Richmond Brothers, Inc. Top Holdings and 13F Report (2025) About Richmond Brothers, Inc.Investment ActivityRichmond Brothers, Inc. has $152.70 million in total holdings as of June 30, 2025.Richmond Brothers, Inc. owns shares of 30 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 23.13% of the portfolio was purchased this quarter.About 30.15% of the portfolio was sold this quarter.This quarter, Richmond Brothers, Inc. has purchased 31 new stocks and bought additional shares in 8 stocks.Richmond Brothers, Inc. sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco QQQ $38,026,392Vanguard Short-Term Bond ETF $15,471,685Vanguard Intermediate-Term Bond ETF $9,346,837Vanguard Utilities ETF $7,549,214Vanguard Communication Services ETF $7,526,068 Largest New Holdings this Quarter 921937793 - Vanguard Long-Term Bond ETF $3,136,241 Holding023135106 - Amazon.com $266,778 Holding Largest Purchases this Quarter Invesco QQQ 47,123 shares (about $25.99M)Vanguard Long-Term Bond ETF 45,100 shares (about $3.14M)Vanguard Information Technology ETF 4,292 shares (about $2.85M)Vanguard Consumer Discretionary ETF 7,684 shares (about $2.78M)Amazon.com 1,216 shares (about $266.78K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 157,889 shares (about $12.43M)Vanguard Short-Term Inflation-Protected Securities ETF 143,743 shares (about $7.23M)Vanguard Intermediate-Term Bond ETF 58,872 shares (about $4.55M)Vanguard Real Estate ETF 46,243 shares (about $4.12M)Vanguard Communication Services ETF 8,791 shares (about $1.50M) 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 PortfolioSectorQQQInvesco QQQ$38,026,392$25,993,932 ▲216.0%68,93624.9%FinanceBSVVanguard Short-Term Bond ETF$15,471,685$12,425,906 ▼-44.5%196,59010.1%ETFBIVVanguard Intermediate-Term Bond ETF$9,346,837$4,553,117 ▼-32.8%120,8556.1%ETFVPUVanguard Utilities ETF$7,549,214$883,222 ▼-10.5%42,7714.9%ETFVOXVanguard Communication Services ETF$7,526,068$1,503,537 ▼-16.7%44,0044.9%ETFVFHVanguard Financials ETF$7,347,138$1,377,413 ▼-15.8%57,7144.8%ETFVISVanguard Industrials ETF$7,319,575$1,321,360 ▼-15.3%26,1354.8%ETFVGTVanguard Information Technology ETF$7,197,289$2,846,813 ▲65.4%10,8514.7%ETFVDCVanguard Consumer Staples ETF$7,170,680$620,605 ▼-8.0%32,7454.7%ETFVCRVanguard Consumer Discretionary ETF$6,874,045$2,783,965 ▲68.1%18,9734.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,167,662$7,225,944 ▼-54.0%122,6914.0%ManufacturingGOFGuggenheim Strategic Opportunities Fund$3,549,761$122,097 ▲3.6%238,4002.3%Financial ServicesVDEVanguard Energy ETF$3,492,498$177,007 ▼-4.8%29,3202.3%ETFVAWVanguard Materials ETF$3,484,824$357,718 ▼-9.3%17,8862.3%ETFVHTVanguard Health Care ETF$3,473,949$76,487 ▼-2.2%13,9892.3%ETFVNQVanguard Real Estate ETF$3,457,271$4,118,356 ▼-54.4%38,8202.3%ETFBRK.BBerkshire Hathaway$3,222,256$492,593 ▼-13.3%6,6332.1%FinanceBLVVanguard Long-Term Bond ETF$3,136,241$3,136,241 ▲New Holding45,1002.1%ETFAAPLApple$2,703,015$322,926 ▼-10.7%13,1751.8%Computer and TechnologyMSFTMicrosoft$1,263,915$271,692 ▼-17.7%2,5400.8%Computer and TechnologyHRTXHeron Therapeutics$1,147,751$19,806 ▲1.8%554,4690.8%MedicalDRRXDURECT$923,412$68,175 ▲8.0%1,453,7350.6%MedicalTQQQProShares UltraPro QQQ$857,765$80,755 ▲10.4%10,3350.6%ETFMDXGMiMedx Group$739,220$131,072 ▼-15.1%120,9850.5%MedicalNVGNuveen AMT-Free Municipal Credit Income Fund$460,3810.0%38,5890.3%Financial ServicesIVViShares Core S&P 500 ETF$358,260$134,115 ▼-27.2%5770.2%ETFAMZNAmazon.com$266,778$266,778 ▲New Holding1,2160.2%Retail/WholesaleALVOTECH$127,3700.0%13,9660.1%ORDINARY SHARESRMTIRockwell Medical$27,6050.0%32,5540.0%MedicalOPTTOcean Power Technologies$6,635$1,423 ▲27.3%13,9710.0%EnergyBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$9,374,150 ▼-100.0%00.0%ETFIBBiShares Biotechnology ETF$0$372,517 ▼-100.0%00.0%FinanceGOOGAlphabet$0$292,306 ▼-100.0%00.0%Computer and TechnologyShowing 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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