The Analysis of RICHARDS, MERRILL & PETERSON, INC.'s Holdings
Currently, RICHARDS, MERRILL & PETERSON, INC. holds 273 types of securities in its portfolio with a total value $260.9M. In the most recent quarter, they have increased their positions in COST (+1.5K shares, valued at $1.3M), CVX (+6.9K shares, valued at $1.0M), CGGR (+22.9K shares, valued at $1.0M); decreased their positions in COP (-4.4K shares, valued at $416.5K), APD (-1.1K shares, valued at $264.3K), N/A (-866 shares, valued at $232.4K); initiated new positions in FENI (+17.0K shares, valued at $623.1K), CGBL (+13.9K shares, valued at $492.0K), CGUS (+11.8K shares, valued at $472.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP26.9K shares6.50%2025-12-312026-01-27
AAPL APPLE INC47.6K shares3.08%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW12.7K shares13.47%2025-12-312026-01-27 AMZN AMAZON COM INC41.9K shares6.53%2025-12-312026-01-27 NVDA NVIDIA CORPORATION44.5K shares12.32%2025-12-312026-01-27 ALPHABET INC ALPHABET INC21.1K shares1.31%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR9.4K shares1.20%2025-12-312026-01-27 CVX CHEVRON CORP NEW34.8K shares24.62%2025-12-312026-01-27 SYK STRYKER CORPORATION14.9K shares13.56%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.15.4K shares5.83%2025-12-312026-01-27 META META PLATFORMS INC6.8K shares18.41%2025-12-312026-01-27 RTX RTX CORPORATION18.9K shares1.96%2025-12-312026-01-27 HD HOME DEPOT INC9.7K shares10.23%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR120.3K shares27.09%2025-12-312026-01-27 CGSD CAPITAL GRP FIXED INCM ETF T124.3K shares37.85%2025-12-312026-01-27 ISRG INTUITIVE SURGICAL INC5.7K shares19.18%2025-12-312026-01-27 CGGR CAPITAL GROUP GROWTH ETF69.8K shares48.80%2025-12-312026-01-27 ALPHABET INC ALPHABET INC9.3K shares-1.49%2025-12-312026-01-27 V VISA INC8.0K shares2.53%2025-12-312026-01-27 PTRB PGIM ETF TR63.4K shares15.68%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC14.2K shares16.04%2025-12-312026-01-27 AMAT APPLIED MATLS INC9.7K shares-0.92%2025-12-312026-01-27 XOM EXXON MOBIL CORP19.2K shares31.24%2025-12-312026-01-27 LOW LOWES COS INC9.5K shares1.87%2025-12-312026-01-27 CGCB CAPITAL GRP FIXED INCM ETF T85.9K shares16.21%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS7.6K shares1.98%2025-12-312026-01-27 CAT CATERPILLAR INC3.9K shares-5.77%2025-12-312026-01-27 CSCO CISCO SYS INC27.7K shares-1.41%2025-12-312026-01-27 CEG CONSTELLATION ENERGY CORP5.1K shares59.67%2025-12-312026-01-27 MS MORGAN STANLEY10.1K shares12.45%2025-12-312026-01-27 MCD MCDONALDS CORP5.7K shares13.05%2025-12-312026-01-27 IJH ISHARES TR26.2K shares5.16%2025-12-312026-01-27 BROADCOM INC BROADCOM INC5.0K shares40.95%2025-12-312026-01-27 MU MICRON TECHNOLOGY INC6.0K shares12.73%2025-12-312026-01-27 CGMS CAPITAL GRP FIXED INCM ETF T61.3K shares34.14%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO11.7K shares14.09%2025-12-312026-01-27 MEDTRONIC PLC MEDTRONIC PLC17.0K shares-1.69%2025-12-312026-01-27 WMT WALMART INC13.7K shares-1.84%2025-12-312026-01-27 ABBV ABBVIE INC6.6K shares25.73%2025-12-312026-01-27 ORCL ORACLE CORP7.7K shares5.28%2025-12-312026-01-27 CGDV CAPITAL GROUP DIVIDEND VALUE34.4K shares82.14%2025-12-312026-01-27 KO COCA COLA CO21.3K shares4.85%2025-12-312026-01-27 INCM FRANKLIN TEMPLETON ETF TR52.5K shares65.26%2025-12-312026-01-27 WM WASTE MGMT INC DEL6.7K shares5.90%2025-12-312026-01-27 HON HONEYWELL INTL INC7.2K shares-1.09%2025-12-312026-01-27 IJR ISHARES TR11.6K shares-1.42%2025-12-312026-01-27 USB US BANCORP DEL25.9K shares-4.81%2025-12-312026-01-27 TMUS T-MOBILE US INC6.7K shares18.45%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC32.5K shares1.99%2025-12-312026-01-27 AVA AVISTA CORP34.1K shares-1.32%2025-12-312026-01-27 CGCP CAPITAL GRP FIXED INCM ETF T57.7K shares5.65%2025-12-312026-01-27 PANW PALO ALTO NETWORKS INC6.6K shares40.87%2025-12-312026-01-27 FDX FEDEX CORP4.2K shares2.70%2025-12-312026-01-27 ABT ABBOTT LABS9.6K shares24.65%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON5.8K shares19.35%2025-12-312026-01-27 QCOM QUALCOMM INC6.6K shares5.93%2025-12-312026-01-27 CRM SALESFORCE INC4.2K shares1.10%2025-12-312026-01-27 EMR EMERSON ELEC CO8.4K shares2.14%2025-12-312026-01-27 LLY ELI LILLY & CO1.0K shares0.00%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO2.9K shares11.97%2025-12-312026-01-27 LDOS LEIDOS HOLDINGS INC5.6K shares4.00%2025-12-312026-01-27 SBUX STARBUCKS CORP12.0K shares13.09%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS7.0K shares1.97%2025-12-312026-01-27 NUE NUCOR CORP6.1K shares38.41%2025-12-312026-01-27 TXN TEXAS INSTRS INC5.6K shares2.94%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS15.0K shares6.30%2025-12-312026-01-27 SNOW SNOWFLAKE INC4.3K shares3.78%2025-12-312026-01-27 UNP UNION PAC CORP4.0K shares-5.82%2025-12-312026-01-27 SO SOUTHERN CO10.4K shares4.25%2025-12-312026-01-27 LHX L3HARRIS TECHNOLOGIES INC3.1K shares50.17%2025-12-312026-01-27 IEFA ISHARES TR10.0K shares0.00%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares15.40%2025-12-312026-01-27 WDIV SPDR INDEX SHS FDS11.7K shares20.02%2025-12-312026-01-27 IWM ISHARES TR3.5K shares26.90%2025-12-312026-01-27 IJT ISHARES TR6.1K shares-1.60%2025-12-312026-01-27 UBER UBER TECHNOLOGIES INC10.6K shares25.09%2025-12-312026-01-27 DHR DANAHER CORPORATION3.8K shares5.96%2025-12-312026-01-27 TSLA TESLA INC1.9K shares0.27%2025-12-312026-01-27 TSCO TRACTOR SUPPLY CO16.8K shares0.36%2025-12-312026-01-27 UNH UNITEDHEALTH GROUP INC2.5K shares-14.44%2025-12-312026-01-27 APD AIR PRODS & CHEMS INC3.4K shares-24.19%2025-12-312026-01-27 ITW ILLINOIS TOOL WKS INC3.2K shares-15.16%2025-12-312026-01-27 ORLY OREILLY AUTOMOTIVE INC8.4K shares21.10%2025-12-312026-01-27 TT TRANE TECHNOLOGIES PLC1.9K shares27.96%2025-12-312026-01-27 DIS DISNEY WALT CO6.4K shares18.50%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP1.4K shares2.21%2025-12-312026-01-27 TJX TJX COS INC NEW4.3K shares13.43%2025-12-312026-01-27 DHI D R HORTON INC4.5K shares-5.55%2025-12-312026-01-27 NKE NIKE INC10.1K shares1.27%2025-12-312026-01-27 NFLX NETFLIX INC6.8K shares1878.55%2025-12-312026-01-27 IJK ISHARES TR6.5K shares0.00%2025-12-312026-01-27 FENI FIDELITY COVINGTON TRUST17.0K sharesnew addition2025-12-312026-01-27 MA MASTERCARD INCORPORATED1.1K shares14.39%2025-12-312026-01-27 IEMG ISHARES INC8.9K shares20.16%2025-12-312026-01-27 GBTC GRAYSCALE BITCOIN TRUST ETF8.7K shares-14.13%2025-12-312026-01-27 AFL AFLAC INC5.2K shares1.03%2025-12-312026-01-27 EOSE EOS ENERGY ENTERPRISES INC48.9K shares-28.31%2025-12-312026-01-27 BOND PIMCO ETF TR6.0K shares-0.47%2025-12-312026-01-27 CGSM CAPITAL GRP FIXED INCM ETF T20.8K shares4.65%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F10.6K shares112.45%2025-12-312026-01-27 VOE VANGUARD INDEX FDS3.0K shares0.00%2025-12-312026-01-27 FEGE RBB FUND TRUST11.5K shares142.42%2025-12-312026-01-27 SYY SYSCO CORP7.1K shares-16.34%2025-12-312026-01-27 CRWD CROWDSTRIKE HLDGS INC1.1K shares2.29%2025-12-312026-01-27 ROK ROCKWELL AUTOMATION INC1.3K shares0.00%2025-12-312026-01-27 IVW ISHARES TR4.2K shares0.00%2025-12-312026-01-27 BAC BANK AMERICA CORP9.3K shares-2.84%2025-12-312026-01-27 CGBL CAPITAL GROUP CORE BALANCED13.9K sharesnew addition2025-12-312026-01-27 LINDE PLC LINDE PLC1.1K shares26.81%2025-12-312026-01-27 CGUS CAPITAL GROUP CORE EQUITY ET11.8K sharesnew addition2025-12-312026-01-27 ENVX ENOVIX CORPORATION63.0K shares0.21%2025-12-312026-01-27 GLDM WORLD GOLD TR5.3K shares36.92%2025-12-312026-01-27 VO VANGUARD INDEX FDS1.6K shares2.29%2025-12-312026-01-27 BROS DUTCH BROS INC7.4K shares0.68%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC2.1K sharesnew addition2025-12-312026-01-27 COP CONOCOPHILLIPS4.7K shares-48.43%2025-12-312026-01-27 KMI KINDER MORGAN INC DEL15.9K shares-3.01%2025-12-312026-01-27 GSEW GOLDMAN SACHS ETF TR4.9K shares7.07%2025-12-312026-01-27 SMH VANECK ETF TRUST1.2K shares50.52%2025-12-312026-01-27 PAYX PAYCHEX INC3.7K shares-12.46%2025-12-312026-01-27 IJJ ISHARES TR3.1K shares0.00%2025-12-312026-01-27 MUB ISHARES TR3.8K sharesnew addition2025-12-312026-01-27 PCAR PACCAR INC3.7K shares0.05%2025-12-312026-01-27 CGMM CAPITAL GROUP EQUITY ETF TR13.4K sharesnew addition2025-12-312026-01-27 ASML ASML HOLDING N V360 shares2.86%2025-12-312026-01-27 AMGN AMGEN INC1.2K shares-0.43%2025-12-312026-01-27 PRU PRUDENTIAL FINL INC3.3K shares0.06%2025-12-312026-01-27 IVV ISHARES TR541 shares10.86%2025-12-312026-01-27 OXY OCCIDENTAL PETE CORP8.9K shares-28.69%2025-12-312026-01-27 URI UNITED RENTALS INC433 shares5.61%2025-12-312026-01-27 ITOT ISHARES TR2.4K shares0.00%2025-12-312026-01-27 DFAE DIMENSIONAL ETF TRUST10.3K sharesnew addition2025-12-312026-01-27 DIA SPDR DOW JONES INDL AVERAGE688 shares8.35%2025-12-312026-01-27 TGT TARGET CORP3.3K shares4.70%2025-12-312026-01-27 PVAL PUTNAM ETF TRUST7.1K sharesnew addition2025-12-312026-01-27 EFA ISHARES TR3.3K shares26.95%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO5.9K shares-13.91%2025-12-312026-01-27 RSG REPUBLIC SVCS INC1.5K shares15.03%2025-12-312026-01-27 SLV ISHARES SILVER TR4.8K sharesnew addition2025-12-312026-01-27 DFAS DIMENSIONAL ETF TRUST4.4K sharesnew addition2025-12-312026-01-27 ETH GRAYSCALE ETHEREUM MINI TR E10.7K shares-4.62%2025-12-312026-01-27 OMC OMNICOM GROUP INC3.7K shares-21.89%2025-12-312026-01-27 XYL XYLEM INC2.1K sharesnew addition2025-12-312026-01-27 NOBL PROSHARES TR2.7K shares0.00%2025-12-312026-01-27 PSX PHILLIPS 662.2K shares-9.12%2025-12-312026-01-27 PEP PEPSICO INC1.9K shares8.78%2025-12-312026-01-27 PLD PROLOGIS INC.2.1K shares2.64%2025-12-312026-01-27 O REALTY INCOME CORP4.5K shares0.00%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR7.7K shares-4.89%2025-12-312026-01-27 VTI VANGUARD INDEX FDS733 shares4.12%2025-12-312026-01-27 ETD ETHAN ALLEN INTERIORS INC10.7K shares-22.83%2025-12-312026-01-27 CGMU CAPITAL GRP FIXED INCM ETF T8.9K shares12.62%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC277 sharesnew addition2025-12-312026-01-27 DFIV DIMENSIONAL ETF TRUST4.9K sharesnew addition2025-12-312026-01-27 FVD FIRST TR EXCHANGE-TRADED FD5.2K shares8.50%2025-12-312026-01-27 SDCI USCF ETF TR10.8K shares-0.46%2025-12-312026-01-27 IVE ISHARES TR1.1K shares0.00%2025-12-312026-01-27 STAG STAG INDL INC6.3K shares0.11%2025-12-312026-01-27 DVN DEVON ENERGY CORP NEW6.1K shares-11.48%2025-12-312026-01-27 SCHV SCHWAB STRATEGIC TR7.2K shares0.00%2025-12-312026-01-27 BLE BLACKROCK MUNI INCOME TR II19.6K shares-9.24%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F3.6K shares0.00%2025-12-312026-01-27 FEOE RBB FUND TRUST3.9K shares36.52%2025-12-312026-01-27 AGG ISHARES TR1.8K shares0.00%2025-12-312026-01-27 OMFL INVESCO EXCH TRD SLF IDX FD2.9K shares-1.24%2025-12-312026-01-27 BSV VANGUARD BD INDEX FDS2.1K sharesnew addition2025-12-312026-01-27 GPIX GOLDMAN SACHS ETF TR3.1K shares0.80%2025-12-312026-01-27 XMHQ INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2025-12-312026-01-27 VOT VANGUARD INDEX FDS547 shares0.00%2025-12-312026-01-27 ALL ALLSTATE CORP725 sharesnew addition2025-12-312026-01-27 XMMO INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2025-12-312026-01-27 UPS UNITED PARCEL SERVICE INC1.5K sharesnew addition2025-12-312026-01-27 SHY ISHARES TR1.6K shares0.00%2025-12-312026-01-27 T AT&T INC5.3K sharesnew addition2025-12-312026-01-27 SCHA SCHWAB STRATEGIC TR4.5K shares0.00%2025-12-312026-01-27 VV VANGUARD INDEX FDS397 shares0.00%2025-12-312026-01-27 BA BOEING CO575 sharesnew addition2025-12-312026-01-27 SCHW SCHWAB CHARLES CORP1.2K sharesnew addition2025-12-312026-01-27 SCHM SCHWAB STRATEGIC TR3.8K shares0.00%2025-12-312026-01-27 CMI CUMMINS INC220 sharesnew addition2025-12-312026-01-27 VBK VANGUARD INDEX FDS371 shares0.00%2025-12-312026-01-27 DE DEERE & CO232 sharesnew addition2025-12-312026-01-27 ESGV VANGUARD WORLD FD870 sharesnew addition2025-12-312026-01-27 VTWO VANGUARD SCOTTSDALE FDS1.0K sharesnew addition2025-12-312026-01-27 ADP AUTOMATIC DATA PROCESSING IN401 sharesnew addition2025-12-312026-01-27 VTV VANGUARD INDEX FDS524 shares0.00%2025-12-312026-01-27 VYMI VANGUARD WHITEHALL FDS1.1K shares0.00%2025-12-312026-01-27 SCHX SCHWAB STRATEGIC TR3.5K shares-10.84%2025-12-312026-01-27 FEZ SPDR INDEX SHS FDS1.4K shares0.00%2025-12-312026-01-27 SPHQ INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2025-12-312026-01-27 XSVM INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2025-12-312026-01-27 F FORD MTR CO6.5K sharesnew addition2025-12-312026-01-27 EMXC ISHARES INC1.1K shares0.37%2025-12-312026-01-27 MGK VANGUARD WORLD FD185 sharesnew addition2025-12-312026-01-27 GCAL GOLDMAN SACHS ETF TR1.5K shares0.00%2025-12-312026-01-27 JAVA J P MORGAN EXCHANGE TRADED F1.0K sharesnew addition2025-12-312026-01-27 CMF ISHARES TR1.2K sharesnew addition2025-12-312026-01-27 CMCSA COMCAST CORP NEW2.3K sharesnew addition2025-12-312026-01-27 SCHO SCHWAB STRATEGIC TR2.6K shares0.00%2025-12-312026-01-27 JEPI J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2025-12-312026-01-27 VUG VANGUARD INDEX FDS121 shares0.00%2025-12-312026-01-27 GM GENERAL MTRS CO715 sharesnew addition2025-12-312026-01-27 IWS ISHARES TR379 shares392.21%2025-12-312026-01-27 MGV VANGUARD WORLD FD375 sharesnew addition2025-12-312026-01-27 IEF ISHARES TR499 shares0.00%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR312 sharesnew addition2025-12-312026-01-27 