Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Richardson Financial Services

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

Top 5 stock holdings are SPLG, AAPL, VUG, VTV, NVDA, and represent 20.42% of Richardson Financial Services's stock portfolio.
Added to shares of these 10 stocks: IVV, SPLG, HYG, SPSM, SPDW, JNK, AAPL, META, CERY, SPEM.
Started 47 new stock positions in MCRI, WELL, EQIX, PSX, JIG, VST, MDT, CAH, WBD, APD.
Reduced shares in these 10 stocks: SPAB, , RWR, SPLB, UNH, SPGI, TOTL, RWX, GLD, GLDM.
Sold out of its positions in ABBNY, AES, AAGIY, ANF, ADDYY, AFRM, AIQUY, EADSY, ATI, ALNY.
Richardson Financial Services was a net buyer of stock by $3.6M.
Richardson Financial Services has $162M in assets under management (AUM), dropping by 8.61%.
Central Index Key (CIK): 0002012303

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Richardson Financial Services

Richardson Financial Services holds 513 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Richardson Financial Services has 513 total positions. Only the first 250 positions are shown.

Sign up to view all of the Richardson Financial Services Sept. 30, 2025 positions
Download the Richardson Financial Services September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf - Equity (SPLG)	5.1	$8.2M	+12%	105k	78.34	View chart
Apple Common Stocks (AAPL)	4.3	$7.0M	+5%	27k	254.63	View chart
Vanguard Growth ETF Exchange Traded Fund (VUG)	4.2	$6.8M		14k	479.61	View chart
Vanguard Value ETF Exchange Traded Fund (VTV)	4.0	$6.5M		35k	186.49	View chart
NVIDIA Corp Common Stock (NVDA)	2.8	$4.6M		25k	186.58	View chart
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)	2.1	$3.4M	+19%	79k	42.79	View chart
Microsoft Corporation Common Stocks (MSFT)	2.1	$3.4M	+5%	6.5k	517.95	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	2.0	$3.3M		5.4k	612.36	View chart
SPDR Portfolio Emerging Markets ETF Exchange Traded Fund (SPEM)	1.9	$3.0M	+7%	65k	46.81	View chart
Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)	1.9	$3.0M	+25%	37k	81.19	View chart
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)	1.7	$2.7M		40k	68.12	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	1.7	$2.7M		45k	59.92	View chart
Alphabet Inc A Common Stocks (GOOGL)	1.6	$2.6M	+6%	11k	243.10	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	1.6	$2.6M		39k	65.92	View chart
Amazon.com Common Stocks (AMZN)	1.2	$2.0M	+5%	9.2k	219.57	View chart
Vanguard Small-Cap Growth ETF Exchange Traded Fund (VBK)	1.2	$2.0M		6.7k	297.62	View chart
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)	1.2	$1.9M	+48%	40k	46.32	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	1.1	$1.8M	+546%	2.7k	669.30	View chart
JPMorgan Chase & Co Common Stock (JPM)	1.0	$1.6M	+3%	5.2k	315.43	View chart
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)	1.0	$1.6M		7.4k	208.71	View chart
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.9	$1.5M	+3%	2.2k	666.18	View chart
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG)	0.9	$1.5M	+2%	34k	43.30	View chart
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC)	0.9	$1.4M		20k	73.43	View chart
