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

About Richards, Merrill & Peterson, Inc.

Investment Activity

Richards, 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: $12,808,504
Costco Wholesale: $10,372,062
Apple: $9,617,239
Invesco QQQ: $8,588,413
Amazon.com: $8,506,628

Largest New Holdings this Quarter

35473P439 - Franklin Income Focus ETF: $600,510 Holding
670346105 - Nucor: $420,616 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF: $47,789 Holding
464287671 - iShares Core S&P U.S. Growth ETF: $19,853 Holding
464287473 - 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 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	$12,808,504	$301,435 ▲	2.4%	25,750	6.1%	Computer and Technology
COST Costco Wholesale	$10,372,062	$243,536 ▲	2.4%	10,477	4.9%	Retail/Wholesale
AAPL Apple	$9,617,239	$61,552 ▼	-0.6%	46,874	4.6%	Computer and Technology
QQQ Invesco QQQ	$8,588,413	$1,008,390 ▲	13.3%	15,569	4.1%	Finance
AMZN Amazon.com	$8,506,628	$677,257 ▲	8.7%	38,774	4.0%	Retail/Wholesale
NVDA NVIDIA	$6,277,980	$1,078,112 ▲	20.7%	39,737	3.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$5,927,272	$124,811 ▲	2.2%	9,593	2.8%	Finance
SYK Stryker	$5,121,329	$140,446 ▲	2.8%	12,945	2.4%	Medical
META Meta Platforms	$4,259,110	$374,979 ▲	9.7%	5,770	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,202,530	$36,239 ▲	0.9%	14,496	2.0%	Finance
CVX Chevron	$3,876,512	$439,013 ▲	12.8%	27,073	1.8%	Energy
GOOGL Alphabet	$3,472,235	$379,773 ▲	12.3%	19,703	1.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$3,240,611	$1,095,730 ▲	51.1%	5,705	1.5%	ETF
HD Home Depot	$3,218,584	$40,329 ▲	1.3%	8,779	1.5%	Retail/Wholesale
V Visa	$2,743,841	$2,840 ▲	0.1%	7,728	1.3%	Business Services
RTX RTX	$2,595,332	$20,589 ▲	0.8%	17,774	1.2%	Aerospace
BRK.B Berkshire Hathaway	$2,470,140	$531,432 ▲	27.4%	5,085	1.2%	Finance
SCHD Schwab US Dividend Equity ETF	$2,214,156	$241,097 ▲	12.2%	83,553	1.1%	ETF
CGSD Capital Group Short Duration Income ETF	$2,198,320	$245,785 ▲	12.6%	84,763	1.0%	ETF
PTRB PGIM Total Return Bond ETF	$2,133,037	$561,275 ▲	35.7%	50,993	1.0%	ETF
IBM International Business Machines	$2,129,605	$56,601 ▼	-2.6%	7,224	1.0%	Computer and Technology
LOW Lowe's Companies	$2,063,661	$80,097 ▲	4.0%	9,301	1.0%	Retail/Wholesale
CSCO Cisco Systems	$1,928,075	$10,130 ▼	-0.5%	27,790	0.9%	Computer and Technology
HON Honeywell International	$1,824,152	$39,823 ▼	-2.1%	7,833	0.9%	Multi-Sector Conglomerates
ISRG Intuitive Surgical	$1,803,034	$266,814 ▲	17.4%	3,318	0.9%	Medical
AMAT Applied Materials	$1,780,129	$142,242 ▲	8.7%	9,724	0.8%	Computer and Technology
CAPITAL GRP FIXED INCM ETF T	$1,754,736	$437,764 ▲	33.2%	66,720	0.8%	CORE BOND ETF
