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

Richmond Investment Services

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

Top 5 stock holdings are IWL, QQQ, SPYM, MOAT, GDX, and represent 31.42% of Richmond Investment Services's stock portfolio.
Added to shares of these 10 stocks: GPIX (+$14M), FEOE (+$12M), SMH (+$6.8M), IEMG, IWL, VO, VNLA, IEF, HGER, GLD.
Started 38 new stock positions in IDEV, SNDK, MFSV, HGER, MSIF, ASML, IBRX, BUYW, SPXX, GS.
Reduced shares in these 10 stocks: ISPY (-$13M), VWO (-$5.9M), VEU, , OEF, VTI, IWM, CLOI, CLS, SPSM.
Sold out of its positions in APLD, CLS, CLSK, DIS, FXO, FTSL, SPMV, OEF, IYW, EMB. AOR, EMXC, Nuveen Equity Premium Income Fund, QCOM, XLC, VWO, VFH, CRDO.
Richmond Investment Services was a net buyer of stock by $54M.
Richmond Investment Services has $619M in assets under management (AUM), dropping by 6.95%.
Central Index Key (CIK): 0002031991

Tip: Access up to 7 years of quarterly data

Positions held by Richmond Investment Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Richmond Investment Services

Richmond Investment Services holds 255 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus Top 200 Etf (IWL)	10.6	$66M	+3%	410k	160.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$40M	+3%	69k	577.29	View chart
Spdr Series Trust State Street Spd (SPYM)	5.8	$36M	+4%	470k	76.54	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	4.7	$29M	+2%	303k	96.70	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.8	$23M		255k	91.77	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.6	$22M	+9%	451k	48.86	View chart
Invesco Actively Managed Exc Total Return (GTO)	2.7	$17M	+4%	360k	46.83	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.6	$16M	+4%	415k	39.43	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	2.3	$14M	+2%	147k	96.99	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	2.2	$14M	NEW	275k	50.04	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.2	$14M	+99%	36k	383.51	View chart
Rbb Fund Trust First Eagle Over (FEOE)	2.0	$12M	NEW	246k	50.46	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$12M	-3%	28k	436.93	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$11M	+4%	137k	80.58	View chart
Spdr Series Trust State Street Spd (SPSM)	1.7	$10M	-4%	215k	48.32	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.3	$8.3M	-2%	195k	42.54	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$8.3M	-19%	110k	75.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	1.3	$8.0M	+9%	305k	26.27	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.2	$7.7M	-2%	169k	45.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$7.3M		15k	479.20	View chart
NVIDIA Corporation (NVDA)	1.2	$7.3M	+6%	42k	174.41	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$6.7M	+147%	96k	69.75	View chart
Apple (AAPL)	1.0	$6.0M	+6%	24k	253.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$5.4M	-2%	8.3k	650.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.7	$4.6M	+13%	131k	35.32	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.7	$4.6M		97k	46.91	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.7	$4.5M	-3%	64k	70.36	View chart
Amazon (AMZN)	0.7	$4.0M	+5%	19k	208.27	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$3.9M		68k	58.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.9M	-21%	12k	320.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$3.7M	+7%	132k	28.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$3.7M	+25%	5.6k	653.26	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$3.6M	+3%	27k	132.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$3.5M	+125%	12k	287.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.4M	+7%	12k	287.59	View chart
Microsoft Corporation (MSFT)	0.5	$3.0M	+7%	8.2k	370.20	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$2.8M	+80%	28k	100.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.7M	+38%	30k	90.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$2.7M	-5%	138k	19.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.7M	+136%	6.2k	430.29	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$2.7M		69k	38.98	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$2.5M	+27%	55k	46.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$2.5M	+45%	108k	22.91	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$2.4M	-2%	26k	92.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.3M		8.0k	286.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.3M	+2%	12k	196.21	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.4	$2.2M	-24%	41k	52.70	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$2.2M	+12%	23k	94.95	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$2.1M	+178%	23k	91.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.1M	+13%	19k	113.11	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.3	$2.0M		32k	64.31	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$2.0M		27k	75.19	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$2.0M	+5%	96k	20.42	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.3	$2.0M		32k	60.