Richards, Merrill & Peterson
Latest statistics and disclosures from Richards, Merrill & Peterson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, COST, QQQ, and represent 20.25% of Richards, Merrill & Peterson's stock portfolio.
- Added to shares of these 10 stocks: AAPL, GOOGL, INCM, MSFT, SPCX, SYK, PVAL, HON, HONA, SMH.
- Started 13 new stock positions in FDXF, ETN, DKS, HON, ALL, GBCI, FLMI, Q, SPCX, NOW. LVHI, XOVR, HONA.
- Reduced shares in these 10 stocks: Honeywell International, MU, HD, SNOW, QJUN, OXY, NFLX, LOW, KR, BRK.B.
- Sold out of its positions in CCI, QJUN, AFLG, GSLC, Honeywell International, IXJ, ICLN, KR, OXY, OXY.WS. SNOW.
- Richards, Merrill & Peterson was a net buyer of stock by $12M.
- Richards, Merrill & Peterson has $315M in assets under management (AUM), dropping by 15.58%.
- Central Index Key (CIK): 0000090108
Tip: Access up to 7 years of quarterly data
Positions held by Richards, Merrill & Peterson consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Richards, Merrill & Peterson
Richards, Merrill & Peterson holds 285 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.9 | $15M | +9% | 53k | 289.36 |
|
| Microsoft Corporation (MSFT) | 4.0 | $13M | +7% | 34k | 373.02 |
|
| Amazon (AMZN) | 3.8 | $12M | +5% | 51k | 238.34 |
|
| Costco Wholesale Corporation (COST) | 3.8 | $12M | 13k | 935.47 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 3.7 | $12M | 16k | 736.41 |
|
|
| NVIDIA Corporation (NVDA) | 3.0 | $9.6M | 48k | 200.09 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $9.2M | +13% | 26k | 357.37 |
|
| Spdr S&p 500 Etf (SPY) | 2.3 | $7.2M | +3% | 9.7k | 746.75 |
|
| Applied Materials (AMAT) | 2.2 | $7.1M | +2% | 9.8k | 722.99 |
|
| Micron Technology (MU) | 1.9 | $6.0M | -17% | 5.2k | 1154.29 |
|
| Stryker Corporation (SYK) | 1.8 | $5.8M | +13% | 18k | 314.83 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $5.2M | 16k | 327.34 |
|
|
| Schwab Strategic Tr us dividend eq (SCHD) | 1.6 | $5.1M | +6% | 162k | 31.71 |
|
| Capital Group Fixed Income E (CGSD) | 1.6 | $5.1M | +6% | 198k | 25.73 |
|
| Chevron Corporation (CVX) | 1.6 | $5.0M | 30k | 165.76 |
|
|
| Facebook Inc cl a (META) | 1.5 | $4.8M | +9% | 8.5k | 563.28 |
|
| Vanguard S&p 500 Etf idx (VOO) | 1.5 | $4.6M | +2% | 6.7k | 686.81 |
|
| Caterpillar (CAT) | 1.3 | $4.2M | +2% | 4.0k | 1065.01 |
|
| Capital Group Growth Etf (CGGR) | 1.3 | $4.1M | +2% | 87k | 47.20 |
|
| Raytheon Technologies Corp (RTX) | 1.1 | $3.5M | 19k | 189.73 |
|
|
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 1.0 | $3.2M | +9% | 65k | 49.28 |
|
| Franklin Templeton Etf Tr (INCM) | 1.0 | $3.2M | +51% | 110k | 28.86 |
|
| Cisco Systems (CSCO) | 1.0 | $3.2M | -3% | 27k | 117.46 |
|
| Alphabet Inc Class C cs (GOOG) | 1.0 | $3.1M | 8.8k | 353.34 |
|
|
| Capital Grp Fixed Incm Etf T (CGCB) | 0.9 | $2.8M | +18% | 107k | 26.18 |
|
| Pgim Etf Tr (PTRB) | 0.9 | $2.8M | +3% | 67k | 41.46 |
|
| Berkshire Hathaway (BRK.B) | 0.9 | $2.8M | -6% | 5.5k | 500.39 |
|
| Broadcom (AVGO) | 0.9 | $2.7M | +9% | 7.2k | 377.75 |
|
| Home Depot (HD) | 0.8 | $2.7M | -23% | 7.6k | 352.69 |
|