CGGR Capital Group Growth ETF	$1,699,568	$132,559 ▲	8.5%	41,810	0.8%	ETF
GOOG Alphabet	$1,661,116	$45,590 ▲	2.8%	9,364	0.8%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$1,653,425	$475,075 ▲	40.3%	12,129	0.8%	CL A
IJH iShares Core S&P Mid-Cap ETF	$1,624,081	$136,446 ▲	9.2%	26,186	0.8%	ETF
ORCL Oracle	$1,591,113	$245,728 ▲	18.3%	7,278	0.8%	Computer and Technology
MDT Medtronic	$1,554,083	$94,319 ▲	6.5%	17,828	0.7%	Medical
XOM Exxon Mobil	$1,514,495	$58,536 ▲	4.0%	14,049	0.7%	Energy
PG Procter & Gamble	$1,492,440	$52,892 ▲	3.7%	9,368	0.7%	Consumer Staples
CAT Caterpillar	$1,463,980	$22,905 ▲	1.6%	3,771	0.7%	Industrials
WM Waste Management	$1,452,736	$40,958 ▲	2.9%	6,349	0.7%	Business Services
MCD McDonald's	$1,438,982	$45,288 ▲	3.2%	4,925	0.7%	Retail/Wholesale
VZ Verizon Communications	$1,419,549	$115,660 ▲	8.9%	32,807	0.7%	Computer and Technology
WMT Walmart	$1,411,271	$11,538 ▼	-0.8%	14,433	0.7%	Retail/Wholesale
AVA Avista	$1,406,833	$141,514 ▼	-9.1%	37,071	0.7%	Utilities
KO CocaCola	$1,343,100	$96,289 ▲	7.7%	18,984	0.6%	Consumer Staples
TMUS T-Mobile US	$1,337,536	$137,947 ▲	11.5%	5,614	0.6%	Computer and Technology
APD Air Products and Chemicals	$1,295,353	$197,744 ▼	-13.2%	4,592	0.6%	Basic Materials
CGMS Capital Group U.S. Multi-Sector Income ETF	$1,292,713	$393,857 ▲	43.8%	46,804	0.6%	ETF
MRK Merck & Co., Inc.	$1,289,454	$1,900 ▲	0.1%	16,289	0.6%	Medical
IJR iShares Core S&P Small-Cap ETF	$1,282,442	$142,190 ▲	12.5%	11,734	0.6%	ETF
USB U.S. Bancorp	$1,234,188	$29,910 ▲	2.5%	27,275	0.6%	Finance
CGCP Capital Group Core Plus Income ETF	$1,229,648	$306,788 ▲	33.2%	54,651	0.6%	ETF
MS Morgan Stanley	$1,184,847	$181,417 ▲	18.1%	8,412	0.6%	Finance
TXN Texas Instruments	$1,139,918	$61,045 ▼	-5.1%	5,490	0.5%	Computer and Technology
CRM Salesforce	$1,136,314	$51,266 ▼	-4.3%	4,167	0.5%	Computer and Technology
ABT Abbott Laboratories	$1,048,937	$109,355 ▲	11.6%	7,712	0.5%	Medical
SBUX Starbucks	$1,036,460	$6,414 ▼	-0.6%	11,311	0.5%	Retail/Wholesale
UNP Union Pacific	$1,027,615	$73,171 ▼	-6.6%	4,466	0.5%	Transportation
EMR Emerson Electric	$1,011,596	$45,866 ▼	-4.3%	7,587	0.5%	Industrials
IJT iShares S&P Small-Cap 600 Growth ETF	$1,003,393	$224,573 ▼	-18.3%	7,542	0.5%	ETF
FDX FedEx	$996,415	$195,465 ▼	-16.4%	4,384	0.5%	Transportation
SNOW Snowflake	$956,393	$178,568 ▼	-15.7%	4,274	0.5%	Computer and Technology
QCOM QUALCOMM	$941,791	$44,430 ▲	5.0%	5,914	0.4%	Computer and Technology
UNH UnitedHealth Group	$939,225	$321,913 ▲	52.1%	3,011	0.4%	Medical
ABBV AbbVie	$938,705	$11,323 ▲	1.2%	5,057	0.4%	Medical
ITW Illinois Tool Works	$923,996	$32,391 ▲	3.6%	3,737	0.4%	Industrials
BX Blackstone	$923,228	$14,061 ▲	1.5%	6,172	0.4%	Finance