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.9M	+5%	9.1k	211.13	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$1.9M	+366%	38k	50.04	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$1.9M	+165%	20k	93.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.9M	+14%	9.7k	191.81	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$1.8M	-8%	7.3k	250.58	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$1.8M	+14%	70k	26.26	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$1.8M	+13%	45k	40.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$1.7M	NEW	18k	95.44	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.7M	+2%	25k	68.28	View chart
Wec Energy Group (WEC)	0.3	$1.7M	+7%	14k	115.77	View chart
Tesla Motors (TSLA)	0.3	$1.6M		4.4k	371.75	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.3	$1.6M	NEW	53k	31.01	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$1.5M	+23%	9.9k	155.11	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$1.5M	+14%	68k	22.34	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$1.5M	+11%	39k	38.42	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.2	$1.4M	NEW	89k	16.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.4M	-12%	28k	50.37	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$1.4M	+10%	38k	36.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.3M	+136%	16k	82.75	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M	+12%	1.4k	919.69	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.3M	+13%	18k	74.35	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$1.3M	+156%	12k	109.69	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.2M	+14%	11k	106.15	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.2M	+25%	12k	102.26	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.2M		27k	43.59	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$1.2M	-5%	13k	92.35	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$1.1M	+11%	39k	29.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$1.1M	+65%	34k	33.77	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$1.1M	+51%	33k	34.41	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$1.1M	-4%	25k	45.18	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.1M	-9%	4.6k	234.03	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	+3%	4.4k	244.39	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.1M	+7%	9.8k	110.79	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.2	$1.1M	-5%	7.0k	154.14	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$1.0M	+23%	32k	32.95	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$992k	-7%	21k	47.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$987k	+14%	4.1k	240.12	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.2	$961k	-93%	22k	43.35	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$940k	NEW	32k	29.36	View chart
Natixis Etf Trust Ii Natixis Loomis (LSGR)	0.1	$923k	NEW	23k	39.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$908k		7.3k	124.31	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$907k		7.4k	121.91	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$906k		19k	46.68	View chart
Iren Ordinary Shares (IREN)	0.1	$896k	+10%	26k	34.28	View chart
Johnson Controls Internation SHS (JCI)	0.1	$891k	+13%	6.8k	130.95	View chart
Broadcom (AVGO)	0.1	$885k	-3%	2.9k	309.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$878k	+345%	7.9k	111.36	View chart
JPMorgan Chase & Co. (JPM)	0.1	$867k	+14%	2.9k	294.15	View chart
Wal-Mart Stores (WMT)	0.1	$865k	+17%	7.0k	124.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$845k	+14%	1.2k	697.40	View chart
At&t (T)	0.1	$836k		29k	28.99	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$836k	+7%	34k	24.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$835k	-47%	3.4k	248.06	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$830k	-15%	13k	62.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$820k		3.8k	217.24	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$819k	+10%	24k	33.54	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$814k	-9%	15k	54.61	View chart
Meta Platforms Cl A (META)	0.1	$806k	+38%	1.4k	572.29	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$782k		8.4k	93.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$771k		8.3k	92.74	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.1	$756k	-7%	31k	24.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$753k	+23%	3.9k	191.93	View chart
Caterpillar (CAT)	0.1	$749k	+30%	1.1k	708.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$733k	+13%	11k	64.08	View chart
McDonald's Corporation (MCD)	0.1	$731k	+3%	2.4k	310.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$675k		3.7k	184.26	View chart
