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 |
|---|---|---|---|---|---|
| 101 | MUMICRON TECHNOLOGY INC | 4,210 | $518.9M | 0.25% | |
| 102 | ORLYOREILLY AUTOMOTIVE INC | 5,745 | $517.8M | 0.25% | |
| 103 | TSLATESLA INC | 1,628 | $517.1M | 0.25% | |
| 104 | VOEVANGUARD INDEX FDS | 3,008 | $494.7M | 0.24% | |
| 105 | CGSMCAPITAL GRP FIXED INCM ETF T | 18,900 | $492.9M | 0.23% | |
| 106 | BROSDUTCH BROS INC | 7,097 | $485.2M | 0.23% | |
| 107 | KMIKINDER MORGAN INC DEL | 16,453 | $483.7M | 0.23% | |
| 108 | BACBANK AMERICA CORP | 9,832 | $465.3M | 0.22% | |
| 109 | CMGCHIPOTLE MEXICAN GRILL INC | 8,225 | $461.8M | 0.22% | |
| 110 | IVWISHARES TR | 4,193 | $461.6M | 0.22% | |
| 111 | TJXTJX COS INC NEW | 3,641 | $449.6M | 0.21% | |
| 112 | IEMGISHARES INC | 7,321 | $439.5M | 0.21% | |
| 113 | VOVANGUARD INDEX FDS | 1,566 | $438.2M | 0.21% | |
| 114 | NFLXNETFLIX INC | 315 | $421.8M | 0.20% | |
| 115 | NUENUCOR CORP | 3,247 | $420.6M | 0.20% | |
| 116 | LINLINDE PLC | 879 | $412.4M | 0.20% | |
| 117 | EOSEEOS ENERGY ENTERPRISES INC | 76,375 | $391.0M | 0.19% | |
| 118 | OMCOMNICOM GROUP INC | 5,412 | $389.3M | 0.19% | |
| 119 | IWMISHARES TR | 1,801 | $388.6M | 0.18% | |
| 120 | ETDETHAN ALLEN INTERIORS INC | 13,910 | $387.4M | 0.18% | |
| 121 | ROKROCKWELL AUTOMATION INC | 1,162 | $386.0M | 0.18% | |
| 122 | LSTRLANDSTAR SYS INC | 2,771 | $385.2M | 0.18% | |
| 123 | IJJISHARES TR | 3,064 | $378.6M | 0.18% | |
| 124 | GSEWGOLDMAN SACHS ETF TR | 4,422 | $360.6M | 0.17% | |
| 125 | BMYBRISTOL-MYERS SQUIBB CO | 7,348 | $340.2M | 0.16% | |
| 126 | PCARPACCAR INC | 3,577 | $340.0M | 0.16% | |
| 127 | DYHTARGET CORP | 3,421 | $337.5M | 0.16% | |
| 128 | IVVISHARES TR | 538 | $334.0M | 0.16% | |
| 129 | KRKROGER CO | 4,650 | $333.5M | 0.16% | |
| 130 | PRUPRUDENTIAL FINL INC | 3,080 | $330.9M | 0.16% | |
| 131 | AMGNAMGEN INC | 1,176 | $328.4M | 0.16% | |
| 132 | ITOTISHARES TR | 2,350 | $317.3M | 0.15% | |
| 133 | RSGREPUBLIC SVCS INC | 1,241 | $306.0M | 0.15% | |
| 134 | URIUNITED RENTALS INC | 393 | $295.9M | 0.14% | |
| 135 | PSXPHILLIPS 66 | 2,359 | $281.4M | 0.13% | |
| 136 | DONSPDR DOW JONES INDL AVERAGE | 635 | $279.8M | 0.13% | |
| 137 | MRVLMARVELL TECHNOLOGY INC | 3,606 | $279.1M | 0.13% | |
| 138 | NOBLPROSHARES TR | 2,707 | $272.6M | 0.13% | |
| 139 | STAGSTAG INDL INC | 7,101 | $257.6M | 0.12% | |
| 140 | GLDMWORLD GOLD TR | 3,900 | $255.5M | 0.12% | |
| 141 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,980 | $252.4M | 0.12% | |
| 142 | ASMLASML HOLDING N V | 298 | $238.8M | 0.11% | |
| 143 | EFAISHARES TR | 2,616 | $233.9M | 0.11% | |
| 144 | DVNDEVON ENERGY CORP NEW | 7,338 | $233.4M | 0.11% | |
| 145 | PEPPEPSICO INC | 1,749 | $231.0M | 0.11% | |
| 146 | OREALTY INCOME CORP | 4,008 | $230.9M | 0.11% | |
| 147 | PLDPROLOGIS INC. | 2,190 | $230.3M | 0.11% | |
| 148 | STZCONSTELLATION BRANDS INC | 1,365 | $222.0M | 0.11% | |
| 149 | UPSUNITED PARCEL SERVICE INC | 2,179 | $219.9M | 0.10% | |
| 150 | VTIVANGUARD INDEX FDS | 719 | $218.4M | 0.10% | |