| Palo Alto Networks (PANW) | 0.8 | $2.6M | 7.6k | 341.02 |
|
|
| Intuitive Surgical (ISRG) | 0.8 | $2.5M | +6% | 6.3k | 397.68 |
|
| Visa (V) | 0.8 | $2.5M | -6% | 7.1k | 343.08 |
|
| International Business Machines (IBM) | 0.8 | $2.4M | +5% | 8.5k | 281.21 |
|
| Morgan Stanley (MS) | 0.7 | $2.4M | +3% | 11k | 209.04 |
|
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.7 | $2.2M | +42% | 3.3k | 655.94 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.2M | -8% | 16k | 136.72 |
|
| iShares S&P MidCap 400 Index (IJH) | 0.6 | $2.0M | -2% | 26k | 77.11 |
|
| Procter & Gamble Company (PG) | 0.6 | $2.0M | +6% | 13k | 146.64 |
|
| Merck & Co (MRK) | 0.6 | $1.9M | -3% | 15k | 128.50 |
|
| Lowe's Companies (LOW) | 0.6 | $1.9M | -10% | 8.5k | 220.49 |
|
| Abbvie (ABBV) | 0.6 | $1.9M | +10% | 7.4k | 251.63 |
|
| Coca-Cola Company (KO) | 0.6 | $1.8M | 22k | 81.27 |
|
|
| Palantir Technologies (PLTR) | 0.6 | $1.7M | 15k | 116.67 |
|
|
| Texas Instruments Incorporated (TXN) | 0.5 | $1.7M | 5.7k | 298.07 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $1.7M | 6.1k | 270.31 |
|
|
| iShares S&P SmallCap 600 Index (IJR) | 0.5 | $1.7M | -2% | 11k | 148.32 |
|
| Capital Group U S Multi Sec Etf (CGMS) | 0.5 | $1.6M | 60k | 27.33 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.5 | $1.6M | -2% | 3.4k | 477.55 |
|
| Waste Management (WM) | 0.5 | $1.6M | +7% | 7.2k | 222.89 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.6M | 14k | 113.26 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $1.5M | +4% | 6.1k | 253.96 |
|
| American Express Company (AXP) | 0.5 | $1.5M | +57% | 4.5k | 338.26 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.5M | -7% | 2.6k | 580.91 |
|
| Constellation Energy (CEG) | 0.5 | $1.5M | +12% | 6.1k | 248.37 |
|
| U.S. Bancorp (USB) | 0.5 | $1.5M | -3% | 24k | 60.40 |
|
| Capital Group Core Plus Inco (CGCP) | 0.5 | $1.5M | +11% | 66k | 22.29 |
|
| Nucor Corporation (NUE) | 0.5 | $1.4M | +4% | 6.4k | 222.76 |
|
| Verizon Communications (VZ) | 0.5 | $1.4M | +6% | 34k | 42.34 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.4M | +11% | 1.2k | 1199.65 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.3M | +2% | 8.7k | 146.55 |
|
| Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf (WDIV) | 0.4 | $1.3M | +7% | 16k | 79.91 |
|
| Putnam Focused Large Cap Value Etf (PVAL) | 0.4 | $1.3M | +119% | 25k | 50.95 |
|
| Emerson Electric (EMR) | 0.4 | $1.3M | +4% | 8.7k | 143.15 |
|
| Avista Corporation (AVA) | 0.4 | $1.2M | -11% | 30k | 40.91 |
|
| Starbucks Corporation (SBUX) | 0.4 | $1.2M | -3% | 12k | 102.19 |
|
| Trane Technologies (TT) | 0.4 | $1.2M | +12% | 2.4k | 491.23 |
|
| Medtronic (MDT) | 0.4 | $1.2M | -10% | 15k | 78.23 |
|
| Industrial SPDR (XLI) | 0.4 | $1.2M | +66% | 6.4k | 185.23 |
|
| UnitedHealth (UNH) | 0.4 | $1.1M | +2% | 2.7k | 415.61 |
|
| FedEx Corporation (FDX) | 0.4 | $1.1M | -7% | 3.6k | 313.12 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.4 | $1.1M | +2% | 16k | 71.25 |
|
| Financial Select Sector SPDR (XLF) | 0.3 | $1.1M | +33% | 20k | 53.61 |
|
| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $1.1M | -4% | 6.7k | 158.03 |