Amprius Technologies Common Stock (AMPX)	0.1	$674k	+268%	40k	16.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$671k		2.6k	257.23	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$670k	-4%	12k	56.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$668k	-10%	23k	29.13	View chart
Verizon Communications (VZ)	0.1	$667k	+6%	13k	50.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$649k		2.1k	302.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$645k	+40%	3.8k	169.65	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$632k	-9%	6.5k	97.91	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$628k		32k	19.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$616k	+2%	1.0k	597.33	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$615k	-6%	18k	33.75	View chart
Costco Wholesale Corporation (COST)	0.1	$598k	+11%	600.00	995.95	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$597k		4.5k	132.11	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$594k	+15%	16k	38.42	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$586k	-9%	20k	29.95	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$580k	+4%	11k	51.93	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$578k	+20%	21k	27.23	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$573k	+2%	3.5k	163.68	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$570k	NEW	14k	41.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$568k	NEW	10k	56.68	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$563k	NEW	11k	49.93	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$559k		23k	24.65	View chart
Home Depot (HD)	0.1	$559k	+16%	1.7k	328.74	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$549k	+58%	24k	22.95	View chart
Coca-Cola Company (KO)	0.1	$549k	+4%	7.2k	76.05	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$544k		11k	49.95	View chart
Vaneck Fds Emerging Markets (EMBX)	0.1	$544k		11k	50.11	View chart
Us Bancorp Com New (USB)	0.1	$541k	+2%	10k	52.01	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$540k	NEW	18k	30.15	View chart
Wells Fargo & Company (WFC)	0.1	$538k		6.8k	79.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.1	$537k		16k	34.45	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$534k		21k	25.04	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$530k	NEW	19k	28.14	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$528k	+132%	5.5k	96.62	View chart
RBB Motley Fol Etf (TMFC)	0.1	$516k	-14%	7.8k	65.98	View chart
Visa Com Cl A (V)	0.1	$512k	+12%	1.7k	302.28	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$504k	+4%	3.9k	128.25	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$499k	+15%	7.5k	67.00	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$498k		17k	28.66	View chart
Ge Vernova (GEV)	0.1	$497k	+71%	570.00	871.44	View chart
Abbvie (ABBV)	0.1	$486k	+9%	2.2k	217.47	View chart
McKesson Corporation (MCK)	0.1	$482k		557.00	864.82	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$471k	-7%	9.3k	50.62	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$456k	-4%	2.8k	161.71	View chart
Chevron Corporation (CVX)	0.1	$447k		2.2k	206.84	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$446k	+24%	8.0k	55.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$445k		4.6k	97.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$436k	-14%	8.8k	49.37	View chart
Micron Technology (MU)	0.1	$428k	+57%	1.3k	337.88	View chart
Vanguard World Industrial Etf (VIS)	0.1	$424k	+34%	1.4k	312.15	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$420k	+18%	24k	17.32	View chart
Palo Alto Networks (PANW)	0.1	$419k	+8%	2.6k	160.32	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.1	$419k		9.2k	45.55	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$408k	NEW	4.9k	83.57	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$403k	NEW	12k	32.72	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$400k	+2%	5.6k	70.86	View chart
Raytheon Technologies Corp (RTX)	0.1	$397k	+31%	2.1k	193.00	View chart
Capital Group New Geography SHS (CGNG)	0.1	$395k	+12%	13k	31.57	View chart
Palantir Technologies Cl A (PLTR)	0.1	$395k	+53%	2.7k	146.28	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.1	$393k	NEW	15k	26.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$381k	-42%	5.6k	67.53	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$380k		2.6k	146.60	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$374k	+29%	15k	25.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$371k		5.9k	62.98	View chart
Netflix (NFLX)	0.1	$359k	+29%	3.7k	96.15	View chart
Procter & Gamble Company (PG)	0.1	$347k	+24%	2.4k	144.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$346k	-10%	1.5k	237.55	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$345k		17k	20.41	View chart
Iron Mountain (IRM)	0.1	$340k		3.3k	102.14	View chart
Mastercard Incorporated Cl A (MA)	0.1	$331k	+22%	661.00	500.19	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$328k	NEW	23k	14.08	View chart
