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Richardson Financial Services

Latest statistics and disclosures from Richardson Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, VTV, VUG, AAPL, AMZN, and represent 18.86% of Richardson Financial Services's stock portfolio.
Added to shares of these 10 stocks: VEA, VUG, VOO, VTV, VTEB, XLI, JNK, VWO, VTI, BIL.
Started 269 new stock positions in Goldman Sachs Group Inc Note M/w Clbl, Capital One Finl, MIAYX, PFXF, SLF, Hartford Schr Intl Stk-I, HYDB, ICAFX, Anheusr Bsch 4.750 01/23/29 '28, LOGI.
Reduced shares in these 10 stocks: , VBK, SPLG, EWL, PFE, EQIX, GILD, VSS, ACN, EMR.
Sold out of its positions in ASO, BABA, ARW, CPRX, CAT, LMBS, GILD, HSBC, ING, ITGR.
Richardson Financial Services was a net buyer of stock by $22M.
Richardson Financial Services has $143M in assets under management (AUM), dropping by 24.80%.
Central Index Key (CIK): 0002012303

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Portfolio Holdings for Richardson Financial Services

Richardson Financial Services holds 621 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Richardson Financial Services has 621 total positions. Only the first 250 positions are shown.

Sign up to view all of the Richardson Financial Services March 31, 2024 positions
Download the Richardson Financial Services March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
SPDR S&P 500 Etf - Equity (SPLG)	5.3	$7.5M	-5%	122k	61.53	View chart
Vanguard Value ETF Exchange Traded Fund (VTV)	4.3	$6.1M	+28%	37k	162.86	View chart
Vanguard Growth ETF Exchange Traded Fund (VUG)	3.7	$5.2M	+59%	15k	344.20	View chart
Apple Common Stock (AAPL)	3.2	$4.6M	+3%	27k	171.50	View chart
Amazon.com Common Stock (AMZN)	2.4	$3.5M	+10%	9.1k	378.80	View chart
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)	2.1	$3.1M	-5%	85k	35.84	View chart
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)	1.9	$2.8M	+3%	77k	36.19	View chart
Ishares High Yield Corp Etf - Fixed Income (HYG)	1.9	$2.6M	+10%	34k	77.73	View chart
Vanguard S&p 500 Etf - Equity (VOO)	1.8	$2.6M	+179%	5.4k	480.70	View chart
Microsoft Corp Common Stock (MSFT)	1.7	$2.5M	+3%	5.8k	420.67	View chart
Vanguard Ftse Developed Markets Etf - Equity (VEA)	1.5	$2.2M	+14084%	44k	50.17	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	1.5	$2.1M	+9%	41k	51.60	View chart
NVIDIA Corp Common Stock (NVDA)	1.4	$2.0M	+18%	2.2k	903.57	View chart
Vanguard Small Cap Growth Etf Etf - Equity (VBK)	1.3	$1.9M	-19%	7.2k	260.72	View chart
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)	1.2	$1.7M	+29%	29k	57.85	View chart
iShares 0-5 Year High Yield Corp Bd ETF Exchange Traded Fund (SHYG)	1.1	$1.6M	+16%	37k	42.55	View chart
Spdr S&p 600 Small Cap Etf - Equity (SPSM)	1.1	$1.6M		37k	43.04	View chart
Spdr S&p 500 Etf Etf - Equity (SPY)	1.1	$1.6M	+45%	3.0k	523.07	View chart
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC)	1.0	$1.5M	-3%	23k	63.31	View chart
Visa Inc Cl A Common Stocks (V)	1.0	$1.4M	+9%	5.0k	279.08	View chart
Alphabet Inc A Common Stock (GOOGL)	1.0	$1.4M	+10%	9.0k	150.93	View chart
