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CIK: 0002012303
Total reported value
$176.3M
$176.3M
606 檔
16.6%
During the Q4 2024 filing period, Richardson Financial Services Inc. (CIK: 0002012303) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $176.3M across 606 reported positions.
During Q4 2024, Richardson Financial Services Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 606 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.87% | +0.39% | -1.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.72% | +0.29% | +1.54% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.44% | -0.01% | -19.26% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.35% | +0.26% | -25.72% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | +0.12% | +3.77% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | -0.13% | -40.96% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.10% | +0.07% | -4.65% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.99% | -0.49% | -34.13% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.09% | +3.19% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.62% | -0.13% | -3.73% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.53% | +0.06% | -0.55% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.50% | -0.07% | -50.53% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.46% | +0.13% | +0.33% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.15% | -0.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.21% | +7.57% | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.16% | -0.05% | +2.63% | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.11% | -0.09% | +3.72% | |
| 18 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.98% | -0.04% | -5.64% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.02% | -2.23% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | -0.08% | -41.66% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.93% | +0.07% | +0.40% | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.92% | +0.16% | +14.68% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.90% | +0.01% | -13.59% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.44% | -2.70% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | — | +0.75% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | +0.10% | -6.91% | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.80% | -0.02% | -12.06% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.03% | -3.06% | |
| 29 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.75% | -0.18% | -2.71% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.02% | +14.66% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.02% | -28.22% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.69% | — | -8.01% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | -0.03% | -57.91% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.66% | -0.03% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.09% | -21.19% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.66% | — | — | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.66% | — | — | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.65% | -0.05% | -11.07% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.15% | +0.32% | |
| 40 | CTAS | Cintas CORP | Stock-Industrials | 0.63% | -0.28% | +201.97% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.57% | -0.08% | +39.76% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.57% | -0.02% | -7.55% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.56% | -0.30% | +6.13% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.56% | -0.04% | +0.11% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.04% | -50.64% | |
| 46 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.55% | -0.04% | -10.98% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | -0.04% | -7.41% | |
| 48 | SNPS | Synopsys Inc | Stock-Tech | 0.51% | -0.01% | -2.35% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.51% | -0.02% | -5.55% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.13% | -9.93% |
According to official SEC Form 13F filings, Richardson Financial Services Inc. reported a total U.S. public equity portfolio value of $176.3M across 606 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AAPL, VTV) accounted for 16.6% of total reported equity market value during Q4 2024.
During Q4 2024, Richardson Financial Services Inc.'s top holdings by market value included SPYM (4.9%)、AAPL (4.7%)、VTV (4.4%). The largest single position, SPYM, represented 4.9% of total portfolio value.
In Q4 2024, Richardson Financial Services Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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