The Analysis of Richmond Brothers, Inc.'s Holdings
Currently, Richmond Brothers, Inc. holds 34 types of securities in its portfolio with a total value $158.4M. In the most recent quarter, they have increased their positions in BLV (+61.9K shares, valued at $4.4M), VAW (+17.0K shares, valued at $3.5M), VDE (+26.5K shares, valued at $3.3M); decreased their positions in BSV (-100.0K shares, valued at $7.9M), BIV (-24.2K shares, valued at $1.9M), VTIP (-36.1K shares, valued at $1.8M); initiated new positions in QLD (+5.9K shares, valued at $808.2K), SSO (+7.1K shares, valued at $791.0K), GOOGL (+1.3K shares, valued at $307.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR67.1K shares-2.66%2025-09-302025-11-10
VOX VANGUARD WORLD FD42.5K shares-3.49%2025-09-302025-11-10 VPU VANGUARD WORLD FD41.3K shares-3.41%2025-09-302025-11-10 VGT VANGUARD WORLD FD10.5K shares-3.47%2025-09-302025-11-10 BSV VANGUARD BD INDEX FDS96.5K shares-50.89%2025-09-302025-11-10 BLV VANGUARD BD INDEX FDS107.0K shares137.35%2025-09-302025-11-10 BIV VANGUARD BD INDEX FDS96.6K shares-20.04%2025-09-302025-11-10 VIS VANGUARD WORLD FD25.5K shares-2.55%2025-09-302025-11-10 VFH VANGUARD WORLD FD56.5K shares-2.08%2025-09-302025-11-10 VCR VANGUARD WORLD FD18.7K shares-1.59%2025-09-302025-11-10 VAW VANGUARD WORLD FD34.9K shares95.32%2025-09-302025-11-10 VDE VANGUARD WORLD FD55.8K shares90.48%2025-09-302025-11-10 VDC VANGUARD WORLD FD32.3K shares-1.26%2025-09-302025-11-10 VTIP VANGUARD MALVERN FDS86.6K shares-29.41%2025-09-302025-11-10 VHT VANGUARD WORLD FD13.8K shares-1.12%2025-09-302025-11-10 VNQ VANGUARD INDEX FDS38.5K shares-0.93%2025-09-302025-11-10 GOF GUGGENHEIM STRATEGIC OPPORTU229.3K shares-3.81%2025-09-302025-11-10 AAPL APPLE INC12.8K shares-2.56%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL5.9K shares-11.13%2025-09-302025-11-10 MSFT MICROSOFT CORP2.3K shares-10.12%2025-09-302025-11-10 TQQQ PROSHARES TR10.6K shares2.45%2025-09-302025-11-10 MDXG MIMEDX GROUP INC117.2K shares-3.15%2025-09-302025-11-10 QLD PROSHARES TR5.9K sharesnew addition2025-09-302025-11-10 SSO PROSHARES TR7.1K sharesnew addition2025-09-302025-11-10 HRTX HERON THERAPEUTICS INC572.1K shares3.18%2025-09-302025-11-10 IVV ISHARES TR556 shares-3.64%2025-09-302025-11-10 GOOGL ALPHABET INC1.3K sharesnew addition2025-09-302025-11-10 AMZN AMAZON COM INC1.2K shares-5.35%2025-09-302025-11-10 BIL SPDR SERIES TRUST2.7K sharesnew addition2025-09-302025-11-10 GOOG ALPHABET INC891 sharesnew addition2025-09-302025-11-10 NVG NUVEEN AMT FREE MUN CR INC F14.8K shares-61.55%2025-09-302025-11-10 ALVO ALVOTECH14.0K shares0.00%2025-09-302025-11-10 RMTI ROCKWELL MED INC30.8K shares-5.37%2025-09-302025-11-10 OPTT OCEAN PWR TECHNOLOGIES INC14.0K shares0.00%2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available