Richmond Brothers, Inc. Top Holdings and 13F Report (2025) About Richmond Brothers, Inc.Investment ActivityRichmond Brothers, Inc. has $158.20 million in total holdings as of March 31, 2025.Richmond Brothers, Inc. owns shares of 31 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 26.22% of the portfolio was purchased this quarter.About 22.07% of the portfolio was sold this quarter.This quarter, Richmond Brothers, Inc. has purchased 32 new stocks and bought additional shares in 14 stocks.Richmond Brothers, Inc. sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $27,748,630Vanguard Intermediate-Term Bond ETF $13,761,666Vanguard Short-Term Inflation-Protected Securities ETF $13,295,101Invesco QQQ $10,228,254SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $9,374,150 Largest New Holdings this Quarter 674870506 - Ocean Power Technologies $5,002 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 284,304 shares (about $22.26M)Vanguard Short-Term Inflation-Protected Securities ETF 169,881 shares (about $8.48M)Vanguard Intermediate-Term Bond ETF 109,201 shares (about $8.36M)Vanguard Real Estate ETF 4,313 shares (about $390.50K)Vanguard Consumer Staples ETF 1,651 shares (about $361.26K) Largest Sales this Quarter Invesco QQQ 54,499 shares (about $25.55M)Vanguard Consumer Discretionary ETF 10,101 shares (about $3.29M)Vanguard Information Technology ETF 5,957 shares (about $3.23M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 6,624 shares (about $607.62K)Berkshire Hathaway 1,026 shares (about $546.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichmond Brothers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVVanguard Short-Term Bond ETF$27,748,630$22,255,328 ▲405.1%354,47917.5%ETFBIVVanguard Intermediate-Term Bond ETF$13,761,666$8,361,502 ▲154.8%179,7278.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,295,101$8,477,090 ▲175.9%266,4348.4%ManufacturingQQQInvesco QQQ$10,228,254$25,554,927 ▼-71.4%21,8136.5%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$9,374,150$607,619 ▼-6.1%102,1935.9%ETFVFHVanguard Financials ETF$8,187,678$179,562 ▲2.2%68,5345.2%ETFVPUVanguard Utilities ETF$8,160,208$280,291 ▲3.6%47,7755.2%ETFVOXVanguard Communication Services ETF$7,834,368$119,753 ▲1.6%52,7955.0%ETFVDCVanguard Consumer Staples ETF$7,785,083$361,257 ▲4.9%35,5794.9%ETFVNQVanguard Real Estate ETF$7,701,599$390,499 ▲5.3%85,0634.9%ETFVISVanguard Industrials ETF$7,637,560$327,504 ▲4.5%30,8534.8%ETFBRK.BBerkshire Hathaway$4,072,706$546,436 ▼-11.8%7,6472.6%FinanceVDEVanguard Energy ETF$3,995,570$204,149 ▲5.4%30,8062.5%ETFVHTVanguard Health Care ETF$3,784,392$207,788 ▲5.8%14,2972.4%ETFVAWVanguard Materials ETF$3,724,024$227,913 ▲6.5%19,7222.4%ETFVCRVanguard Consumer Discretionary ETF$3,674,006$3,287,371 ▼-47.2%11,2892.3%ETFGOFGuggenheim Strategic Opportunities Fund$3,584,198$126,708 ▼-3.4%230,2002.3%Financial ServicesVGTVanguard Information Technology ETF$3,557,835$3,231,289 ▼-47.6%6,5592.2%ETFAAPLApple$3,275,890$414,234 ▼-11.2%14,7492.1%Computer and TechnologyHRTXHeron Therapeutics$1,198,781$214,363 ▼-15.2%544,9010.8%MedicalMSFTMicrosoft$1,158,271$27,774 ▼-2.3%3,0860.7%Computer and TechnologyMDXGMiMedx Group$1,082,526$365,387 ▼-25.2%142,4370.7%MedicalDRRXDURECT$1,079,816$52,314 ▲5.1%1,346,4060.7%MedicalTQQQProShares UltraPro QQQ$536,418$31,227 ▲6.2%9,3620.3%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$477,7440.0%38,5890.3%Financial ServicesIVViShares Core S&P 500 ETF$445,588$8,990 ▼-2.0%7930.3%ETFIBBiShares Biotechnology ETF$372,517$110,489 ▼-22.9%2,9130.2%FinanceGOOGAlphabet$292,3060.0%1,8710.2%Computer and TechnologyALVOTECH$135,0520.0%13,9660.1%ORDINARY SHARESRMTIRockwell Medical$36,787$145 ▼-0.4%32,5540.0%MedicalOPTTOcean Power Technologies$5,002$5,002 ▲New Holding10,9750.0%EnergyAMZNAmazon.com$0$208,639 ▼-100.0%00.0%Retail/WholesaleARKKARK Innovation ETF$0$207,861 ▼-100.0%00.0%ETFShowing 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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