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Richards, Merrill & Peterson

Latest statistics and disclosures from Richards, Merrill & Peterson's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, COST, AMZN, QQQ, and represent 21.52% of Richards, Merrill & Peterson's stock portfolio.
Added to shares of these 10 stocks: COST, CVX, CGGR, NVDA, CGSD, MSFT, SCHD, META, CGDV, CEG.
Started 65 new stock positions in XLE, DUK, T, DFAS, JAVA, XLI, BA, CMCSA, FENI, DFAI.
Reduced shares in these 10 stocks: COP, KR, LSTR, APD, CMG, ACN, DKS, EOSE, AZO, KMB.
Sold out of its positions in AZO, CMG, DKS, BSJP, KMB, KR, LSTR.
Richards, Merrill & Peterson was a net buyer of stock by $26M.
Richards, Merrill & Peterson has $261M in assets under management (AUM), dropping by 12.64%.
Central Index Key (CIK): 0000090108

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Portfolio Holdings for Richards, Merrill & Peterson

Richards, Merrill & Peterson holds 273 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	5.0	$13M	+6%	27k	483.63	View chart
Apple (AAPL)	5.0	$13M	+3%	48k	271.86	View chart
Costco Wholesale Corporation (COST)	4.2	$11M	+13%	13k	862.37	View chart
Amazon (AMZN)	3.7	$9.7M	+6%	42k	230.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$9.6M		16k	614.31	View chart
NVIDIA Corporation (NVDA)	3.2	$8.3M	+12%	45k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$6.6M		21k	312.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$6.4M		9.4k	681.89	View chart
Chevron Corporation (CVX)	2.0	$5.3M	+24%	35k	152.41	View chart
Stryker Corporation (SYK)	2.0	$5.3M	+13%	15k	351.47	View chart
JPMorgan Chase & Co. (JPM)	1.9	$5.0M	+5%	15k	322.21	View chart
Meta Platforms Cl A (META)	1.7	$4.5M	+18%	6.8k	660.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$3.9M	+11%	6.3k	627.13	View chart
Raytheon Technologies Corp (RTX)	1.3	$3.5M		19k	183.40	View chart
Home Depot (HD)	1.3	$3.3M	+10%	9.7k	344.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$3.3M	+27%	120k	27.43	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	1.2	$3.2M	+37%	124k	26.01	View chart
Intuitive Surgical Com New (ISRG)	1.2	$3.2M	+19%	5.7k	566.36	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.2	$3.1M	+48%	70k	44.47	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.9M		9.3k	313.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$2.9M	+9%	5.8k	502.65	View chart
Visa Com Cl A (V)	1.1	$2.8M	+2%	8.0k	350.70	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.0	$2.7M	+15%	63k	42.04	View chart
Palantir Technologies Cl A (PLTR)	1.0	$2.5M	+16%	14k	177.75	View chart
Applied Materials (AMAT)	1.0	$2.5M		9.7k	257.00	View chart
Exxon Mobil Corporation (XOM)	0.9	$2.3M	+31%	19k	120.34	View chart
Lowe's Companies (LOW)	0.9	$2.3M		9.5k	241.17	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.9	$2.3M	+16%	86k	26.52	View chart
International Business Machines (IBM)	0.9	$2.3M		7.6k	296.21	View chart
Caterpillar (CAT)	0.9	$2.2M	-5%	3.9k	572.86	View chart
Cisco Systems (CSCO)	0.8	$2.1M		28k	77.03	View chart
Constellation Energy (CEG)	0.7	$1.8M	+59%	5.1k	353.30	View chart
Morgan Stanley Com New (MS)	0.7	$1.8M	+12%	10k	177.53	View chart
McDonald's Corporation (MCD)	0.7	$1.7M	+13%	5.7k	305.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.7M	+5%	26k	66.00	View chart
Broadcom (AVGO)	0.7	$1.7M	+40%	5.0k	346.10	View chart
Micron Technology (MU)	0.7	$1.7M	+12%	6.0k	285.41	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.6	$1.7M	+34%	61k	27.62	View chart
Procter & Gamble Company (PG)	0.6	$1.7M	+14%	12k	143.31	View chart
Merck & Co (MRK)	0.6	$1.7M		16k	105.26	View chart
Medtronic SHS (MDT)	0.6	$1.6M		17k	96.06	View chart
Wal-Mart Stores (WMT)	0.6	$1.5M		14k	111.41	View chart
Abbvie (ABBV)	0.6	$1.5M	+25%	6.6k	228.48	View chart
Oracle Corporation (ORCL)	0.6	$1.5M	+5%	7.7k	194.92	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$1.5M	+82%	34k	43.64	View chart
Coca-Cola Company (KO)	0.6	$1.5M	+4%	21k	69.91	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.6	$1.5M	+65%	53k	28.04	View chart
Waste Management (WM)	0.6	$1.5M	+5%	6.7k	219.70	View chart
Honeywell International (HON)	0.5	$1.4M		7.2k	195.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.4M		12k	120.18	View chart
Us Bancorp Del Com New (USB)	0.5	$1.4M	-4%	26k	53.36	View chart
Metropcs Communications (TMUS)	0.5	$1.4M	+18%	6.7k	203.04	View chart
Verizon Communications (VZ)	0.5	$1.3M		33k	40.73	View chart
Avista Corporation (AVA)	0.5	$1.3M		34k	38.54	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$1.3M	+5%	58k	22.64	View chart
Palo Alto Networks (PANW)	0.5	$1.2M	+40%	6.6k	184.20	View chart
FedEx Corporation (FDX)	0.5	$1.2M	+2%	4.2k	288.87	View chart
Abbott Laboratories (ABT)	0.5	$1.2M	+24%	9.6k	125.29	View chart
Johnson & Johnson (JNJ)	0.5	$1.2M	+19%	5.8k	206.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$1.2M	+16%	7.7k	154.14	View chart
Qualcomm (QCOM)	0.4	$1.1M	+5%	6.6k	171.05	View chart
salesforce (CRM)	0.4	$1.1M		4.2k	264.91	View chart
