IMCGISHARES TR
$39K
EAELECTRONIC ARTS INC
$38K
TELTE CONNECTIVITY PLC
$38K
SMARGBPSMARTSHEET INC
$38K
GSGOLDMAN SACHS GROUP INC
$37K
SUNSUNOCO LP/SUNOCO FIN CORP
$36K
CPCANADIAN PACIFIC KANSAS CITY
$36K
CMICUMMINS INC
$36K
ETENERGY TRANSFER L P
$35K
CMSCMS ENERGY CORP
$35K
SRESEMPRA
$35K
GSKGSK PLC
$35K
PGXINVESCO EXCH TRADED FD TR II
$35K
COINCOINBASE GLOBAL INC
$34K
NVONOVO-NORDISK A S
$34K
ADBEADOBE INC
$33K
ATDATI INC
$33K
BJBJS WHSL CLUB HLDGS INC
$33K
PULSPGIM ETF TR
$32K
PEYINVESCO EXCHANGE TRADED FD T
$31K
FNFFIDELITY NATIONAL FINANCIAL
$31K
VYMIVANGUARD WHITEHALL FDS
$31K
CBCHUBB LIMITED
$31K
NOCNORTHROP GRUMMAN CORP
$31K
FNDXSCHWAB STRATEGIC TR
$30K
BCATBLACKROCK CAP ALLOCATION TER
$30K
NTAPNETAPP INC
$30K
AMTAMERICAN TOWER CORP NEW
$30K
XLFSELECT SECTOR SPDR TR
$30K
ALLEALLEGION PLC
$30K
EAGGISHARES TR
$30K
SUSCISHARES TR
$30K
FRFIRST INDL RLTY TR INC
$30K
NUNU HLDGS LTD
$30K
MUBISHARES TR
$29K
DASXINVESTMENT MANAGERS SER TR I
$29K
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