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Richardson Financial Services

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

Top 5 stock holdings are VUG, VTV, SPLG, AAPL, VOO, and represent 20.25% of Richardson Financial Services's stock portfolio.
Added to shares of these 10 stocks: VEA, VOO, VUG, VTV, VTEB, VWO, VTI, SPY, BND, BNDX.
Started 12 new stock positions in ATEYY, PGR, SDZNY, OWL, DBSDY, APO, MOH, SYIEY, PNC, RELX. CLOI, GEV.
Richardson Financial Services was a net buyer of stock by $18M.
Richardson Financial Services has $156M in assets under management (AUM), dropping by 12.64%.
Central Index Key (CIK): 0002012303

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Portfolio Holdings for Richardson Financial Services

Richardson Financial Services holds 600 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Richardson Financial Services has 600 total positions. Only the first 250 positions are shown.

Sign up to view all of the Richardson Financial Services Sept. 30, 2024 positions
Download the Richardson Financial Services September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth ETF Exchange Traded Fund (VUG)	4.8	$7.5M	+32%	20k	374.02	View chart
Vanguard Value ETF Exchange Traded Fund (VTV)	4.7	$7.4M	+23%	46k	160.41	View chart
SPDR S&P 500 Etf - Equity (SPLG)	4.1	$6.5M		101k	64.00	View chart
Apple Common Stock (AAPL)	3.5	$5.5M		26k	210.60	View chart
Vanguard S&p 500 Etf - Equity (VOO)	3.0	$4.7M	+69%	9.4k	500.13	View chart
Vanguard Ftse Developed Markets Etf - Equity (VEA)	2.8	$4.5M	+101%	90k	49.42	View chart
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)	2.8	$4.4M		126k	35.09	View chart
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)	2.0	$3.1M	+2%	81k	37.67	View chart
NVIDIA Corp Common Stock (NVDA)	1.7	$2.7M		22k	123.54	View chart
Microsoft Corp Common Stock (MSFT)	1.6	$2.6M		5.7k	447.00	View chart
Ishares High Yield Corp Etf - Fixed Income (HYG)	1.5	$2.3M		31k	77.14	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	1.4	$2.3M	+100%	45k	50.11	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	1.4	$2.2M	+2%	42k	53.53	View chart
Spdr S&p 500 Etf Etf - Equity (SPY)	1.3	$2.1M	+30%	3.9k	544.22	View chart
Vanguard Small Cap Growth Etf Etf - Equity (VBK)	1.2	$1.8M		7.4k	250.13	View chart
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)	1.1	$1.7M		30k	56.95	View chart
Amazon.com Common Stock (AMZN)	1.1	$1.6M		8.5k	193.27	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	1.0	$1.6M	+102%	36k	43.76	View chart
Alphabet Inc A Common Stocks (GOOGL)	1.0	$1.6M		8.6k	182.15	View chart
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG)	1.0	$1.5M		36k	42.20	View chart
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC)	0.9	$1.5M	+3%	24k	61.22	View chart
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)	0.9	$1.4M	+2%	33k	41.53	View chart
Vanguard Small Cap Etf Etf - Equity (VB)	0.8	$1.3M	+38%	6.0k	218.07	View chart