Mastercard Inc A Common Stock (MA)	1.0	$1.4M	+7%	2.8k	481.67	View chart
iShares Treasury Floating Rate Bond ETF Exchange Traded Fund (TFLO)	0.9	$1.3M	+36%	27k	50.69	View chart
ASML Holding NV Common Stock (ASML)	0.9	$1.3M	+10%	898.00	1455.50	View chart
Cintas Corp Common Stock (CTAS)	0.9	$1.3M	+9%	1.9k	687.00	View chart
UnitedHealth Group Common Stock (UNH)	0.9	$1.3M	+10%	2.6k	494.67	View chart
Vanguard Small Cap Value Etf Etf - Equity (VBR)	0.9	$1.2M	+29%	6.5k	191.88	View chart
Home Depot Common Stocks (HD)	0.9	$1.2M	+7%	3.2k	383.60	View chart
Ishares Core Total Usd Bd Mkt Etf Etf - Fixed Income (IUSB)	0.8	$1.1M	+12%	25k	45.59	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	0.8	$1.1M	NEW	22k	50.60	View chart
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)	0.8	$1.1M	+187%	12k	95.20	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.8	$1.1M	+10%	5.4k	200.30	View chart
T-Mobile US Common Stock (TMUS)	0.8	$1.1M	+2%	6.6k	163.22	View chart
Spdr 400 Mid Cap Etf - Equity (SPMD)	0.7	$1.0M	-8%	19k	53.34	View chart
Spdr Blackstone Gso Senior Loan Etf - Fixed Income (SRLN)	0.7	$999k	+14%	24k	42.11	View chart
Vanguard Small Cap Etf Etf - Equity (VB)	0.7	$997k	+65%	4.4k	228.60	View chart
Adobe Common Stocks (ADBE)	0.7	$966k	+11%	1.9k	504.60	View chart
Industrial Select Sector Spdr Etf - Equity (XLI)	0.7	$964k	NEW	7.7k	125.96	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.7	$957k	+7%	1.6k	581.21	View chart
Communication Svcs Select Sector Spdr Etf - Equity (XLC)	0.7	$953k	-7%	12k	81.66	View chart
Tech Sel Sect Spdr Etf Etf - Equity (XLK)	0.7	$951k	-2%	4.6k	208.27	View chart
Mcdonalds Corp Common Stocks (MCD)	0.6	$907k	+4%	3.2k	281.95	View chart
Synopsys Common Stock (SNPS)	0.6	$897k	+2%	1.6k	571.51	View chart
Pimco 0-5 Year Hi Yld Corp Bond Idx Etf - Fixed Income (HYS)	0.6	$897k	-13%	9.6k	93.48	View chart
Walt Disney Common Stock (DIS)	0.6	$896k	+20%	7.3k	122.36	View chart
Quanta Services Common Stock (PWR)	0.6	$874k	+16%	3.4k	259.80	View chart
Spdr Barclays 1-3 Month T Bill Etf - Fixed Income (BIL)	0.6	$845k	+141%	9.2k	91.80	View chart
iShares JP Morgan USD Em Mkts Bd ETF Exchange Traded Fund (EMB)	0.6	$817k	+11%	9.1k	89.67	View chart
PepsiCo Common Stock (PEP)	0.6	$807k	+5%	4.6k	175.00	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.5	$735k	NEW	18k	41.76	View chart
Spdr S&p Int'l Small Cap Etf - Equity (GWX)	0.5	$726k	-5%	22k	32.48	View chart
Trane Technologies Common Stock (TT)	0.5	$721k	+12%	2.4k	300.20	View chart
Spdr Portfolio Aggregate Bnd Etf - Fixed Income (SPAB)	0.5	$687k	-10%	27k	25.28	View chart
Walmart Common Stocks (WMT)	0.5	$673k	+172%	11k	60.17	View chart
EOG Resources Common Stock (EOG)	0.5	$671k	+18%	5.2k	127.84	View chart
Spdr Gold Trust Gold Etf Etf - Equity (GLD)	0.5	$671k		3.3k	205.72	View chart
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)	0.5	$669k	+208%	14k	49.18	View chart
Linde Common Stock (LIN)	0.5	$655k	+30%	1.2k	541.67	View chart
Anheuser Busch Inbev Foreign Common Stocks (BUD)	0.5	$651k	+8%	11k	60.78	View chart
