RICHARDS, MERRILL & PETERSON, INC. Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$192.3B

Holdings

494

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (494 positions)

#StockSharesValue% PortfolioType
101
TSLATESLA INC
1,616$418.8M0.22%
102
BROSDUTCH BROS INC
6,719$414.8M0.22%
103
IEMGISHARES INC
7,449$402.0M0.21%
104
CMGCHIPOTLE MEXICAN GRILL INC
7,760$389.6M0.20%
105
IVWISHARES TR
4,193$389.2M0.20%
106
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,333$387.3M0.20%
107
LINLINDE PLC
816$380.0M0.20%
108
ETDETHAN ALLEN INTERIORS INC
13,635$377.7M0.20%
109
IJJISHARES TR
3,064$366.9M0.19%
110
GBTCGRAYSCALE BITCOIN TRUST ETF
5,579$363.6M0.19%
111
AMGNAMGEN INC
1,154$359.6M0.19%
112
IWMISHARES TR
1,801$359.3M0.19%
113
CRWDCROWDSTRIKE HLDGS INC
1,012$356.8M0.19%
114
MUMICRON TECHNOLOGY INC
4,035$350.6M0.18%
115
PCARPACCAR INC
3,575$348.1M0.18%
116
VOVANGUARD INDEX FDS
1,335$345.3M0.18%
117
AVGOBROADCOM INC
1,998$334.5M0.17%
118
PRUPRUDENTIAL FINL INC
2,848$318.0M0.17%
119
KRKROGER CO
4,650$314.8M0.16%
120
RSGREPUBLIC SVCS INC
1,241$300.5M0.16%
121
PSXPHILLIPS 66
2,333$288.0M0.15%
122
ITOTISHARES TR
2,350$286.7M0.15%
123
CGDGCAPITAL GROUP DIVIDEND VALUE
8,000$285.1M0.15%
124
IVVISHARES TR
505$283.8M0.15%
125
PEPPEPSICO INC
1,850$277.3M0.14%
126
NOBLPROSHARES TR
2,707$276.6M0.14%
127
EOSEEOS ENERGY ENTERPRISES INC
72,375$273.6M0.14%
128
ROKROCKWELL AUTOMATION INC
1,038$268.1M0.14%
129
DONSPDR DOW JONES INDL AVERAGE
635$266.6M0.14%
130
STZCONSTELLATION BRANDS INC
1,440$264.2M0.14%
131
KMBKIMBERLY-CLARK CORP
1,850$263.1M0.14%
132
TJXTJX COS INC NEW
2,148$261.6M0.14%
133
UBERUBER TECHNOLOGIES INC
3,562$259.5M0.13%
134
BLEBLACKROCK MUNI INCOME TR II
24,900$258.7M0.13%
135
STAGSTAG INDL INC
7,093$256.2M0.13%
136
JPSTJ P MORGAN EXCHANGE TRADED F
4,980$252.1M0.13%
137
PLDPROLOGIS INC.
2,189$244.7M0.13%
138
GLDMWORLD GOLD TR
3,900$241.4M0.13%
139
UPSUNITED PARCEL SERVICE INC
2,174$239.1M0.12%
140
DYHTARGET CORP
2,237$233.5M0.12%
141
OREALTY INCOME CORP
3,868$224.4M0.12%
142
EFAISHARES TR
2,638$215.6M0.11%
143
FVDFIRST TR VALUE LINE DIVID IN
4,825$215.1M0.11%
144
MRVLMARVELL TECHNOLOGY INC
3,467$213.5M0.11%
145
IVEISHARES TR
1,113$212.1M0.11%
146
URIUNITED RENTALS INC
323$202.2M0.11%
147
DVNDEVON ENERGY CORP NEW
5,279$197.4M0.10%
148
NFLXNETFLIX INC
208$194.0M0.10%
149