Mastercard Inc A Common Stocks (MA)	0.8	$1.4M		2.4k	568.81	View chart
Visa Inc Cl A Common Stocks (V)	0.8	$1.3M	-8%	3.9k	341.39	View chart
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	0.8	$1.3M		4.9k	254.28	View chart
Home Depot Common Stocks (HD)	0.7	$1.2M	+4%	3.0k	405.19	View chart
Tesla Common Stocks (TSLA)	0.7	$1.2M	+3%	2.7k	444.71	View chart
T-mobile Us Common Stocks (TMUS)	0.7	$1.2M		4.9k	239.38	View chart
Meta Platforms Inc A Common Stocks (META)	0.7	$1.2M	+37%	1.6k	734.38	View chart
SPDR Blmbg High Yield Bd ETF Exchange Traded Fund (JNK)	0.7	$1.1M	+61%	11k	98.00	View chart
SPDR Portfolio S&P 400 Mid Cap ETF Exchange Traded Fund (SPMD)	0.7	$1.1M	-2%	19k	57.19	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	0.6	$1.0M		21k	50.07	View chart
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)	0.6	$1.0M	+11%	2.6k	402.42	View chart
Cintas Corp Common Stocks (CTAS)	0.6	$1.0M		5.0k	205.26	View chart
Mcdonalds Corp Common Stocks (MCD)	0.6	$1.0M	+3%	3.3k	303.90	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.6	$994k		18k	54.19	View chart
Communication Svcs Select Sector Spdr Etf - Equity (XLC)	0.6	$993k	-5%	8.4k	118.37	View chart
Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)	0.6	$984k	+2%	7.1k	139.17	View chart
Broadcom Common Stocks (AVGO)	0.6	$982k	+8%	3.0k	329.91	View chart
Costco Wholesale Corp Common Stocks (COST)	0.6	$980k		1.1k	925.63	View chart
Ishares Core Total Usd Bd Mkt Etf Etf - Fixed Income (IUSB)	0.6	$955k	+5%	20k	46.71	View chart
Cons Stpls Sel Spdr Etf Etf - Equity (XLP)	0.6	$933k	+6%	12k	78.37	View chart
SPDR Blackstone Senior Loan ETF Exchange Traded Fund (SRLN)	0.6	$915k		22k	41.58	View chart
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)	0.6	$905k	+17%	7.5k	120.66	View chart
Trane Technologies Foreign Common Stocks (TT)	0.5	$864k	-4%	2.0k	421.96	View chart
SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF Exchange Traded Fund (CERY)	0.5	$849k	+33%	30k	28.66	View chart
Walmart Common Stocks (WMT)	0.5	$848k	+3%	8.2k	103.06	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.5	$794k		8.7k	91.41	View chart
Ishares Jpmorgan Usd Emerg Markets Bond Etf - Fixed Income (EMB)	0.5	$790k		8.3k	95.19	View chart
SPDR S&P International Small Cap ETF Exchange Traded Fund (GWX)	0.5	$784k	-5%	20k	40.18	View chart
Parker Hannifin Corp Common Stocks (PH)	0.5	$745k		982.00	758.15	View chart
Synopsys Common Stocks (SNPS)	0.5	$728k		1.5k	493.39	View chart
Tjx Cos Common Stocks (TJX)	0.4	$719k	-3%	5.0k	144.54	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.4	$718k	+2%	1.5k	485.00	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.4	$708k		2.2k	328.17	View chart
Intuitive Surgical Common Stocks (ISRG)	0.4	$678k		1.5k	447.23	View chart
Nextera Energy Common Stocks (NEE)	0.4	$639k		8.5k	75.50	View chart
Advanced Micro Devices Common Stock (AMD)	0.4	$637k		3.9k	161.80	View chart
Linde Foreign Common Stocks (LIN)	0.4	$635k	+4%	1.3k	475.00	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.4	$633k		8.5k	74.37	View chart
