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Richardson Financial Services

Latest statistics and disclosures from Richardson Financial Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002012303

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Positions held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Richardson Financial Services

Richardson Financial Services holds 377 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
SPDR S&P 500 Etf - Equity (SPLG)	6.3	$7.2M	129k	55.90	View chart
Apple Common Stocks (AAPL)	4.4	$5.0M	26k	192.53	View chart
Vanguard Value Etf Etf - Equity (VTV)	3.8	$4.3M	29k	149.50	View chart
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)	2.7	$3.1M	90k	34.01	View chart
Vanguard Growth Etf Etf - Equity (VUG)	2.6	$3.0M	9.5k	310.88	View chart
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)	2.3	$2.6M	74k	35.41	View chart
Ishares High Yield Corp Etf - Fixed Income (HYG)	2.1	$2.4M	31k	77.39	View chart
Vanguard Small Cap Growth Etf Etf - Equity (VBK)	1.9	$2.2M	9.0k	241.76	View chart
Microsoft Corporation Common Stocks (MSFT)	1.9	$2.1M	5.6k	376.04	View chart
Ishares Core Msci Emerging Mkts Etf - Equity (IEMG)	1.6	$1.9M	37k	50.58	View chart
Spdr S&p 600 Small Cap Etf - Equity (SPSM)	1.4	$1.6M	37k	42.18	View chart
Ishares Core Msci Pacific Etf Etf - Equity (IPAC)	1.3	$1.4M	24k	59.51	View chart
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG)	1.2	$1.4M	32k	42.22	View chart
Amazon.com Common Stocks (AMZN)	1.1	$1.3M	8.3k	151.94	View chart
Unitedhealth Group Common Stocks (UNH)	1.1	$1.2M	2.4k	526.47	View chart
Ishares Core Msci Europe Etf Etf - Equity (IEUR)	1.1	$1.2M	22k	55.02	View chart
Visa Inc Cl A Common Stocks (V)	1.1	$1.2M	4.6k	260.35	View chart
Alphabet Inc A Common Stocks (GOOGL)	1.0	$1.1M	8.1k	139.69	View chart
Mastercard Inc A Common Stocks (MA)	1.0	$1.1M	2.6k	426.51	View chart
Home Depot Common Stocks (HD)	0.9	$1.0M	3.0k	346.55	View chart
Pimco 0-5 Year Hi Yld Corp Bond Idx Etf - Fixed Income (HYS)	0.9	$1.0M	11k	93.08	View chart
Cintas Corp Common Stocks (CTAS)	0.9	$1.0M	1.7k	602.66	View chart
T-mobile Us Common Stocks (TMUS)	0.9	$1.0M	6.4k	160.33	View chart
Ishares Core Total Usd Bd Mkt Etf Etf - Fixed Income (IUSB)	0.9	$1.0M	22k	46.07	View chart
Spdr 400 Mid Cap Etf - Equity (SPMD)	0.9	$1.0M	21k	48.72	View chart
Adobe Common Stocks (ADBE)	0.9	$1.0M	1.7k	596.60	View chart
Ishares Treasury Floatng Rate Bd Etf Etf - Fixed Income (TFLO)	0.9	$979k	19k	50.47	View chart
Spdr S&p 500 Etf Etf - Equity (SPY)	0.9	$974k	2.1k	475.31	View chart
Nvidia Corporation Common Stocks (NVDA)	0.8	$930k	1.9k	495.22	View chart
Communication Svcs Select Sector Spdr Etf - Equity (XLC)	0.8	$916k	13k	72.66	View chart
Mcdonalds Corp Common Stocks (MCD)	0.8	$911k	3.1k	296.51	View chart
Tech Sel Sect Spdr Etf Etf - Equity (XLK)	0.8	$902k	4.7k	192.48	View chart
Vanguard Small Cap Value Etf Etf - Equity (VBR)	0.8	$902k	5.0k	179.98	View chart
Energy Select Sector Spdr Etf - Equity (XLE)	0.8	$898k	11k	83.84	View chart
Spdr Blackstone Gso Senior Loan Etf - Fixed Income (SRLN)	0.8	$870k	21k	41.93	View chart
Costco Wholesale Corporation Common Stocks (COST)	0.8	$859k	1.3k	660.08	View chart
Vanguard S&p 500 Etf - Equity (VOO)	0.7	$850k	1.9k	436.80	View chart
Jpmorgan Chase & Co Common Stocks (JPM)	0.7	$836k	4.9k	170.10	View chart
Pfizer Common Stocks (PFE)	0.7	$821k	29k	28.79	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.7	$814k	1.5k	530.79	View chart
Synopsys Common Stocks (SNPS)	0.7	$790k	1.5k	514.91	View chart
Spdr Portfolio Aggregate Bnd Etf - Fixed Income (SPAB)	0.7	$782k	31k	25.64	View chart
