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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, QQQ, AMZN, and represent 22.89% of Richards, Merrill & Peterson's stock portfolio.
Added to shares of these 10 stocks: COST, ISRG, LHX, ETH, CEG, SCHD, INCM, GOOGL, SMH, BTC.
Started 18 new stock positions in GPIX, RSPN, MOAT, DKS, ETH, SDCI, VV, VWO, AZO, LHX. SCHV, VXF, GCAL, BTC, FEGE, VEU, SMH, FEOE.
Reduced shares in these 10 stocks: MSFT, STZ, UPS, TWLO, IJT, AAPL, SPY, QQQ, HON, AVA.
Sold out of its positions in STZ, TWLO, UPS.
Richards, Merrill & Peterson was a net buyer of stock by $8.4M.
Richards, Merrill & Peterson has $232M in assets under management (AUM), dropping by 10.14%.
Central Index Key (CIK): 0000090108

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Portfolio Holdings for Richards, Merrill & Peterson

Richards, Merrill & Peterson holds 215 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	5.7	$13M		25k	517.95	View chart
Apple (AAPL)	5.1	$12M		46k	254.63	View chart
Costco Wholesale Corporation (COST)	4.5	$10M	+6%	11k	925.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$9.2M		15k	600.35	View chart
Amazon (AMZN)	3.7	$8.6M		39k	219.57	View chart
NVIDIA Corporation (NVDA)	3.2	$7.4M		40k	186.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$6.2M	-2%	9.3k	666.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$5.1M	+5%	21k	243.10	View chart
Stryker Corporation (SYK)	2.1	$4.9M		13k	369.68	View chart
JPMorgan Chase & Co. (JPM)	2.0	$4.6M		15k	315.44	View chart
Chevron Corporation (CVX)	1.9	$4.3M	+3%	28k	155.29	View chart
Meta Platforms Cl A (META)	1.8	$4.2M		5.7k	734.32	View chart
Home Depot (HD)	1.5	$3.6M		8.8k	405.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$3.5M		5.7k	612.38	View chart
Raytheon Technologies Corp (RTX)	1.3	$3.1M	+4%	19k	167.33	View chart
Visa Com Cl A (V)	1.1	$2.6M		7.8k	341.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$2.6M	+3%	5.3k	502.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$2.6M	+13%	95k	27.30	View chart
Lowe's Companies (LOW)	1.0	$2.3M		9.3k	251.32	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	1.0	$2.3M	+6%	90k	25.98	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.0	$2.3M	+7%	55k	42.20	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.3M		9.4k	243.56	View chart
Palantir Technologies Cl A (PLTR)	1.0	$2.2M		12k	182.42	View chart
Intuitive Surgical Com New (ISRG)	0.9	$2.1M	+43%	4.8k	447.23	View chart
International Business Machines (IBM)	0.9	$2.1M	+3%	7.5k	282.18	View chart
Oracle Corporation (ORCL)	0.9	$2.1M		7.3k	281.24	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$2.1M	+12%	47k	43.92	View chart
Applied Materials (AMAT)	0.9	$2.0M		9.8k	204.74	View chart
Caterpillar (CAT)	0.9	$2.0M	+10%	4.2k	477.12	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.8	$2.0M	+10%	74k	26.58	View chart
Cisco Systems (CSCO)	0.8	$1.9M		28k	68.42	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.6M	+4%	15k	112.75	View chart
Medtronic SHS (MDT)	0.7	$1.6M	-3%	17k	95.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.6M	-4%	25k	65.26	View chart
Procter & Gamble Company (PG)	0.7	$1.6M	+9%	10k	153.66	View chart
Honeywell International (HON)	0.7	$1.5M	-7%	7.2k	210.49	View chart
McDonald's Corporation (MCD)	0.7	$1.5M		5.0k	303.86	View chart
Wal-Mart Stores (WMT)	0.6	$1.4M	-3%	14k	103.06	View chart
Morgan Stanley Com New (MS)	0.6	$1.4M	+6%	8.9k	158.96	View chart
Verizon Communications (VZ)	0.6	$1.4M	-2%	32k	43.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.4M		12k	118.83	View chart
Waste Management (WM)	0.6	$1.4M		6.3k	220.85	View chart
Coca-Cola Company (KO)	0.6	$1.3M	+7%	20k	66.32	View chart
Merck & Co (MRK)	0.6	$1.3M		16k	83.93	View chart
Metropcs Communications (TMUS)	0.6	$1.3M		5.6k	239.39	View chart
Us Bancorp Del Com New (USB)	0.6	$1.3M		27k	48.33	View chart
Avista Corporation (AVA)	0.6	$1.3M	-6%	35k	37.81	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$1.3M	-2%	46k	27.75	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$1.2M		55k	22.72	View chart
Abbvie (ABBV)	0.5	$1.2M	+3%	5.2k	231.52	View chart
Air Products & Chemicals (APD)	0.5	$1.2M	-3%	4.4k	272.73	View chart
Broadcom (AVGO)	0.5	$1.2M	+13%	3.5k	329.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$1.1M	+7%	6.6k	170.85	View chart
Emerson Electric (EMR)	0.5	$1.1M	+8%	8.2k	131.18	View chart
Constellation Energy (CEG)	0.5	$1.1M	+45%	3.2k	329.10	View chart
Qualcomm (QCOM)	0.5	$1.0M	+6%	6.3k	166.36	View chart
Abbott Laboratories (ABT)	0.4	$1.0M		7.7k	133.95	View chart
Leidos Holdings (LDOS)	0.4	$1.0M	+8%	5.4k	188.96	View chart
UnitedHealth (UNH)	0.4	$1.0M	-2%	2.9k	345.25	View chart
Blackrock (BLK)	0.4	$1.0M	+3%	870.00	1165.32	View chart
Union Pacific Corporation (UNP)	0.4	$1.0M	-4%	4.3k	236.37	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.0M		5.5k	183.73	View chart
salesforce (CRM)	0.4	$994k		4.2k	237.00	View chart
Illinois Tool Works (ITW)	0.4	$975k		3.7k	260.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$966k	+4%	6.9k	140.95	View chart
FedEx Corporation (FDX)	0.4	$960k	-7%	4.1k	235.82	View chart
