RICHARDS, MERRILL & PETERSON, INC.
285 holdingsFiling period: 2026-03-31Current AUM: $306.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COST | COSTCO WHOLESALE CORPORATION | 12.8K | $12.7M | $12.1M | 3.96% | +83 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 48.3K | $12.2M | $14.9M | 4.86% | +679 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 31.7K | $11.7M | $14.7M | 4.80% | +4.8K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 48.0K | $10.0M | $13.0M | 4.25% | +6.1K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 15.6K | $9.0M | $10.7M | 3.50% | +39 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 47.2K | $8.2M | $9.5M | 3.09% | +2.8K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 22.6K | $6.5M | $8.0M | 2.62% | +1.5K | 2026-03-31 |
| 8 | CVX | CHEVRON CORPORATION | 30.3K | $6.3M | $6.0M | 1.94% | -4,448 | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 9.4K | $6.1M | $7.0M | 2.28% | -53 | 2026-03-31 |
| 10 | SYK | STRYKER CORPORATION | 16.2K | $5.3M | $5.3M | 1.72% | +1.2K | 2026-03-31 |
| 11 | CGSD | CAPITAL GRP FIXED INCM ETF T | 187.0K | $4.8M | $4.8M | 1.56% | +62.7K | 2026-03-31 |
| 12 | SCHD | SCHWAB STRATEGIC TR | 151.8K | $4.7M | $5.1M | 1.66% | +31.5K | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 15.7K | $4.6M | $5.5M | 1.80% | +354 | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 7.8K | $4.5M | $4.3M | 1.41% | +1.0K | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 6.5K | $3.9M | $4.5M | 1.46% | +250 | 2026-03-31 |
| 16 | RTX | RTX CORPORATION | 18.5K | $3.6M | $4.0M | 1.29% | -390 | 2026-03-31 |
| 17 | CGGR | CAPITAL GROUP GROWTH ETF | 84.7K | $3.4M | $3.8M | 1.24% | +15.0K | 2026-03-31 |
| 18 | AMAT | APPLIED MATLS INC | 9.6K | $3.3M | $4.9M | 1.58% | -161 | 2026-03-31 |
| 19 | HD | HOME DEPOT INC | 9.9K | $3.2M | $3.3M | 1.07% | +178 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 17.2K | $2.9M | $2.7M | 0.87% | -1,949 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 17.2K | $2.9M | $2.7M | 0.87% | -1,949 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.9K | $2.8M | $2.8M | 0.92% | +119 | 2026-03-31 |
| 23 | CAT | CATERPILLAR INC | 3.9K | $2.7M | $3.2M | 1.03% | -49 | 2026-03-31 |
| 24 | ISRG | INTUITIVE SURGICAL INC | 5.9K | $2.7M | $2.1M | 0.68% | +263 | 2026-03-31 |
| 25 | PTRB | PGIM ETF TR | 65.2K | $2.7M | $2.7M | 0.87% | +1.8K | 2026-03-31 |
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