|
| Metropcs Communications (TMUS) | 0.3 | $1.1M | -9% | 6.3k | 167.74 |
|
| Uber Technologies (UBER) | 0.3 | $1.0M | +5% | 15k | 72.16 |
|
| Fidelity Covington Trust (FENI) | 0.3 | $1.0M | +13% | 26k | 40.13 |
|
| O'reilly Automotive (ORLY) | 0.3 | $1.0M | +7% | 11k | 92.09 |
|
| Southern Company (SO) | 0.3 | $996k | 10k | 95.71 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $991k | -9% | 8.4k | 117.67 |
|
| Rbb Fund Trust (FEGE) | 0.3 | $983k | +17% | 20k | 48.92 |
|
| Union Pacific Corporation (UNP) | 0.3 | $977k | -2% | 3.6k | 271.99 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $965k | 10k | 96.58 |
|
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.3 | $959k | 19k | 50.57 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $959k | 1.3k | 763.14 |
|
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.3 | $952k | -2% | 5.3k | 178.61 |
|
| Asml Holding (ASML) | 0.3 | $921k | +14% | 463.00 | 1989.44 |
|
| Linde (LIN) | 0.3 | $915k | 1.8k | 519.03 |
|
|
| L3harris Technologies (LHX) | 0.3 | $912k | +2% | 3.1k | 290.59 |
|
| Ishares Inc core msci emkt (IEMG) | 0.3 | $910k | 11k | 82.84 |
|
|
| iShares Russell 2000 Index (IWM) | 0.3 | $905k | -5% | 3.0k | 300.45 |
|
| Spdr Gold Minishares Trust (GLDM) | 0.3 | $903k | +112% | 11k | 79.42 |
|
| Abbott Laboratories (ABT) | 0.3 | $858k | -9% | 9.5k | 90.74 |
|
| Tesla Motors (TSLA) | 0.3 | $854k | +3% | 2.0k | 420.60 |
|
| Capital Group Core Equity Et (CGUS) | 0.3 | $824k | +31% | 19k | 44.48 |
|
| Danaher Corporation (DHR) | 0.3 | $817k | +7% | 4.3k | 190.47 |
|
| Capital Group Equity Etf Tr (CGMM) | 0.3 | $817k | +16% | 25k | 32.97 |
|
| Illinois Tool Works (ITW) | 0.3 | $809k | 3.0k | 270.44 |
|
|
| Blackrock (BLK) | 0.3 | $802k | 834.00 | 961.44 |
|
|
| Utilities SPDR (XLU) | 0.3 | $794k | +39% | 18k | 45.34 |
|
| TJX Companies (TJX) | 0.2 | $772k | +2% | 5.1k | 151.51 |
|
| Space X (SPCX) | 0.2 | $731k | NEW | 4.3k | 170.86 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $727k | +2% | 1.4k | 509.34 |
|
| Qualcomm (QCOM) | 0.2 | $708k | +2% | 3.8k | 184.79 |
|
| D.R. Horton (DHI) | 0.2 | $690k | +11% | 4.2k | 162.88 |
|
| Rockwell Automation (ROK) | 0.2 | $683k | 1.4k | 494.95 |
|
|
| Honeywell International (HON) | 0.2 | $679k | NEW | 3.0k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.2 | $670k | NEW | 3.0k | 221.08 |
|
| Air Products & Chemicals (APD) | 0.2 | $658k | -11% | 2.2k | 293.20 |
|
| Marvell Technology (MRVL) | 0.2 | $647k | 2.2k | 297.89 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.2 | $636k | 5.4k | 117.50 |
|
|
| Vanguard Mid-Cap Value ETF (VOE) | 0.2 | $624k | +6% | 3.2k | 197.60 |
|
| Walt Disney Company (DIS) | 0.2 | $617k | +4% | 6.4k | 96.25 |
|
| MasterCard Incorporated (MA) | 0.2 | $565k | 1.1k | 513.45 |
|
|
| Capital Group Core Balanced (CGBL) | 0.2 | $560k | +4% | 15k | 37.96 |
|
| Leidos Holdings (LDOS) | 0.2 | $559k | -3% | 5.4k | 102.96 |
|
| iShares S&P 500 Growth Index (IVW) | 0.2 | $556k | 4.0k | 137.53 |
|
|
| Pimco Total Return Etf totl (BOND) | 0.2 | $546k | 5.9k | 92.22 |
|
|
| Capital Grp Fixed Incm Etf T (CGSM) | 0.2 | $539k | 20k | 26.39 |
