Richardson Financial Services Inc. Top Holdings and 13F Report (2025) About Richardson Financial Services Inc.Investment ActivityRichardson Financial Services Inc. has $148.86 million in total holdings as of June 30, 2025.Richardson Financial Services Inc. owns shares of 729 different stocks, but just 108 companies or ETFs make up 80% of its holdings.Approximately 60.10% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Richardson Financial Services Inc. has purchased 723 new stocks and bought additional shares in 283 stocks.Richardson Financial Services Inc. sold shares of 133 stocks and completely divested from 41 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $6,765,465Apple $5,394,174Vanguard Value ETF $4,680,521Vanguard Growth ETF $4,243,017NVIDIA $3,637,814 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $1,019,480 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $914,331 Holding921938205 - Vanguard Wellesley Income Admiral $390,235 Holding464287499 - iShares Russell Mid-Cap ETF $300,066 Holding911312106 - United Parcel Service $244,984 Holding Largest Purchases this Quarter Apple 25,927 shares (about $5.39M)Vanguard Value ETF 25,835 shares (about $4.61M)Vanguard Growth ETF 9,630 shares (about $4.18M)NVIDIA 23,403 shares (about $3.59M)Microsoft 6,098 shares (about $3.00M) Largest Sales this Quarter Technology Select Sector SPDR Fund 4,404 shares (about $1.11M)Energy Select Sector SPDR Fund 10,423 shares (about $890.68K)Walt Disney 5,388 shares (about $665.36K)Amgen 2,016 shares (about $563.14K)Amgen 1,794 shares (about $521.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichardson Financial Services Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$6,765,465$880,882 ▲15.0%93,1244.5%ETFAAPLApple$5,394,174$5,388,147 ▲89,403.4%25,9563.6%Computer and TechnologyVTVVanguard Value ETF$4,680,521$4,613,026 ▲6,834.7%26,2133.1%ETFVUGVanguard Growth ETF$4,243,017$4,179,222 ▲6,551.0%9,7772.9%ETFNVDANVIDIA$3,637,814$3,587,685 ▲7,156.9%23,7302.4%Computer and TechnologyMSFTMicrosoft$3,017,256$3,000,526 ▲17,935.3%6,1322.0%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$2,639,436$2,517,105 ▲2,057.6%65,2681.8%ETFIEURiShares Core MSCI Europe ETF$2,585,325$2,538,346 ▲5,403.1%39,0721.7%ETFVEAVanguard FTSE Developed Markets ETF$2,556,785$2,539,169 ▲14,413.9%44,8481.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,518,648$2,425,792 ▲2,612.4%58,7781.7%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,357,961$86,744 ▲3.8%29,4121.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,290,868$2,225,252 ▲3,391.3%38,1251.5%ETFVOOVanguard S&P 500 ETF$2,065,924$1,138,900 ▲122.9%3,6371.4%ETFVUGVanguard Growth ETF$2,063,110$1,998,665 ▲3,101.4%4,7061.4%ETFAMZNAmazon.com$1,906,323$1,896,843 ▲20,009.3%8,6471.3%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$1,873,423$1,859,595 ▲13,448.0%6,7741.3%ETFGOOGLAlphabet$1,789,171$152,453 ▲9.3%10,1751.2%Computer and TechnologyVTVVanguard Value ETF$1,531,099$1,464,291 ▲2,191.8%8,6631.0%ETFVVisa$1,528,167$1,525,323 ▲53,637.5%4,2991.0%Business ServicesVBRVanguard Small-Cap Value ETF$1,478,241$1,465,335 ▲11,353.8%7,4451.0%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,408,810$51,518 ▼-3.5%32,8700.9%ETFJPMJPMorgan Chase & Co.