RICHARDS, MERRILL & PETERSON, INC. Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$210.3B
Holdings
200
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (200 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 25,750 | $12.8B | 6.09% | |
| 2 | COSTCOSTCO WHSL CORP NEW | 10,477 | $10.4B | 4.93% | |
| 3 | AAPLAPPLE INC | 46,874 | $9.6B | 4.57% | |
| 4 | NDQINVESCO QQQ TR | 15,569 | $8.6B | 4.08% | |
| 5 | AMZNAMAZON COM INC | 38,774 | $8.5B | 4.04% | |
| 6 | NVDANVIDIA CORPORATION | 39,737 | $6.3B | 2.99% | |
| 7 | SPYSPDR S&P 500 ETF TR | 9,593 | $5.9B | 2.82% | |
| 8 | SYKSTRYKER CORPORATION | 12,945 | $5.1B | 2.44% | |
| 9 | METAMETA PLATFORMS INC | 5,770 | $4.3B | 2.03% | |
| 10 | JPMJPMORGAN CHASE & CO. | 14,496 | $4.2B | 2.00% | |
| 11 | CVXCHEVRON CORP NEW | 27,073 | $3.9B | 1.84% | |
| 12 | GOOGLALPHABET INC | 19,703 | $3.5B | 1.65% | |
| 13 | VOOVANGUARD INDEX FDS | 5,705 | $3.2B | 1.54% | |
| 14 | HDHOME DEPOT INC | 8,779 | $3.2B | 1.53% | |
| 15 | VVISA INC | 7,728 | $2.7B | 1.30% | |
| 16 | RTXRTX CORPORATION | 17,774 | $2.6B | 1.23% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,085 | $2.5B | 1.17% | |
| 18 | SCHDSCHWAB STRATEGIC TR | 83,553 | $2.2B | 1.05% | |
| 19 | CGSDCAPITAL GRP FIXED INCM ETF T | 84,763 | $2.2B | 1.05% | |
| 20 | PTRBPGIM ETF TR | 50,993 | $2.1B | 1.01% | |
| 21 | IBMINTERNATIONAL BUSINESS MACHS | 7,224 | $2.1B | 1.01% | |
| 22 | LOWLOWES COS INC | 9,301 | $2.1B | 0.98% | |
| 23 | CSCOCISCO SYS INC | 27,790 | $1.9B | 0.92% | |
| 24 | HONHONEYWELL INTL INC | 7,833 | $1.8B | 0.87% | |
| 25 | ISRGINTUITIVE SURGICAL INC | 3,318 | $1.8B | 0.86% | |
| 26 | AMATAPPLIED MATLS INC | 9,724 | $1.8B | 0.85% | |
| 27 | CGCBCAPITAL GRP FIXED INCM ETF T | 66,720 | $1.8B | 0.83% | |
| 28 | CGGRCAPITAL GROUP GROWTH ETF | 41,810 | $1.7B | 0.81% | |
| 29 | GOOGALPHABET INC | 9,364 | $1.7B | 0.79% | |
| 30 | PLTRPALANTIR TECHNOLOGIES INC | 12,129 | $1.7B | 0.79% | |
| 31 | IJHISHARES TR | 26,186 | $1.6B | 0.77% | |
| 32 | ORCLORACLE CORP | 7,278 | $1.6B | 0.76% | |
| 33 | MDTMEDTRONIC PLC | 17,828 | $1.6B | 0.74% | |
| 34 | XOMEXXON MOBIL CORP | 14,049 | $1.5B | 0.72% | |
| 35 | PGPROCTER AND GAMBLE CO | 9,368 | $1.5B | 0.71% | |
| 36 | CATCATERPILLAR INC | 3,771 | $1.5B | 0.70% | |
| 37 | WMWASTE MGMT INC DEL | 6,349 | $1.5B | 0.69% | |
| 38 | MCDMCDONALDS CORP | 4,925 | $1.4B | 0.68% | |
| 39 | BACVERIZON COMMUNICATIONS INC | 32,807 | $1.4B | 0.68% | |
| 40 | WMTWALMART INC | 14,433 | $1.4B | 0.67% | |
| 41 | AVAAVISTA CORP | 37,071 | $1.4B | 0.67% | |
| 42 | KOCOCA COLA CO | 18,984 | $1.3B | 0.64% | |
| 43 | TMUST-MOBILE US INC | 5,614 | $1.3B | 0.64% | |
| 44 | APDAIR PRODS & CHEMS INC | 4,592 | $1.3B | 0.62% | |
| 45 | CGMSCAPITAL GRP FIXED INCM ETF T | 46,804 | $1.3B | 0.61% | |
| 46 | MRKMERCK & CO INC | 16,289 | $1.3B | 0.61% | |
| 47 | IJRISHARES TR | 11,734 | $1.3B | 0.61% | |
| 48 | USBUS BANCORP DEL | 27,275 | $1.2B | 0.59% | |
| 49 | CGCPCAPITAL GRP FIXED INCM ETF T | 54,651 | $1.2B | 0.58% | |