Spdr Doubleline Total Return Tact Etf - Fixed Income (TOTL)	0.5	$651k	-11%	16k	40.05	View chart
Spdr Portfolio Lng Trm Treas Etf - Fixed Income (SPTL)	0.5	$647k		23k	27.94	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.5	$646k	+213%	8.9k	72.63	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.4	$636k	NEW	2.4k	259.90	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	0.4	$632k	-4%	7.3k	86.49	View chart
NXP Semiconductors NV Common Stock (NXPI)	0.4	$623k	+5%	2.5k	247.77	View chart
Ishares Core S&p Mid Cap Etf Etf - Equity (IJH)	0.4	$612k	+405%	10k	60.74	View chart
Nextera Energy Common Stock (NEE)	0.4	$608k	+12%	9.5k	63.91	View chart
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)	0.4	$591k	-17%	7.1k	83.58	View chart
Berkshire Hathaway Inc B Common Stock (BRK.B)	0.4	$591k	-19%	1.4k	420.52	View chart
Spdr Port Inter Trm Trsry Etf Etf - Fixed Income (SPTI)	0.4	$589k		21k	28.18	View chart
Parker Hannifin Corp Common Stock (PH)	0.4	$584k	+23%	1.1k	555.78	View chart
Amer Water Works Company Common Stocks (AWK)	0.4	$563k	+18%	4.6k	122.21	View chart
Amgen Common Stock (AMGN)	0.4	$560k	+32%	2.0k	284.32	View chart
Palo Alto Networks Common Stock (PANW)	0.4	$534k	+19%	1.5k	355.12	View chart
Cme Group Inc Cl A Common Stocks (CME)	0.4	$529k	+12%	2.5k	215.29	View chart
Vanguard Ftse All-wld Ex-u.s.smcp Etf - Equity (VSS)	0.4	$529k	-32%	4.5k	116.84	View chart
American Tower Corp Common Stock (AMT)	0.4	$524k	+65%	2.7k	197.59	View chart
Vanguard Mid-cap Value Etf Etf - Equity (VOE)	0.4	$511k	+3%	3.3k	155.91	View chart
Northrop Grumman Corp Common Stock (NOC)	0.3	$492k	+9%	1.0k	478.67	View chart
Ishares Core Msci Eafe Etf - Equity (IEFA)	0.3	$478k		6.4k	74.22	View chart
Jpmorgan Beta Bldrs Canada Etf - Equity (BBCA)	0.3	$475k	-7%	7.1k	66.81	View chart
Vaneck Etf Trust High Yield Muni Etf - Fixed Income (HYD)	0.3	$472k	+19%	9.0k	52.26	View chart
TJX Companies Common Stock (TJX)	0.3	$470k	-3%	4.6k	101.42	View chart
Vanguard Mega Cap Growth Etf Etf - Equity (MGK)	0.3	$454k	+3%	1.6k	286.61	View chart
HCA Healthcare Common Stock (HCA)	0.3	$454k	+24%	1.4k	333.53	View chart
Roper Technologies Common Stocks (ROP)	0.3	$446k	-28%	795.00	560.85	View chart
Spdr Nuveen Bloomberg Muni Bond Etf - Fixed Income (TFI)	0.3	$446k	-10%	9.6k	46.50	View chart
S&p Global Common Stocks (SPGI)	0.3	$444k	+9%	1.0k	425.45	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$440k	+10%	3.8k	116.24	View chart
Merck & Co Common Stock (MRK)	0.3	$423k	+12%	1.9k	218.76	View chart
Tesla Common Stocks (TSLA)	0.3	$403k	+45%	2.3k	175.79	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	0.3	$394k	NEW	6.5k	60.31	View chart
Spdr Bloomberg Barclays Em Local Bd Etf - Fixed Income (EBND)	0.3	$392k	+7%	19k	20.50	View chart
SPDR SSgA Ultra Short Term Bond ETF Exchange Traded Fund (ULST)	0.3	$392k	NEW	9.7k	40.51	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.3	$392k	+56%	937.00	418.01	View chart
Qorvo Common Stocks (QRVO)	0.3	$381k	-19%	3.3k	114.83	View chart
Vanguard Wellesley Income Admiral Mutual Fund (VWIAX)	0.3	$372k	NEW	6.1k	61.06	View chart
Vanguard Mega Cap Value Etf Etf - Equity (MGV)	0.2	$355k	+11%	3.0k	119.51	View chart