|
|
| United Rentals (URI) | 0.2 | $536k | +2% | 473.00 | 1132.89 |
|
| Goldman Sachs Etf Tr equal weig (GSEW) | 0.2 | $526k | 5.6k | 94.42 |
|
|
| Tractor Supply Company (TSCO) | 0.2 | $511k | -3% | 16k | 31.61 |
|
| salesforce (CRM) | 0.2 | $507k | +12% | 3.2k | 156.66 |
|
| Dutch Bros (BROS) | 0.2 | $507k | -5% | 7.1k | 71.81 |
|
| AFLAC Incorporated (AFL) | 0.2 | $496k | -9% | 4.2k | 117.25 |
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $495k | +37% | 948.00 | 522.39 |
|
| Proshares Tr (SPXU) | 0.2 | $482k | +44% | 13k | 37.07 |
|
| Vanguard Mid-Cap ETF (VO) | 0.2 | $482k | +274% | 6.0k | 80.57 |
|
| Kinder Morgan (KMI) | 0.1 | $452k | -5% | 14k | 31.97 |
|
| Lam Research (LRCX) | 0.1 | $446k | -8% | 1.0k | 433.33 |
|
| Nike (NKE) | 0.1 | $440k | 11k | 41.05 |
|
|
| iShares S&P 500 Index (IVV) | 0.1 | $431k | +3% | 576.00 | 748.89 |
|
| Paccar (PCAR) | 0.1 | $428k | -2% | 3.6k | 120.14 |
|
| Dimensional Etf Trust (DFAE) | 0.1 | $414k | 10k | 40.21 |
|
|
| ConocoPhillips (COP) | 0.1 | $413k | -5% | 4.0k | 103.97 |
|
| Amgen (AMGN) | 0.1 | $411k | 1.1k | 362.19 |
|
|
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $409k | +11% | 3.9k | 103.88 |
|
| Enovix Corp (ENVX) | 0.1 | $408k | 67k | 6.07 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $404k | 3.8k | 107.62 |
|
|
| Qnity Electronics (Q) | 0.1 | $399k | NEW | 2.4k | 163.31 |
|
| Prudential Financial (PRU) | 0.1 | $396k | +7% | 3.7k | 107.93 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $386k | 2.4k | 164.27 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $386k | -10% | 4.6k | 83.58 |
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $386k | 1.6k | 236.62 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $382k | -26% | 6.7k | 56.98 |
|
| Netflix (NFLX) | 0.1 | $375k | -38% | 5.3k | 71.40 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $369k | +17% | 6.4k | 57.62 |
|
| Dimensional Etf Trust (DFAS) | 0.1 | $364k | 4.4k | 82.34 |
|
|
| Capital Group Intl Focus Eqt (CGXU) | 0.1 | $360k | 10k | 34.62 |
|
|
| Phillips 66 (PSX) | 0.1 | $346k | 2.0k | 169.03 |
|
|
| Capital Group Dividend Growe (CGDG) | 0.1 | $341k | +10% | 9.1k | 37.51 |
|
| Paychex (PAYX) | 0.1 | $331k | -15% | 3.4k | 98.33 |
|
| Target Corporation (TGT) | 0.1 | $323k | -9% | 2.5k | 130.61 |
|
| Republic Services (RSG) | 0.1 | $317k | 1.5k | 213.09 |
|
|
| Goldman Sachs (GS) | 0.1 | $316k | +6% | 312.00 | 1011.37 |
|
| Prologis (PLD) | 0.1 | $311k | +9% | 2.3k | 135.44 |
|
| Proshares Tr S&p 500 Aristo (NOBL) | 0.1 | $304k | +100% | 5.4k | 56.16 |
|
| Xylem (XYL) | 0.1 | $301k | -5% | 2.6k | 118.21 |
|
| Grayscale Bitcoin Ord (GBTC) | 0.1 | $299k | -8% | 6.6k | 45.52 |
|
| Sprott Fds Tr (COPJ) | 0.1 | $290k | -24% | 7.3k | 39.60 |
|
| Eos Energy Enterprises Inc Com Cl A (EOSE) | 0.1 | $288k | 49k | 5.88 |
|
|
| Energy Select Sector SPDR (XLE) | 0.1 | $288k | +24% | 5.4k | 53.11 |
|
| Pepsi (PEP) | 0.1 | $283k | +7% | 2.1k | 135.42 |
|
| Legg Mason Etf Equity Tr int lw vty hgh (LVHI) | 0.1 | $283k | NEW | 7.0k | 40.58 |
|
| Accenture (ACN) | 0.1 | $279k | -3% | 2.2k | 124.47 |
|
| Fedex Fght Hldg (FDXF) | 0.1 | $274k | NEW | 1.8k | 150.99 |
