Richards, Merrill & Peterson, Inc. Top Holdings and 13F Report (2025)

About Richards, Merrill & Peterson, Inc.

Investment Activity

Richards, Merrill & Peterson, Inc. has $192.25 million in total holdings as of March 31, 2025.
Richards, Merrill & Peterson, Inc. owns shares of 494 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 5.09% of the portfolio was purchased this quarter.
About 1.52% of the portfolio was sold this quarter.
This quarter, Richards, Merrill & Peterson, Inc. has purchased 502 new stocks and bought additional shares in 143 stocks.
Richards, Merrill & Peterson, Inc. sold shares of 73 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Apple: $10,478,743
Costco Wholesale: $9,676,715
Microsoft: $9,438,756
Amazon.com: $6,789,809
Invesco QQQ: $6,443,340

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $259,527 Holding
25179M103 - Devon Energy: $197,445 Holding
92189F676 - VanEck Semiconductor ETF: $152,258 Holding
21037T109 - Constellation Energy: $121,986 Holding
66538H591 - Main Sector Rotation ETF: $102,120 Holding

Largest Purchases this Quarter

NVIDIA: 6,706 shares (about $726.79K)
PGIM Total Return Bond ETF: 16,790 shares (about $700.81K)
Stryker: 1,189 shares (about $442.61K)
CAPITAL GRP FIXED INCM ETF T: 13,900 shares (about $361.54K)
Invesco QQQ: 713 shares (about $334.34K)