Novo Nordisk A/S Common Stock (NVO)	0.2	$353k	+644%	2.7k	128.41	View chart
Pfizer Common Stock (PFE)	0.2	$352k	-55%	13k	27.75	View chart
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)	0.2	$338k	-27%	3.6k	94.43	View chart
Procter & Gamble Common Stock (PG)	0.2	$333k	+23%	2.1k	162.25	View chart
iShares Russell 2000 ETF Exchange Traded Fund (IWM)	0.2	$332k	+221%	1.6k	210.30	View chart
Chevron Corp Common Stock (CVX)	0.2	$326k	+4%	2.1k	157.75	View chart
Ishares Russell Mid Cap Value Etf Etf - Equity (IWS)	0.2	$326k	-3%	2.6k	125.33	View chart
Fifth Third Bancorp Common Stock (FITB)	0.2	$322k	+17%	8.7k	37.21	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$312k		522.00	597.00	View chart
Vanguard Extended Market ETF Exchange Traded Fund (VXF)	0.2	$306k	+90%	1.7k	175.29	View chart
Spdr Gold Minishares Etf - Equity (GLDM)	0.2	$302k	+9%	6.8k	44.05	View chart
Philip Morris International Common Stock (PM)	0.2	$298k	+8%	2.5k	119.10	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$294k	+8%	3.0k	96.71	View chart
Verizon Communications Common Stock (VZ)	0.2	$292k	+3%	7.0k	41.96	View chart
Williams Common Stocks (WMB)	0.2	$284k	+3%	7.3k	38.97	View chart
International Paper Common Stock (IP)	0.2	$277k	+10%	7.1k	39.04	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.2	$276k	+423%	539.00	512.26	View chart
Ishares Broad Usd High Yield Corp Bond Etf - Fixed Income (USHY)	0.2	$272k	-29%	7.4k	36.59	View chart
Jpmorgan Global Select Equity Etf Etf - Equity (JGLO)	0.2	$269k	NEW	4.7k	57.41	View chart
U S Bancorp De Common Stocks (USB)	0.2	$266k	+8%	6.0k	44.70	View chart
Amer Elec Pwr Common Stocks (AEP)	0.2	$266k	+3%	3.1k	86.10	View chart
Cincinnati Financial Corp Common Stock (CINF)	0.2	$265k	+7%	2.1k	124.14	View chart
Jpmorgan Beta Builders Intl Etf - Equity (BBIN)	0.2	$264k	-30%	4.4k	60.13	View chart
International Business Machines Corp Common Stock (IBM)	0.2	$263k	+4%	1.4k	190.96	View chart
At&t Common Stock (T)	0.2	$261k	+4%	15k	17.60	View chart
Vanguard Global Ex-us Real Estate Etf - Equity (VNQI)	0.2	$259k	+8%	6.1k	42.14	View chart
Entergy Corp Common Stock (ETR)	0.2	$252k	+5%	2.4k	105.64	View chart
MetLife Common Stock (MET)	0.2	$249k	+3%	3.4k	74.11	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$248k	+17%	2.7k	91.39	View chart
AbbVie Common Stock (ABBV)	0.2	$238k	+3%	1.3k	182.11	View chart
Spdr Bloomberg 1 10 Yr Tips Etf Etf - Fixed Income (TIPX)	0.2	$235k	-32%	13k	18.64	View chart
Ishares Barclays Mbs Fixed-rate Bond Etf - Fixed Income (MBB)	0.2	$234k	+65%	2.5k	92.41	View chart
Prologis Common Stock (PLD)	0.2	$232k	+2%	1.8k	130.23	View chart
iShares MSCI EAFE Min Vol Factor ETF Exchange Traded Fund (EFAV)	0.2	$227k	+32%	3.2k	70.88	View chart
Coca Cola Company Common Stocks (KO)	0.2	$226k	+4%	3.7k	61.18	View chart
Altria Group Common Stock (MO)	0.2	$226k	+7%	5.2k	43.62	View chart
First Trust Senior Loan Etf - Fixed Income (FTSL)	0.2	$225k		4.9k	46.21	View chart
Spdr Bloombg Emg Mrk Usd Bnd Etf Etf - Fixed Income (EMHC)	0.2	$223k	NEW	9.2k	24.17	View chart