$1,408,777$1,348,662 ▲2,243.5%4,8510.9%FinanceMAMastercard$1,346,029$1,339,818 ▲21,572.7%2,3840.9%Business ServicesIPACiShares Core MSCI Pacific ETF$1,293,098$1,247,659 ▲2,745.8%18,8960.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,236,931$1,221,376 ▲7,851.8%48,5060.8%ETFTMUST-Mobile US$1,183,155$10,868 ▲0.9%4,8990.8%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,153,404$1,135,235 ▲6,248.1%26,6620.8%ETFCTASCintas$1,108,316$449 ▲0.0%4,9410.7%Business ServicesHDHome Depot$1,072,834$7,463 ▲0.7%2,8750.7%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,054,558$1,031,331 ▲4,440.3%19,1600.7%ETFCOSTCostco Wholesale$1,038,216$1,036,244 ▲52,550.0%1,0530.7%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,019,480$1,019,480 ▲New Holding20,7930.7%ETFVOOVanguard S&P 500 ETF$1,003,818$77,217 ▲8.3%1,7680.7%ETFXLCCommunication Services Select Sector SPDR Fund$960,686$70,044 ▼-6.8%8,9150.6%ETFMCDMcDonald's$957,617$11,007 ▲1.2%3,2190.6%Retail/WholesaleTTTrane Technologies$932,598$6,513 ▼-0.7%2,1480.6%ConstructionXLVHealth Care Select Sector SPDR Fund$927,172$907,759 ▲4,676.1%6,7820.6%ETFXLPConsumer Staples Select Sector SPDR Fund$914,331$914,331 ▲New Holding11,1530.6%ETFVWOVanguard FTSE Emerging Markets ETF$912,685$638,776 ▲233.2%18,4530.6%ETFSRLNSPDR Blackstone Senior Loan ETF$888,615$876,913 ▲7,493.6%21,4900.6%ETFIUSBiShares Core Total USD Bond Market ETF$888,312$10,041 ▲1.1%19,2860.6%ManufacturingMGKVanguard Mega Cap Growth ETF$835,849$184,416 ▲28.3%2,3070.6%ETFISRGIntuitive Surgical$820,977$634,294 ▲339.8%1,5260.6%MedicalPWRQuanta Services$815,314$1,861 ▲0.2%2,1900.5%ConstructionMETAMeta Platforms$814,877$806,966 ▲10,200.0%1,1330.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$801,710$470,649 ▲142.2%1,2980.5%FinanceSNPSSynopsys$785,800$5,218 ▲0.7%1,5060.5%Computer and TechnologyWMTWalmart$779,437$6,091 ▲0.8%7,9340.5%Retail/WholesaleTSLATesla$777,036$776,134 ▲86,033.3%2,5840.5%Auto/Tires/TrucksRWRSPDR Dow Jones REIT ETF$774,779$704,556 ▲1,003.3%7,9880.5%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$763,702$66,361 ▲9.5%8,2630.5%ETFUNHUnitedHealth Group$759,256$757,299 ▲38,700.0%2,3280.5%MedicalVNQVanguard Real Estate ETF$754,502$738,895 ▲4,734.5%8,4120.5%ETFGWXSPDR S&P International Small Cap ETF$752,170$736,724 ▲4,769.7%20,2580.5%ETFVBVanguard Small-Cap ETF$721,671$12,930 ▲1.8%3,0140.5%ETFAVGOBroadcom$712,681$698,915 ▲5,076.9%2,6920.5%Computer and TechnologyBBUSJPMorgan BetaBuilders U.S. Equity ETF$710,634$44,708 ▲6.7%6,3580.5%ETFADBEAdobe$703,827$784 ▲0.1%1,7950.5%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$701,187$668,421 ▲2,040.0%26,4500.5%ETFPHParker-Hannifin$697,654$2,813 ▲0.4%9920.5%IndustrialsVTIVanguard Total Stock Market ETF$655,881$72,943 ▲12.5%2,1580.