| 50 | DWDMORGAN STANLEY | 8,412 | $1.2B | 0.56% | |
| 51 | TXNTEXAS INSTRS INC | 5,490 | $1.1B | 0.54% | |
| 52 | CRMSALESFORCE INC | 4,167 | $1.1B | 0.54% | |
| 53 | ABTABBOTT LABS | 7,712 | $1.0B | 0.50% | |
| 54 | SBUXSTARBUCKS CORP | 11,311 | $1.0B | 0.49% | |
| 55 | UNPUNION PAC CORP | 4,466 | $1.0B | 0.49% | |
| 56 | EMREMERSON ELEC CO | 7,587 | $1.0B | 0.48% | |
| 57 | IJTISHARES TR | 7,542 | $1.0B | 0.48% | |
| 58 | FDXFEDEX CORP | 4,384 | $996.4M | 0.47% | |
| 59 | SNOWSNOWFLAKE INC | 4,274 | $956.4M | 0.45% | |
| 60 | QCOMQUALCOMM INC | 5,914 | $941.8M | 0.45% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 3,011 | $939.2M | 0.45% | |
| 62 | ABBVABBVIE INC | 5,057 | $938.7M | 0.45% | |
| 63 | ITWILLINOIS TOOL WKS INC | 3,737 | $924.0M | 0.44% | |
| 64 | BXBLACKSTONE INC | 6,172 | $923.2M | 0.44% | |
| 65 | SOSOUTHERN CO | 9,729 | $893.4M | 0.42% | |
| 66 | TSCOTRACTOR SUPPLY CO | 16,740 | $883.4M | 0.42% | |
| 67 | BLKBLACKROCK INC | 841 | $882.0M | 0.42% | |
| 68 | ACNACCENTURE PLC IRELAND | 2,935 | $877.2M | 0.42% | |
| 69 | VYMVANGUARD WHITEHALL FDS | 6,552 | $873.4M | 0.42% | |
| 70 | AVGOBROADCOM INC | 3,109 | $857.0M | 0.41% | |
| 71 | PANWPALO ALTO NETWORKS INC | 4,166 | $852.5M | 0.41% | |
| 72 | AQLTISHARES TR | 9,995 | $834.4M | 0.40% | |
| 73 | AXPAMERICAN EXPRESS CO | 2,500 | $797.4M | 0.38% | |
| 74 | LDOSLEIDOS HOLDINGS INC | 4,949 | $780.7M | 0.37% | |
| 75 | VEAVANGUARD TAX-MANAGED FDS | 13,389 | $763.3M | 0.36% | |
| 76 | JNJJOHNSON & JOHNSON | 4,846 | $740.2M | 0.35% | |
| 77 | NKENIKE INC | 10,147 | $720.9M | 0.34% | |
| 78 | CEGCONSTELLATION ENERGY CORP | 2,199 | $709.8M | 0.34% | |
| 79 | ENVXENOVIX CORPORATION | 67,598 | $699.0M | 0.33% | |
| 80 | GBTCGRAYSCALE BITCOIN TRUST ETF | 8,104 | $687.5M | 0.33% | |
| 81 | COPCONOCOPHILLIPS | 7,646 | $686.2M | 0.33% | |
| 82 | TTTRANE TECHNOLOGIES PLC | 1,520 | $664.8M | 0.32% | |
| 83 | SYYSYSCO CORP | 8,486 | $642.7M | 0.31% | |
| 84 | DHRDANAHER CORPORATION | 3,210 | $634.0M | 0.30% | |
| 85 | DISDISNEY WALT CO | 5,069 | $628.6M | 0.30% | |
| 86 | LMTLOCKHEED MARTIN CORP | 1,338 | $619.5M | 0.29% | |
| 87 | DHID R HORTON INC | 4,739 | $611.0M | 0.29% | |
| 88 | INCMFRANKLIN TEMPLETON ETF TR | 22,200 | $600.5M | 0.29% | |
| 89 | PAYXPAYCHEX INC | 4,123 | $599.7M | 0.29% | |
| 90 | LLYELI LILLY & CO | 767 | $598.0M | 0.28% | |
| 91 | IJKISHARES TR | 6,471 | $588.7M | 0.28% | |
| 92 | WDIVSPDR INDEX SHS FDS | 8,156 | $575.4M | 0.27% | |
| 93 | UBERUBER TECHNOLOGIES INC | 6,130 | $571.9M | 0.27% | |
| 94 | BONDPIMCO ETF TR | 6,178 | $569.4M | 0.27% | |
| 95 | OXYOCCIDENTAL PETE CORP | 13,138 | $551.9M | 0.26% | |
| 96 | CRWDCROWDSTRIKE HLDGS INC | 1,072 | $546.0M | 0.26% | |
| 97 | MAMASTERCARD INCORPORATED | 964 | $541.5M | 0.26% | |
| 98 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,383 | $539.7M | 0.26% | |
| 99 | CGDGCAPITAL GROUP DIVIDEND VALUE | 13,330 | $526.4M | 0.25% | |
| 100 | AFLAFLAC INC | 4,962 | $523.3M | 0.25% |
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