|
| Glacier Ban (GBCI) | 0.1 | $265k | NEW | 5.1k | 51.58 |
|
| Dimensional Etf Trust (DFIV) | 0.1 | $263k | 4.9k | 54.02 |
|
|
| Uscf Etf Tr summerhaven k1 (SDCI) | 0.1 | $262k | -7% | 9.9k | 26.44 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $261k | -20% | 780.00 | 334.82 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $259k | 700.00 | 369.80 |
|
|
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $255k | 3.3k | 77.91 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.1 | $253k | 1.1k | 227.06 |
|
|
| First Trust Value Line Dividend Indx Fnd (FVD) | 0.1 | $252k | -3% | 5.2k | 48.18 |
|
| Boeing Company (BA) | 0.1 | $247k | +77% | 1.1k | 216.47 |
|
| Vici Pptys (VICI) | 0.1 | $245k | +7% | 9.2k | 26.55 |
|
| Capital Group Fixed Income E (CGMU) | 0.1 | $245k | 8.9k | 27.47 |
|
|
| Dick's Sporting Goods (DKS) | 0.1 | $244k | NEW | 1.1k | 226.90 |
|
| Eaton (ETN) | 0.1 | $244k | NEW | 572.00 | 426.12 |
|
| Servicenow (NOW) | 0.1 | $243k | NEW | 2.4k | 99.28 |
|
| Wabtec Corporation (WAB) | 0.1 | $241k | 894.00 | 269.60 |
|
|
| Realty Income (O) | 0.1 | $234k | -8% | 3.8k | 61.96 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $231k | 1.6k | 147.73 |
|
|
| Dover Corporation (DOV) | 0.1 | $224k | 1.0k | 224.28 |
|
|
| Rbb Fund Trust (FEOE) | 0.1 | $218k | 4.1k | 53.40 |
|
|
| Equinix (EQIX) | 0.1 | $214k | 205.00 | 1042.39 |
|
|
| Devon Energy Corporation (DVN) | 0.1 | $212k | -15% | 5.1k | 41.32 |
|
| Goldman Sachs Etf Tr (GPIX) | 0.1 | $212k | 3.8k | 55.57 |
|
|
| Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL) | 0.1 | $210k | +3% | 3.1k | 68.54 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $208k | -3% | 3.5k | 59.69 |
|
| BlackRock MuniHoldings Fund (MHD) | 0.1 | $208k | 18k | 11.90 |
|
|
| Entrepreneurshares Series Tr (XOVR) | 0.1 | $205k | NEW | 9.7k | 21.05 |
|
| Stag Industrial (STAG) | 0.1 | $203k | -17% | 5.3k | 38.06 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $197k | 2.0k | 98.98 |
|
|
| Invesco Exchange Traded Fd T rusel mdcp gwt (XMMO) | 0.1 | $185k | 1.1k | 170.14 |
|
|
| Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ) | 0.1 | $181k | 1.6k | 112.88 |
|
|
| Deere & Company (DE) | 0.1 | $180k | 284.00 | 634.33 |
|
|
| Allstate Corporation (ALL) | 0.1 | $173k | NEW | 725.00 | 237.94 |
|
| Intel Corporation (INTC) | 0.1 | $171k | 1.2k | 139.63 |
|
|
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $171k | -31% | 4.9k | 34.81 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $170k | 2.1k | 82.11 |
|
|
| United Parcel Service (UPS) | 0.1 | $169k | +7% | 1.6k | 107.50 |
|
| Schwab U S Small Cap ETF (SCHA) | 0.1 | $164k | 4.5k | 36.13 |
|
|
| iShares Lehman Short Treasury Bond (SHV) | 0.1 | $160k | 1.5k | 110.35 |
|
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $157k | -6% | 514.00 | 306.10 |
|
| Cummins (CMI) | 0.0 | $157k | 220.00 | 713.21 |
|
|
| Duke Energy (DUK) | 0.0 | $154k | -14% | 1.2k | 126.58 |
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $141k | 3.8k | 36.87 |
|
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $134k | -30% | 4.0k | 33.84 |
|