ASMLASML HOLDING N V
288$190.8M0.10%
150
PKGPACKAGING CORP AMER
942$186.5M0.10%
151
DOVDOVER CORP
1,000$175.7M0.09%
152
AGGISHARES TR
1,767$174.8M0.09%
153
TWLOTWILIO INC
1,675$164.0M0.09%
154
CGMUCAPITAL GRP FIXED INCM ETF T
6,075$162.9M0.08%
155
BSVVANGUARD BD INDEX FDS
2,078$162.7M0.08%
156
WABWABTEC
894$162.1M0.08%
157
VWOVANGUARD INTL EQUITY INDEX F
3,555$160.9M0.08%
158
GSEWGOLDMAN SACHS ETF TR
2,080$158.2M0.08%
159
HALHALLIBURTON CO
6,084$154.3M0.08%
160
FANGDIAMONDBACK ENERGY INC
965$154.3M0.08%
161
FDVVFIDELITY COVINGTON TRUST
3,100$153.8M0.08%
162
SMHVANECK ETF TRUST
720$152.3M0.08%
163
8CWCROWN CASTLE INC
1,409$146.9M0.08%
164
XMHQINVESCO EXCHANGE TRADED FD T
1,604$146.8M0.08%
165
IPINTERNATIONAL PAPER CO
2,716$144.9M0.08%
166
ALSALLSTATE CORP
685$141.8M0.07%
167
OMFLINVESCO EXCH TRD SLF IDX FD
2,637$140.6M0.07%
168
DUKDUKE ENERGY CORP NEW
1,136$138.6M0.07%
169
SHWSHERWIN WILLIAMS CO
394$137.6M0.07%
170
SHYISHARES TR
1,628$134.7M0.07%
171
VOTVANGUARD INDEX FDS
547$133.8M0.07%
172
FW2NBANNER CORP
2,082$132.8M0.07%
173
7HPHP INC
4,576$126.7M0.07%
174
XMMOINVESCO EXCHANGE TRADED FD T
1,089$123.9M0.06%
175
CEGCONSTELLATION ENERGY CORP
605$122.0M0.06%
176
LHLABCORP HOLDINGS INC
519$120.8M0.06%
177
AMDADVANCED MICRO DEVICES INC
1,140$117.1M0.06%
178
OEFAALPS ETF TR
3,824$115.2M0.06%
179
ZBHZIMMER BIOMET HOLDINGS INC
1,000$113.2M0.06%
180
WFCWELLS FARGO CO NEW
1,532$110.0M0.06%
181
IRTCIRHYTHM TECHNOLOGIES INC
1,025$107.3M0.06%
182
GNRCGENERAC HLDGS INC
845$107.0M0.06%
183
SCHASCHWAB STRATEGIC TR
4,530$106.1M0.06%
184
MMM3M CO
722$106.0M0.06%
185
MDLZMONDELEZ INTL INC
1,556$105.6M0.05%
186
ADPAUTOMATIC DATA PROCESSING IN
342$104.5M0.05%
187
SDYSPDR SER TR
765$103.8M0.05%
188
SECTNORTHERN LTS FD TR IV
2,000$102.1M0.05%
189
DKSDICKS SPORTING GOODS INC
501$101.1M0.05%
190
SCHXSCHWAB STRATEGIC TR
4,419$97.6M0.05%
191
4I1PHILIP MORRIS INTL INC
604$95.9M0.05%
192
CGUSCAPITAL GROUP CORE EQUITY ET
2,850$95.2M0.05%
193
VTIVANGUARD INDEX FDS
344$94.5M0.05%
194
SCHWSCHWAB CHARLES CORP
1,202$94.1M0.05%
195
VBKVANGUARD INDEX FDS
371$93.4M0.05%
196
GSPYTIDAL ETF TR
3,025$93.0M0.05%
197
AEPAMERICAN ELEC PWR CO INC
832$90.9M0.05%
198
LENLENNAR CORP
780$89.5M0.05%
199
NBXGNEUBERGER BERMAN NEXT GENERA
7,000$85.8M0.04%
200
TAT&T INC
3,000$84.8M0.04%
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