iShares Treasury Floating Rate Bond ETF Exchange Traded Fund (TFLO)	0.8	$1.3M	+2%	26k	50.66	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.8	$1.3M	+99%	4.8k	267.52	View chart
Vanguard Small Cap Value Etf Etf - Equity (VBR)	0.8	$1.2M		6.7k	182.52	View chart
UnitedHealth Group Common Stock (UNH)	0.8	$1.2M		2.4k	509.33	View chart
Visa Inc Cl A Common Stocks (V)	0.7	$1.2M		4.4k	262.47	View chart
Cintas Corp Common Stocks (CTAS)	0.7	$1.1M		1.6k	700.27	View chart
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)	0.7	$1.1M		12k	94.27	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.7	$1.1M	+81%	15k	72.05	View chart
Costco Wholesale Corp Common Stock (COST)	0.7	$1.1M		1.3k	850.00	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.7	$1.1M	+4%	5.3k	202.25	View chart
Mastercard Inc A Common Stock (MA)	0.7	$1.1M		2.4k	441.00	View chart
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)	0.7	$1.1M	+65%	22k	48.68	View chart
Ishares Core Total Usd Bd Mkt Etf Etf - Fixed Income (IUSB)	0.7	$1.0M		23k	45.22	View chart
Home Depot Common Stocks (HD)	0.6	$1.0M		2.9k	344.24	View chart
Spdr 400 Mid Cap Etf - Equity (SPMD)	0.6	$1.0M	+2%	20k	51.30	View chart
Spdr Portfolio Lng Trm Treas Etf - Fixed Income (SPTL)	0.6	$996k	+2%	37k	27.22	View chart
Adobe Common Stocks (ADBE)	0.6	$995k		1.8k	555.55	View chart
Tech Sel Sect Spdr Etf Etf - Equity (XLK)	0.6	$969k		4.3k	226.23	View chart
Energy Select Sector Spdr Etf - Equity (XLE)	0.6	$950k		10k	91.15	View chart
Industrial Select Sector Spdr Etf - Equity (XLI)	0.6	$943k		7.7k	121.87	View chart
Synopsys Common Stocks (SNPS)	0.6	$912k		1.5k	595.06	View chart
T-mobile Us Common Stocks (TMUS)	0.6	$879k		5.0k	176.18	View chart
Spdr Blackstone Gso Senior Loan Etf - Fixed Income (SRLN)	0.6	$875k		21k	41.80	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.6	$873k		1.6k	553.00	View chart
Pimco 0-5 Year Hi Yld Corp Bond Idx Etf - Fixed Income (HYS)	0.6	$863k		9.3k	92.70	View chart
ASML Holding NV Common Stock (ASML)	0.5	$809k		791.00	1022.50	View chart
Mcdonalds Corp Common Stocks (MCD)	0.5	$801k		3.1k	254.84	View chart
SPDR SSgA Ultra Short Term Bond ETF Exchange Traded Fund (ULST)	0.5	$779k	+100%	19k	40.47	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	0.5	$776k	+99%	13k	60.31	View chart
Ishares Jpmorgan Usd Emerg Markets Bond Etf - Fixed Income (EMB)	0.5	$763k		8.6k	88.48	View chart
Quanta Services Common Stocks (PWR)	0.5	$757k		3.0k	254.09	View chart
Vanguard Wellesley Income Admiral Mutual Fund (VWIAX)	0.5	$738k	+100%	12k	60.49	View chart
SPDR S&P International Small Cap ETF Exchange Traded Fund (GWX)	0.5	$735k		23k	31.75	View chart
Pepsico Common Stocks (PEP)	0.5	$730k		4.4k	164.93	View chart
Spdr Portfolio Aggregate Bnd Etf - Fixed Income (SPAB)	0.4	$695k	+6%	28k	25.09	View chart
Trane Technologies Foreign Common Stocks (TT)	0.4	$670k		2.0k	328.93	View chart
Walt Disney Common Stocks (DIS)	0.4	$644k		6.5k	99.29	View chart
Nextera Energy Common Stocks (NEE)	0.4	$643k		9.1k	70.81	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.4	$636k		7.6k	83.77	View chart