Vngrd Mega Cap Val Etf Etf - Equity (MGV)	0.4	$632k	+2%	4.6k	137.74	View chart
Oracle Corp Common Stocks (ORCL)	0.4	$631k		2.2k	281.24	View chart
Pimco 0-5y H/y Corp Etf Etf - Fixed Income (HYS)	0.4	$615k		6.9k	89.75	View chart
Vanguard FTSE All-Wld ex-US SmCp ETF Exchange Traded Fund (VSS)	0.4	$613k		4.3k	142.57	View chart
Adobe Common Stocks (ADBE)	0.4	$613k	-3%	1.7k	352.75	View chart
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)	0.4	$610k		12k	49.46	View chart
SPDR Portfolio Long Term Treasury ETF Exchange Traded Fund (SPTL)	0.4	$604k	-19%	22k	26.95	View chart
Amer Water Works Company Common Stocks (AWK)	0.4	$601k	-2%	4.3k	139.19	View chart
Exxon Mobil Corp Common Stocks (XOM)	0.4	$598k	-2%	5.3k	112.75	View chart
Ishs Russ 2000 Indx Etf Etf - Equity (IWM)	0.4	$595k	+3%	2.5k	241.96	View chart
Ishares Core S&p Mid Cap Etf Etf - Equity (IJH)	0.4	$592k		9.1k	65.26	View chart
Capital One Finl Corp Common Stocks (COF)	0.4	$584k	-4%	2.7k	212.58	View chart
Northrop Grumman Corp Common Stocks (NOC)	0.4	$578k	-2%	948.00	609.32	View chart
Eog Resources Common Stocks (EOG)	0.3	$544k	-3%	4.9k	112.12	View chart
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)	0.3	$541k		5.7k	95.14	View chart
Palo Alto Networks Common Stocks (PANW)	0.3	$540k		2.7k	203.54	View chart
SPDR Gold Shares Exchange Traded Fund (GLD)	0.3	$537k	-30%	1.5k	355.50	View chart
iShares MSCI EAFE Min Vol Factor ETF Exchange Traded Fund (EFAV)	0.3	$501k		5.9k	84.83	View chart
Ishs Core Msci Eafe Etf Etf - Equity (IEFA)	0.3	$501k	+4%	5.7k	87.31	View chart
Jpm Betabldr Cda Etf Etf - Equity (BBCA)	0.3	$501k		5.7k	87.22	View chart
Cme Group Inc Cl A Common Stocks (CME)	0.3	$496k	-5%	1.8k	270.19	View chart
Nxp Semiconductors Nv Foreign Common Stocks (NXPI)	0.3	$492k	-3%	2.2k	227.73	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	0.3	$487k	-2%	6.6k	73.47	View chart
Berkshire Hathaway Inc B Common Stock (BRK.B)	0.3	$483k	-4%	961.00	502.74	View chart
Jpmorgan Global Select Equity Etf Etf - Equity (JGLO)	0.3	$462k	-27%	6.8k	67.77	View chart
Salesforce Common Stocks (CRM)	0.3	$452k		1.9k	237.00	View chart
Vngrd Us R/est Idx Etf Etf - Equity (VNQI)	0.3	$447k		9.4k	47.73	View chart
Netflix Common Stocks (NFLX)	0.3	$429k	+2%	358.00	1199.00	View chart
SPDR Nuveen ICE Municipal Bond ETF Exchange Traded Fund (TFI)	0.3	$423k	+2%	9.3k	45.57	View chart
Jpm Betabldr Intl Eq Etf Etf - Equity (BBIN)	0.3	$411k	+37%	5.9k	70.13	View chart
Williams Cos Inc Del Common Stocks (WMB)	0.3	$411k	+3%	6.5k	63.35	View chart
iShares Treasury Floating Rate Bond ETF Exchange Traded Fund (TFLO)	0.3	$410k		8.1k	50.59	View chart
Vanguard Wellesley Income Admiral Mutual Fund (VWIAX)	0.2	$399k		6.3k	63.63	View chart
SPDR SSgA Ultra Short Term Bond ETF Exchange Traded Fund (ULST)	0.2	$392k		9.6k	40.69	View chart
Ishares Russell Mid Cap Etf Etf - Equity (IWR)	0.2	$391k	+25%	4.1k	96.55	View chart
Intl Business Machs Corp Common Stocks (IBM)	0.2	$388k	+11%	1.4k	282.16	View chart
Abbvie Common Stocks (ABBV)	0.2	$383k	+9%	1.7k	231.54	View chart
Zoetis Common Stocks (ZTS)	0.2	$375k		2.6k	146.32	View chart
Bank of America Corporation Common Stock (BAC)	0.2	$374k	+7%	7.2k	51.59	View chart