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $132k | -2% | 360.00 | 365.70 |
|
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $130k | 1.4k | 93.39 |
|
|
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $128k | 2.3k | 56.48 |
|
|
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $127k | 960.00 | 132.24 |
|
|
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $126k | 1.0k | 121.42 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $117k | 331.00 | 354.24 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $111k | 1.2k | 92.27 |
|
|
| At&t (T) | 0.0 | $111k | 5.4k | 20.70 |
|
|
| Ishares Inc msci emrg chn (EMXC) | 0.0 | $110k | 1.1k | 102.26 |
|
|
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.0 | $105k | 1.2k | 90.10 |
|
|
| Invesco Exchange Traded Fd T rusel 2000 val (XSVM) | 0.0 | $104k | 1.5k | 69.59 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $104k | +4% | 464.00 | 223.95 |
|
| Vanguard Value ETF (VTV) | 0.0 | $103k | -5% | 474.00 | 217.93 |
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $103k | 3.5k | 29.43 |
|
|
| Franklin Templeton Etf Tr liberty inter (FLMI) | 0.0 | $101k | NEW | 4.0k | 25.17 |
|
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $95k | 1.4k | 68.68 |
|
|
| Goldman Sachs Etf Tr (GCAL) | 0.0 | $90k | +16% | 1.8k | 51.20 |
|
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $84k | -21% | 854.00 | 98.20 |
|
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $81k | +400% | 925.00 | 87.91 |
|
| Ford Motor Company (F) | 0.0 | $81k | -19% | 5.8k | 13.90 |
|
| J P Morgan Exchange-traded F (JAVA) | 0.0 | $81k | 1.0k | 79.41 |
|
|
| iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.0 | $78k | +10% | 1.4k | 57.64 |
|
| Pgim Etf Tr (PAAA) | 0.0 | $77k | +200% | 1.5k | 51.27 |
|
| Vanguard Large-Cap ETF (VV) | 0.0 | $76k | -37% | 220.00 | 343.91 |
|
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $63k | 2.6k | 24.14 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.0 | $62k | 379.00 | 164.60 |
|
|
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $61k | 375.00 | 163.45 |
|
|
| Technology SPDR (XLK) | 0.0 | $59k | 312.00 | 190.52 |
|
|
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $58k | 400.00 | 144.48 |
|
|
| Vanguard Growth ETF (VUG) | 0.0 | $57k | +443% | 658.00 | 86.14 |
|
| General Motors Company (GM) | 0.0 | $55k | 715.00 | 77.08 |
|
|
| Franklin Templeton Etf Tr cmn (FLQM) | 0.0 | $55k | 949.00 | 57.89 |
|
|
| J P Morgan Exchange Traded F div rtn em eqt (JPEM) | 0.0 | $53k | 846.00 | 62.78 |
|
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $51k | +542% | 610.00 | 83.07 |
|
| iShares Morningstar Mid Growth Idx (IMCG) | 0.0 | $50k | 510.00 | 98.30 |
|
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $49k | 232.00 | 213.05 |
|
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $47k | 499.00 | 94.57 |
|
|
| Southwest Airlines (LUV) | 0.0 | $43k | 842.00 | 51.42 |
|
|
| Invesco Exch Trd Slf Idx Fd buletshs 2027 (BSJR) | 0.0 | $42k | 1.9k | 22.35 |
|
|
| Invesco Exch Trd Slf Idx Fd invsco blsh 26 (BSJQ) | 0.0 | $41k | 1.8k | 22.96 |
|
|