Tractor Supply Company (TSCO)	0.4	$950k		17k	56.87	View chart
Palo Alto Networks (PANW)	0.4	$949k	+11%	4.7k	203.62	View chart
Southern Company (SO)	0.4	$944k	+2%	10k	94.77	View chart
Snowflake Com Shs (SNOW)	0.4	$925k	-4%	4.1k	225.55	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.4	$909k	+24%	10k	89.77	View chart
Johnson & Johnson (JNJ)	0.4	$897k		4.8k	185.42	View chart
Starbucks Corporation (SBUX)	0.4	$896k	-6%	11k	84.60	View chart
Micron Technology (MU)	0.4	$887k	+25%	5.3k	167.32	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$884k	-17%	6.2k	141.50	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.4	$881k	+43%	32k	27.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$873k		10k	87.31	View chart
ConocoPhillips (COP)	0.4	$869k	+20%	9.2k	94.59	View chart
American Express Company (AXP)	0.4	$860k	+3%	2.6k	332.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$847k	+5%	14k	59.92	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$831k	+14%	3.4k	246.57	View chart
Uber Technologies (UBER)	0.4	$830k	+38%	8.5k	97.97	View chart
Tesla Motors (TSLA)	0.4	$830k	+14%	1.9k	444.72	View chart
D.R. Horton (DHI)	0.3	$807k		4.8k	169.46	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$793k	+41%	19k	42.03	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.3	$778k	-10%	68k	11.39	View chart
Eli Lilly & Co. (LLY)	0.3	$775k	+32%	1.0k	763.10	View chart
O'reilly Automotive (ORLY)	0.3	$749k	+20%	6.9k	107.81	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.3	$708k	+19%	9.7k	72.69	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$707k	+6%	2.5k	279.30	View chart
Danaher Corporation (DHR)	0.3	$705k	+10%	3.6k	198.24	View chart
SYSCO Corporation (SYY)	0.3	$703k		8.5k	82.34	View chart
Nike CL B (NKE)	0.3	$695k		10k	69.73	View chart
Lockheed Martin Corporation (LMT)	0.3	$677k		1.4k	499.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$677k	+55%	2.8k	241.96	View chart
Trane Technologies SHS (TT)	0.3	$642k		1.5k	422.08	View chart
Enovix Corp (ENVX)	0.3	$627k	-6%	63k	9.97	View chart
L3harris Technologies (LHX)	0.3	$625k	NEW	2.0k	305.41	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$621k		6.5k	95.89	View chart
Walt Disney Company (DIS)	0.3	$617k	+6%	5.4k	114.50	View chart
Nucor Corporation (NUE)	0.3	$595k	+35%	4.4k	135.43	View chart
Occidental Petroleum Corporation (OXY)	0.3	$593k	-4%	13k	47.25	View chart
AFLAC Incorporated (AFL)	0.2	$577k	+4%	5.2k	111.70	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$558k	-3%	6.0k	93.35	View chart
TJX Companies (TJX)	0.2	$553k	+5%	3.8k	144.54	View chart
Mastercard Incorporated Cl A (MA)	0.2	$542k		952.00	568.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$536k		1.1k	490.38	View chart
Paychex (PAYX)	0.2	$529k		4.2k	126.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$525k		3.0k	174.58	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.2	$525k	+5%	20k	26.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$506k		4.2k	120.72	View chart
Bank of America Corporation (BAC)	0.2	$496k	-2%	9.6k	51.59	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$488k		7.4k	65.92	View chart
Rockwell Automation (ROK)	0.2	$466k	+14%	1.3k	349.41	View chart
Kinder Morgan (KMI)	0.2	$465k		16k	28.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$449k	-2%	1.5k	293.74	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.2	$439k	NEW	11k	39.18	View chart
Linde SHS (LIN)	0.2	$420k		884.00	475.00	View chart
Netflix (NFLX)	0.2	$414k	+9%	345.00	1198.92	View chart
Ethan Allen Interiors (ETD)	0.2	$410k		14k	29.46	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$398k		3.1k	129.72	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$392k	+4%	4.6k	85.03	View chart
United Rentals (URI)	0.2	$391k	+4%	410.00	954.20	View chart
Dutch Bros Cl A (BROS)	0.2	$384k	+3%	7.3k	52.34	View chart
Omni (OMC)	0.2	$381k	-13%	4.7k	81.52	View chart
Paccar (PCAR)	0.2	$359k	+2%	3.7k	98.32	View chart
Prudential Financial (PRU)	0.1	$346k	+8%	3.3k	103.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$342k		2.4k	145.65	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$339k	+17%	350.00	968.09	View chart
Amgen (AMGN)	0.1	$331k		1.2k	282.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$327k	-9%	488.00	669.30	View chart
Phillips 66 (PSX)	0.1	$322k		2.4k	136.04	View chart
Kroger (KR)	0.1	$314k		4.7k	67.41	View chart
Bristol Myers Squibb (BMY)	0.1	$307k	-7%	6.8k	45.10	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$298k		3.9k	76.45	View chart
Republic Services (RSG)	0.1	$296k	+4%	1.3k	229.52	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$295k		635.00	463.74	View chart
Target Corporation (TGT)	0.1	$284k	-7%	3.2k	89.69	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$279k		2.7k	103.07	View chart
Realty Income (O)	0.1	$274k	+12%	4.5k	60.79	View chart
Landstar System (LSTR)	0.1	$270k	-20%	2.2k	122.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$257k	+1200%	8.1k	31.91	View chart
Marvell Technology (MRVL)	0.1	$255k	-16%	3.0k	84.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$253k		5.0k	50.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$251k	NEW	768.00	326.36	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$250k	NEW	4.9k	50.63	View chart