Vanguard Ftse All-wld Ex-u.s.smcp Etf - Equity (VSS)	0.7	$773k	6.7k	115.03	View chart
Spdr S&p Int'l Small Cap Etf - Equity (GWX)	0.7	$754k	24k	31.76	View chart
Pepsico Common Stocks (PEP)	0.7	$743k	4.4k	169.84	View chart
Spdr Doubleline Total Return Tact Etf - Fixed Income (TOTL)	0.6	$735k	18k	40.25	View chart
Ishares Jpmorgan Usd Emerg Markets Bond Etf - Fixed Income (EMB)	0.6	$727k	8.2k	89.04	View chart
Vanguard Reit Index Etf - Equity (VNQ)	0.6	$677k	7.7k	88.36	View chart
Spdr Portfolio Lng Trm Treas Etf - Fixed Income (SPTL)	0.6	$677k	23k	29.02	View chart
Ishares Tr Msci Usa Min Vol Etf - Equity (USMV)	0.6	$667k	8.5k	78.03	View chart
Walmart Common Stocks (WMT)	0.6	$647k	4.1k	157.65	View chart
Anheuser-busch Foreign Common Stocks (BUD)	0.6	$637k	9.9k	64.62	View chart
Quanta Services Common Stocks (PWR)	0.5	$623k	2.9k	215.80	View chart
Berkshire Hathaway, Inc. Cl B Common Stocks (BRK.B)	0.5	$622k	1.7k	356.66	View chart
Spdr Gold Trust Gold Etf Etf - Equity (GLD)	0.5	$620k	3.2k	191.17	View chart
Asml Holding Nv Foreign Common Stocks (ASML)	0.5	$617k	815.00	756.92	View chart
Spdr Port Inter Trm Trsry Etf Etf - Fixed Income (SPTI)	0.5	$608k	21k	28.56	View chart
Roper Technologies Common Stocks (ROP)	0.5	$602k	1.1k	545.17	View chart
Ishares Msci Switzerland Index Etf - Equity (EWL)	0.5	$590k	12k	48.27	View chart
Vanguard Small Cap Etf Etf - Equity (VB)	0.5	$562k	2.6k	213.33	View chart
Ishares Core S&p Mid Cap Etf Etf - Equity (IJH)	0.5	$553k	2.0k	277.15	View chart
Walt Disney Common Stocks (DIS)	0.5	$551k	6.1k	90.29	View chart
Nxp Semiconductors Nv Foreign Common Stocks (NXPI)	0.5	$549k	2.4k	229.68	View chart
Eog Resources Common Stocks (EOG)	0.5	$535k	4.4k	120.95	View chart
Trane Technologies Foreign Common Stocks (TT)	0.5	$519k	2.1k	243.90	View chart
Nextera Energy Common Stocks (NEE)	0.5	$515k	8.5k	60.74	View chart
Amer Water Works Company Common Stocks (AWK)	0.5	$514k	3.9k	131.99	View chart
Zoetis Common Stocks (ZTS)	0.4	$506k	2.6k	197.37	View chart
Spdr Nuveen Bloomberg Muni Bond Etf - Fixed Income (TFI)	0.4	$503k	11k	47.00	View chart
Jpmorgan Beta Bldrs Canada Etf - Equity (BBCA)	0.4	$495k	7.7k	64.12	View chart
Qorvo Common Stocks (QRVO)	0.4	$463k	4.1k	112.61	View chart
Cme Group Inc Cl A Common Stocks (CME)	0.4	$461k	2.2k	210.60	View chart
Vanguard Mid-cap Value Etf Etf - Equity (VOE)	0.4	$458k	3.2k	145.01	View chart
Ishares Core Msci Eafe Etf - Equity (IEFA)	0.4	$452k	6.4k	70.35	View chart
Tjx Cos Common Stocks (TJX)	0.4	$448k	4.8k	93.81	View chart
Northrop Grumman Corp Common Stocks (NOC)	0.4	$440k	940.00	468.14	View chart
Amgen Common Stocks (AMGN)	0.4	$429k	1.5k	288.02	View chart
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)	0.4	$427k	5.0k	85.89	View chart
S&p Global Common Stocks (SPGI)	0.4	$421k	956.00	440.52	View chart
Vanguard Mega Cap Growth Etf Etf - Equity (MGK)	0.3	$396k	1.5k	259.51	View chart
Salesforce Common Stocks (CRM)	0.3	$394k	1.5k	263.14	View chart
Tesla Common Stocks (TSLA)	0.3	$392k	1.6k	248.48	View chart
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)	0.3	$392k	4.1k	94.73	View chart
Vaneck Etf Trust High Yield Muni Etf - Fixed Income (HYD)	0.3	$391k	7.6k	51.63	View chart
Parker Hannifin Corp Common Stocks (PH)	0.3	$390k	847.00	460.70	View chart
Equinix Common Stocks (EQIX)	0.3	$388k	482.00	805.39	View chart
Ishares Broad Usd High Yield Corp Bond Etf - Fixed Income (USHY)	0.3	$385k	11k	36.35	View chart
Linde Foreign Common Stocks (LIN)	0.3	$382k	929.00	410.71	View chart
Spdr Bloomberg Barclays Em Local Bd Etf - Fixed Income (EBND)	0.3	$378k	18k	21.24	View chart