Vertex Pharms Common Stocks (VRTX)	0.2	$369k	-7%	942.00	391.64	View chart
Philip Morris International Common Stocks (PM)	0.2	$368k	+13%	2.3k	162.20	View chart
Chevron Corp Common Stock (CVX)	0.2	$365k	+6%	2.4k	155.29	View chart
Eli Lilly & Co Common Stocks (LLY)	0.2	$362k	+16%	474.00	763.00	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$357k	+10%	2.9k	123.75	View chart
Fifth Third Bancorp Common Stock (FITB)	0.2	$356k	+5%	8.0k	44.55	View chart
Vngrd Mdcp Val Etf Etf - Equity (VOE)	0.2	$354k	+4%	2.0k	174.58	View chart
Spdr Aggregate Bond Etf Etf - Fixed Income (SPAB)	0.2	$352k	-73%	14k	25.85	View chart
At&t Common Stocks (T)	0.2	$343k	+4%	12k	28.24	View chart
SPDR Blmbg 1-3 Mth T-Bill ETF Exchange Traded Fund (BIL)	0.2	$341k	+142%	3.7k	91.75	View chart
Entergy Corp Common Stocks (ETR)	0.2	$333k	-2%	3.6k	93.18	View chart
Vanguard Extended Market ETF Exchange Traded Fund (VXF)	0.2	$332k	-5%	1.6k	209.33	View chart
VanEck High Yield Muni ETF Exchange Traded Fund (HYD)	0.2	$326k		6.4k	50.90	View chart
Ishs Brd Usd H/y Crp Etf Etf - Fixed Income (USHY)	0.2	$322k		8.5k	37.77	View chart
SPDR Bloomberg EM USD Bd ETF Exchange Traded Fund (EMHC)	0.2	$321k	-2%	13k	25.17	View chart
Pepsico Common Stocks (PEP)	0.2	$319k	-25%	2.3k	140.50	View chart
Verizon Communications Common Stocks (VZ)	0.2	$317k	+4%	7.2k	43.95	View chart
Vngrd Mdcp Grw Etf Etf - Equity (VOT)	0.2	$316k	-5%	1.1k	293.79	View chart
Procter & Gamble Common Stock (PG)	0.2	$314k	+6%	2.0k	153.65	View chart
SPDR Portfolio Intmdt Term Trs ETF Exchange Traded Fund (SPTI)	0.2	$311k		11k	28.90	View chart
Altria Group Common Stocks (MO)	0.2	$310k		4.7k	66.00	View chart
Roper Technologies Common Stocks (ROP)	0.2	$309k		620.00	498.69	View chart
Kla Corp Common Stocks (KLAC)	0.2	$299k		277.00	1078.55	View chart
Hca Healthcare Common Stocks (HCA)	0.2	$296k		695.00	426.20	View chart
Coca Cola Company Common Stocks (KO)	0.2	$278k	+9%	4.2k	66.32	View chart
iShares iBoxx $ Invmt Grade Corp Bd ETF Exchange Traded Fund (LQD)	0.2	$265k	-6%	2.4k	111.47	View chart
Chubb Foreign Common Stocks (CB)	0.2	$259k	+7%	917.00	282.25	View chart
Schwab US TIPS ETF Exchange Traded Fund (SCHP)	0.2	$256k		9.5k	26.95	View chart
Amer Elec Pwr Common Stocks (AEP)	0.2	$253k	-2%	2.2k	112.50	View chart
Intl Paper Company Common Stocks (IP)	0.2	$248k	-2%	5.3k	46.40	View chart
O Reilly Automotive Common Stocks (ORLY)	0.2	$247k	-10%	2.3k	107.81	View chart
Cincinnati Finl Corp Common Stocks (CINF)	0.1	$241k	-5%	1.5k	158.10	View chart
US Bancorp Common Stock (USB)	0.1	$231k	-2%	4.8k	48.33	View chart
Vanguard Mortgage-Backed Secs ETF Exchange Traded Fund (VMBS)	0.1	$230k	+3%	4.9k	46.96	View chart
Qorvo Common Stocks (QRVO)	0.1	$229k		2.5k	91.08	View chart
Citizens Financial Group Common Stocks (CFG)	0.1	$229k	-4%	4.3k	53.16	View chart
Spdr Doubl T/ret Tac Etf Etf - Fixed Income (TOTL)	0.1	$222k	-63%	5.5k	40.57	View chart
Citigroup Common Stocks (C)	0.1	$221k	-3%	2.2k	101.50	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	0.1	$219k		2.8k	78.91	View chart
Unitedhealth Group Common Stocks (UNH)	0.1	$217k	-73%	628.00	345.33	View chart