EOG Resources Common Stock (EOG)	0.4	$624k		5.0k	125.85	View chart
Nxp Semiconductors Nv Foreign Common Stocks (NXPI)	0.4	$619k		2.3k	269.09	View chart
Spdr Doubleline Total Return Tact Etf - Fixed Income (TOTL)	0.4	$617k		16k	39.72	View chart
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)	0.4	$603k	+7%	7.2k	83.96	View chart
Anheuser Busch Inbev Foreign Common Stocks (BUD)	0.4	$603k		10k	58.15	View chart
Walmart Common Stocks (WMT)	0.4	$596k		8.8k	67.71	View chart
Ishares Core S&p Mid Cap Etf Etf - Equity (IJH)	0.4	$588k		10k	58.52	View chart
Amgen Common Stocks (AMGN)	0.4	$587k		1.9k	312.45	View chart
Spdr Barclays 1-3 Month T Bill Etf - Fixed Income (BIL)	0.4	$584k	+6%	6.4k	91.78	View chart
Amer Water Works Company Common Stocks (AWK)	0.4	$575k		4.5k	129.16	View chart
Exxon Mobil Corp Common Stocks (XOM)	0.4	$571k		5.0k	115.12	View chart
Vanguard Ftse All-wld Ex-u.s.smcp Etf - Equity (VSS)	0.4	$554k		4.7k	117.49	View chart
Linde Common Stock (LIN)	0.3	$519k		1.2k	438.80	View chart
Tjx Cos Common Stocks (TJX)	0.3	$501k		4.6k	110.10	View chart
Vaneck Etf Trust High Yield Muni Etf - Fixed Income (HYD)	0.3	$500k	+8%	9.7k	51.66	View chart
Parker Hannifin Corp Common Stocks (PH)	0.3	$498k		984.00	505.80	View chart
Vanguard Mega Cap Growth Etf Etf - Equity (MGK)	0.3	$497k		1.6k	314.21	View chart
American Tower Corporation Common Stocks (AMT)	0.3	$483k		2.5k	194.38	View chart
Vanguard Extended Market ETF Exchange Traded Fund (VXF)	0.3	$481k	+57%	2.9k	168.86	View chart
Jpmorgan Beta Bldrs Canada Etf - Equity (BBCA)	0.3	$479k		7.4k	64.97	View chart
Berkshire Hathaway Inc B Common Stock (BRK.B)	0.3	$474k	+4%	1.2k	406.80	View chart
Zoetis Common Stock (ZTS)	0.3	$473k		2.7k	173.33	View chart
SPDR Gold Shares Exchange Traded Fund (GLD)	0.3	$461k	+3%	2.1k	215.00	View chart
Ishares Core Msci Eafe Etf - Equity (IEFA)	0.3	$458k		6.3k	72.64	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.3	$453k		966.00	468.80	View chart
Salesforce Common Stock (CRM)	0.3	$448k		1.7k	257.11	View chart
Palo Alto Networks Common Stock (PANW)	0.3	$439k		1.3k	339.00	View chart
Tesla Common Stocks (TSLA)	0.3	$433k		2.2k	197.88	View chart
Northrop Grumman Corp Common Stock (NOC)	0.3	$430k		987.00	436.00	View chart
Novo Nordisk A/S Common Stock (NVO)	0.3	$430k		3.0k	142.76	View chart
Spdr Port Inter Trm Trsry Etf Etf - Fixed Income (SPTI)	0.3	$425k		15k	28.02	View chart
S&p Global Common Stocks (SPGI)	0.3	$424k		950.00	446.00	View chart
Roper Technologies Common Stocks (ROP)	0.3	$420k		745.00	563.66	View chart
Vanguard Mid-cap Growth Etf Etf - Equity (VOT)	0.3	$413k		1.8k	229.56	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.3	$404k	+44%	738.00	547.23	View chart
Broadcom Common Stocks (AVGO)	0.3	$403k	+2%	2.5k	160.55	View chart
SPDR Nuveen Blmbg Muni Bd ETF Exchange Traded Fund (TFI)	0.3	$393k	+8%	8.6k	45.75	View chart
SPDR Blmbg Em Mkts Lcl Bd ETF Exchange Traded Fund (EBND)	0.3	$393k	+2%	20k	19.89	View chart