Palo Alto Networks Common Stocks (PANW)	0.3	$372k	1.3k	294.88	View chart
Jpmorgan Beta Builders Intl Etf - Equity (BBIN)	0.3	$362k	6.4k	56.93	View chart
Spdr Barclays 1-3 Month T Bill Etf - Fixed Income (BIL)	0.3	$348k	3.8k	91.39	View chart
Spdr Bloomberg 1 10 Yr Tips Etf Etf - Fixed Income (TIPX)	0.3	$347k	19k	18.59	View chart
American Tower Corporation Common Stocks (AMT)	0.3	$347k	1.6k	215.88	View chart
Exxon Mobil Corporation Common Stocks (XOM)	0.3	$342k	3.4k	99.98	View chart
Accenture Common Stocks (ACN)	0.3	$332k	946.00	350.91	View chart
Gilead Sciences Common Stocks (GILD)	0.3	$321k	4.0k	81.01	View chart
Ishares Russell Mid Cap Value Etf Etf - Equity (IWS)	0.3	$313k	2.7k	116.29	View chart
Hca Healthcare Common Stocks (HCA)	0.3	$296k	1.1k	270.68	View chart
Chevron Corp Common Stocks (CVX)	0.3	$294k	2.0k	149.16	View chart
Vanguard Mega Cap Value Etf Etf - Equity (MGV)	0.3	$292k	2.7k	109.37	View chart
Duke Energy Corp Common Stocks (DUK)	0.2	$271k	2.8k	97.04	View chart
Spdr Gold Minishares Etf - Equity (GLDM)	0.2	$256k	6.3k	40.91	View chart
Verizon Communications Common Stocks (VZ)	0.2	$255k	6.8k	37.70	View chart
Fifth Third Bancorp Common Stocks (FITB)	0.2	$253k	7.3k	34.49	View chart
Ishares Inv Grade Corp Bond Etf - Fixed Income (LQD)	0.2	$252k	2.3k	110.64	View chart
Williams Common Stocks (WMB)	0.2	$245k	7.0k	34.83	View chart
Procter & Gamble Common Stocks (PG)	0.2	$244k	1.7k	146.54	View chart
Vertex Pharms Common Stocks (VRTX)	0.2	$243k	597.00	406.89	View chart
Vanguard Global Ex-us Real Estate Etf - Equity (VNQI)	0.2	$242k	5.7k	42.59	View chart
Amer Elec Pwr Common Stocks (AEP)	0.2	$241k	3.0k	81.22	View chart
At&t Common Stocks (T)	0.2	$237k	14k	16.78	View chart
U S Bancorp De Common Stocks (USB)	0.2	$237k	5.5k	43.28	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.2	$233k	515.00	453.24	View chart
Prologis Real Estate Investment (PLD)	0.2	$232k	1.7k	133.30	View chart
Intl Paper Company Common Stocks (IP)	0.2	$232k	6.4k	36.15	View chart
Entergy Corp Common Stocks (ETR)	0.2	$229k	2.3k	101.19	View chart
First Trust Senior Loan Etf - Fixed Income (FTSL)	0.2	$224k	4.9k	46.07	View chart
Emerson Electric Common Stocks (EMR)	0.2	$222k	2.3k	97.33	View chart
Starbucks Corp Common Stocks (SBUX)	0.2	$222k	2.3k	96.01	View chart
Vanguard Total Int'l Bond Etf Etf - Fixed Income (BNDX)	0.2	$217k	4.4k	49.37	View chart
Philip Morris International Common Stocks (PM)	0.2	$217k	2.3k	94.08	View chart
Intl Business Machs Corp Common Stocks (IBM)	0.2	$215k	1.3k	163.55	View chart
Metlife Common Stocks (MET)	0.2	$214k	3.2k	66.13	View chart
Vanguard Total Bond Market Etf Etf - Fixed Income (BND)	0.2	$208k	2.8k	73.55	View chart
Coca Cola Company Common Stocks (KO)	0.2	$208k	3.5k	58.93	View chart
Cincinnati Finl Corp Common Stocks (CINF)	0.2	$205k	2.0k	103.46	View chart
Abbvie Common Stocks (ABBV)	0.2	$196k	1.3k	154.97	View chart
Altria Group Common Stocks (MO)	0.2	$194k	4.8k	40.34	View chart
Citizens Financial Group Common Stocks (CFG)	0.2	$194k	5.9k	33.14	View chart
Ares Capital Corp Bdc Common Stocks (ARCC)	0.2	$189k	9.4k	20.03	View chart
Merck & Company Common Stocks (MRK)	0.2	$188k	1.7k	109.02	View chart
Lyondellbasell Industries Nv Foreign Common Stocks (LYB)	0.2	$184k	1.9k	95.08	View chart
Marathon Petroleum Corp Common Stocks (MPC)	0.2	$179k	1.2k	148.36	View chart
Dte Energy Company Common Stocks (DTE)	0.2	$178k	1.6k	110.26	View chart
Hartford Finl Services Group Common Stocks (HIG)	0.2	$177k	2.2k	80.38	View chart
Sonoco Products Common Stocks (SON)	0.2	$177k	3.2k	55.87	View chart
Sempra Common Stocks (SRE)	0.2	$177k	2.4k	74.73	View chart