Capital One Financial Corp Common Stock (COF)	0.2	$219k	NEW	1.5k	148.89	View chart
LyondellBasell Industries NV Common Stock (LYB)	0.2	$216k	+9%	2.1k	102.28	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.1	$212k	NEW	1.7k	120.99	View chart
Citizens Financial Group Common Stock (CFG)	0.1	$208k	-2%	5.7k	36.29	View chart
DTE Energy Common Stock (DTE)	0.1	$200k	+10%	1.8k	112.14	View chart
Sonoco Products Common Stock (SON)	0.1	$194k	+5%	3.3k	57.85	View chart
FirstEnergy Corp Common Stock (FE)	0.1	$193k	+6%	5.0k	38.62	View chart
Broadcom Common Stocks (AVGO)	0.1	$192k	+141%	145.00	1325.40	View chart
Invesco National Amt Free Muni Bond Etf - Fixed Income (PZA)	0.1	$186k	+28%	7.8k	23.83	View chart
Dominion Energy Foreign Common Stocks (D)	0.1	$180k	+7%	3.7k	49.19	View chart
Spdr Nuveen Barclays St Muni Bond Etf - Fixed Income (SHM)	0.1	$180k	+3%	3.8k	47.44	View chart
Sempra Common Stock (SRE)	0.1	$180k	+5%	2.5k	71.83	View chart
Schwab U.s. Tips Etf - Fixed Income (SCHP)	0.1	$178k	+32%	3.4k	52.16	View chart
General Mills Common Stock (GIS)	0.1	$174k	+3%	2.5k	69.97	View chart
Public Service Enter Group Common Stocks (PEG)	0.1	$174k	+10%	2.6k	66.78	View chart
Value Line Select Growth Fund Mutual Fund (VALSX)	0.1	$173k	NEW	4.7k	36.92	View chart
Genuine Parts Common Stock (GPC)	0.1	$169k	+3%	1.1k	154.94	View chart
iShares iBoxx $ Invmt Grade Corp Bd ETF Exchange Traded Fund (LQD)	0.1	$167k	-13%	2.0k	84.64	View chart
NiSource Common Stock (NI)	0.1	$167k	+9%	6.0k	27.66	View chart
Navigator Tactical Fixed Income I Mutual Fund (NTBIX)	0.1	$166k	NEW	17k	9.85	View chart
CSX Corp Common Stock (CSX)	0.1	$166k	+54%	4.5k	37.06	View chart
iShares MSCI Canada ETF Exchange Traded Fund (EWC)	0.1	$162k		4.2k	38.28	View chart
Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS)	0.1	$157k	+99%	3.4k	45.61	View chart
Automatic Data Processing Common Stocks (ADP)	0.1	$156k		623.00	249.74	View chart
Eversource Energy Common Stock (ES)	0.1	$152k	+5%	2.5k	59.75	View chart
Ishares Barclays 10-20 Year Treas Bd Etf - Fixed Income (TLH)	0.1	$151k	+51%	1.4k	105.03	View chart
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV)	0.1	$149k	NEW	1.9k	76.67	View chart
KLA Corp Common Stock (KLAC)	0.1	$149k	+70%	213.00	699.00	View chart
Ishares 10 Yr Inv Bond Etf - Fixed Income (IGLB)	0.1	$148k	-11%	2.9k	51.51	View chart
Interpublic Group Common Stocks (IPG)	0.1	$148k	+8%	4.5k	32.63	View chart
Stryker Corp Common Stock (SYK)	0.1	$148k		413.00	357.88	View chart
Ford Motor Common Stock (F)	0.1	$147k	+2%	11k	13.28	View chart
Vanguard Intl Hi Div Yld Idx ETF Exchange Traded Fund (VYMI)	0.1	$140k	NEW	2.0k	68.80	View chart
iShares MSCI Switzerland ETF Exchange Traded Fund (EWL)	0.1	$139k	-76%	2.9k	47.60	View chart
Citigroup Common Stock (C)	0.1	$138k		2.2k	63.25	View chart
Principal Financial Group Common Stock (PFG)	0.1	$136k	+12%	1.6k	86.32	View chart
Pioneer Natural Res Common Stocks (PXD)	0.1	$136k	+9%	516.00	262.50	View chart
Ishares Msci Emerging Markets As Etf Etf - Equity (EEMA)	0.1	$132k	NEW	1.9k	68.11	View chart
Vanguard Interm-Term Bond ETF Exchange Traded Fund (BIV)	0.1	$128k	NEW	1.7k	75.43	View chart
Jpm Betabuilders Usd Etf Etf - Fixed Income (BBHY)	0.1	$128k		2.8k	46.19	View chart
Wec Energy Grp Common Stocks (WEC)	0.1	$126k	+30%	1.5k	82.12	View chart
Vanguard Mid Cap Etf Etf - Equity (VO)	0.1	$124k		496.00	249.88	View chart
Regions Financial Corp Common Stock (RF)	0.1	$123k	+13%	5.9k	21.04	View chart
iShares National Muni Bond ETF Exchange Traded Fund (MUB)	0.1	$122k		1.1k	107.60	View chart
Vanguard Total Corporate Bond ETF Exchange Traded Fund (VTC)	0.1	$114k	NEW	1.5k	76.62	View chart
Franklin Resources Common Stock (BEN)	0.1	$113k	+14%	4.0k	28.11	View chart
Netflix Common Stock (NFLX)	0.1	$112k	+3580%	184.00	607.25	View chart
Nnn Reit Common Stock (NNN)	0.1	$111k	+5%	2.6k	42.74	View chart
Ishares Us Treasury Bond Etf - Fixed Income (GOVT)	0.1	$110k	-3%	4.8k	22.77	View chart
Vanguard Mid-cap Growth Etf Etf - Equity (VOT)	0.1	$108k	+6%	458.00	235.79	View chart
SPDR SSGA US Sector Rotation ETF Exchange Traded Fund (XLSR)	0.1	$107k	NEW	2.1k	49.86	View chart
Watsco Common Stock (WSO)	0.1	$106k	+6%	245.00	432.00	View chart
Unum Group Common Stock (UNM)	0.1	$105k	+4%	2.0k	53.66	View chart
Nike Inc B Common Stock (NKE)	0.1	$105k		1.1k	94.00	View chart
Schlumberger Foreign Common Stocks (SLB)	0.1	$102k	+42%	1.9k	54.81	View chart
Wendy's Common Stock (WEN)	0.1	$99k	+3%	5.3k	18.84	View chart
Spdr Dow Jones Reit Etf - Equity (RWR)	0.1	$99k		1.1k	94.25	View chart
Chubb Foreign Common Stocks (CB)	0.1	$99k		382.00	259.13	View chart
Spdr Dow Jones Int'l Real Estate Etf - Equity (RWX)	0.1	$98k	+2%	3.8k	26.09	View chart
Biogen Common Stocks (BIIB)	0.1	$94k		437.00	215.63	View chart
Marathon Petroleum Corp Common Stock (MPC)	0.1	$92k	-62%	455.00	201.50	View chart
Paychex Common Stocks (PAYX)	0.1	$92k		745.00	122.80	View chart
T. Rowe Price Blue Chip Growth I Mutual Fund (TBCIX)	0.1	$88k	NEW	511.00	171.31	View chart
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM)	0.1	$87k	+29%	462.00	187.35	View chart
Nvent Electric Foreign Common Stocks (NVT)	0.1	$86k	-18%	1.1k	75.40	View chart
Bank America Corp Common Stocks (BAC)	0.1	$83k	+57%	2.2k	37.92	View chart
HP Common Stock (HPQ)	0.1	$81k	+5%	2.7k	30.22	View chart
SPDR SSGA Fixed Inc Sect Rotation ETF Exchange Traded Fund (FISR)	0.1	$81k	NEW	3.1k	25.63	View chart
TIAA-CREF Core Impact Bond Instl Mutual Fund	0.1	$80k	NEW	9.0k	8.92	View chart
Edwards Lifesciences Common Stocks (EW)	0.1	$80k		840.00	95.56	View chart
Ishares Russell Top 200 Growth Etf Etf - Equity (IWY)	0.1	$78k	+21%	402.00	195.10	View chart
Pentair Foreign Common Stocks (PNR)	0.1	$78k	-11%	907.00	85.44	View chart
Columbia Tax-Exempt A Mutual Fund	0.1	$76k	NEW	6.5k	11.84	View chart
Analog Devices Common Stock (ADI)	0.1	$76k		384.00	197.67	View chart
Spdr Portfolio Intermediate Term Bd Etf - Fixed Income (SPIB)	0.1	$76k	+341%	2.3k	32.69	View chart
Xpo Common Stock (XPO)	0.1	$75k	NEW	618.00	122.00	View chart
Accenture Common Stocks (ACN)	0.1	$75k	-77%	217.00	346.61	View chart
H&R Block Common Stock (HRB)	0.1	$74k	+98%	1.5k	49.12	View chart
