Richards, Merrill & Peterson, Inc. Top Holdings and 13F Report (2025) About Richards, Merrill & Peterson, Inc.Investment ActivityRichards, Merrill & Peterson, Inc. has $210.30 million in total holdings as of June 30, 2025.Richards, Merrill & Peterson, Inc. owns shares of 200 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 8.35% of the portfolio was purchased this quarter.About 6.08% of the portfolio was sold this quarter.This quarter, Richards, Merrill & Peterson, Inc. has purchased 494 new stocks and bought additional shares in 115 stocks.Richards, Merrill & Peterson, Inc. sold shares of 34 stocks and completely divested from 300 stocks this quarter.Largest Holdings Microsoft $12,808,504Costco Wholesale $10,372,062Apple $9,617,239Invesco QQQ $8,588,413Amazon.com $8,506,628 Largest New Holdings this Quarter 35473P439 - Franklin Income Focus ETF $600,510 Holding670346105 - Nucor $420,616 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $47,789 Holding464287671 - iShares Core S&P U.S. Growth ETF $19,853 Holding464287473 - iShares Russell Mid-Cap Value ETF $10,175 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,929 shares (about $1.10M)NVIDIA 6,824 shares (about $1.08M)Invesco QQQ 1,828 shares (about $1.01M)Amazon.com 3,087 shares (about $677.26K)Franklin Income Focus ETF 22,200 shares (about $600.51K) Largest Sales this Quarter iShares S&P Small-Cap 600 Growth ETF 1,688 shares (about $224.57K)Air Products and Chemicals 701 shares (about $197.74K)FedEx 860 shares (about $195.46K)Snowflake 798 shares (about $178.57K)Avista 3,729 shares (about $141.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichards, Merrill & Peterson, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$12,808,504$301,435 ▲2.4%25,7506.1%Computer and TechnologyCOSTCostco Wholesale$10,372,062$243,536 ▲2.4%10,4774.9%Retail/WholesaleAAPLApple$9,617,239$61,552 ▼-0.6%46,8744.6%Computer and TechnologyQQQInvesco QQQ$8,588,413$1,008,390 ▲13.3%15,5694.1%FinanceAMZNAmazon.com$8,506,628$677,257 ▲8.7%38,7744.0%Retail/WholesaleNVDANVIDIA$6,277,980$1,078,112 ▲20.7%39,7373.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,927,272$124,811 ▲2.2%9,5932.8%FinanceSYKStryker$5,121,329$140,446 ▲2.8%12,9452.4%MedicalMETAMeta Platforms$4,259,110$374,979 ▲9.7%5,7702.0%Computer and TechnologyJPMJPMorgan Chase & Co.$4,202,530$36,239 ▲0.9%14,4962.0%FinanceCVXChevron$3,876,512$439,013 ▲12.8%27,0731.8%EnergyGOOGLAlphabet$3,472,235$379,773 ▲12.3%19,7031.7%Computer and TechnologyVOOVanguard S&P 500 ETF$3,240,611$1,095,730 ▲51.1%5,7051.5%ETFHDHome Depot$3,218,584$40,329 ▲1.3%8,7791.5%Retail/WholesaleVVisa$2,743,841$2,840 ▲0.1%7,7281.3%Business ServicesRTXRTX$2,595,332$20,589 ▲0.8%17,7741.2%AerospaceBRK.BBerkshire Hathaway$2,470,140$531,432 ▲27.4%5,0851.2%FinanceSCHDSchwab US Dividend Equity ETF$2,214,156$241,097 ▲12.2%83,5531.1%ETFCGSDCapital Group Short Duration Income ETF$2,198,320$245,785 ▲12.6%84,7631.0%ETFPTRBPGIM Total Return Bond ETF$2,133,037$561,275 ▲35.7%50,9931.0%ETFIBMInternational Business Machines$2,129,605$56,601 ▼-2.6%7,2241.0%Computer and TechnologyLOWLowe's Companies$2,063,661$80,097 ▲4.0%9,3011.0%Retail/WholesaleCSCOCisco Systems$1,928,075$10,130 ▼-0.5%27,7900.9%Computer and TechnologyHONHoneywell International$1,824,152$39,823 ▼-2.1%7,8330.9%Multi-Sector ConglomeratesISRGIntuitive Surgical$1,803,034$266,814 ▲17.4%3,3180.9%MedicalAMATApplied Materials$1,780,129$142,242 ▲8.7%9,7240.8%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$1,754,736$437,764 ▲33.2%66,7200.8%CORE BOND ETFCGGRCapital Group Growth ETF$1,699,568$132,559 ▲8.5%41,8100.8%ETFGOOGAlphabet$1,661,116$45,590 ▲2.8%9,3640.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,653,425$475,075 ▲40.3%12,1290.8%CL AIJHiShares Core S&P Mid-Cap ETF$1,624,081$136,446 ▲9.2%26,1860.8%ETFORCLOracle$1,591,113$245,728 ▲18.3%7,2780.8%Computer and TechnologyMDTMedtronic$1,554,083$94,319 ▲6.5%17,8280.7%MedicalXOMExxon Mobil$1,514,495$58,536 ▲4.0%14,0490.7%EnergyPGProcter & Gamble$1,492,440$52,892 ▲3.7%9,3680.7%Consumer StaplesCATCaterpillar$1,463,980$22,905 ▲1.6%3,7710.7%IndustrialsWMWaste Management$1,452,736$40,958 ▲2.9%6,3490.7%Business ServicesMCDMcDonald's$1,438,982$45,288 ▲3.2%4,9250.7%Retail/WholesaleVZVerizon Communications$1,419,549$115,660 ▲8.9%32,8070.7%Computer and TechnologyWMTWalmart$1,411,271$11,538 ▼-0.8%14,4330.7%Retail/WholesaleAVAAvista$1,406,833$141,514 ▼-9.1%37,0710.7%UtilitiesKOCocaCola$1,343,100$96,289 ▲7.7%18,9840.6%Consumer StaplesTMUST-Mobile US$1,337,536$137,947 ▲11.5%5,6140.6%Computer and TechnologyAPDAir Products and Chemicals$1,295,353$197,744 ▼-13.2%4,5920.6%Basic MaterialsCGMSCapital Group U.S. Multi-Sector Income ETF$1,292,713$393,857 ▲43.8%46,8040.6%ETFMRKMerck & Co., Inc.$1,289,454$1,900 ▲0.1%16,2890.6%MedicalIJRiShares Core S&P Small-Cap ETF$1,282,442$142,190 ▲12.5%11,7340.6%ETFUSBU.S. Bancorp$1,234,188$29,910 ▲2.5%27,2750.6%FinanceCGCPCapital Group Core Plus Income ETF$1,229,648$306,788 ▲33.2%54,6510.6%ETFMSMorgan Stanley$1,184,847$181,417 ▲18.1%8,4120.6%FinanceTXNTexas Instruments$1,139,918$61,045 ▼-5.1%5,4900.5%Computer and TechnologyCRMSalesforce$1,136,314$51,266 ▼-4.3%4,1670.5%Computer and TechnologyABTAbbott Laboratories$1,048,937$109,355 ▲11.6%7,7120.5%MedicalSBUXStarbucks$1,036,460$6,414 ▼-0.6%11,3110.5%Retail/WholesaleUNPUnion Pacific$1,027,615$73,171 ▼-6.6%4,4660.5%TransportationEMREmerson Electric$1,011,596$45,866 ▼-4.3%7,5870.5%IndustrialsIJTiShares S&P Small-Cap 600 Growth ETF$1,003,393$224,573 ▼-18.3%7,5420.5%ETFFDXFedEx$996,415$195,465 ▼-16.4%4,3840.5%TransportationSNOWSnowflake$956,393$178,568 ▼-15.7%4,2740.5%Computer and TechnologyQCOMQUALCOMM$941,791$44,430 ▲5.0%5,9140.4%Computer and TechnologyUNHUnitedHealth Group$939,225$321,913 ▲52.1%3,0110.4%MedicalABBVAbbVie$938,705$11,323 ▲1.2%5,0570.4%MedicalITWIllinois Tool Works$923,996$32,391 ▲3.6%3,7370.4%IndustrialsBXBlackstone$923,228$14,061 ▲1.5%6,1720.4%FinanceSOSouthern$893,392$24,151 ▲2.8%9,7290.4%UtilitiesTSCOTractor Supply$883,370$22,955 ▲2.7%16,7400.4%Retail/WholesaleBLACKROCK INC$881,990$80,753 ▲10.1%8410.4%COMACNAccenture$877,207$30,784 ▲3.6%2,9350.4%Computer and TechnologyVYMVanguard High Dividend Yield ETF$873,447$71,188 ▲8.9%6,5520.4%ETFAVGOBroadcom$857,001$306,249 ▲55.6%3,1090.4%Computer and TechnologyPANWPalo Alto Networks$852,530$197,068 ▲30.1%4,1660.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$834,383$18,282 ▲2.2%9,9950.4%ETFAXPAmerican Express$797,398$113,231 ▲16.6%2,5000.4%FinanceLDOSLeidos$780,683$118,782 ▲17.9%4,9490.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$763,290$120,288 ▲18.7%13,3890.4%ETFJNJJohnson & Johnson$740,214$50,101 ▲7.3%4,8460.4%MedicalNKENIKE$720,852$42,056 ▲6.2%10,1470.3%Consumer DiscretionaryCEGConstellation Energy$709,792$514,510 ▲263.5%2,1990.3%EnergyENVXEnovix$698,963$46,664 ▲7.2%67,5980.3%EnergyGRAYSCALE BITCOIN TRUST ETF$687,462$214,196 ▲45.3%8,1040.3%SHS REP COM UTCOPConocoPhillips$686,176$30,872 ▼-4.3%7,6460.3%EnergyTTTrane Technologies$664,836$3,937 ▲0.6%1,5200.3%ConstructionSYYSysco$642,728$38,097 ▼-5.6%8,4860.3%Consumer StaplesDHRDanaher$634,011$62,611 ▲11.0%3,2100.3%MedicalDISWalt Disney$628,615$21,578 ▲3.6%5,0690.3%Consumer DiscretionaryLMTLockheed Martin$619,457$70,835 ▲12.9%1,3380.3%AerospaceDHID.R. Horton$610,984$2,063 ▲0.3%4,7390.3%ConstructionINCMFranklin Income Focus ETF$600,510$600,510 ▲New Holding22,2000.3%ETFPAYXPaychex$599,720$3,346 ▼-0.6%4,1230.3%Computer and TechnologyLLYEli Lilly and Company$597,969$121,621 ▲25.5%7670.3%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$588,7320.0%6,4710.3%ETFWDIVSPDR S&P Global Dividend ETF$575,377$86,067 ▲17.6%8,1560.3%ETFUBERUber Technologies$571,929$239,594 ▲72.1%6,1300.3%Computer and TechnologyPIMCO ETF TR$569,446$18,988 ▼-3.2%6,1780.3%ACTIVE BD ETFOXYOccidental Petroleum$551,927$50,412 ▲10.1%13,1380.3%EnergyCRWDCrowdStrike$545,980$30,559 ▲5.9%1,0720.3%Computer and TechnologyMAMastercard$541,454$6,740 ▲1.3%9640.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$539,661$11,323 ▲2.1%2,3830.3%Computer and TechnologyCGDVCapital Group Dividend Value ETF$526,402$210,482 ▲66.6%13,3300.3%ETFAFLAflac$523,286$63,381 ▼-10.8%4,9620.2%FinanceShowing largest 100 holdings. View all holdings. 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