Qorvo Common Stocks (QRVO)	0.2	$385k		3.3k	116.04	View chart
Jpmorgan Global Select Equity Etf Etf - Equity (JGLO)	0.2	$384k		6.4k	60.40	View chart
Chevron Corp Common Stock (CVX)	0.2	$384k	+3%	2.5k	156.43	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	0.2	$383k	+111%	5.0k	76.71	View chart
Cme Group Inc Cl A Common Stocks (CME)	0.2	$382k		1.9k	196.60	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.2	$365k	+100%	3.1k	118.60	View chart
Hca Healthcare Common Stocks (HCA)	0.2	$357k		1.1k	321.28	View chart
Vanguard Mega Cap Value Etf Etf - Equity (MGV)	0.2	$352k		3.0k	118.50	View chart
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)	0.2	$347k		3.5k	98.12	View chart
Vanguard Mid-cap Value Etf Etf - Equity (VOE)	0.2	$347k		2.3k	150.43	View chart
Value Line Select Growth Fund Mutual Fund (VALSX)	0.2	$344k	+100%	9.3k	36.86	View chart
Pfizer Common Stocks (PFE)	0.2	$339k		12k	27.98	View chart
Navigator Tactical Fixed Income I Mutual Fund (NTBIX)	0.2	$338k	+101%	35k	9.79	View chart
Meta Platforms Inc A Common Stocks (META)	0.2	$319k		632.00	504.23	View chart
Procter & Gamble Common Stock (PG)	0.2	$310k	+19%	1.9k	164.92	View chart
Fifth Third Bancorp Common Stock (FITB)	0.2	$309k	+9%	8.5k	36.49	View chart
Spdr Gold Minishares Etf - Equity	0.2	$303k		6.6k	46.09	View chart
Capital One Finl Corp Common Stocks (COF)	0.2	$301k		2.2k	138.45	View chart
Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)	0.2	$294k	+106%	3.9k	74.86	View chart
Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS)	0.2	$289k	+59%	6.4k	45.40	View chart
Jpmorgan Beta Builders Intl Etf - Equity (BBIN)	0.2	$272k		4.6k	59.08	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$267k	+3%	2.7k	100.23	View chart
Ishares Broad Usd High Yield Corp Bond Etf - Fixed Income (USHY)	0.2	$264k		7.3k	36.28	View chart
Vanguard Global Ex-us Real Estate Etf - Equity (VNQI)	0.2	$258k		6.4k	40.57	View chart
Intl Paper Company Common Stocks (IP)	0.2	$252k		5.8k	43.15	View chart
Williams Common Stocks (WMB)	0.2	$251k		5.9k	42.50	View chart
At&t Common Stocks (T)	0.2	$251k		13k	19.11	View chart
SPDR Blmbg 1-10 Year TIPS ETF Exchange Traded Fund (TIPX)	0.2	$246k	+9%	13k	18.48	View chart
Vanguard Intl Hi Div Yld Idx ETF Exchange Traded Fund (VYMI)	0.2	$244k	+100%	3.6k	68.53	View chart
Verizon Communications Common Stocks (VZ)	0.2	$242k		5.9k	41.24	View chart
Philip Morris International Common Stock (PM)	0.2	$235k		2.3k	101.30	View chart
Amer Elec Pwr Common Stocks (AEP)	0.1	$230k		2.6k	87.74	View chart
Ishares Barclays Mbs Fixed-rate Bond Etf - Fixed Income (MBB)	0.1	$230k	+9%	2.5k	91.81	View chart
U S Bancorp De Common Stocks (USB)	0.1	$229k	+5%	5.8k	39.70	View chart
Spdr Nuveen Barclays St Muni Bond Etf - Fixed Income (SHM)	0.1	$225k	+42%	4.8k	47.19	View chart
iShares MSCI EAFE Min Vol Factor ETF Exchange Traded Fund (EFAV)	0.1	$224k	+5%	3.2k	69.35	View chart
First Trust Senior Loan Etf - Fixed Income (FTSL)	0.1	$221k		4.8k	45.71	View chart