Spdr Nuveen Barclays St Muni Bond Etf - Fixed Income (SHM)	0.2	$175k	3.7k	47.79	View chart
Firstenergy Corp Common Stocks (FE)	0.2	$173k	4.7k	36.66	View chart
Ishares 10 Yr Inv Bond Etf - Fixed Income (IGLB)	0.1	$171k	3.2k	52.70	View chart
Cisco Systems Common Stocks (CSCO)	0.1	$168k	3.3k	50.52	View chart
Ishares Tr Msci Eafe Min Vl Etf - Equity (EFAV)	0.1	$167k	2.4k	69.35	View chart
Dominion Energy Foreign Common Stocks (D)	0.1	$160k	3.4k	47.00	View chart
Ishares Msci Canada Index Etf - Equity (EWC)	0.1	$159k	4.3k	36.68	View chart
General Mills Common Stocks (GIS)	0.1	$156k	2.4k	65.14	View chart
Vanguard Extended Market Index Etf Etf - Equity (VXF)	0.1	$151k	917.00	164.42	View chart
Eversource Energy Common Stocks (ES)	0.1	$148k	2.4k	61.72	View chart
Invesco National Amt Free Muni Bond Etf - Fixed Income (PZA)	0.1	$147k	6.1k	24.18	View chart
Nisource Common Stocks (NI)	0.1	$147k	5.5k	26.55	View chart
Genuine Parts Common Stocks (GPC)	0.1	$145k	1.1k	138.50	View chart
Automatic Data Processing Common Stocks (ADP)	0.1	$145k	624.00	232.97	View chart
Ishares Barclays Mbs Fixed-rate Bond Etf - Fixed Income (MBB)	0.1	$145k	1.5k	94.08	View chart
Public Service Enter Group Common Stocks (PEG)	0.1	$144k	2.4k	61.15	View chart
Interpublic Group Common Stocks (IPG)	0.1	$136k	4.2k	32.64	View chart
Schwab U.s. Tips Etf - Fixed Income (SCHP)	0.1	$135k	2.6k	52.20	View chart
Ford Motor Common Stocks (F)	0.1	$132k	11k	12.19	View chart
Jpm Betabuilders Usd Etf Etf - Fixed Income (BBHY)	0.1	$126k	2.7k	45.92	View chart
Fnf Group Common Stocks (FNF)	0.1	$121k	2.4k	51.02	View chart
Stryker Corp Common Stocks (SYK)	0.1	$121k	405.00	299.46	View chart
Ishares S&p National Amt-free Mun Etf - Fixed Income (MUB)	0.1	$121k	1.1k	108.41	View chart
Nike Inc B Common Stocks (NKE)	0.1	$119k	1.1k	108.57	View chart
Vanguard Mid Cap Etf Etf - Equity (VO)	0.1	$116k	499.00	232.64	View chart
Ishares Us Treasury Bond Etf - Fixed Income (GOVT)	0.1	$116k	5.0k	23.04	View chart
Biogen Idec Common Stocks (BIIB)	0.1	$113k	437.00	258.77	View chart
Citigroup Common Stocks (C)	0.1	$110k	2.1k	51.44	View chart
Principal Financial Group Common Stocks (PFG)	0.1	$110k	1.4k	78.67	View chart
Pioneer Natural Res Common Stocks (PXD)	0.1	$106k	471.00	224.88	View chart
Nnn Reit Common Stocks (NNN)	0.1	$105k	2.4k	43.10	View chart
Franklin Resources Common Stocks (BEN)	0.1	$104k	3.5k	29.79	View chart
Ishares Barclays 10-20 Year Treas Bd Etf - Fixed Income (TLH)	0.1	$103k	949.00	108.26	View chart
Regions Financial Corp Common Stocks (RF)	0.1	$101k	5.2k	19.38	View chart
Csx Corp Common Stocks (CSX)	0.1	$100k	2.9k	34.67	View chart
Spdr Dow Jones Int'l Real Estate Etf - Equity (RWX)	0.1	$100k	3.7k	27.29	View chart
Spdr Dow Jones Reit Etf - Equity (RWR)	0.1	$100k	1.0k	95.32	View chart
The Wendy's Company Common Stocks (WEN)	0.1	$99k	5.1k	19.48	View chart
Wec Energy Grp Common Stocks (WEC)	0.1	$99k	1.2k	84.17	View chart
Ishares S&p Small Cap 600/barra Value Etf - Equity (IJS)	0.1	$99k	958.00	103.07	View chart
Watsco Inc A Common Stocks (WSO)	0.1	$99k	230.00	428.47	View chart
Ishares Russell 2000 Index Etf - Equity (IWM)	0.1	$98k	490.00	200.71	View chart
Vanguard Mid-cap Growth Etf Etf - Equity (VOT)	0.1	$94k	430.00	219.57	View chart
Paychex Common Stocks (PAYX)	0.1	$89k	745.00	119.11	View chart
Chubb Foreign Common Stocks (CB)	0.1	$87k	385.00	226.00	View chart
Unum Group Common Stocks (UNM)	0.1	$84k	1.9k	45.22	View chart
Nvent Electric Foreign Common Stocks (NVT)	0.1	$83k	1.4k	59.09	View chart
Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS)	0.1	$80k	1.7k	46.36	View chart