Chipotle Mexican Grill (CMG)	0.1	$249k	-22%	6.3k	39.19	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$248k	NEW	11k	23.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$243k		2.6k	93.38	View chart
Devon Energy Corporation (DVN)	0.1	$242k	-6%	6.9k	35.06	View chart
Pepsi (PEP)	0.1	$242k		1.7k	140.40	View chart
Prologis (PLD)	0.1	$234k	-6%	2.0k	114.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$231k	-2%	704.00	328.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$230k		1.1k	206.51	View chart
BlackRock Municipal Income Trust II (BLE)	0.1	$226k		22k	10.45	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$223k		4.8k	46.24	View chart
Stag Industrial (STAG)	0.1	$222k	-11%	6.3k	35.29	View chart
Dick's Sporting Goods (DKS)	0.1	$222k	NEW	998.00	222.29	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$216k		7.9k	27.29	View chart
AutoZone (AZO)	0.1	$215k	NEW	50.00	4290.24	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$210k	NEW	4.8k	44.23	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$209k	NEW	7.2k	29.11	View chart
Kimberly-Clark Corporation (KMB)	0.1	$205k	-2%	1.6k	124.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$197k	NEW	3.6k	54.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$185k		1.8k	100.25	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$175k		2.9k	60.26	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$168k		1.6k	104.96	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$163k	NEW	3.1k	52.24	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$161k		547.00	293.76	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$147k		1.1k	135.23	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$135k		1.6k	82.96	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$133k	NEW	2.9k	46.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$126k		4.5k	27.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$122k	NEW	397.00	307.86	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$113k	+44%	3.8k	29.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$110k		371.00	297.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$103k		3.9k	26.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$98k	+15%	524.00	186.49	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$93k		1.1k	84.68	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$86k		1.4k	62.12	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$85k		1.2k	73.29	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$85k		1.5k	56.46	View chart
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)	0.0	$76k	NEW	1.5k	50.72	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$72k		1.1k	67.52	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$64k		2.6k	24.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$63k		1.1k	57.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$58k		121.00	479.61	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$48k		499.00	96.46	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$46k		450.00	103.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$44k		230.00	189.31	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$43k		1.9k	22.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$42k		1.8k	23.06	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$42k		1.8k	23.40	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$34k		1.3k	26.30	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$32k		650.00	49.83	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$31k		1.5k	21.07	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$28k		200.00	142.10	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$28k		1.9k	14.62	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$28k		312.00	89.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$28k		135.00	203.59	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$22k		132.00	164.54	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$20k	NEW	200.00	99.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$16k		62.00	254.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$15k	NEW	216.00	71.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$14k		29.00	468.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$13k		132.00	99.95	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$11k		75.00	144.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$11k		77.00	139.68	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$10k		80.00	130.28	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$7.8k	-21%	307.00	25.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$6.7k		32.00	208.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$6.5k	NEW	116.00	56.10	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$4.5k		77.00	58.71	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$3.5k		52.00	66.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$837.000000	NEW	4.00	209.25	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 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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