Nisource Common Stocks (NI)	0.1	$215k		5.0k	43.30	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.1	$215k		1.5k	140.95	View chart
Sempra Common Stocks (SRE)	0.1	$214k		2.4k	89.98	View chart
Ft Senior Loan Fd Etf Etf - Fixed Income (FTSL)	0.1	$206k		4.5k	45.84	View chart
Wec Energy Grp Common Stocks (WEC)	0.1	$203k		1.8k	114.57	View chart
Regions Finl Corp Common Stocks (RF)	0.1	$195k	+31%	7.4k	26.37	View chart
Ishs 10 Inv Gr Corp Etf Etf - Fixed Income (IGLB)	0.1	$194k		3.8k	51.54	View chart
Ups Inc B Common Stocks (UPS)	0.1	$192k		2.3k	83.53	View chart
Dte Energy Common Stocks (DTE)	0.1	$192k	-4%	1.4k	141.43	View chart
Nvent Electric Foreign Common Stocks (NVT)	0.1	$185k	+74%	1.9k	98.64	View chart
Value Line Select Growth Fund Mutual Fund (VALSX)	0.1	$185k		5.2k	35.59	View chart
Firstenergy Corp Common Stocks (FE)	0.1	$184k	-4%	4.0k	45.82	View chart
Ishares Us Treasury Bond Etf - Fixed Income (GOVT)	0.1	$180k	+18%	7.8k	23.12	View chart
SPDR Portfolio Interm Term Corp Bd ETF Exchange Traded Fund (SPIB)	0.1	$178k	-44%	5.2k	33.89	View chart
Navigator Tactical Fixed Income I Mutual Fund (NTBIX)	0.1	$178k		18k	9.67	View chart
Metlife Common Stocks (MET)	0.1	$176k	-2%	2.1k	82.37	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.1	$170k	-2%	340.00	499.00	View chart
Asml Holding Nv Foreign Common Stocks (ASML)	0.1	$169k	-2%	175.00	968.09	View chart
Ishs Usd Invt Grd Bd Etf Etf - Fixed Income (USIG)	0.1	$169k	+42%	3.2k	52.22	View chart
Dominion Energy Common Stocks (D)	0.1	$168k	-3%	2.7k	61.17	View chart
Public Service Enter Group Common Stocks (PEG)	0.1	$166k	-6%	2.0k	83.46	View chart
SPDR Blmbg 1-10 Year TIPS ETF Exchange Traded Fund (TIPX)	0.1	$165k	-5%	8.5k	19.29	View chart
Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)	0.1	$165k		2.1k	78.09	View chart
Vanguard Intl Hi Div Yld Idx ETF Exchange Traded Fund (VYMI)	0.1	$164k		1.9k	84.68	View chart
Gilead Sciences Common Stocks (GILD)	0.1	$163k	-2%	1.5k	111.00	View chart
SPDR Nuveen ICE Short Term Muncpl Bd ETF Exchange Traded Fund (SHM)	0.1	$161k		3.3k	48.22	View chart
Cisco Systems Common Stock (CSCO)	0.1	$160k	+43%	2.3k	68.42	View chart
Fidelity Natl Finl Common Stocks (FNF)	0.1	$159k	-4%	2.6k	60.49	View chart
Automatic Data Processing Common Stocks (ADP)	0.1	$157k	+16%	535.00	293.50	View chart
Seagate Tech Hldgs Foreign Common Stocks (STX)	0.1	$152k	-3%	645.00	236.06	View chart
Morgan Stanley Common Stocks (MS)	0.1	$145k	+36%	911.00	158.96	View chart
Eversource Energy Common Stocks (ES)	0.1	$144k		2.0k	71.14	View chart
Ishares Russell Mid Cap Value Etf Etf - Equity (IWS)	0.1	$142k		1.0k	139.67	View chart
SPDR Blmbg Em Mkts Lcl Bd ETF Exchange Traded Fund (EBND)	0.1	$142k	-2%	6.6k	21.36	View chart
Spdr S/t Treasury Etf Etf - Fixed Income (SPTS)	0.1	$140k	+3%	4.8k	29.32	View chart
iShares MSCI Canada ETF Exchange Traded Fund (EWC)	0.1	$140k	-4%	2.8k	50.55	View chart
Csx Corp Common Stocks (CSX)	0.1	$139k		3.9k	35.51	View chart
Invesco National AMT-Free Muni Bd ETF Exchange Traded Fund (PZA)	0.1	$139k		6.0k	23.09	View chart
