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

About Richards, Merrill & Peterson, Inc.

Investment Activity

Richards, Merrill & Peterson, Inc. has $231.63 million in total holdings as of September 30, 2025.
Richards, Merrill & Peterson, Inc. owns shares of 215 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 4.96% of the portfolio was purchased this quarter.
About 1.35% of the portfolio was sold this quarter.
This quarter, Richards, Merrill & Peterson, Inc. has purchased 200 new stocks and bought additional shares in 88 stocks.
Richards, Merrill & Peterson, Inc. sold shares of 54 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft: $13,092,173
Apple: $11,752,342
Costco Wholesale: $10,343,839
Invesco QQQ: $9,197,420
Amazon.com: $8,639,201

Largest New Holdings this Quarter

502431109 - L3Harris Technologies: $625,174 Holding
38964R203 - GRAYSCALE ETHEREUM MINI TR E: $439,090 Holding
92189F676 - VanEck Semiconductor ETF: $250,644 Holding
389930207 - GRAYSCALE BITCOIN MINI TR ET: $249,960 Holding
90290T809 - USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund: $248,400 Holding

Largest Purchases this Quarter

Costco Wholesale: 698 shares (about $646.08K)
Intuitive Surgical: 1,438 shares (about $643.12K)
L3Harris Technologies: 2,047 shares (about $625.17K)
GRAYSCALE ETHEREUM MINI TR E: 11,207 shares (about $439.09K)
Constellation Energy: 997 shares (about $328.11K)

Largest Sales this Quarter

Microsoft: 473 shares (about $244.99K)
iShares S&P Small-Cap 600 Growth ETF: 1,297 shares (about $183.53K)
Apple: 719 shares (about $183.08K)
SPDR S&P 500 ETF Trust: 269 shares (about $179.20K)
Invesco QQQ: 249 shares (about $149.49K)