SO Southern	$893,392	$24,151 ▲	2.8%	9,729	0.4%	Utilities
TSCO Tractor Supply	$883,370	$22,955 ▲	2.7%	16,740	0.4%	Retail/Wholesale
BLACKROCK INC	$881,990	$80,753 ▲	10.1%	841	0.4%	COM
ACN Accenture	$877,207	$30,784 ▲	3.6%	2,935	0.4%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$873,447	$71,188 ▲	8.9%	6,552	0.4%	ETF
AVGO Broadcom	$857,001	$306,249 ▲	55.6%	3,109	0.4%	Computer and Technology
PANW Palo Alto Networks	$852,530	$197,068 ▲	30.1%	4,166	0.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$834,383	$18,282 ▲	2.2%	9,995	0.4%	ETF
AXP American Express	$797,398	$113,231 ▲	16.6%	2,500	0.4%	Finance
LDOS Leidos	$780,683	$118,782 ▲	17.9%	4,949	0.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$763,290	$120,288 ▲	18.7%	13,389	0.4%	ETF
JNJ Johnson & Johnson	$740,214	$50,101 ▲	7.3%	4,846	0.4%	Medical
NKE NIKE	$720,852	$42,056 ▲	6.2%	10,147	0.3%	Consumer Discretionary
CEG Constellation Energy	$709,792	$514,510 ▲	263.5%	2,199	0.3%	Energy
ENVX Enovix	$698,963	$46,664 ▲	7.2%	67,598	0.3%	Energy
GRAYSCALE BITCOIN TRUST ETF	$687,462	$214,196 ▲	45.3%	8,104	0.3%	SHS REP COM UT
COP ConocoPhillips	$686,176	$30,872 ▼	-4.3%	7,646	0.3%	Energy
TT Trane Technologies	$664,836	$3,937 ▲	0.6%	1,520	0.3%	Construction
SYY Sysco	$642,728	$38,097 ▼	-5.6%	8,486	0.3%	Consumer Staples
DHR Danaher	$634,011	$62,611 ▲	11.0%	3,210	0.3%	Medical
DIS Walt Disney	$628,615	$21,578 ▲	3.6%	5,069	0.3%	Consumer Discretionary
LMT Lockheed Martin	$619,457	$70,835 ▲	12.9%	1,338	0.3%	Aerospace
DHI D.R. Horton	$610,984	$2,063 ▲	0.3%	4,739	0.3%	Construction
INCM Franklin Income Focus ETF	$600,510	$600,510 ▲	New Holding	22,200	0.3%	ETF
PAYX Paychex	$599,720	$3,346 ▼	-0.6%	4,123	0.3%	Computer and Technology
LLY Eli Lilly and Company	$597,969	$121,621 ▲	25.5%	767	0.3%	Medical
IJK iShares S&P Mid-Cap 400 Growth ETF	$588,732		0.0%	6,471	0.3%	ETF
WDIV SPDR S&P Global Dividend ETF	$575,377	$86,067 ▲	17.6%	8,156	0.3%	ETF
UBER Uber Technologies	$571,929	$239,594 ▲	72.1%	6,130	0.3%	Computer and Technology
PIMCO ETF TR	$569,446	$18,988 ▼	-3.2%	6,178	0.3%	ACTIVE BD ETF
OXY Occidental Petroleum	$551,927	$50,412 ▲	10.1%	13,138	0.3%	Energy
CRWD CrowdStrike	$545,980	$30,559 ▲	5.9%	1,072	0.3%	Computer and Technology
MA Mastercard	$541,454	$6,740 ▲	1.3%	964	0.3%	Business Services
TSM Taiwan Semiconductor Manufacturing	$539,661	$11,323 ▲	2.1%	2,383	0.3%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$526,402	$210,482 ▲	66.6%	13,330	0.3%	ETF
AFL Aflac	$523,286	$63,381 ▼	-10.8%	4,962	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

MarketBeat Products

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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