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CIK: 0002012303
Total reported value
$176.3M
$176.3M
604 檔
13.6%
At the close of Q1 2025, Richardson Financial Services Inc. disclosed equity holdings valued at approximately $176.3M, spread across 604 reported holdings.
During Q1 2025, 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 604 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.50% | +0.29% | -0.11% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.05% | +0.39% | -19.05% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.64% | -0.01% | -25.85% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.30% | -0.49% | +43.46% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.76% | +0.26% | -34.66% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.44% | +0.07% | +5.26% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | -0.13% | -5.23% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | +0.12% | +1.20% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.70% | -0.13% | -3.36% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.68% | +0.06% | -1.63% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.09% | -0.54% | |
| 12 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.50% | -0.05% | +7.56% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.36% | +0.13% | -4.02% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.15% | -0.05% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | -0.02% | -0.37% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.10% | -0.09% | -7.76% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.21% | +0.82% | |
| 18 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.02% | -0.04% | -5.10% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.44% | — | |
| 20 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.99% | -0.18% | — | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.98% | +0.07% | +2.67% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | — | -0.37% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.10% | -0.61% | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.81% | -0.02% | -7.08% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.03% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.08% | -17.30% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.77% | — | +9.61% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.77% | -0.28% | +0.47% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.15% | +0.92% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.75% | +0.47% | NEW | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.09% | -1.47% | |
| 32 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.71% | -0.10% | +97.85% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | -0.26% | — | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.70% | -0.03% | -1.76% | |
| 35 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.68% | -0.02% | +11.65% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.67% | -0.05% | -7.04% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.60% | +0.01% | -32.03% | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.57% | -0.20% | +12.46% | |
| 39 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.56% | -0.04% | -4.39% | |
| 40 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.56% | -0.03% | +0.27% | |
| 41 | TT | Trane Technologies plc | Stock-Industrials | 0.55% | -0.30% | — | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.04% | -0.55% | |
| 43 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.54% | +0.01% | +28.46% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.13% | -0.77% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.52% | -0.04% | — | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.52% | -0.02% | -7.39% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.07% | -70.37% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.02% | +0.32% | |
| 49 | AWK | American Water Works Co Inc | Stock-Utilities | 0.50% | -0.20% | — | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.02% | -31.59% |
According to official SEC Form 13F filings, Richardson Financial Services Inc. reported a total U.S. public equity portfolio value of $176.3M across 604 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPYM, VTV) accounted for 13.6% of total reported equity market value during Q1 2025.
During Q1 2025, Richardson Financial Services Inc.'s top holdings by market value included AAPL (4.5%)、SPYM (4.0%)、VTV (3.6%). The largest single position, AAPL, represented 4.5% of total portfolio value.
In Q1 2025, 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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