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
MSFT Microsoft	$13,092,173	$244,989 ▼	-1.8%	25,277	5.7%	Computer and Technology
AAPL Apple	$11,752,342	$183,077 ▼	-1.5%	46,155	5.1%	Computer and Technology
COST Costco Wholesale	$10,343,839	$646,085 ▲	6.7%	11,175	4.5%	Retail/Wholesale
QQQ Invesco QQQ	$9,197,420	$149,488 ▼	-1.6%	15,320	4.0%	Finance
AMZN Amazon.com	$8,639,201	$125,594 ▲	1.5%	39,346	3.7%	Retail/Wholesale
NVDA NVIDIA	$7,385,510	$28,546 ▼	-0.4%	39,584	3.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$6,211,461	$179,202 ▼	-2.8%	9,324	2.7%	Finance
GOOGL Alphabet	$5,055,094	$265,226 ▲	5.5%	20,794	2.2%	Computer and Technology
SYK Stryker	$4,864,262	$78,742 ▲	1.6%	13,158	2.1%	Medical
JPM JPMorgan Chase & Co.	$4,583,003	$10,409 ▲	0.2%	14,529	2.0%	Finance
CVX Chevron	$4,331,414	$127,184 ▲	3.0%	27,892	1.9%	Energy
META Meta Platforms	$4,195,886	$41,122 ▼	-1.0%	5,714	1.8%	Computer and Technology
HD Home Depot	$3,565,868	$8,509 ▲	0.2%	8,800	1.5%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$3,463,621	$30,007 ▼	-0.9%	5,656	1.5%	ETF
RTX RTX	$3,093,544	$119,472 ▲	4.0%	18,488	1.3%	Aerospace
V Visa	$2,649,244	$10,925 ▲	0.4%	7,760	1.1%	Business Services
BRK.B Berkshire Hathaway	$2,645,921	$89,488 ▲	3.5%	5,263	1.1%	Finance
SCHD Schwab US Dividend Equity ETF	$2,583,827	$302,838 ▲	13.3%	94,646	1.1%	ETF
LOW Lowe's Companies	$2,346,069	$8,545 ▲	0.4%	9,335	1.0%	Retail/Wholesale
CGSD Capital Group Short Duration Income ETF	$2,343,304	$141,150 ▲	6.4%	90,196	1.0%	ETF
PTRB PGIM Total Return Bond ETF	$2,314,486	$162,596 ▲	7.6%	54,846	1.0%	ETF
GOOG Alphabet	$2,300,144	$19,484 ▲	0.9%	9,444	1.0%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$2,239,388	$26,816 ▲	1.2%	12,276	1.0%	CL A
ISRG Intuitive Surgical	$2,127,026	$643,117 ▲	43.3%	4,756	0.9%	Medical
IBM International Business Machines	$2,104,187	$65,747 ▲	3.2%	7,457	0.9%	Computer and Technology
ORCL Oracle	$2,060,636	$13,781 ▲	0.7%	7,327	0.9%	Computer and Technology
CGGR Capital Group Growth ETF	$2,059,531	$223,244 ▲	12.2%	46,893	0.9%	ETF
AMAT Applied Materials	$2,008,685	$17,812 ▲	0.9%	9,811	0.9%	Computer and Technology
CAT Caterpillar	$1,983,858	$184,645 ▲	10.3%	4,158	0.9%	Industrials
CAPITAL GRP FIXED INCM ETF T	$1,964,812	$191,402 ▲	10.8%	73,921	0.8%	CORE BOND ETF
CSCO Cisco Systems	$1,920,055	$18,679 ▲	1.0%	28,063	0.8%	Computer and Technology
XOM Exxon Mobil	$1,647,396	$63,366 ▲	4.0%	14,611	0.7%	Energy
MDT Medtronic	$1,646,907	$51,049 ▼	-3.0%	17,292	0.7%	Medical
IJH iShares Core S&P Mid-Cap ETF	$1,624,485	$84,380 ▼	-4.9%	24,893	0.7%	ETF
PG Procter & Gamble	$1,573,140	$133,682 ▲	9.3%	10,238	0.7%	Consumer Staples
HON Honeywell International	$1,523,108	$125,663 ▼	-7.6%	7,236	0.7%	Multi-Sector Conglomerates
MCD McDonald's	$1,522,652	$26,132 ▲	1.7%	5,011	0.7%	Retail/Wholesale
WMT Walmart	$1,442,656	$44,832 ▼	-3.0%	13,998	0.6%	Retail/Wholesale
MS Morgan Stanley	$1,420,620	$83,454 ▲	6.2%	8,937	0.6%	Finance
VZ Verizon Communications	$1,399,935	$41,928 ▼	-2.9%	31,853	0.6%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,393,641	$713 ▼	-0.1%	11,728	0.6%	ETF
WM Waste Management	$1,389,560	$12,588 ▼	-0.9%	6,292	0.6%	Business Services
KO CocaCola	$1,349,971	$90,927 ▲	7.2%	20,355	0.6%	Consumer Staples
MRK Merck & Co., Inc.	$1,348,154	$18,968 ▼	-1.4%	16,063	0.6%	Medical
TMUS T-Mobile US	$1,347,059	$3,112 ▲	0.2%	5,627	0.6%	Computer and Technology
USB U.S. Bancorp	$1,316,149	$2,030 ▼	-0.2%	27,233	0.6%	Finance
AVA Avista	$1,307,819	$93,845 ▼	-6.7%	34,589	0.6%	Utilities
CGMS Capital Group U.S. Multi-Sector Income ETF	$1,268,741	$30,081 ▼	-2.3%	45,720	0.5%	ETF
CGCP Capital Group Core Plus Income ETF	$1,241,671		0.0%	54,651	0.5%	ETF
ABBV AbbVie	$1,212,959	$42,138 ▲	3.6%	5,239	0.5%	Medical