Largest Sales this Quarter

Ethan Allen Interiors: 16,695 shares (about $462.45K)
Apple: 1,016 shares (about $225.68K)
Visa: 592 shares (about $207.46K)
Amazon.com: 572 shares (about $108.83K)
International Business Machines: 384 shares (about $95.48K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$10,478,743	$225,684 ▼	-2.1%	47,174	5.5%	Computer and Technology
COST Costco Wholesale	$9,676,715	$33,104 ▲	0.3%	10,231	5.0%	Retail/Wholesale
MSFT Microsoft	$9,438,756	$12,388 ▲	0.1%	25,144	4.9%	Computer and Technology
AMZN Amazon.com	$6,789,809	$108,829 ▼	-1.6%	35,687	3.5%	Retail/Wholesale
QQQ Invesco QQQ	$6,443,340	$334,335 ▲	5.5%	13,741	3.4%	Finance
SPY SPDR S&P 500 ETF Trust	$5,252,992	$10,628 ▲	0.2%	9,391	2.7%	Finance
SYK Stryker	$4,686,651	$442,607 ▲	10.4%	12,590	2.4%	Medical
CVX Chevron	$4,016,106	$77,957 ▲	2.0%	24,007	2.1%	Energy
NVDA NVIDIA	$3,567,057	$726,785 ▲	25.6%	32,913	1.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,525,093	$35,813 ▼	-1.0%	14,371	1.8%	Finance
HD Home Depot	$3,177,082	$54,973 ▼	-1.7%	8,669	1.7%	Retail/Wholesale
META Meta Platforms	$3,033,028	$78,967 ▲	2.7%	5,262	1.6%	Computer and Technology
GOOGL Alphabet	$2,713,660	$149,230 ▲	5.8%	17,548	1.4%	Computer and Technology
V Visa	$2,705,447	$207,464 ▼	-7.1%	7,720	1.4%	Business Services
RTX RTX	$2,335,654	$70,601 ▼	-2.9%	17,633	1.2%	Aerospace
BRK.B Berkshire Hathaway	$2,125,527	$74,561 ▲	3.6%	3,991	1.1%	Finance
LOW Lowe's Companies	$2,085,101	$45,714 ▼	-2.1%	8,940	1.1%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$2,081,765	$23,654 ▲	1.1%	74,455	1.1%	ETF
CGSD Capital Group Short Duration Income ETF	$1,943,144	$102,673 ▲	5.6%	75,286	1.0%	ETF
VOO Vanguard S&P 500 ETF	$1,940,524	$111,005 ▲	6.1%	3,776	1.0%	ETF
IBM International Business Machines	$1,843,943	$95,479 ▼	-4.9%	7,416	1.0%	Computer and Technology
CSCO Cisco Systems	$1,723,920	$29,250 ▼	-1.7%	27,936	0.9%	Computer and Technology
AVA Avista	$1,708,309	$32,491 ▼	-1.9%	40,800	0.9%	Utilities
HON Honeywell International	$1,694,786	$13,128 ▼	-0.8%	8,004	0.9%	Multi-Sector Conglomerates
XOM Exxon Mobil	$1,606,277	$58,514 ▲	3.8%	13,506	0.8%	Energy
PTRB PGIM Total Return Bond ETF	$1,568,373	$700,811 ▲	80.8%	37,575	0.8%	ETF
APD Air Products and Chemicals	$1,560,894	$5,013 ▲	0.3%	5,293	0.8%	Basic Materials
PG Procter & Gamble	$1,539,883	$18,235 ▲	1.2%	9,036	0.8%	Consumer Staples
MDT Medtronic	$1,504,754	$160,306 ▲	11.9%	16,746	0.8%	Medical
MCD McDonald's	$1,489,935	$38,107 ▼	-2.5%	4,770	0.8%	Retail/Wholesale
MRK Merck & Co., Inc.	$1,459,913	$91,374 ▼	-5.9%	16,265	0.8%	Medical
WM Waste Management	$1,428,504	$5,788 ▲	0.4%	6,170	0.7%	Business Services
GOOG Alphabet	$1,422,811	$64,368 ▼	-4.3%	9,107	0.7%	Computer and Technology
ISRG Intuitive Surgical	$1,400,128	$84,196 ▲	6.4%	2,827	0.7%	Medical
IJH iShares Core S&P Mid-Cap ETF	$1,399,612	$64,186 ▲	4.8%	23,986	0.7%	ETF
VZ Verizon Communications	$1,366,894	$84,053 ▲	6.6%	30,134	0.7%	Computer and Technology
TMUS T-Mobile US	$1,342,957	$195,509 ▲	17.0%	5,035	0.7%	Computer and Technology
CGGR Capital Group Growth ETF	$1,320,296	$133,848 ▲	11.3%	38,549	0.7%	ETF
CAPITAL GRP FIXED INCM ETF T	$1,315,971	$139,284 ▲	11.8%	50,075	0.7%	CORE BOND ETF
AMAT Applied Materials	$1,298,392	$70,529 ▲	5.7%	8,947	0.7%	Computer and Technology
FDX FedEx	$1,278,490	$14,384 ▼	-1.1%	5,244	0.7%	Transportation
WMT Walmart	$1,277,436	$40,208 ▲	3.2%	14,551	0.7%	Retail/Wholesale
KO Coca-Cola	$1,262,185	$53,644 ▲	4.4%	17,623	0.7%	Consumer Staples
CAT Caterpillar	$1,224,323	$28,365 ▲	2.4%	3,712	0.6%	Industrials
CRM Salesforce	$1,168,750	$6,173 ▼	-0.5%	4,355	0.6%	Computer and Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$1,149,133	$12,450 ▲	1.1%	9,230	0.6%	ETF
UNP Union Pacific	$1,130,087	$16,299 ▼	-1.4%	4,784	0.6%	Transportation
USB U.S. Bancorp	$1,123,635	$2,069 ▲	0.2%	26,614	0.6%	Finance
SBUX Starbucks	$1,116,389	$8,534 ▼	-0.8%	11,381	0.6%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$1,090,937	$165,214 ▲	17.8%	10,433	0.6%	ETF