Airbnb Inc Cl A Common Stocks (ABNB)	0.1	$138k		1.1k	121.42	View chart
Interpublic Group Common Stocks (IPG)	0.1	$137k	+22%	4.9k	27.91	View chart
Stryker Corp Common Stocks (SYK)	0.1	$136k	+158%	367.00	369.66	View chart
Sonoco Products Common Stocks (SON)	0.1	$136k	+43%	3.1k	43.09	View chart
Walt Disney Common Stocks (DIS)	0.1	$135k	+14%	1.2k	114.51	View chart
CRH Foreign Common Stocks (CRH)	0.1	$135k	+65%	1.1k	119.90	View chart
Goldman Sachs Group Common Stocks (GS)	0.1	$135k	+21%	169.00	796.34	View chart
Vanguard Mid Cap Etf Etf - Equity (VO)	0.1	$128k	-11%	437.00	293.74	View chart
iShares National Muni Bond ETF Exchange Traded Fund (MUB)	0.1	$127k		1.2k	106.49	View chart
Pfizer Common Stocks (PFE)	0.1	$126k	+3%	5.0k	25.48	View chart
Xpo Common Stocks (XPO)	0.1	$125k	-7%	965.00	129.27	View chart
Prologis Real Estate Investment (PLD)	0.1	$122k	+38%	1.1k	114.52	View chart
T. Rowe Price Blue Chip Growth I Mutual Fund (TBCIX)	0.1	$121k		556.00	218.35	View chart
SPDR SSGA Fixed Inc Sect Rotation ETF Exchange Traded Fund (FISR)	0.1	$121k	+10%	4.6k	26.05	View chart
General Electric Company Common Stocks (GE)	0.1	$120k	+38%	400.00	300.82	View chart
Unum Group Common Stocks (UNM)	0.1	$120k	-8%	1.5k	77.78	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$120k	+50%	645.00	185.42	View chart
SPDR Dow Jones REIT ETF Exchange Traded Fund (RWR)	0.1	$119k	-85%	1.2k	100.29	View chart
Spdr Barclays Short Term High Yield Bond Etf - Fixed Income (SJNK)	0.1	$119k	+91%	4.6k	25.60	View chart
Exelon Corporation Common Stocks (EXC)	0.1	$117k	-4%	2.6k	45.01	View chart
Ford Motor Common Stocks (F)	0.1	$115k	+13%	9.6k	11.96	View chart
General Mills Common Stocks (GIS)	0.1	$113k	-3%	2.2k	50.42	View chart
Amern Express Common Stocks (AXP)	0.1	$112k	+51%	337.00	332.16	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.1	$110k	+46%	395.00	279.29	View chart
Omnicom Group Common Stocks (OMC)	0.1	$110k	+298%	1.4k	81.53	View chart
Jpmorgan International Growth Etf Etf - Equity (JIG)	0.1	$108k	NEW	1.4k	75.34	View chart
Iron Mountain Real Estate Investment (IRM)	0.1	$108k	+3%	1.1k	101.94	View chart
Jpmorgan International Value Etf Etf - Equity (JIVE)	0.1	$108k	NEW	1.4k	75.40	View chart
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM)	0.1	$107k	-40%	417.00	256.46	View chart
Pultegroup Common Stocks (PHM)	0.1	$106k	+36%	804.00	132.13	View chart
SPDR SSGA US Sector Rotation ETF Exchange Traded Fund (XLSR)	0.1	$103k	-18%	1.7k	59.61	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.1	$103k		1.5k	70.85	View chart
Ishares Msci Emerging Markets As Etf Etf - Equity (EEMA)	0.1	$103k		1.1k	91.75	View chart
Mckesson Corp Common Stocks (MCK)	0.1	$100k	+60%	130.00	772.55	View chart
Anheuser Busch Inbev Foreign Common Stocks (BUD)	0.1	$100k	-7%	1.7k	59.61	View chart
Celestica Foreign Common Stocks (CLS)	0.1	$98k	+19%	397.00	246.38	View chart
Banco Bilbao Vizcaya Foreign Common Stocks (BBVA)	0.1	$97k	+63%	5.0k	19.25	View chart
Ishs Mbs Etf Etf - Fixed Income (MBB)	0.1	$95k		994.00	95.14	View chart
Analog Devices Common Stocks (ADI)	0.1	$94k		383.00	245.50	View chart