HP Common Stocks (HPQ)	0.1	$76k	2.5k	30.09	View chart
Spdr Portfolio S&p 500 Value Etf - Equity (SPYV)	0.1	$76k	1.6k	46.63	View chart
Analog Devices Common Stocks (ADI)	0.1	$76k	381.00	198.56	View chart
Pentair Foreign Common Stocks (PNR)	0.1	$75k	1.0k	72.71	View chart
Pultegroup Common Stocks (PHM)	0.1	$74k	715.00	103.22	View chart
Kla Corp Common Stocks (KLAC)	0.1	$73k	125.00	581.30	View chart
Vanguard Interm-tm Corp Bd Idx Etf - Fixed Income (VCIT)	0.1	$71k	872.00	81.28	View chart
Whirlpool Corp Common Stocks (WHR)	0.1	$70k	575.00	121.77	View chart
Bio-techne Corp Common Stocks (TECH)	0.1	$68k	880.00	77.16	View chart
Schlumberger Foreign Common Stocks (SLB)	0.1	$68k	1.3k	52.04	View chart
Comcast Corporation Common Stocks (CMCSA)	0.1	$67k	1.5k	43.85	View chart
Ishares Broad Usd Invest Grade Bd Etf - Fixed Income (USIG)	0.1	$67k	1.3k	51.26	View chart
Broadcom Common Stocks (AVGO)	0.1	$67k	60.00	1116.25	View chart
Edwards Lifesciences Corp Common Stocks (EW)	0.1	$64k	840.00	76.25	View chart
Aflac Common Stocks (AFL)	0.1	$62k	753.00	82.50	View chart
Ishares Russell Top 200 Growth Etf Etf - Equity (IWY)	0.1	$58k	330.00	175.22	View chart
Inv Optimum Yld K1 Etf Etf - Equity (PDBC)	0.1	$58k	4.3k	13.30	View chart
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM)	0.0	$56k	358.00	156.89	View chart
Spdr Barclays Short Term High Yield Bond Etf - Fixed Income (SJNK)	0.0	$55k	2.2k	25.14	View chart
Morgan Stanley Common Stocks (MS)	0.0	$55k	585.00	93.25	View chart
Johnson & Johnson Common Stocks (JNJ)	0.0	$54k	343.00	156.74	View chart
Spdr S/t Treasury Etf Etf - Fixed Income (SPTS)	0.0	$53k	1.8k	29.05	View chart
Amern Express Common Stocks (AXP)	0.0	$51k	274.00	187.34	View chart
Federal Rlty Invt Tr Common Stocks (FRT)	0.0	$51k	492.00	103.05	View chart
Clorox Company Common Stocks (CLX)	0.0	$51k	355.00	142.59	View chart
Ishares Core S&p 500 Etf Etf - Equity (IVV)	0.0	$49k	103.00	477.63	View chart
Ishares Dow Jones Select Dividend Etf - Equity (DVY)	0.0	$49k	419.00	117.22	View chart
Wells Fargo & Company Common Stocks (WFC)	0.0	$49k	995.00	49.22	View chart
Williams Sonoma Common Stocks (WSM)	0.0	$48k	236.00	201.78	View chart
Seagate Tech Hldgs Foreign Common Stocks (STX)	0.0	$47k	550.00	85.37	View chart
CRH Foreign Common Stocks (CRH)	0.0	$47k	674.00	69.16	View chart
Bank Of America Corp Common Stocks (BAC)	0.0	$47k	1.4k	33.67	View chart
Valero Energy Corporation Common Stocks (VLO)	0.0	$46k	355.00	130.00	View chart
Intel Corporation Common Stocks (INTC)	0.0	$46k	915.00	50.25	View chart
Blackrock Common Stocks (BLK)	0.0	$45k	55.00	811.80	View chart
Eli Lilly & Co Common Stocks (LLY)	0.0	$43k	74.00	582.92	View chart
Applied Materials Common Stocks (AMAT)	0.0	$43k	266.00	162.07	View chart
Fortive Corp Common Stocks (FTV)	0.0	$43k	581.00	73.63	View chart
Snowflake Inc A Common Stocks (SNOW)	0.0	$43k	214.00	199.00	View chart
Danaher Corp Common Stocks (DHR)	0.0	$42k	182.00	231.34	View chart
Invesco Senior Loan Etf - Fixed Income (BKLN)	0.0	$42k	2.0k	21.18	View chart
Goldman Sachs Group Common Stocks (GS)	0.0	$41k	105.00	385.77	View chart
Invesco Nasdaq 100 Etf Etf - Equity (QQQM)	0.0	$41k	240.00	168.54	View chart
GSK Common Stocks (GSK)	0.0	$40k	1.1k	37.06	View chart
Ishares Core S&p Small-cap Etf Etf - Equity (IJR)	0.0	$39k	364.00	108.25	View chart
Southern Company Common Stocks (SO)	0.0	$39k	558.00	70.12	View chart
Vipshop Hldgs Foreign Common Stocks (VIPS)	0.0	$39k	2.2k	17.76	View chart
Novo Nordisk As Foreign Common Stocks (NVO)	0.0	$38k	369.00	103.45	View chart
Toyota Motor Adr Rep 10 Corp Foreign Common Stocks (TM)	0.0	$37k	202.00	183.38	View chart