| Invesco Financial Preferred Et other (PGF) | 0.0 | $40k | +51% | 2.9k | 13.71 |
|
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $40k | 1.3k | 31.10 |
|
|
| Dimensional Etf Trust (DFAI) | 0.0 | $35k | 856.00 | 41.23 |
|
|
| Health Care SPDR (XLV) | 0.0 | $35k | 220.00 | 158.66 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $34k | +300% | 276.00 | 124.17 |
|
| Invesco Exchange Traded Fd Tr etf (PEY) | 0.0 | $34k | 1.5k | 23.18 |
|
|
| Citigroup (C) | 0.0 | $34k | 242.00 | 139.96 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.0 | $33k | 135.00 | 242.43 |
|
|
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $32k | +6% | 385.00 | 82.65 |
|
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $31k | 200.00 | 156.30 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $27k | 186.00 | 146.41 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $26k | -34% | 1.1k | 24.55 |
|
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $25k | 132.00 | 188.09 |
|
|
| American Tower Reit (AMT) | 0.0 | $24k | 145.00 | 163.57 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.0 | $24k | +25% | 78.00 | 303.12 |
|
| Pgim Ultra Short Bd Etf etf/closed end- (PULS) | 0.0 | $22k | 450.00 | 49.55 |
|
|
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $21k | 200.00 | 103.96 |
|
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $18k | 216.00 | 83.75 |
|
|
| Consumer Discretionary SPDR (XLY) | 0.0 | $16k | 140.00 | 117.28 |
|
|
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $15k | 132.00 | 110.15 |
|
|
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $14k | 75.00 | 190.19 |
|
|
| Goldman Sachs Etf Tr (GTOP) | 0.0 | $14k | 284.00 | 49.79 |
|
|
| Philip Morris International (PM) | 0.0 | $14k | 75.00 | 180.91 |
|
|
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $10k | 78.00 | 127.81 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $9.8k | 59.00 | 166.68 |
|
|
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $7.8k | 32.00 | 243.00 |
|
|
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $7.7k | 187.00 | 41.43 |
|
|
| Toyota Motor Corporation (TM) | 0.0 | $7.6k | 45.00 | 168.42 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $6.6k | 86.00 | 76.55 |
|
|
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $6.3k | 77.00 | 82.27 |
|
|
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $5.2k | 77.00 | 67.01 |
|
|
| J P Morgan Exchange Traded F div rtn int eq (JPIN) | 0.0 | $3.8k | 52.00 | 72.31 |
|
|
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $2.2k | 47.00 | 46.81 |
|
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $2.1k | 28.00 | 76.71 |
|
|
| Vanguard Long-Term Bond ETF (BLV) | 0.0 | $2.1k | 31.00 | 68.94 |
|
|
| Vanguard Extended Market ETF (VXF) | 0.0 | $985.000000 | 4.00 | 246.25 |
|
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $883.000000 | 8.00 | 110.38 |
|
Past Filings by Richards, Merrill & Peterson
SEC 13F filings are viewable for Richards, Merrill & Peterson going back to 2025
- Richards, Merrill & Peterson 2026 Q2 filed July 16, 2026
- Richards, Merrill & Peterson 2026 Q1 filed April 17, 2026
- 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