Vanguard Interm-tm Corp Bd Idx Etf - Fixed Income (VCIT)	0.1	$73k	+4%	907.00	80.50	View chart
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV)	0.1	$73k	NEW	1.0k	72.29	View chart
Whirlpool Corp Common Stock (WHR)	0.1	$72k	+5%	605.00	119.60	View chart
Ishares Broad Usd Invest Grade Bd Etf - Fixed Income (USIG)	0.0	$70k	+5%	1.4k	50.77	View chart
Inv Optimum Yld K1 Etf Etf - Equity (PDBC)	0.0	$70k	+16%	5.0k	13.87	View chart
Goldman Sachs JUST US Large Cap Eq ETF Exchange Traded Fund (JUST)	0.0	$67k	NEW	894.00	75.05	View chart
Parnassus Core Equity Institutional Mutual Fund (PRILX)	0.0	$67k	NEW	1.1k	60.60	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$65k	+19%	409.00	158.18	View chart
Pultegroup Common Stocks (PHM)	0.0	$64k	-25%	533.00	120.62	View chart
Amern Express Common Stocks (AXP)	0.0	$64k	+2%	282.00	227.69	View chart
Advanced Micro Devices Common Stocks (AMD)	0.0	$64k	NEW	355.00	180.49	View chart
Salesforce Common Stock (CRM)	0.0	$63k	+18%	1.8k	35.59	View chart
Comcast Corp Class A Common Stock (CMCSA)	0.0	$62k	-6%	1.4k	43.36	View chart
Bio-techne Corp Common Stocks (TECH)	0.0	$62k		880.00	70.39	View chart
Invsc S P 500 Momentum Etf Etf - Equity (SPMO)	0.0	$60k	NEW	746.00	80.22	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$60k		350.00	170.67	View chart
Seagate Tech Hldgs Foreign Common Stocks (STX)	0.0	$59k	+15%	635.00	93.05	View chart
Arthur J Gallagher Common Stocks (AJG)	0.0	$59k	+95%	235.00	250.04	View chart
Williams Sonoma Common Stocks (WSM)	0.0	$58k	-22%	184.00	317.53	View chart
CRH Common Stock (CRH)	0.0	$58k		674.00	86.22	View chart
Cisco Systems Common Stock (CSCO)	0.0	$58k	-65%	1.2k	49.91	View chart
Wells Fargo & Co Common Stocks (WFC)	0.0	$58k		995.00	57.96	View chart
iShares Russell 1000 Value ETF Exchange Traded Fund (IWD)	0.0	$56k	NEW	314.00	179.11	View chart
Clorox Company Common Stocks (CLX)	0.0	$54k		355.00	153.11	View chart
Aflac Common Stocks (AFL)	0.0	$54k	-15%	633.00	85.86	View chart
Spdr Barclays Short Term High Yield Bond Etf - Fixed Income (SJNK)	0.0	$54k		2.2k	25.22	View chart
Applied Materials Common Stocks (AMAT)	0.0	$53k	-2%	259.00	206.23	View chart
Eli Lilly & Co Common Stocks (LLY)	0.0	$52k	-9%	67.00	777.97	View chart
Ishares Dow Jones Select Dividend Etf - Equity (DVY)	0.0	$52k		419.00	123.18	View chart
Toyota Motor Adr Rep 10 Corp Foreign Common Stocks (TM)	0.0	$51k		201.00	251.68	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.0	$50k	+10%	370.00	136.05	View chart
Federal Rlty Invt Tr Common Stocks (FRT)	0.0	$50k		490.00	102.12	View chart
Fortive Corp Common Stocks (FTV)	0.0	$50k		580.00	86.02	View chart
Intel Corp Common Stock (INTC)	0.0	$48k	+19%	1.1k	44.17	View chart
Blackrock Common Stocks (BLK)	0.0	$48k	+5%	58.00	833.71	View chart
Alphabet Inc C Common Stock (GOOG)	0.0	$47k	+29%	311.00	152.27	View chart

Past Filings by Richardson Financial Services

SEC 13F filings are viewable for Richardson Financial Services going back to 2023

Richardson Financial Services 2024 Q1 filed May 3, 2024
Richardson Financial Services 2023 Q4 filed March 4, 2024

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