Emerson Electric (EMR)	0.4	$1.1M	+2%	8.4k	132.72	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M		1.0k	1074.82	View chart
American Express Company (AXP)	0.4	$1.1M	+11%	2.9k	370.01	View chart
Leidos Holdings (LDOS)	0.4	$1.0M	+4%	5.6k	180.42	View chart
Starbucks Corporation (SBUX)	0.4	$1.0M	+13%	12k	84.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.0M		7.0k	143.52	View chart
Nucor Corporation (NUE)	0.4	$991k	+38%	6.1k	163.12	View chart
Texas Instruments Incorporated (TXN)	0.4	$979k	+2%	5.6k	173.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$938k	+6%	15k	62.47	View chart
Snowflake Com Shs (SNOW)	0.4	$934k	+3%	4.3k	219.36	View chart
Union Pacific Corporation (UNP)	0.4	$933k	-5%	4.0k	231.31	View chart
Blackrock (BLK)	0.3	$909k	-2%	850.00	1069.82	View chart
Southern Company (SO)	0.3	$905k	+4%	10k	87.20	View chart
L3harris Technologies (LHX)	0.3	$902k	+50%	3.1k	293.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$894k		10k	89.46	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$888k	+15%	2.9k	303.92	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.3	$882k	+20%	12k	75.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$873k	+26%	3.5k	246.16	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$868k		6.1k	141.16	View chart
Uber Technologies (UBER)	0.3	$866k	+25%	11k	81.71	View chart
Danaher Corporation (DHR)	0.3	$863k	+5%	3.8k	228.89	View chart
Tesla Motors (TSLA)	0.3	$841k		1.9k	449.72	View chart
Tractor Supply Company (TSCO)	0.3	$839k		17k	50.01	View chart
UnitedHealth (UNH)	0.3	$830k	-14%	2.5k	330.09	View chart
Air Products & Chemicals (APD)	0.3	$829k	-24%	3.4k	247.06	View chart
Illinois Tool Works (ITW)	0.3	$782k	-15%	3.2k	246.31	View chart
O'reilly Automotive (ORLY)	0.3	$768k	+21%	8.4k	91.21	View chart
Trane Technologies SHS (TT)	0.3	$757k	+27%	1.9k	389.19	View chart
Walt Disney Company (DIS)	0.3	$726k	+18%	6.4k	113.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$672k	-25%	2.5k	268.34	View chart
Lockheed Martin Corporation (LMT)	0.3	$670k	+2%	1.4k	483.71	View chart
TJX Companies (TJX)	0.3	$667k	+13%	4.3k	153.60	View chart
D.R. Horton (DHI)	0.2	$647k	-5%	4.5k	144.02	View chart
Nike CL B (NKE)	0.2	$643k		10k	63.71	View chart
Netflix (NFLX)	0.2	$640k	+1878%	6.8k	93.76	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$627k		6.5k	96.88	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$623k	NEW	17k	36.58	View chart
Mastercard Incorporated Cl A (MA)	0.2	$622k	+14%	1.1k	571.06	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$598k	+20%	8.9k	67.22	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$595k	-14%	8.7k	68.36	View chart
AFLAC Incorporated (AFL)	0.2	$576k		5.2k	110.27	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.2	$561k	-28%	49k	11.46	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$554k		6.0k	93.08	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.2	$549k	+4%	21k	26.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$535k	+112%	11k	50.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$534k		3.0k	177.37	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$530k	+142%	12k	46.03	View chart
SYSCO Corporation (SYY)	0.2	$526k	-16%	7.1k	73.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$524k	+2%	1.1k	468.76	View chart
Rockwell Automation (ROK)	0.2	$519k		1.3k	389.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$517k		4.2k	123.26	View chart
Bank of America Corporation (BAC)	0.2	$513k	-2%	9.3k	55.00	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$492k	NEW	14k	35.33	View chart
Linde SHS (LIN)	0.2	$478k	+26%	1.1k	426.39	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$473k	NEW	12k	40.23	View chart
Enovix Corp (ENVX)	0.2	$461k		63k	7.31	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$456k	+36%	5.3k	85.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$453k	+2%	1.6k	290.22	View chart
Dutch Bros Cl A (BROS)	0.2	$453k		7.4k	61.22	View chart
Advanced Micro Devices (AMD)	0.2	$446k	NEW	2.1k	214.16	View chart
ConocoPhillips (COP)	0.2	$443k	-48%	4.7k	93.61	View chart
Kinder Morgan (KMI)	0.2	$438k	-3%	16k	27.49	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$420k	+7%	4.9k	85.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$416k	+50%	1.2k	360.24	View chart
Paychex (PAYX)	0.2	$410k	-12%	3.7k	112.18	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$403k		3.1k	131.59	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$402k	NEW	3.8k	107.11	View chart
Paccar (PCAR)	0.2	$400k		3.7k	109.50	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$388k	NEW	13k	28.84	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$385k	+2%	360.00	1069.86	View chart
Amgen (AMGN)	0.1	$382k		1.2k	327.37	View chart
Prudential Financial (PRU)	0.1	$377k		3.3k	112.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$371k	+10%	541.00	684.94	View chart
Occidental Petroleum Corporation (OXY)	0.1	$368k	-28%	8.9k	41.12	View chart