H&r Block Common Stocks (HRB)	0.0	$37k	756.00	48.37	View chart
First Horizon Corp Common Stocks (FHN)	0.0	$35k	2.5k	14.16	View chart
Spdr S&p 400 Mid Cap Value Etf Etf - Equity (MDYV)	0.0	$35k	479.00	73.38	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.0	$35k	334.00	104.00	View chart
Flex Foreign Common Stocks (FLEX)	0.0	$34k	1.1k	30.46	View chart
Spdr Barclays Int'l Treas Bond Etf - Fixed Income (BWX)	0.0	$34k	1.5k	23.18	View chart
Alphabet Inc C Common Stocks (GOOG)	0.0	$34k	240.00	140.93	View chart
Check Point Sftware Tech Foreign Common Stocks (CHKP)	0.0	$34k	219.00	152.79	View chart
Arch Capital Group Common Stocks (ACGL)	0.0	$33k	438.00	74.27	View chart
Ishares Russell Mid Cap Growth Etf Etf - Equity (IWP)	0.0	$32k	304.00	104.46	View chart
Mckesson Corporation Common Stocks (MCK)	0.0	$31k	67.00	462.99	View chart
Lululemon Athletica Common Stocks (LULU)	0.0	$31k	60.00	511.28	View chart
Jp Mrgan Betabuild Us Sml Cp Eqy Etf Etf - Equity (BBSC)	0.0	$31k	497.00	61.48	View chart
Vale Sa Foreign Common Stocks (VALE)	0.0	$31k	1.9k	15.86	View chart
Crown Castle Common Stocks (CCI)	0.0	$30k	260.00	115.19	View chart
Omnicom Group Common Stocks (OMC)	0.0	$29k	340.00	86.51	View chart
Abbott Laboratories Common Stocks (ABT)	0.0	$29k	263.00	110.07	View chart
Ppg Industries Common Stocks (PPG)	0.0	$29k	191.00	149.55	View chart
Ing Groep Nv Foreign Common Stocks (ING)	0.0	$28k	1.9k	15.02	View chart
Ishares S&p Small Cap 600/barra Growth Etf - Equity (IJT)	0.0	$28k	224.00	125.14	View chart
Hsbc Hldgs Plc Spons Foreign Common Stocks (HSBC)	0.0	$27k	675.00	40.54	View chart
Element Solutions Common Stocks (ESI)	0.0	$27k	1.2k	23.14	View chart
Caterpillar Common Stocks (CAT)	0.0	$27k	92.00	295.67	View chart
Nextera Energy Partners Common Stocks (NEP)	0.0	$27k	890.00	30.41	View chart
Arthur J Gallagher Common Stocks (AJG)	0.0	$27k	120.00	224.88	View chart
Novartis Foreign Common Stocks (NVS)	0.0	$26k	257.00	100.97	View chart
Texas Instruments Common Stocks (TXN)	0.0	$26k	150.00	170.46	View chart
Icon Foreign Common Stocks (ICLR)	0.0	$26k	90.00	283.07	View chart
General Dynamics Corp Common Stocks (GD)	0.0	$25k	97.00	259.67	View chart
Ferguson Foreign Common Stocks (FERG)	0.0	$25k	129.00	193.07	View chart
Suncor Energy Foreign Common Stocks (SU)	0.0	$25k	771.00	32.04	View chart
Waste Management Common Stocks (WM)	0.0	$24k	133.00	179.10	View chart
Simon Ppty Grp Common Stocks (SPG)	0.0	$23k	160.00	142.64	View chart
Emcor Group Common Stocks (EME)	0.0	$22k	104.00	215.43	View chart
Everest Group Common Stocks (EG)	0.0	$22k	63.00	353.59	View chart
General Motors Common Stocks (GM)	0.0	$22k	620.00	35.92	View chart
Becton Dickinson & Co Common Stocks (BDX)	0.0	$22k	91.00	243.84	View chart
Cgi Inc A Sub Vtg Foreign Common Stocks (GIB)	0.0	$21k	196.00	107.21	View chart
Ensign Group Common Stocks (ENSG)	0.0	$21k	187.00	112.21	View chart
Bunge Global Sa Foreign Common Stocks (BG)	0.0	$21k	207.00	100.95	View chart
Coca-cola Europac Prtnrs Foreign Common Stocks (CCEP)	0.0	$21k	307.00	66.74	View chart
Imperial Oil Foreign Common Stocks (IMO)	0.0	$19k	339.00	57.19	View chart
Mgp Ingredients Common Stocks (MGPI)	0.0	$18k	181.00	98.52	View chart
Evercore Inc A Common Stocks (EVR)	0.0	$17k	102.00	171.05	View chart
Axcelis Technologies Common Stocks (ACLS)	0.0	$17k	133.00	129.69	View chart
Spdr Portfolio Intermediate Term Bd Etf - Fixed Income (SPIB)	0.0	$17k	525.00	32.83	View chart
Netease Foreign Common Stocks (NTES)	0.0	$17k	184.00	93.16	View chart
Photronics Common Stocks (PLAB)	0.0	$17k	536.00	31.37	View chart
Eagle Materials Common Stocks (EXP)	0.0	$16k	81.00	202.84	View chart