| 151 | IVEISHARES TR | 1,113 | $217.5M | 0.10% | |
| 152 | BLEBLACKROCK MUNI INCOME TR II | 21,650 | $217.4M | 0.10% | |
| 153 | KMBKIMBERLY-CLARK CORP | 1,686 | $217.4M | 0.10% | |
| 154 | FVDFIRST TR EXCHANGE-TRADED FD | 4,825 | $215.7M | 0.10% | |
| 155 | CGMUCAPITAL GRP FIXED INCM ETF T | 7,925 | $211.5M | 0.10% | |
| 156 | TWLOTWILIO INC | 1,675 | $208.3M | 0.10% | |
| 157 | AGGISHARES TR | 1,842 | $182.7M | 0.09% | |
| 158 | OMFLINVESCO EXCH TRD SLF IDX FD | 2,875 | $166.1M | 0.08% | |
| 159 | XMHQINVESCO EXCHANGE TRADED FD T | 1,604 | $157.6M | 0.07% | |
| 160 | VOTVANGUARD INDEX FDS | 547 | $155.5M | 0.07% | |
| 161 | XMMOINVESCO EXCHANGE TRADED FD T | 1,089 | $140.1M | 0.07% | |
| 162 | SHYISHARES TR | 1,622 | $134.4M | 0.06% | |
| 163 | SCHASCHWAB STRATEGIC TR | 4,530 | $114.6M | 0.05% | |
| 164 | VBKVANGUARD INDEX FDS | 371 | $102.7M | 0.05% | |
| 165 | SCHXSCHWAB STRATEGIC TR | 3,919 | $95.8M | 0.05% | |
| 166 | VYMIVANGUARD WHITEHALL FDS | 1,094 | $87.6M | 0.04% | |
| 167 | SPHQINVESCO EXCHANGE TRADED FD T | 1,165 | $83.0M | 0.04% | |
| 168 | FEZSPDR INDEX SHS FDS | 1,380 | $82.4M | 0.04% | |
| 169 | VTVVANGUARD INDEX FDS | 455 | $80.4M | 0.04% | |
| 170 | XSVMINVESCO EXCHANGE TRADED FD T | 1,500 | $78.0M | 0.04% | |
| 171 | SCHMSCHWAB STRATEGIC TR | 2,640 | $74.1M | 0.04% | |
| 172 | EMXCISHARES INC | 1,067 | $67.4M | 0.03% | |
| 173 | SCHOSCHWAB STRATEGIC TR | 2,622 | $63.9M | 0.03% | |
| 174 | JEPIJ P MORGAN EXCHANGE TRADED F | 1,100 | $62.5M | 0.03% | |
| 175 | VUGVANGUARD INDEX FDS | 121 | $53.0M | 0.03% | |
| 176 | IEFISHARES TR | 499 | $47.8M | 0.02% | |
| 177 | BSJRINVESCO EXCH TRD SLF IDX FD | 1,885 | $42.8M | 0.02% | |
| 178 | BSJPINVESCO EXCH TRD SLF IDX FD | 1,833 | $42.3M | 0.02% | |
| 179 | BSJQINVESCO EXCH TRD SLF IDX FD | 1,783 | $41.6M | 0.02% | |
| 180 | IXNISHARES TR | 450 | $41.6M | 0.02% | |
| 181 | RSPINVESCO EXCHANGE TRADED FD T | 229 | $41.5M | 0.02% | |
| 182 | PULSPGIM ETF TR | 650 | $32.3M | 0.02% | |
| 183 | FNDXSCHWAB STRATEGIC TR | 1,281 | $31.4M | 0.01% | |
| 184 | PEYINVESCO EXCHANGE TRADED FD T | 1,463 | $29.9M | 0.01% | |
| 185 | VIGIVANGUARD WHITEHALL FDS | 311 | $28.0M | 0.01% | |
| 186 | PGFINVESCO EXCHANGE TRADED FD T | 1,942 | $27.4M | 0.01% | |
| 187 | AQLTISHARES TR | 200 | $26.6M | 0.01% | |
| 188 | IWDISHARES TR | 135 | $26.2M | 0.01% | |
| 189 | IUSGISHARES TR | 132 | $19.9M | 0.01% | |
| 190 | SCHGSCHWAB STRATEGIC TR | 620 | $18.1M | 0.01% | |
| 191 | VBVANGUARD INDEX FDS | 62 | $14.7M | 0.01% | |
| 192 | IUSVISHARES TR | 132 | $12.5M | 0.01% | |
| 193 | IWFISHARES TR | 29 | $12.3M | 0.01% | |
| 194 | IWSISHARES TR | 77 | $10.2M | 0.00% | |
| 195 | GSLCGOLDMAN SACHS ETF TR | 80 | $9.7M | 0.00% | |
| 196 | IBBISHARES TR | 75 | $9.5M | 0.00% | |
| 197 | OXY/WSOCCIDENTAL PETE CORP | 391 | $8.1M | 0.00% | |
| 198 | VBRVANGUARD INDEX FDS | 32 | $6.2M | 0.00% | |
| 199 | IYHISHARES TR | 77 | $4.3M | 0.00% | |
| 200 | JPINJ P MORGAN EXCHANGE TRADED F | 52 | $3.3M | 0.00% |
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