United Rentals (URI)	0.1	$350k	+5%	433.00	809.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$349k		2.4k	148.69	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$335k	NEW	10k	32.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$331k	+8%	688.00	480.57	View chart
Target Corporation (TGT)	0.1	$324k	+4%	3.3k	97.76	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$322k	NEW	7.1k	45.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$317k	+26%	3.3k	96.04	View chart
Bristol Myers Squibb (BMY)	0.1	$316k	-13%	5.9k	53.94	View chart
Republic Services (RSG)	0.1	$315k	+15%	1.5k	212.00	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$310k	NEW	4.8k	64.42	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$308k	NEW	4.4k	69.66	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.1	$300k	-4%	11k	28.06	View chart
Omni (OMC)	0.1	$295k	-21%	3.7k	80.75	View chart
Xylem (XYL)	0.1	$283k	NEW	2.1k	136.18	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$282k		2.7k	104.07	View chart
Phillips 66 (PSX)	0.1	$278k	-9%	2.2k	129.05	View chart
Pepsi (PEP)	0.1	$269k	+8%	1.9k	143.48	View chart
Prologis (PLD)	0.1	$268k	+2%	2.1k	127.66	View chart
Realty Income (O)	0.1	$254k		4.5k	56.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$250k	-4%	7.7k	32.62	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$247k	+29%	6.4k	38.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$246k	+4%	733.00	335.18	View chart
Ethan Allen Interiors (ETD)	0.1	$245k	-22%	11k	22.84	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$244k	+12%	8.9k	27.38	View chart
Goldman Sachs (GS)	0.1	$244k	NEW	277.00	879.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$243k	NEW	4.9k	49.90	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$241k	+8%	5.2k	46.08	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$237k		11k	22.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$236k		1.1k	212.07	View chart
Marvell Technology (MRVL)	0.1	$232k	-9%	2.7k	84.98	View chart
Stag Industrial (STAG)	0.1	$232k		6.3k	36.76	View chart
Devon Energy Corporation (DVN)	0.1	$224k	-11%	6.1k	36.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$213k		7.2k	29.61	View chart
BlackRock Municipal Income Trust II (BLE)	0.1	$205k	-9%	20k	10.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$195k		3.6k	53.76	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$190k	+36%	3.9k	48.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$184k		1.8k	99.88	View chart
Duke Energy Corp Com New (DUK)	0.1	$181k	NEW	1.5k	117.24	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$176k		2.9k	61.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$167k	NEW	2.1k	78.81	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$166k		3.1k	52.80	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$164k		1.6k	102.42	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$153k		547.00	279.29	View chart
Allstate Corporation (ALL)	0.1	$151k	NEW	725.00	208.15	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$151k		1.1k	138.46	View chart
United Parcel Service CL B (UPS)	0.1	$146k	NEW	1.5k	99.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$134k		1.6k	82.82	View chart
At&t (T)	0.1	$133k	NEW	5.4k	24.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$129k		4.5k	28.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$125k		397.00	314.80	View chart
Boeing Company (BA)	0.0	$125k	NEW	575.00	217.12	View chart
Charles Schwab Corporation (SCHW)	0.0	$120k	NEW	1.2k	99.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$115k		3.8k	30.07	View chart
Cummins (CMI)	0.0	$112k	NEW	220.00	510.45	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$112k		371.00	302.11	View chart
General Dynamics Corporation (GD)	0.0	$111k	NEW	331.00	336.66	View chart
Deere & Company (DE)	0.0	$108k	NEW	232.00	465.57	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$105k	NEW	870.00	120.96	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$103k	NEW	1.0k	99.52	View chart
Automatic Data Processing (ADP)	0.0	$103k	NEW	401.00	257.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$100k		524.00	190.99	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$99k		1.1k	90.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$94k	-10%	3.5k	26.91	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$89k		1.4k	64.39	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$87k		1.2k	75.05	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$86k		1.5k	57.14	View chart
Ford Motor Company (F)	0.0	$85k	NEW	6.5k	13.12	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$78k		1.1k	72.70	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$76k	NEW	185.00	412.77	View chart
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)	0.0	$76k		1.5k	50.91	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$73k	NEW	1.0k	71.72	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$70k	NEW	1.2k	57.46	View chart
