RICHARDSON FINANCIAL SERVICES INC. Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$131.4M

Holdings

604

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (604 positions)

StockValue
FFORD MOTOR CO
$86K
SPEMSPDR Portfolio Emerging Markets ETF
$85K
PLDPROLOGIS, INC.
$85K
MTUMISHARES TR MSCI USA MMENTM
$84K
EEMAISHARES MSCI EMERGING MARKETS AS ETF
$83K
XELXCEL ENERGY INC
$82K
BNDVANGUARD TOTAL BOND MARKET ETF
$81K
HRBH&R BLOCK INC
$80K
FISRSPDR SSGA Fixed Inc Sect Rotation ETF
$80K
SHMSPDR Nuveen Blmbg Muni Bd ETF
$79K
TSBIXNuveen Core Impact Bond R6
$79K
SLBSCHLUMBERGER LTD
$79K
COLTXColumbia Tax-Exempt A
$78K
ADIANALOG DEVICES INC
$77K
RWXSPDR DJ INTL RL EST ETF
$75K
GPCGENUINE PARTS CO
$74K
TFCTRUIST FINANCIAL CORP
$72K
RWRSPDR DOW JONES REIT ETF
$72K
CSCOCISCO SYSTEMS INC
$70K
NKENIKE INC B
$70K
AFLAFLAC INC
$68K
SOSOUTHERN COMPANY
$68K
JUSTGoldman Sachs JUST US Large Cap Eq ETF
$68K
PRILXParnassus Core Equity Institutional
$67K
AQLTISHS SEL DIV ETF
$66K
DWDMORGAN STANLEY
$66K
VTVVanguard Value ETF
$65K
GSGOLDMAN SACHS GROUP INC
$64K
MRKMERCK & COMPANY INC
$64K
WENWENDYS CO
$63K
BBJPJPMORGAN BETABUILDERS JAPAN ETF
$61K
VCITVANGUARD INTERM-TM CORP BD IDX
$61K
BIIBBIOGEN INC
$60K
AIZASSURANT INC
$60K
7HPHP INC
$59K
IEMGiShares Core MSCI Emerging Markets ETF
$59K
AXPAMERN EXPRESS CO
$59K
IWXISHARES RUSSELL TOP 200 VALUE ETF
$59K
ACNACCENTURE PLC IRELD CL A
$59K
PAYXPAYCHEX INC
$59K
JNJJOHNSON & JOHNSON
$58K
STXSEAGATE TECH HLDGS PLC
$58K
BAMBROOKFIELD ASSET MNGMT CL A
$57K
SJNKSPDR BARCLAYS SHORT TERM HIGH YIELD BOND
$57K
SPIBSPDR Portfolio Interm Term Corp Bd ETF
$57K
AJGARTHUR J GALLAGHER
$56K
VUGVanguard Growth ETF
$55K
MUBiShares National Muni Bond ETF
$54K
SMFGSUMITOMO MITSUI FINL
$54K
MCKMCKESSON CORP
$54K
GEGENERAL ELECTRIC COMPANY
$54K
IWDiShares Russell 1000 Value ETF
$54K
PHMPULTEGROUP INC
$53K
TSMTAIWAN SEMICON MFG CO
$53K
SYKSTRYKER CORP
$52K
PGProcter & Gamble Co
$51K
JPMJPMorgan Chase & Co
$51K
BDXBECTON DICKINSON & CO
$50K
BMYBRISTOL MYERS SQUIBB CO
$50K
FTVFORTIVE CORP
$50K
PZAInvesco National AMT-Free Muni Bd ETF
$49K
WFCWELLS FARGO & CO NEW
$47K
PAHUSDELEMENT SOLUTIONS INC
$47K
EQREquity Residential
$47K
RHCRH PLC
$46K
IWFiShares Russell 1000 Growth ETF
$45K
WHRWHIRLPOOL CORP
$44K
IEURiShares Core MSCI Europe ETF
$43K
NSCNorfolk Southern Corp
$42K
IWMISHS RUSS 2000 INDX ETF
$42K
OMFONEMAIN HOLDINGS, INC.
$42K
CMSCMS ENERGY CORP
$42K
IPACiShares Core MSCI Pacific ETF
$41K
BBYBEST BUY CO., INC.
$41K
BBVABANCO BILBAO VIZCAYA ADR
$41K
BLKBLACKROCK FDG INC
$41K
WMWASTE MANAGEMENT, INC.
$40K
TFISPDR Nuveen Blmbg Muni Bd ETF
$40K
FISVFISERV INC
$40K
HYDVanEck High Yield Muni ETF
$39K
CMICUMMINS INC
$39K
CICIGNA CORP
$38K
NVTNVENT ELECTRIC PLC
$38K
BGRNiShares USD Green Bond ETF
$37K
GOOGALPHABET INC C
$37K
VLOVALERO ENERGY CORP
$37K
CMCSACOMCAST CORP A NEW
$37K
USMViShares MSCI USA Min Vol Factor ETF
$36K
IWPISHARES RUSSELL MID CAP GROWTH ETF
$36K
NVSNNOVARTIS AG SPON ADR
$36K
NVDANVIDIA Corp
$35K
RYROYAL BANK CDA MONTREAL
$35K
PFPMXParnassus Mid Cap Institutional
$35K
FMISXFranklin MA Tax-Free Income A1
$35K
DHRDANAHER CORP
$35K
GGENPACT LTD
$35K
LAZLAZARD INC
$35K
BABAALIBABA GROUP HOLDING LTD
$35K
SPTLSPDR Portfolio Long Term Treasury ETF
$34K
SPBOSPDR PORTFOLIO CORPORATE BOND ETF
$34K
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