APD Air Products and Chemicals	$1,206,571	$45,819 ▼	-3.7%	4,424	0.5%	Basic Materials
AVGO Broadcom	$1,161,623	$135,924 ▲	13.3%	3,521	0.5%	Computer and Technology
BX Blackstone	$1,131,048	$76,542 ▲	7.3%	6,620	0.5%	Finance
EMR Emerson Electric	$1,079,769	$84,482 ▲	8.5%	8,231	0.5%	Industrials
CEG Constellation Energy	$1,051,792	$328,109 ▲	45.3%	3,196	0.5%	Energy
QCOM QUALCOMM	$1,043,215	$59,389 ▲	6.0%	6,271	0.5%	Computer and Technology
ABT Abbott Laboratories	$1,028,185	$4,822 ▼	-0.5%	7,676	0.4%	Medical
LDOS Leidos	$1,019,242	$84,087 ▲	9.0%	5,394	0.4%	Computer and Technology
UNH UnitedHealth Group	$1,013,992	$25,548 ▼	-2.5%	2,937	0.4%	Medical
BLACKROCK INC	$1,013,830	$33,794 ▲	3.4%	870	0.4%	COM
UNP Union Pacific	$1,012,147	$43,493 ▼	-4.1%	4,282	0.4%	Transportation
TXN Texas Instruments	$1,007,415	$1,286 ▼	-0.1%	5,483	0.4%	Computer and Technology
CRM Salesforce	$993,759	$6,162 ▲	0.6%	4,193	0.4%	Computer and Technology
ITW Illinois Tool Works	$975,288	$782 ▲	0.1%	3,740	0.4%	Industrials
VYM Vanguard High Dividend Yield ETF	$965,789	$42,285 ▲	4.6%	6,852	0.4%	ETF
FDX FedEx	$959,545	$74,283 ▼	-7.2%	4,069	0.4%	Transportation
TSCO Tractor Supply	$950,298	$1,706 ▼	-0.2%	16,710	0.4%	Retail/Wholesale
PANW Palo Alto Networks	$949,073	$100,792 ▲	11.9%	4,661	0.4%	Computer and Technology
SO Southern	$943,705	$21,702 ▲	2.4%	9,958	0.4%	Utilities
SNOW Snowflake	$925,432	$38,569 ▼	-4.0%	4,103	0.4%	Computer and Technology
GRAYSCALE BITCOIN TRUST ETF	$909,280	$181,784 ▲	25.0%	10,129	0.4%	SHS REP COM UT
JNJ Johnson & Johnson	$897,075	$1,483 ▼	-0.2%	4,838	0.4%	Medical
SBUX Starbucks	$895,882	$60,994 ▼	-6.4%	10,590	0.4%	Retail/Wholesale
MU Micron Technology	$887,298	$182,881 ▲	26.0%	5,303	0.4%	Computer and Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$883,681	$183,528 ▼	-17.2%	6,245	0.4%	ETF
INCM Franklin Income Focus ETF	$881,439	$265,611 ▲	43.1%	31,775	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$872,663		0.0%	9,995	0.4%	ETF
COP ConocoPhillips	$868,950	$145,676 ▲	20.1%	9,186	0.4%	Energy
AXP American Express	$860,024	$29,564 ▲	3.6%	2,589	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$846,654	$44,400 ▲	5.5%	14,130	0.4%	ETF
ACN Accenture	$830,952	$107,259 ▲	14.8%	3,370	0.4%	Computer and Technology
UBER Uber Technologies	$830,296	$229,740 ▲	38.3%	8,475	0.4%	Computer and Technology
TSLA Tesla	$829,848	$105,843 ▲	14.6%	1,866	0.4%	Auto/Tires/Trucks
DHI D.R. Horton	$806,477	$3,389 ▲	0.4%	4,759	0.3%	Construction
CGDV Capital Group Dividend Value ETF	$793,106	$232,846 ▲	41.6%	18,870	0.3%	ETF
EOSE Eos Energy Enterprises	$777,652	$92,259 ▼	-10.6%	68,275	0.3%	Industrials
LLY Eli Lilly and Company	$775,313	$190,013 ▲	32.5%	1,016	0.3%	Medical
ORLY O'Reilly Automotive	$749,172	$129,803 ▲	21.0%	6,949	0.3%	Retail/Wholesale
WDIV SPDR S&P Global Dividend ETF	$708,173	$115,291 ▲	19.4%	9,742	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$707,178	$41,615 ▲	6.3%	2,532	0.3%	Computer and Technology
DHR Danaher	$705,321	$68,986 ▲	10.8%	3,558	0.3%	Medical
SYY Sysco	$702,572	$3,870 ▲	0.6%	8,533	0.3%	Consumer Staples
NKE NIKE	$694,913	$12,621 ▼	-1.8%	9,966	0.3%	Consumer Discretionary
LMT Lockheed Martin	$676,834	$8,985 ▲	1.3%	1,356	0.3%	Aerospace
IWM iShares Russell 2000 ETF	$676,520	$240,750 ▲	55.2%	2,796	0.3%	Finance
TT Trane Technologies	$641,563		0.0%	1,520	0.3%	Construction
ENVX Enovix	$626,874	$47,078 ▼	-7.0%	62,876	0.3%	Energy
LHX L3Harris Technologies	$625,174	$625,174 ▲	New Holding	2,047	0.3%	Aerospace
IJK iShares S&P Mid-Cap 400 Growth ETF	$620,504		0.0%	6,471	0.3%	ETF
DIS Walt Disney	$616,949	$36,527 ▲	6.3%	5,388	0.3%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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