Jpmorgan Intern Resrch Enh Eqt Etf Common Stocks (JIRE)	0.0	$16k	281.00	58.44	View chart
Meta Platforms Inc A Common Stocks (META)	0.0	$16k	45.00	353.96	View chart
Vanguard Ftse Developed Markets Etf - Equity (VEA)	0.0	$15k	309.00	47.90	View chart
United Therapeutics Corporation Common Stocks (UTHR)	0.0	$15k	67.00	219.90	View chart
Acuity Brands Common Stocks (AYI)	0.0	$15k	71.00	204.83	View chart
Sprouts Farmers Market Common Stocks (SFM)	0.0	$14k	299.00	48.11	View chart
Alibaba Group Holding Foreign Common Stocks (BABA)	0.0	$14k	185.00	77.51	View chart
Owens Corning Common Stocks (OC)	0.0	$14k	91.00	148.23	View chart
Integer Holdings Corp Common Stocks (ITGR)	0.0	$13k	129.00	99.08	View chart
Cms Energy Corp Common Stocks (CMS)	0.0	$13k	220.00	58.07	View chart
Eplus Common Stocks (PLUS)	0.0	$13k	157.00	79.84	View chart
Core & Main Inc A Common Stocks (CNM)	0.0	$12k	301.00	40.41	View chart
Sterling Infrastructure Common Stocks (STRL)	0.0	$12k	138.00	87.93	View chart
Acushnet Holdings Corp Common Stocks (GOLF)	0.0	$12k	189.00	63.17	View chart
Spdr Bloomberg Barclays Shrt Trm Bd Etf - Fixed Income (SPSB)	0.0	$12k	394.00	29.78	View chart
Atkore Common Stocks (ATKR)	0.0	$12k	72.00	160.00	View chart
Ufp Industries Common Stocks (UFPI)	0.0	$11k	87.00	125.55	View chart
Crane Common Stocks (CR)	0.0	$11k	91.00	118.14	View chart
Wintrust Financial Corp Common Stocks (WTFC)	0.0	$11k	115.00	92.75	View chart
Lantheus Holdings Common Stocks (LNTH)	0.0	$11k	171.00	62.00	View chart
Amphastar Pharmaceuticals Common Stocks (AMPH)	0.0	$11k	171.00	61.85	View chart
Autozone Common Stocks (AZO)	0.0	$10k	4.00	2585.50	View chart
Middleby Corp Common Stocks (MIDD)	0.0	$10k	68.00	147.18	View chart
Summit Matls Inc A Common Stocks (SUM)	0.0	$10k	259.00	38.46	View chart
Coterra Energy Common Stocks (CTRA)	0.0	$9.9k	389.00	25.52	View chart
Arista Networks Common Stocks (ANET)	0.0	$9.9k	42.00	235.50	View chart
Ulta Beauty Common Stocks (ULTA)	0.0	$9.8k	20.00	490.00	View chart
Northern Oil & Gas Common Stocks (NOG)	0.0	$9.8k	264.00	37.07	View chart
Evertec Foreign Common Stocks (EVTC)	0.0	$9.7k	238.00	40.94	View chart
Marsh & Mclennan Cos Common Stocks (MMC)	0.0	$9.5k	50.00	189.48	View chart
Entegris Common Stocks (ENTG)	0.0	$9.3k	78.00	119.82	View chart
Snap On Common Stocks (SNA)	0.0	$9.2k	32.00	288.84	View chart
Cencora Common Stocks (COR)	0.0	$9.2k	45.00	205.38	View chart
Fiserv Common Stocks (FI)	0.0	$9.2k	69.00	132.84	View chart
Cboe Global Markets Common Stocks (CBOE)	0.0	$9.1k	51.00	178.57	View chart
Federated Hermes Common Stocks (FHI)	0.0	$8.9k	263.00	33.86	View chart
Meritage Homes Corp Common Stocks (MTH)	0.0	$8.9k	51.00	174.20	View chart
Slm Corp Common Stocks (SLM)	0.0	$8.8k	461.00	19.12	View chart
Curtiss Wright Corp De Common Stocks (CW)	0.0	$8.7k	39.00	222.79	View chart
Elevance Health Common Stocks (ELV)	0.0	$8.5k	18.00	471.56	View chart
Catalyst Pharmaceuticals Common Stocks (CPRX)	0.0	$8.3k	493.00	16.81	View chart
Popular Common Stocks (BPOP)	0.0	$8.2k	100.00	82.07	View chart
Spdr Portfolio Long Term Corp Bd Etf - Fixed Income (SPLB)	0.0	$7.8k	329.00	23.79	View chart
Malibu Boats Inc Cl A Common Stocks (MBUU)	0.0	$7.8k	142.00	54.82	View chart
Ft Low Duration Opps Etf - Fixed Income (LMBS)	0.0	$7.8k	161.00	48.32	View chart
Ishares S&p U.s. Pfd Stock Index Etf - Equity (PFF)	0.0	$7.7k	247.00	31.19	View chart
Group 1 Automotive Common Stocks (GPI)	0.0	$7.6k	25.00	304.76	View chart
Vanguard Shrt-term Infl-prot Sec Idx Etf - Fixed Income (VTIP)	0.0	$7.5k	157.00	47.49	View chart
Liberty Energy Inc A Common Stocks (LBRT)	0.0	$7.5k	411.00	18.14	View chart
