Investor Details
| Filer Name: | RICHARDS, MERRILL & PETERSON, INC. |
|---|---|
| CIK: | 90108 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 502 |
| Portfolio Value: | $0.19B |
Richards, Merrill & Peterson, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 48,190 | $12M | 6.30% | - | - |
| MSFT | US | MICROSOFT CORP | 25,111 | $11M | 5.53% | - | - |
| COST | US | COSTCO WHOLESALE CORP | 10,196 | $9M | 4.88% | - | - |
| AMZN | US | AMAZON.COM INC | 36,259 | $8M | 4.16% | - | - |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 13,028 | $7M | 3.48% | - | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 9,372 | $5M | 2.87% | - | - |
| SYK | US | STRYKER CORP | 11,401 | $4M | 2.14% | - | - |
| NVDA | US | NVIDIA CORP | 26,207 | $4M | 1.84% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 14,517 | $3M | 1.82% | - | - |
| HD | US | HOME DEPOT INC | 8,819 | $3M | 1.79% | - | - |
| CVX | US | CHEVRON CORP | 23,541 | $3M | 1.78% | - | - |
| GOOGL | US | ALPHABET INC-CL A | 16,583 | $3M | 1.64% | - | - |
| META | US | META PLATFORMS INC-CLASS A | 5,125 | $3M | 1.57% | - | - |
| V | US | VISA INC-CLASS A SHARES | 8,312 | $3M | 1.37% | - | - |
| LOW | US | LOWE'S COS INC | 9,136 | $2M | 1.18% | - | - |
| RTX | US | RTX CORP | 18,166 | $2M | 1.10% | - | - |
| SCHD | US | SCHWAB US DVD EQUITY ETF | 73,609 | $2M | 1.05% | - | - |
| VOO | US | VANGUARD S&P 500 ETF | 3,560 | $2M | 1.00% | - | - |
| CGSD | US | CAP GROUP SHORT DURATION | 71,308 | $2M | 0.96% | - | - |
| GOOG | US | ALPHABET INC-CL C | 9,519 | $2M | 0.95% | - | - |