Comcast Corp Cl A (CMCSA)	0.0	$68k	NEW	2.3k	29.89	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$64k		2.6k	24.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$63k		1.1k	57.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$59k		121.00	487.86	View chart
General Motors Company (GM)	0.0	$58k	NEW	715.00	81.32	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$54k	+392%	379.00	141.05	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$53k	NEW	375.00	141.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$48k		499.00	96.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$45k	NEW	312.00	143.97	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$45k	NEW	1.1k	42.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$44k		230.00	191.93	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$43k		1.9k	22.61	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$42k	-11%	400.00	105.00	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$42k		1.8k	23.34	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$41k	NEW	510.00	79.84	View chart
Intel Corporation (INTC)	0.0	$41k	NEW	1.1k	36.90	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$40k	NEW	725.00	54.77	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$35k		1.3k	27.21	View chart
Southwest Airlines (LUV)	0.0	$35k	NEW	842.00	41.33	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$34k	NEW	220.00	154.80	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$32k		650.00	49.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$32k	NEW	844.00	38.09	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$30k	NEW	361.00	83.68	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$30k	+5%	330.00	91.44	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$30k		1.5k	20.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$28k		135.00	210.34	View chart
Philip Morris International (PM)	0.0	$28k	NEW	176.00	160.48	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$28k		200.00	141.14	View chart
Citigroup Com New (C)	0.0	$28k	NEW	240.00	116.69	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$28k		1.9k	14.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$26k	NEW	186.00	136.94	View chart
American Tower Reit (AMT)	0.0	$26k	NEW	145.00	175.57	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$25k	NEW	160.00	155.12	View chart
Crown Castle Intl (CCI)	0.0	$24k	NEW	275.00	88.87	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$23k	NEW	520.00	44.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$22k		132.00	167.94	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$21k		200.00	103.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$19k	+34%	39.00	473.31	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$17k	NEW	140.00	119.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$16k		62.00	257.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$16k		216.00	73.56	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$14k	NEW	147.00	97.40	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$14k		132.00	102.54	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$13k		75.00	168.77	View chart
Goldman Sachs Etf Tr Technology Oppor (GTOP)	0.0	$11k	NEW	284.00	39.51	View chart
Marsh & McLennan Companies	0.0	$11k	NEW	59.00	185.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$11k		80.00	132.38	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$9.7k	NEW	207.00	47.08	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$9.0k	NEW	74.00	121.76	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$7.8k	+32%	406.00	19.27	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$7.4k	NEW	95.00	77.68	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$7.4k	NEW	187.00	39.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$6.8k		32.00	211.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$6.6k		116.00	56.63	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$6.1k	NEW	86.00	71.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$5.5k	NEW	50.00	110.20	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$5.3k	NEW	68.00	77.53	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$5.0k		77.00	65.10	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$4.7k	NEW	106.00	44.17	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$4.0k	NEW	50.00	80.74	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$3.5k		52.00	68.13	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$2.2k	NEW	28.00	77.89	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$2.2k	NEW	31.00	69.52	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.4k	NEW	15.00	96.27	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$836.000000		4.00	209.00	View chart

Past Filings by Richards, Merrill & Peterson

SEC 13F filings are viewable for Richards, Merrill & Peterson going back to 2025

Richards, Merrill & Peterson 2025 Q4 filed Jan. 27, 2026
Richards, Merrill & Peterson 2025 Q3 filed Oct. 16, 2025
Richards, Merrill & Peterson 2025 Q2 filed July 31, 2025
Richards, Merrill & Peterson 2025 Q1 filed May 7, 2025

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