ABBV AbbVie	$1,046,745	$4,609 ▲	0.4%	4,996	0.5%	Medical
TXN Texas Instruments	$1,039,441	$30,371 ▼	-2.8%	5,784	0.5%	Computer and Technology
UNH UnitedHealth Group	$1,036,567	$17,809 ▲	1.7%	1,979	0.5%	Medical
CGCP Capital Group Core Plus Income ETF	$920,809	$102,147 ▲	12.5%	41,016	0.5%	ETF
ABT Abbott Laboratories	$916,366	$63,939 ▲	7.5%	6,908	0.5%	Medical
TSCO Tractor Supply	$898,406	$13,500 ▲	1.5%	16,305	0.5%	Retail/Wholesale
ITW Illinois Tool Works	$894,339	$11,409 ▲	1.3%	3,606	0.5%	Industrials
CGMS Capital Group U.S. Multi-Sector Income ETF	$888,459	$147,667 ▲	19.9%	32,544	0.5%	ETF
ACN Accenture	$883,793	$2,185 ▲	0.2%	2,832	0.5%	Computer and Technology
SO Southern	$870,361	$46,341 ▲	5.6%	9,466	0.5%	Utilities
EMR Emerson Electric	$869,566	$13,267 ▲	1.5%	7,931	0.5%	Industrials
QCOM QUALCOMM	$865,627	$81,109 ▲	10.3%	5,635	0.5%	Computer and Technology
ORCL Oracle	$860,409	$4,194 ▲	0.5%	6,154	0.4%	Computer and Technology
BX Blackstone	$849,532	$9,225 ▲	1.1%	6,078	0.4%	Finance
COP ConocoPhillips	$839,099	$142,195 ▲	20.4%	7,990	0.4%	Energy
MS Morgan Stanley	$831,165	$107,804 ▲	14.9%	7,124	0.4%	Finance
VYM Vanguard High Dividend Yield ETF	$776,081	$12,896 ▼	-1.6%	6,018	0.4%	ETF
JNJ Johnson & Johnson	$749,242	$332 ▲	0.0%	4,518	0.4%	Medical
SNOW Snowflake	$741,324	$75,272 ▲	11.3%	5,072	0.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$739,554	$114,761 ▲	18.4%	9,776	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$729,554	$23,632 ▲	3.3%	8,644	0.4%	CL A
BLACKROCK INC	$723,098	$35,019 ▼	-4.6%	764	0.4%	COM
SYY Sysco	$674,543	$22,662 ▼	-3.3%	8,989	0.4%	Consumer Staples
PAYX Paychex	$639,635	$11,417 ▼	-1.8%	4,146	0.3%	Business Services
AFL Aflac	$618,536	$19,013 ▼	-3.0%	5,563	0.3%	Finance
NKE NIKE	$606,548	$53,323 ▲	9.6%	9,555	0.3%	Consumer Discretionary
DHI D.R. Horton	$600,380	$44,364 ▼	-6.9%	4,723	0.3%	Construction
DHR Danaher	$592,968	$32,180 ▲	5.7%	2,893	0.3%	Medical
PIMCO ETF TR	$590,365	$57,150 ▲	10.7%	6,384	0.3%	ACTIVE BD ETF
OXY Occidental Petroleum	$589,260	$34,552 ▲	6.2%	11,938	0.3%	Energy
AXP American Express	$577,240	$23,682 ▲	4.3%	2,145	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$573,311	$145,424 ▲	34.0%	11,279	0.3%	ETF
LDOS Leidos	$566,192	$248,417 ▲	78.2%	4,196	0.3%	Aerospace
PANW Palo Alto Networks	$546,560	$55,458 ▲	11.3%	3,203	0.3%	Computer and Technology
ORLY O'Reilly Automotive	$544,380		0.0%	380	0.3%	Retail/Wholesale
IJK iShares S&P Mid-Cap 400 Growth ETF	$538,905		0.0%	6,471	0.3%	ETF
LMT Lockheed Martin	$529,441	$15,637 ▲	3.0%	1,185	0.3%	Aerospace
MA Mastercard	$522,011	$13,708 ▲	2.7%	952	0.3%	Business Services
TT Trane Technologies	$509,241	$33,702 ▼	-6.2%	1,511	0.3%	Construction
LLY Eli Lilly and Company	$504,667	$35,517 ▲	7.6%	611	0.3%	Medical
CAPITAL GRP FIXED INCM ETF T	$491,589	$361,539 ▲	278.0%	18,900	0.3%	SHORT DURATION M
KMI Kinder Morgan	$485,267	$31,240 ▼	-6.0%	17,009	0.3%	Energy
DIS Walt Disney	$483,143	$17,273 ▲	3.7%	4,895	0.3%	Consumer Discretionary
VOE Vanguard Mid-Cap Value ETF	$482,895		0.0%	3,008	0.3%	ETF
OMC Omnicom Group	$481,826	$24,046 ▲	5.3%	5,811	0.3%	Business Services
LSTR Landstar System	$465,264	$26,883 ▲	6.1%	3,098	0.2%	Transportation
ENVX Enovix	$463,044	$50,477 ▲	12.2%	63,085	0.2%	Energy
WDIV SPDR S&P Global Dividend ETF	$451,590	$19,207 ▼	-4.1%	6,936	0.2%	ETF
BMY Bristol-Myers Squibb	$447,940	$6,831 ▼	-1.5%	7,344	0.2%	Medical
BAC Bank of America	$435,327	$68,437 ▼	-13.6%	10,432	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Richards, Merrill & Peterson, Inc. Top Holdings and 13F Report (2025)

About Richards, Merrill & Peterson, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Richards, Merrill & Peterson, Inc. Top Holdings and 13F Report (2025)

About Richards, Merrill & Peterson, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRichards, Merrill & Peterson, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools