The Analysis of RICHARDS, MERRILL & PETERSON, INC.'s Holdings

Currently, RICHARDS, MERRILL & PETERSON, INC. holds 215 types of securities in its portfolio with a total value $231.6M. In the most recent quarter, they have increased their positions in COST (+698 shares, valued at $646.1K), ISRG (+1.4K shares, valued at $643.1K), LHX (+2.0K shares, valued at $625.2K); decreased their positions in MSFT (-473 shares, valued at $245.0K), IJT (-1.3K shares, valued at $183.5K), AAPL (-719 shares, valued at $183.1K); initiated new positions in LHX (+2.0K shares, valued at $625.2K), ETH (+11.2K shares, valued at $439.1K), SMH (+768 shares, valued at $250.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP25.3K shares-1.84%2025-09-302025-10-16

AAPL APPLE INC46.2K shares-1.53%2025-09-302025-10-16

COST COSTCO WHSL CORP NEW11.2K shares6.66%2025-09-302025-10-16

QQQ INVESCO QQQ TR15.3K shares-1.60%2025-09-302025-10-16

AMZN AMAZON COM INC39.3K shares1.48%2025-09-302025-10-16

NVDA NVIDIA CORPORATION39.6K shares-0.39%2025-09-302025-10-16

SPY SPDR S&P 500 ETF TR9.3K shares-2.80%2025-09-302025-10-16

GOOGL ALPHABET INC20.8K shares5.54%2025-09-302025-10-16

Sponsored

SYK STRYKER CORPORATION13.2K shares1.65%2025-09-302025-10-16

JPM JPMORGAN CHASE & CO.14.5K shares0.23%2025-09-302025-10-16

CVX CHEVRON CORP NEW27.9K shares3.03%2025-09-302025-10-16

META META PLATFORMS INC5.7K shares-0.97%2025-09-302025-10-16

HD HOME DEPOT INC8.8K shares0.24%2025-09-302025-10-16

VOO VANGUARD INDEX FDS5.7K shares-0.86%2025-09-302025-10-16

RTX RTX CORPORATION18.5K shares4.02%2025-09-302025-10-16

V VISA INC7.8K shares0.41%2025-09-302025-10-16

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL5.3K shares3.50%2025-09-302025-10-16

SCHD SCHWAB STRATEGIC TR94.6K shares13.28%2025-09-302025-10-16

LOW LOWES COS INC9.3K shares0.37%2025-09-302025-10-16

CGSD CAPITAL GRP FIXED INCM ETF T90.2K shares6.41%2025-09-302025-10-16

PTRB PGIM ETF TR54.8K shares7.56%2025-09-302025-10-16

GOOG ALPHABET INC9.4K shares0.85%2025-09-302025-10-16

PLTR PALANTIR TECHNOLOGIES INC12.3K shares1.21%2025-09-302025-10-16

ISRG INTUITIVE SURGICAL INC4.8K shares43.34%2025-09-302025-10-16

Sponsored

IBM INTERNATIONAL BUSINESS MACHS7.5K shares3.23%2025-09-302025-10-16

ORCL ORACLE CORP7.3K shares0.67%2025-09-302025-10-16

CGGR CAPITAL GROUP GROWTH ETF46.9K shares12.16%2025-09-302025-10-16

AMAT APPLIED MATLS INC9.8K shares0.89%2025-09-302025-10-16

CAT CATERPILLAR INC4.2K shares10.26%2025-09-302025-10-16

CGCB CAPITAL GRP FIXED INCM ETF T73.9K shares10.79%2025-09-302025-10-16

CSCO CISCO SYS INC28.1K shares0.98%2025-09-302025-10-16

XOM EXXON MOBIL CORP14.6K shares4.00%2025-09-302025-10-16

Sponsored

MDT MEDTRONIC PLC17.3K shares-3.01%2025-09-302025-10-16

IJH ISHARES TR24.9K shares-4.94%2025-09-302025-10-16

PG PROCTER AND GAMBLE CO10.2K shares9.29%2025-09-302025-10-16

HON HONEYWELL INTL INC7.2K shares-7.62%2025-09-302025-10-16

MCD MCDONALDS CORP5.0K shares1.75%2025-09-302025-10-16

WMT WALMART INC14.0K shares-3.01%2025-09-302025-10-16

MS MORGAN STANLEY8.9K shares6.24%2025-09-302025-10-16

VZ VERIZON COMMUNICATIONS INC31.9K shares-2.91%2025-09-302025-10-16

Sponsored

IJR ISHARES TR11.7K shares-0.05%2025-09-302025-10-16

WM WASTE MGMT INC DEL6.3K shares-0.90%2025-09-302025-10-16

KO COCA COLA CO20.4K shares7.22%2025-09-302025-10-16

MRK MERCK & CO INC16.1K shares-1.39%2025-09-302025-10-16

TMUS T-MOBILE US INC5.6K shares0.23%2025-09-302025-10-16

USB US BANCORP DEL27.2K shares-0.15%2025-09-302025-10-16

AVA AVISTA CORP34.6K shares-6.70%2025-09-302025-10-16

CGMS CAPITAL GRP FIXED INCM ETF T45.7K shares-2.32%2025-09-302025-10-16

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T54.7K shares0.00%2025-09-302025-10-16

ABBV ABBVIE INC5.2K shares3.60%2025-09-302025-10-16

APD AIR PRODS & CHEMS INC4.4K shares-3.66%2025-09-302025-10-16

AVGO BROADCOM INC3.5K shares13.25%2025-09-302025-10-16

BX BLACKSTONE INC6.6K shares7.26%2025-09-302025-10-16

EMR EMERSON ELEC CO8.2K shares8.49%2025-09-302025-10-16

CEG CONSTELLATION ENERGY CORP3.2K shares45.34%2025-09-302025-10-16

QCOM QUALCOMM INC6.3K shares6.04%2025-09-302025-10-16

Sponsored

ABT ABBOTT LABS7.7K shares-0.47%2025-09-302025-10-16

LDOS LEIDOS HOLDINGS INC5.4K shares8.99%2025-09-302025-10-16

UNH UNITEDHEALTH GROUP INC2.9K shares-2.46%2025-09-302025-10-16

BLK BLACKROCK INC870 shares3.45%2025-09-302025-10-16

UNP UNION PAC CORP4.3K shares-4.12%2025-09-302025-10-16

TXN TEXAS INSTRS INC5.5K shares-0.13%2025-09-302025-10-16

CRM SALESFORCE INC4.2K shares0.62%2025-09-302025-10-16

ITW ILLINOIS TOOL WKS INC3.7K shares0.08%2025-09-302025-10-16

Sponsored

VYM VANGUARD WHITEHALL FDS6.9K shares4.58%2025-09-302025-10-16

FDX FEDEX CORP4.1K shares-7.19%2025-09-302025-10-16

TSCO TRACTOR SUPPLY CO16.7K shares-0.18%2025-09-302025-10-16

PANW PALO ALTO NETWORKS INC4.7K shares11.88%2025-09-302025-10-16

SO SOUTHERN CO10.0K shares2.35%2025-09-302025-10-16

SNOW SNOWFLAKE INC4.1K shares-4.00%2025-09-302025-10-16

GBTC GRAYSCALE BITCOIN TRUST ETF10.1K shares24.99%2025-09-302025-10-16

JNJ JOHNSON & JOHNSON4.8K shares-0.17%2025-09-302025-10-16

Sponsored

SBUX STARBUCKS CORP10.6K shares-6.37%2025-09-302025-10-16

MU MICRON TECHNOLOGY INC5.3K shares25.96%2025-09-302025-10-16

IJT ISHARES TR6.2K shares-17.20%2025-09-302025-10-16

INCM FRANKLIN TEMPLETON ETF TR31.8K shares43.13%2025-09-302025-10-16

IEFA ISHARES TR10.0K shares0.00%2025-09-302025-10-16

COP CONOCOPHILLIPS9.2K shares20.14%2025-09-302025-10-16

AXP AMERICAN EXPRESS CO2.6K shares3.56%2025-09-302025-10-16

VEA VANGUARD TAX-MANAGED FDS14.1K shares5.53%2025-09-302025-10-16

Sponsored

ACN ACCENTURE PLC IRELAND3.4K shares14.82%2025-09-302025-10-16

UBER UBER TECHNOLOGIES INC8.5K shares38.25%2025-09-302025-10-16

TSLA TESLA INC1.9K shares14.62%2025-09-302025-10-16

DHI D R HORTON INC4.8K shares0.42%2025-09-302025-10-16

CGDV CAPITAL GROUP DIVIDEND VALUE18.9K shares41.56%2025-09-302025-10-16

EOSE EOS ENERGY ENTERPRISES INC68.3K shares-10.61%2025-09-302025-10-16

LLY ELI LILLY & CO1.0K shares32.46%2025-09-302025-10-16

ORLY OREILLY AUTOMOTIVE INC6.9K shares20.96%2025-09-302025-10-16

Sponsored

WDIV SPDR INDEX SHS FDS9.7K shares19.45%2025-09-302025-10-16

TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares6.25%2025-09-302025-10-16

DHR DANAHER CORPORATION3.6K shares10.84%2025-09-302025-10-16

SYY SYSCO CORP8.5K shares0.55%2025-09-302025-10-16

NKE NIKE INC10.0K shares-1.78%2025-09-302025-10-16

LMT LOCKHEED MARTIN CORP1.4K shares1.35%2025-09-302025-10-16

IWM ISHARES TR2.8K shares55.25%2025-09-302025-10-16

TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2025-09-302025-10-16

Sponsored

ENVX ENOVIX CORPORATION62.9K shares-6.99%2025-09-302025-10-16

LHX L3HARRIS TECHNOLOGIES INC2.0K sharesnew addition2025-09-302025-10-16

IJK ISHARES TR6.5K shares0.00%2025-09-302025-10-16

DIS DISNEY WALT CO5.4K shares6.29%2025-09-302025-10-16

NUE NUCOR CORP4.4K shares35.20%2025-09-302025-10-16

OXY OCCIDENTAL PETE CORP12.5K shares-4.53%2025-09-302025-10-16

AFL AFLAC INC5.2K shares4.11%2025-09-302025-10-16

BOND PIMCO ETF TR6.0K shares-3.20%2025-09-302025-10-16

Sponsored

TJX TJX COS INC NEW3.8K shares5.11%2025-09-302025-10-16

MA MASTERCARD INCORPORATED952 shares-1.24%2025-09-302025-10-16

CRWD CROWDSTRIKE HLDGS INC1.1K shares1.87%2025-09-302025-10-16

PAYX PAYCHEX INC4.2K shares1.26%2025-09-302025-10-16

VOE VANGUARD INDEX FDS3.0K shares0.00%2025-09-302025-10-16

CGSM CAPITAL GRP FIXED INCM ETF T19.9K shares5.29%2025-09-302025-10-16

IVW ISHARES TR4.2K shares0.00%2025-09-302025-10-16

BAC BANK AMERICA CORP9.6K shares-2.32%2025-09-302025-10-16

Sponsored

IEMG ISHARES INC7.4K shares1.16%2025-09-302025-10-16

ROK ROCKWELL AUTOMATION INC1.3K shares14.72%2025-09-302025-10-16

KMI KINDER MORGAN INC DEL16.4K shares-0.22%2025-09-302025-10-16

VO VANGUARD INDEX FDS1.5K shares-2.49%2025-09-302025-10-16

ETH GRAYSCALE ETHEREUM MINI TR E11.2K sharesnew addition2025-09-302025-10-16

LIN LINDE PLC884 shares0.57%2025-09-302025-10-16

NFLX NETFLIX INC345 shares9.52%2025-09-302025-10-16

ETD ETHAN ALLEN INTERIORS INC13.9K shares0.00%2025-09-302025-10-16

Sponsored

IJJ ISHARES TR3.1K shares0.00%2025-09-302025-10-16

GSEW GOLDMAN SACHS ETF TR4.6K shares4.23%2025-09-302025-10-16

URI UNITED RENTALS INC410 shares4.33%2025-09-302025-10-16

BROS DUTCH BROS INC7.3K shares3.49%2025-09-302025-10-16

OMC OMNICOM GROUP INC4.7K shares-13.58%2025-09-302025-10-16

PCAR PACCAR INC3.7K shares2.15%2025-09-302025-10-16

PRU PRUDENTIAL FINL INC3.3K shares8.41%2025-09-302025-10-16

ITOT ISHARES TR2.4K shares0.00%2025-09-302025-10-16

Sponsored

ASML ASML HOLDING N V350 shares17.45%2025-09-302025-10-16

AMGN AMGEN INC1.2K shares-0.43%2025-09-302025-10-16

IVV ISHARES TR488 shares-9.29%2025-09-302025-10-16

PSX PHILLIPS 662.4K shares0.42%2025-09-302025-10-16

KR KROGER CO4.7K shares0.00%2025-09-302025-10-16

BMY BRISTOL-MYERS SQUIBB CO6.8K shares-7.42%2025-09-302025-10-16

GLDM WORLD GOLD TR3.9K shares0.00%2025-09-302025-10-16

RSG REPUBLIC SVCS INC1.3K shares4.03%2025-09-302025-10-16

Sponsored

DIA SPDR DOW JONES INDL AVERAGE635 shares0.00%2025-09-302025-10-16

TGT TARGET CORP3.2K shares-7.40%2025-09-302025-10-16

NOBL PROSHARES TR2.7K shares0.00%2025-09-302025-10-16

O REALTY INCOME CORP4.5K shares12.48%2025-09-302025-10-16

LSTR LANDSTAR SYS INC2.2K shares-20.50%2025-09-302025-10-16

SCHG SCHWAB STRATEGIC TR8.1K shares1200.32%2025-09-302025-10-16

MRVL MARVELL TECHNOLOGY INC3.0K shares-16.03%2025-09-302025-10-16

JPST J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2025-09-302025-10-16

Sponsored

SMH VANECK ETF TRUST768 sharesnew addition2025-09-302025-10-16

BTC GRAYSCALE BITCOIN MINI TR ET4.9K sharesnew addition2025-09-302025-10-16

CMG CHIPOTLE MEXICAN GRILL INC6.3K shares-22.91%2025-09-302025-10-16

SDCI USCF ETF TR10.8K sharesnew addition2025-09-302025-10-16

EFA ISHARES TR2.6K shares-0.57%2025-09-302025-10-16

DVN DEVON ENERGY CORP NEW6.9K shares-6.02%2025-09-302025-10-16

PEP PEPSICO INC1.7K shares-1.66%2025-09-302025-10-16

PLD PROLOGIS INC.2.0K shares-6.76%2025-09-302025-10-16

Sponsored

VTI VANGUARD INDEX FDS704 shares-2.09%2025-09-302025-10-16

IVE ISHARES TR1.1K shares0.00%2025-09-302025-10-16

BLE BLACKROCK MUNI INCOME TR II21.6K shares0.00%2025-09-302025-10-16

FVD FIRST TR EXCHANGE-TRADED FD4.8K shares0.00%2025-09-302025-10-16

STAG STAG INDL INC6.3K shares-11.31%2025-09-302025-10-16

DKS DICKS SPORTING GOODS INC998 sharesnew addition2025-09-302025-10-16

CGMU CAPITAL GRP FIXED INCM ETF T7.9K shares0.00%2025-09-302025-10-16

AZO AUTOZONE INC50 sharesnew addition2025-09-302025-10-16

Sponsored

FEGE RBB FUND TRUST4.8K sharesnew addition2025-09-302025-10-16

SCHV SCHWAB STRATEGIC TR7.2K sharesnew addition2025-09-302025-10-16

KMB KIMBERLY-CLARK CORP1.6K shares-2.37%2025-09-302025-10-16

VWO VANGUARD INTL EQUITY INDEX F3.6K sharesnew addition2025-09-302025-10-16

AGG ISHARES TR1.8K shares0.00%2025-09-302025-10-16

OMFL INVESCO EXCH TRD SLF IDX FD2.9K shares1.22%2025-09-302025-10-16

XMHQ INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2025-09-302025-10-16

GPIX GOLDMAN SACHS ETF TR3.1K sharesnew addition2025-09-302025-10-16

Sponsored

VOT VANGUARD INDEX FDS547 shares0.00%2025-09-302025-10-16

XMMO INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2025-09-302025-10-16

SHY ISHARES TR1.6K shares0.00%2025-09-302025-10-16

FEOE RBB FUND TRUST2.9K sharesnew addition2025-09-302025-10-16

SCHA SCHWAB STRATEGIC TR4.5K shares0.00%2025-09-302025-10-16

VV VANGUARD INDEX FDS397 sharesnew addition2025-09-302025-10-16

SCHM SCHWAB STRATEGIC TR3.8K shares44.51%2025-09-302025-10-16

VBK VANGUARD INDEX FDS371 shares0.00%2025-09-302025-10-16

Sponsored

SCHX SCHWAB STRATEGIC TR3.9K shares0.00%2025-09-302025-10-16

VTV VANGUARD INDEX FDS524 shares15.16%2025-09-302025-10-16

VYMI VANGUARD WHITEHALL FDS1.1K shares0.00%2025-09-302025-10-16

FEZ SPDR INDEX SHS FDS1.4K shares0.00%2025-09-302025-10-16

SPHQ INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2025-09-302025-10-16

XSVM INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2025-09-302025-10-16

GCAL GOLDMAN SACHS ETF TR1.5K sharesnew addition2025-09-302025-10-16

EMXC ISHARES INC1.1K shares0.00%2025-09-302025-10-16

Sponsored

SCHO SCHWAB STRATEGIC TR2.6K shares0.00%2025-09-302025-10-16

JEPI J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2025-09-302025-10-16

VUG VANGUARD INDEX FDS121 shares0.00%2025-09-302025-10-16

IEF ISHARES TR499 shares0.00%2025-09-302025-10-16

IXN ISHARES TR450 shares0.00%2025-09-302025-10-16

RSP INVESCO EXCHANGE TRADED FD T230 shares0.44%2025-09-302025-10-16

BSJR INVESCO EXCH TRD SLF IDX FD1.9K shares0.00%2025-09-302025-10-16

BSJP INVESCO EXCH TRD SLF IDX FD1.8K shares0.00%2025-09-302025-10-16

Sponsored

BSJQ INVESCO EXCH TRD SLF IDX FD1.8K shares0.00%2025-09-302025-10-16

FNDX SCHWAB STRATEGIC TR1.3K shares0.00%2025-09-302025-10-16

PULS PGIM ETF TR650 shares0.00%2025-09-302025-10-16

PEY INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2025-09-302025-10-16

DVY ISHARES TR200 shares0.00%2025-09-302025-10-16

PGF INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-09-302025-10-16

VIGI VANGUARD WHITEHALL FDS312 shares0.32%2025-09-302025-10-16

IWD ISHARES TR135 shares0.00%2025-09-302025-10-16

Sponsored

IUSG ISHARES TR132 shares0.00%2025-09-302025-10-16

MOAT VANECK ETF TRUST200 sharesnew addition2025-09-302025-10-16

VB VANGUARD INDEX FDS62 shares0.00%2025-09-302025-10-16

VEU VANGUARD INTL EQUITY INDEX F216 sharesnew addition2025-09-302025-10-16

IWF ISHARES TR29 shares0.00%2025-09-302025-10-16

IUSV ISHARES TR132 shares0.00%2025-09-302025-10-16

IBB ISHARES TR75 shares0.00%2025-09-302025-10-16

IWS ISHARES TR77 shares0.00%2025-09-302025-10-16

Sponsored

GSLC GOLDMAN SACHS ETF TR80 shares0.00%2025-09-302025-10-16

OXY.WS OCCIDENTAL PETE CORP307 shares-21.48%2025-09-302025-10-16

VBR VANGUARD INDEX FDS32 shares0.00%2025-09-302025-10-16

RSPN INVESCO EXCHANGE TRADED FD T116 sharesnew addition2025-09-302025-10-16

IYH ISHARES TR77 shares0.00%2025-09-302025-10-16

JPIN J P MORGAN EXCHANGE TRADED F52 shares0.00%2025-09-302025-10-16

VXF VANGUARD INDEX FDS4 sharesnew addition2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available