Thermo Fisher Scientific (TMO)	0.1	$328k	+9%	667.00	492.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$327k		3.2k	100.62	View chart
Goldman Sachs (GS)	0.1	$326k	NEW	385.00	846.92	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$322k	-2%	875.00	367.44	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$319k		5.3k	59.78	View chart
International Business Machines (IBM)	0.1	$317k	+6%	1.3k	242.39	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$309k	+34%	6.3k	49.36	View chart
Merck & Co (MRK)	0.0	$308k	+33%	2.6k	120.32	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$308k	+9%	3.3k	94.58	View chart
Bank of America Corporation (BAC)	0.0	$305k	+41%	6.3k	48.75	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$302k	NEW	4.4k	68.14	View chart
Advanced Micro Devices (AMD)	0.0	$297k		1.5k	203.43	View chart
Ge Aerospace Com New (GE)	0.0	$295k	-3%	1.0k	283.77	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$291k	-8%	2.4k	121.19	View chart
Lockheed Martin Corporation (LMT)	0.0	$289k	+5%	479.00	604.13	View chart
Cisco Systems (CSCO)	0.0	$288k	+15%	3.7k	77.60	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$288k	NEW	2.6k	108.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$287k	NEW	3.6k	79.29	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$284k		7.1k	40.14	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$284k		1.4k	203.71	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$280k	-11%	2.1k	133.22	View chart
Western Digital (WDC)	0.0	$278k	NEW	1.0k	270.48	View chart
Applied Materials (AMAT)	0.0	$275k		806.00	341.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$274k	NEW	5.5k	49.89	View chart
Philip Morris International (PM)	0.0	$271k	+13%	1.6k	165.25	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	0.0	$269k	NEW	11k	25.59	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$265k		2.5k	105.98	View chart
Phillips 66 (PSX)	0.0	$264k	NEW	1.4k	182.18	View chart
Curtiss-Wright (CW)	0.0	$262k		384.00	681.12	View chart
Vanguard World Health Car Etf (VHT)	0.0	$261k	+4%	957.00	272.46	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.0	$260k		4.5k	57.91	View chart
Alliant Energy Corporation (LNT)	0.0	$260k	NEW	3.6k	71.76	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$258k		1.8k	144.67	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$257k	NEW	5.2k	49.50	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$257k	+5%	3.0k	86.92	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$252k	NEW	745.00	337.96	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$247k		2.7k	91.38	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$247k		3.4k	73.13	View chart
Nextera Energy (NEE)	0.0	$242k	NEW	2.6k	92.84	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$241k	-14%	3.9k	61.26	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$240k		5.4k	44.18	View chart
Black Hills Corporation (BKH)	0.0	$231k		3.3k	69.41	View chart
Blackrock (BLK)	0.0	$229k	+14%	238.00	961.41	View chart
Sandisk Corp (SNDK)	0.0	$229k	NEW	360.00	635.34	View chart
Consolidated Edison (ED)	0.0	$228k	NEW	2.0k	113.18	View chart
Oracle Corporation (ORCL)	0.0	$226k	+15%	1.5k	147.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$224k	-59%	2.5k	88.16	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.0	$223k	-12%	2.5k	90.49	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$223k	-47%	1.0k	218.76	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$220k	-17%	3.1k	70.27	View chart
Southern Copper Corporation (SCCO)	0.0	$220k	NEW	1.3k	172.06	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$215k	-11%	2.0k	108.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$212k		6.0k	35.37	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$212k		3.3k	64.74	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$210k		1.6k	132.47	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$210k	NEW	159.00	1320.83	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$203k	NEW	4.5k	45.26	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$202k		437.00	462.99	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$202k	NEW	328.00	616.76	View chart
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)	0.0	$201k	NEW	8.1k	24.89	View chart
Msc Income Fund (MSIF)	0.0	$149k	NEW	12k	12.18	View chart
Immunitybio (IBRX)	0.0	$129k	NEW	17k	7.67	View chart
Nuveen Muni Value Fund (NUV)	0.0	$97k		11k	8.99	View chart
Ardelyx (ARDX)	0.0	$72k	NEW	12k	5.99	View chart

Past Filings by Richmond Investment Services

SEC 13F filings are viewable for Richmond Investment Services going back to 2024

Richmond Investment Services 2026 Q1 filed April 29, 2026
Richmond Investment Services 2025 Q4 filed Feb. 12, 2026
Richmond Investment Services 2025 Q3 filed Nov. 12, 2025
Richmond Investment Services 2025 Q2 filed Aug. 12, 2025
Richmond Investment Services 2025 Q1 filed May 14, 2025
Richmond Investment Services 2024 Q4 filed Feb. 19, 2025

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