Principal Financial Group Common Stocks (PFG)	0.1	$92k	-3%	1.1k	82.91	View chart
Abbott Laboratories Common Stocks (ABT)	0.1	$91k	+16%	677.00	133.94	View chart
Xcel Energy Common Stocks (XEL)	0.1	$88k	-6%	1.1k	80.66	View chart
Jpmorgan Betabuilders Japan Etf Etf - Equity (BBJP)	0.1	$88k		1.3k	66.32	View chart
Cummins Common Stocks (CMI)	0.1	$87k	+49%	205.00	422.37	View chart
Leidos Holdings Common Stocks (LDOS)	0.1	$86k	+49%	456.00	188.96	View chart
Astrazeneca Foreign Common Stocks (AZN)	0.1	$86k	+181%	1.1k	76.72	View chart
Southern Company Common Stocks (SO)	0.1	$86k	+52%	905.00	94.77	View chart
Nike Inc B Common Stocks (NKE)	0.1	$85k	+10%	1.2k	69.73	View chart
Gold Fields Foreign Common Stocks (GFI)	0.1	$83k	+64%	2.0k	41.96	View chart
Wells Fargo & Co Common Stocks (WFC)	0.1	$82k	+48%	982.00	83.82	View chart
Marsh & Mclennan Cos Common Stocks (MMC)	0.1	$82k	-14%	407.00	201.60	View chart
Valero Energy Corp Common Stocks (VLO)	0.1	$82k	+3%	479.00	170.25	View chart
Cigna Corp Common Stocks (CI)	0.1	$81k	+138%	281.00	288.25	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.0	$81k		172.00	468.41	View chart
Columbia Total Return Muncpl Inc A Mutual Fund (COLTX)	0.0	$80k		6.8k	11.67	View chart
Merck & Company Common Stocks (MRK)	0.0	$80k	+6%	948.00	83.89	View chart
Schlumberger Foreign Common Stocks (SLB)	0.0	$79k	+8%	2.3k	34.37	View chart
Sterling Infrastructure Common Stocks (STRL)	0.0	$79k	+22%	233.00	339.68	View chart
Toronto Dominion Bk Foreign Common Stocks (TD)	0.0	$79k	+112%	982.00	79.95	View chart
Novartis Foreign Common Stocks (NVS)	0.0	$78k	+35%	607.00	128.24	View chart
HP Common Stocks (HPQ)	0.0	$77k	+14%	2.8k	27.29	View chart
Caterpillar Common Stocks (CAT)	0.0	$77k	+40%	161.00	477.16	View chart
Nuveen Core Impact Bond R6 Mutual Fund (TSBIX)	0.0	$73k	-10%	8.0k	9.10	View chart
Spdr S&p 500 Growth Etf Etf - Equity (SPYG)	0.0	$73k	+5%	694.00	104.51	View chart
Janus Henderson Group Foreign Common Stocks (JHG)	0.0	$71k	+237%	1.6k	44.51	View chart
Invsc S P 500 Momentum Etf Etf - Equity (SPMO)	0.0	$71k	-57%	586.00	121.06	View chart
Truist Financial Corp Common Stocks (TFC)	0.0	$71k	-8%	1.5k	45.71	View chart
Watsco Inc A Common Stocks (WSO)	0.0	$71k	-5%	175.00	404.31	View chart
Te Connectivity Foreign Common Stocks (TEL)	0.0	$70k	+64%	320.00	219.53	View chart
Ishs Sel Div Etf Etf - Equity (DVY)	0.0	$70k		494.00	142.10	View chart
Amgen Common Stocks (AMGN)	0.0	$70k	+8%	248.00	282.20	View chart
Williams Sonoma Common Stocks (WSM)	0.0	$69k	+25%	355.00	195.46	View chart

Past Filings by Richardson Financial Services

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

Richardson Financial Services 2025 Q3 filed Oct. 28, 2025
Richardson Financial Services 2025 Q2 filed July 25, 2025
Richardson Financial Services 2025 Q1 filed May 6, 2025
Richardson Financial Services 2024 Q4 filed Jan. 24, 2025
Richardson Financial Services 2024 Q3 filed Oct. 24, 2024
Richardson Financial Services 2024 Q2 filed Aug. 12, 2024
Richardson Financial Services 2024 Q1 filed May 3, 2024
Richardson Financial Services 2023 Q4 filed March 4, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z