SPDR Bloomberg EM USD Bd ETF Exchange Traded Fund (EMHC)	0.1	$221k	+3%	9.3k	23.83	View chart
Entergy Corp Common Stocks (ETR)	0.1	$221k		2.1k	107.00	View chart
Altria Group Common Stocks (MO)	0.1	$220k		4.8k	45.55	View chart
Cincinnati Finl Corp Common Stocks (CINF)	0.1	$217k		1.8k	118.10	View chart
Coca Cola Company Common Stocks (KO)	0.1	$217k		3.4k	63.65	View chart
SPDR SSGA US Sector Rotation ETF Exchange Traded Fund (XLSR)	0.1	$216k	+98%	4.2k	50.90	View chart
AbbVie Common Stock (ABBV)	0.1	$215k		1.3k	171.50	View chart
iShares iBoxx $ Invmt Grade Corp Bd ETF Exchange Traded Fund (LQD)	0.1	$207k		1.9k	107.12	View chart
Invesco National Amt Free Muni Bond Etf - Fixed Income (PZA)	0.1	$205k	+27%	8.7k	23.69	View chart
Ishares Russell Mid Cap Value Etf Etf - Equity (IWS)	0.1	$205k		1.7k	120.74	View chart
Intl Business Machs Corp Common Stocks (IBM)	0.1	$201k		1.2k	172.95	View chart
KLA Corp Common Stock (KLAC)	0.1	$197k		239.00	825.00	View chart
Lyondellbasell Industries Nv Foreign Common Stocks (LYB)	0.1	$194k		2.0k	95.66	View chart
T. Rowe Price Blue Chip Growth I Mutual Fund (TBCIX)	0.1	$192k	+100%	1.0k	187.63	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.1	$190k		406.00	467.10	View chart
Citizens Financial Group Common Stocks (CFG)	0.1	$186k		5.2k	36.03	View chart
Firstenergy Corp Common Stocks (FE)	0.1	$183k		4.8k	38.27	View chart
Dte Energy Common Stocks (DTE)	0.1	$182k		1.6k	111.01	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.1	$180k	+110%	2.6k	70.29	View chart
Merck & Company Common Stocks (MRK)	0.1	$177k		1.4k	123.80	View chart
Sempra Common Stocks (SRE)	0.1	$177k		2.3k	76.06	View chart
Public Service Enter Group Common Stocks (PEG)	0.1	$175k		2.4k	73.70	View chart
CSX Corp Common Stock (CSX)	0.1	$173k		5.2k	33.44	View chart
Schwab U.s. Tips Etf - Fixed Income (SCHP)	0.1	$172k		3.3k	52.00	View chart
SPDR SSGA Fixed Inc Sect Rotation ETF Exchange Traded Fund (FISR)	0.1	$169k	+131%	6.6k	25.43	View chart
Prologis Real Estate Investment (PLD)	0.1	$165k		1.5k	112.31	View chart
SPDR Portfolio Interm Term Corp Bd ETF Exchange Traded Fund (SPIB)	0.1	$164k	+61%	5.0k	32.56	View chart
Nisource Common Stocks (NI)	0.1	$162k		5.6k	28.81	View chart
iShares MSCI Canada ETF Exchange Traded Fund (EWC)	0.1	$162k	+9%	4.4k	37.09	View chart
Metlife Common Stocks (MET)	0.1	$162k		2.3k	70.19	View chart
Jpm Betabuilders Usd Etf Etf - Fixed Income (BBHY)	0.1	$161k		3.5k	45.74	View chart
Nuveen Core Impact Bond R6 Mutual Fund (TSBIX)	0.1	$157k	+94%	18k	8.85	View chart
Columbia Tax-Exempt A Mutual Fund (COLTX)	0.1	$155k	+100%	13k	11.86	View chart
Dominion Energy Foreign Common Stocks (D)	0.1	$153k		3.1k	49.00	View chart
iShares MSCI Switzerland ETF Exchange Traded Fund (EWL)	0.1	$151k	+17%	3.1k	48.21	View chart
Automatic Data Processing Common Stocks (ADP)	0.1	$149k		623.00	238.69	View chart
iShares National Muni Bond ETF Exchange Traded Fund (MUB)	0.1	$147k	+39%	1.4k	106.55	View chart
General Mills Common Stocks (GIS)	0.1	$147k		2.3k	63.26	View chart