XLU SELECT SECTOR SPDR TR1.1K sharesnew addition2025-12-312026-01-27 BSJR INVESCO EXCH TRD SLF IDX FD1.9K shares0.00%2025-12-312026-01-27 IXN ISHARES TR400 shares-11.11%2025-12-312026-01-27 BSJQ INVESCO EXCH TRD SLF IDX FD1.8K shares0.00%2025-12-312026-01-27 IMCG ISHARES TR510 sharesnew addition2025-12-312026-01-27 INTC INTEL CORP1.1K sharesnew addition2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR725 sharesnew addition2025-12-312026-01-27 FNDX SCHWAB STRATEGIC TR1.3K shares0.00%2025-12-312026-01-27 LUV SOUTHWEST AIRLS CO842 sharesnew addition2025-12-312026-01-27 XLV SELECT SECTOR SPDR TR220 sharesnew addition2025-12-312026-01-27 PULS PGIM ETF TR650 shares0.00%2025-12-312026-01-27 DFAI DIMENSIONAL ETF TRUST844 sharesnew addition2025-12-312026-01-27 VCIT VANGUARD SCOTTSDALE FDS361 sharesnew addition2025-12-312026-01-27 VIGI VANGUARD WHITEHALL FDS330 shares5.77%2025-12-312026-01-27 PEY INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2025-12-312026-01-27 IWD ISHARES TR135 shares0.00%2025-12-312026-01-27 PM PHILIP MORRIS INTL INC176 sharesnew addition2025-12-312026-01-27 DVY ISHARES TR200 shares0.00%2025-12-312026-01-27 CITIGROUP INC CITIGROUP INC240 sharesnew addition2025-12-312026-01-27 PGF INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-12-312026-01-27 IWP ISHARES TR186 sharesnew addition2025-12-312026-01-27 AMT AMERICAN TOWER CORP NEW145 sharesnew addition2025-12-312026-01-27 XLI SELECT SECTOR SPDR TR160 sharesnew addition2025-12-312026-01-27 XLE SELECT SECTOR SPDR TR520 sharesnew addition2025-12-312026-01-27 IUSG ISHARES TR132 shares0.00%2025-12-312026-01-27 MOAT VANECK ETF TRUST200 shares0.00%2025-12-312026-01-27 IWF ISHARES TR39 shares34.48%2025-12-312026-01-27 XLY SELECT SECTOR SPDR TR140 sharesnew addition2025-12-312026-01-27 VB VANGUARD INDEX FDS62 shares0.00%2025-12-312026-01-27 VEU VANGUARD INTL EQUITY INDEX F216 shares0.00%2025-12-312026-01-27 IXJ ISHARES TR147 sharesnew addition2025-12-312026-01-27 IUSV ISHARES TR132 shares0.00%2025-12-312026-01-27 IBB ISHARES TR75 shares0.00%2025-12-312026-01-27 MMC MARSH & MCLENNAN COS INC59 sharesnew addition2025-12-312026-01-27 GSLC GOLDMAN SACHS ETF TR80 shares0.00%2025-12-312026-01-27 VMBS VANGUARD SCOTTSDALE FDS207 sharesnew addition2025-12-312026-01-27 VONG VANGUARD SCOTTSDALE FDS74 sharesnew addition2025-12-312026-01-27 OXY.WS OCCIDENTAL PETE CORP406 shares32.25%2025-12-312026-01-27 XLP SELECT SECTOR SPDR TR95 sharesnew addition2025-12-312026-01-27 IDV ISHARES TR187 sharesnew addition2025-12-312026-01-27 VBR VANGUARD INDEX FDS32 shares0.00%2025-12-312026-01-27 RSPN INVESCO EXCHANGE TRADED FD T116 shares0.00%2025-12-312026-01-27 EFV ISHARES TR86 sharesnew addition2025-12-312026-01-27 LQD ISHARES TR50 sharesnew addition2025-12-312026-01-27 SCZ ISHARES TR68 sharesnew addition2025-12-312026-01-27 IYH ISHARES TR77 shares0.00%2025-12-312026-01-27 ESGE ISHARES INC106 sharesnew addition2025-12-312026-01-27 EWJ ISHARES INC50 sharesnew addition2025-12-312026-01-27 JPIN J P MORGAN EXCHANGE TRADED F52 shares0.00%2025-12-312026-01-27 BIV VANGUARD BD INDEX FDS28 sharesnew addition2025-12-312026-01-27 BLV VANGUARD BD INDEX FDS31 sharesnew addition2025-12-312026-01-27 EMB ISHARES TR15 sharesnew addition2025-12-312026-01-27 VXF VANGUARD INDEX FDS4 shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available