Mr Cooper Group Common Stocks (COOP)	0.0	$7.4k	114.00	65.12	View chart
International Money Express Common Stocks (IMXI)	0.0	$7.4k	336.00	22.09	View chart
Wex Common Stocks (WEX)	0.0	$7.4k	38.00	194.55	View chart
Vontier Corp Common Stocks (VNT)	0.0	$7.4k	213.00	34.55	View chart
Cabot Corp Common Stocks (CBT)	0.0	$7.3k	87.00	83.51	View chart
Verisk Analytics Common Stocks (VRSK)	0.0	$7.2k	30.00	238.87	View chart
D R Horton Common Stocks (DHI)	0.0	$7.1k	47.00	151.98	View chart
H And E Equipment Services Common Stocks (HEES)	0.0	$7.1k	136.00	52.32	View chart
Osi Systems Common Stocks (OSIS)	0.0	$7.1k	55.00	129.05	View chart
Allison Transmission Holdings Common Stocks (ALSN)	0.0	$7.1k	122.00	58.15	View chart
Arrow Electronics Common Stocks (ARW)	0.0	$7.1k	58.00	122.26	View chart
Addus Homecare Corp Common Stocks (ADUS)	0.0	$7.0k	75.00	92.85	View chart
Virtu Financial Common Stocks (VIRT)	0.0	$6.9k	343.00	20.26	View chart
Ziff Davis Common Stocks (ZD)	0.0	$6.9k	103.00	67.19	View chart
Essential Properties Realty Trus Common Stocks (EPRT)	0.0	$6.6k	257.00	25.56	View chart
Perdoceo Education Corp Common Stocks (PRDO)	0.0	$6.5k	371.00	17.56	View chart
Arcbest Corp Common Stocks (ARCB)	0.0	$6.5k	54.00	120.20	View chart
Assurant Common Stocks (AIZ)	0.0	$6.2k	37.00	168.49	View chart
Mid America Apt Communiti Reit Common Stocks (MAA)	0.0	$6.1k	45.00	134.47	View chart
Nexstar Media Group Common Stocks (NXST)	0.0	$6.0k	38.00	156.76	View chart
Academy Sports And Outdoors Common Stocks (ASO)	0.0	$5.8k	88.00	66.00	View chart
Ishares Floating Rate Note Fund Etf - Fixed Income (FLOT)	0.0	$5.6k	111.00	50.62	View chart
Jpmorgan Beta Builders Us Mid Cap Etf - Equity (BBMC)	0.0	$5.4k	64.00	84.70	View chart
Halliburton Company Common Stocks (HAL)	0.0	$5.3k	146.00	36.15	View chart
Sm Energy Common Stocks (SM)	0.0	$5.1k	131.00	38.72	View chart
Qualcomm Common Stocks (QCOM)	0.0	$5.1k	35.00	144.63	View chart
Northwest Natural Holding Common Stocks (NWN)	0.0	$4.8k	122.00	38.94	View chart
Pagseguro Digital Ltd A Foreign Common Stocks (PAGS)	0.0	$4.7k	379.00	12.47	View chart
Victory Capital Holdings Cl A Common Stocks (VCTR)	0.0	$4.6k	134.00	34.44	View chart
Cion Invt Corp Common Stocks (CION)	0.0	$4.5k	399.00	11.31	View chart
Fox Corp Common Stocks (FOXA)	0.0	$4.4k	147.00	29.67	View chart
Dt Midstream Common Stocks (DTM)	0.0	$4.3k	79.00	54.80	View chart
Veeva Systems Common Stocks (VEEV)	0.0	$2.9k	15.00	192.53	View chart
Ishares 1-5 Yr Inv Bond Etf - Fixed Income (IGSB)	0.0	$2.8k	55.00	51.27	View chart
Netflix Common Stocks (NFLX)	0.0	$2.4k	5.00	486.80	View chart
Ishares Barclays 7-10 Year Treasury Etf - Fixed Income (IEF)	0.0	$1.4k	15.00	96.40	View chart
Kyndryl Holdings Common Stocks (KD)	0.0	$1.3k	61.00	20.79	View chart
Ishares Barclays Short Treasury Bond Etf - Fixed Income (SHV)	0.0	$881.000000	8.00	110.12	View chart
Ishares Barclays 1-3 Yr Trs Bond Etf - Fixed Income (SHY)	0.0	$410.000000	5.00	82.00	View chart
Ishares Barclays 20 Yr Trs Bond Etf - Fixed Income (TLT)	0.0	$396.000000	4.00	99.00	View chart
Veralto Corp Common Stocks (VLTO)	0.0	$329.333200	4.00	82.33	View chart
Viatris Common Stocks (VTRS)	0.0	$87.000000	8.00	10.88	View chart
Organon & Co Common Stocks (OGN)	0.0	$42.999900	3.00	14.33	View chart
Resideo Technologies Common Stocks (REZI)	0.0	$19.000000	1.00	19.00	View chart

Past Filings by Richardson Financial Services

SEC 13F filings are viewable for Richardson Financial Services going back to 2023

Richardson Financial Services 2023 Q4 filed March 4, 2024

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