Ishares 10 Yr Inv Bond Etf - Fixed Income (IGLB)	0.1	$142k		2.8k	50.04	View chart
Citigroup Common Stocks (C)	0.1	$142k		2.2k	63.46	View chart
Ishares Msci Emerging Markets As Etf Etf - Equity (EEMA)	0.1	$140k		1.9k	72.48	View chart
Stryker Corp Common Stock (SYK)	0.1	$139k		408.00	340.33	View chart
Wec Energy Grp Common Stocks (WEC)	0.1	$137k		1.7k	78.47	View chart
Goldman Sachs JUST US Large Cap Eq ETF Exchange Traded Fund (JUST)	0.1	$136k	+99%	1.7k	78.13	View chart
Ford Motor Common Stocks (F)	0.1	$135k		11k	12.54	View chart
Parnassus Core Equity Institutional Mutual Fund (PRILX)	0.1	$134k	+98%	2.2k	61.75	View chart
Eversource Energy Common Stocks (ES)	0.1	$132k		2.3k	56.71	View chart
Netflix Common Stock (NFLX)	0.1	$130k		193.00	675.00	View chart
Fnf Group Common Stocks (FNF)	0.1	$127k		2.6k	49.42	View chart
Bank America Corp Common Stocks (BAC)	0.1	$123k	+35%	3.1k	39.77	View chart
Vanguard Mid Cap Etf Etf - Equity (VO)	0.1	$120k		494.00	242.12	View chart
Schlumberger Foreign Common Stocks (SLB)	0.1	$119k		2.5k	47.18	View chart
Regions Finl Corp Common Stocks (RF)	0.1	$119k		5.9k	20.04	View chart
Interpublic Group Common Stocks (IPG)	0.1	$115k		3.9k	29.09	View chart
Ishares Barclays 10-20 Year Treas Bd Etf - Fixed Income (TLH)	0.1	$114k		1.1k	102.70	View chart
Principal Financial Group Common Stocks (PFG)	0.1	$112k		1.4k	78.45	View chart
Genuine Parts Common Stocks (GPC)	0.1	$111k		805.00	138.31	View chart
iShares Russell 1000 Value ETF Exchange Traded Fund (IWD)	0.1	$110k	+100%	628.00	174.47	View chart
Ishares Us Treasury Bond Etf - Fixed Income (GOVT)	0.1	$109k		4.8k	22.57	View chart
Watsco Inc A Common Stocks (WSO)	0.1	$104k		225.00	463.27	View chart
Sonoco Products Common Stocks (SON)	0.1	$104k		2.1k	50.72	View chart
Biogen Common Stocks (BIIB)	0.1	$101k		437.00	231.82	View chart
Spdr Dow Jones Reit Etf - Equity (RWR)	0.1	$100k		1.1k	93.10	View chart
Nnn Reit Common Stocks (NNN)	0.1	$100k		2.3k	42.60	View chart
iShares Russell 1000 Growth ETF Exchange Traded Fund (IWF)	0.1	$96k	+100%	264.00	364.51	View chart
Spdr Dow Jones Int'l Real Estate Etf - Equity (RWX)	0.1	$96k		4.0k	24.00	View chart
Airbnb Common Stock (ABNB)	0.1	$96k		629.00	151.75	View chart
Advanced Micro Devices Common Stocks (AMD)	0.1	$92k	+9%	565.00	162.21	View chart
Unum Group Common Stocks (UNM)	0.1	$91k		1.8k	51.11	View chart
Equity Residential Common Stock (EQR)	0.1	$90k	+100%	1.3k	69.34	View chart
Analog Devices Common Stock (ADI)	0.1	$88k		387.00	228.33	View chart
Paychex Common Stocks (PAYX)	0.1	$88k		745.00	118.56	View chart
Nvent Electric Foreign Common Stocks (NVT)	0.1	$87k		1.1k	76.61	View chart
Chubb Foreign Common Stocks (CB)	0.1	$86k		336.00	255.08	View chart
Nike Inc B Common Stock (NKE)	0.1	$85k		1.1k	75.38	View chart
The Wendy's Company Common Stocks (WEN)	0.1	$84k		4.9k	16.96	View chart
Invsc S P 500 Momentum Etf Etf - Equity (SPMO)	0.1	$83k		946.00	87.46	View chart