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$651,588$636,412 ▲4,193.6%6,7410.4%FinanceGLDSPDR Gold Shares$648,947$626,495 ▲2,790.4%2,1100.4%FinanceTJXTJX Companies$645,201$18,148 ▲2.9%5,1550.4%Retail/WholesaleHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$637,443$109,478 ▼-14.7%6,7600.4%ETFAWKAmerican Water Works$632,967$4,277 ▼-0.7%4,4400.4%UtilitiesNEENextEra Energy$628,312$24,548 ▼-3.8%8,6000.4%UtilitiesCOFCapital One Financial$615,847$20,442 ▲3.4%2,8620.4%FinanceLINDE PLC NEW$611,202$609,772 ▲42,633.3%1,2820.4%FOREIGN COMMON STOCKSEOGEOG Resources$609,833$609,591 ▲251,500.0%5,0320.4%EnergyJPMORGAN GLOBAL SELECT EQUITY ETF$607,556$94,188 ▲18.3%9,4370.4%ETF - EQUITYTMOThermo Fisher Scientific$603,964$597,221 ▲8,856.3%1,4330.4%MedicalXOMExxon Mobil$596,233$16,058 ▲2.8%5,4580.4%EnergyTOTLSPDR Doubleline Total Return Tactical ETF$595,140$55,595 ▲10.3%14,9120.4%ETFMGVVanguard Mega Cap Value ETF$591,483$133,591 ▲29.2%4,4630.4%ETFSPDR BLOOMBERG ENCD RL YLD CM ETF$582,411$557,368 ▲2,225.6%21,3260.4%ETF - EQUITYVSSVanguard FTSE All-World ex-US Small-Cap ETF$578,722$570,800 ▲7,205.1%4,3100.4%ETFIJHiShares Core S&P Mid-Cap ETF$569,0660.0%9,0630.4%ETFBNDVanguard Total Bond Market ETF$557,967$476,532 ▲585.2%7,5780.4%ETFCMECME Group$533,214$532,388 ▲64,433.3%1,9360.4%FinancePANWPalo Alto Networks$528,332$526,752 ▲33,337.5%2,6750.4%Computer and TechnologyAMDAdvanced Micro Devices$526,343$519,537 ▲7,634.0%3,8670.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$518,994$187,826 ▲56.7%8400.3%FinanceIWMiShares Russell 2000 ETF$517,775$471,775 ▲1,025.6%2,3750.3%FinanceSPGIS&P Global$513,444$511,329 ▲24,175.0%9710.3%FinanceCRMSalesforce$509,293$505,214 ▲12,386.7%1,8730.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$501,596$465,593 ▲1,293.2%5,3220.3%ETFORCLOracle$495,945$483,902 ▲4,018.2%2,2650.3%Computer and TechnologyNXPINXP Semiconductors$493,519$7,742 ▼-1.5%2,2310.3%Computer and TechnologyNOCNorthrop Grumman$488,929$487,418 ▲32,266.7%9710.3%AerospaceEFAViShares MSCI EAFE Min Vol Factor ETF$472,380$448,424 ▲1,871.8%5,6000.3%ETFVXUSVanguard Total International Stock ETF$468,913$51,334 ▲12.3%6,7870.3%ETFBRK.BBerkshire Hathaway$466,595$442,115 ▲1,806.0%9530.3%FinanceSPLBSPDR Portfolio Long Term Corporate Bond ETF$462,746$437,276 ▲1,716.8%20,5300.3%ETFVBVanguard Small-Cap ETF$462,349$239,113 ▼-34.1%1,9510.3%ETFBBCAJPMorgan BetaBuilders Canada ETF$461,698$124,406 ▼-21.2%5,7190.3%ETFVRTXVertex Pharmaceuticals$458,943$457,134 ▲25,275.0%1,0150.3%MedicalBNDXVanguard Total International Bond ETF$457,422$274,136 ▲149.6%9,2390.3%ETFIEFAiShares Core MSCI EAFE ETF$456,790$14,829 ▲3.4%5,4830.3%ETFNFLXNetflix$446,292$442,411 ▲11,400.0%3450.3%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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