Ishares Russell Top 200 Growth Etf Etf - Equity (IWY)	0.1	$82k		384.00	214.52	View chart
HP Common Stocks (HPQ)	0.1	$82k		2.4k	35.02	View chart
Spdr Portfolio S&p 500 Growth Etf - Equity (SPYG)	0.1	$82k		1.0k	80.13	View chart
Franklin Resources Common Stocks (BEN)	0.1	$81k		3.6k	22.35	View chart
H&r Block Common Stocks (HRB)	0.1	$80k		1.5k	54.23	View chart
Valero Energy Corp Common Stocks (VLO)	0.0	$78k		495.00	156.80	View chart
Edwards Lifesciences Common Stocks	0.0	$78k		840.00	92.37	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$78k	+6%	530.00	146.15	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$76k	+100%	356.00	214.69	View chart
Vanguard Interm-tm Corp Bd Idx Etf - Fixed Income (VCIT)	0.0	$75k		943.00	79.93	View chart
Cisco Systems Common Stock (CSCO)	0.0	$74k	+34%	1.6k	47.51	View chart
iShares USD Green Bond ETF Exchange Traded Fund (BGRN)	0.0	$72k	+102%	1.5k	46.53	View chart
Parnassus Mid Cap Institutional Mutual Fund (PFPMX)	0.0	$72k	+93%	1.9k	38.15	View chart
Franklin MA Tax-Free Income A1 Mutual Fund (FMISX)	0.0	$70k	+100%	6.6k	10.57	View chart
Xpo Common Stock (XPO)	0.0	$69k		654.00	106.17	View chart
Ishares Broad Usd Invest Grade Bd Etf - Fixed Income (USIG)	0.0	$69k		1.4k	50.21	View chart
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM)	0.0	$69k		354.00	194.87	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.0	$69k	+9%	395.00	173.81	View chart
Marathon Petroleum Corp Common Stocks (MPC)	0.0	$69k		395.00	173.48	View chart
American Funds Invmt Co of Amer F2 Mutual Fund (ICAFX)	0.0	$66k	+100%	1.2k	57.11	View chart
Alphabet Inc C Common Stock (GOOG)	0.0	$66k	+19%	360.00	183.40	View chart
Amern Express Common Stocks (AXP)	0.0	$65k		282.00	231.55	View chart
Seagate Tech Hldgs Foreign Common Stocks (STX)	0.0	$65k		630.00	103.28	View chart
Applied Materials Common Stock (AMAT)	0.0	$65k	+2%	275.00	236.00	View chart
Inv Optimum Yld K1 Etf Etf - Equity (PDBC)	0.0	$65k		4.6k	14.05	View chart
Eli Lilly & Co Common Stocks (LLY)	0.0	$64k	+7%	71.00	905.38	View chart
CCM Community Impact Bond Institutional Mutual Fund (CRANX)	0.0	$64k	+90%	6.9k	9.30	View chart
Bio-techne Corp Common Stocks (TECH)	0.0	$63k		880.00	71.65	View chart
Impax International Sust Econ Instl Mutual Fund (PXNIX)	0.0	$61k	+91%	5.8k	10.56	View chart
Arthur J Gallagher Common Stocks (AJG)	0.0	$61k		235.00	259.31	View chart
Hartford Schroders International Stk I Mutual Fund (SCIEX)	0.0	$61k	+93%	3.4k	17.82	View chart
Pentair Foreign Common Stocks (PNR)	0.0	$61k		789.00	76.67	View chart
Intuitive Surgical Common Stocks (ISRG)	0.0	$60k		135.00	444.85	View chart
Wells Fargo & Co Common Stocks (WFC)	0.0	$59k		995.00	59.39	View chart
Whirlpool Corp Common Stocks (WHR)	0.0	$59k		575.00	102.20	View chart
Pultegroup Common Stocks (PHM)	0.0	$59k		533.00	110.10	View chart

Past Filings by Richardson Financial Services

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

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

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