RICHARDS, MERRILL & PETERSON, INC.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in RICHARDS, MERRILL & PETERSON, INC.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 4.67% | 12.718 M $ | 12763 | 2024/12/31 | 1.700 M $ | 15.55 % |
| 2026/03/31 | AAPL | APPLE INC | 4.49% | 12.247 M $ | 48255 | 2024/12/31 | -859.698 K $ | -6.65 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 4.30% | 11.727 M $ | 31681 | 2024/12/31 | -3.054 M $ | -23.46 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 3.67% | 10.007 M $ | 48048 | 2024/12/31 | -945.228 K $ | -9.77 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 3.31% | 9.017 M $ | 15623 | 2024/12/31 | -578.633 K $ | -6.04 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 3.02% | 8.239 M $ | 47244 | 2024/12/31 | -537.978 K $ | -6.49 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 2.38% | 6.489 M $ | 22567 | 2024/12/31 | -535.919 K $ | -8.13 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 2.30% | 6.272 M $ | 30312 | 2024/12/31 | 1.894 M $ | 35.75 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 2.24% | 6.102 M $ | 9383 | 2024/12/31 | -297.988 K $ | -4.63 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 1.95% | 5.314 M $ | 16171 | 2024/12/31 | -341.872 K $ | -6.51 % |
| 2026/03/31 | CGSD | CAPITAL GRP FIXED INCM ETF T | 1.77% | 4.822 M $ | 186984 | 2024/12/31 | -27.353 K $ | -0.85 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 1.71% | 4.658 M $ | 151829 | 2024/12/31 | 390.923 K $ | 11.85 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.70% | 4.627 M $ | 15730 | 2024/12/31 | -431.450 K $ | -8.71 % |
| 2026/03/31 | META | META PLATFORMS INC | 1.64% | 4.457 M $ | 7791 | 2024/12/31 | -595.137 K $ | -13.33 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 1.43% | 3.906 M $ | 6537 | 2024/12/31 | -185.969 K $ | -4.72 % |
| 2026/03/31 | RTX | RTX CORPORATION | 1.31% | 3.561 M $ | 18461 | 2024/12/31 | 179.084 K $ | 5.18 % |
| 2026/03/31 | CGGR | CAPITAL GROUP GROWTH ETF | 1.25% | 3.406 M $ | 84742 | 2024/12/31 | -298.645 K $ | -9.62 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 1.20% | 3.267 M $ | 9560 | 2024/12/31 | 824.340 K $ | 33.00 % |
| 2026/03/31 | HD | HOME DEPOT INC | 1.19% | 3.249 M $ | 9878 | 2024/12/31 | -147.537 K $ | -4.42 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 1.07% | 2.923 M $ | 17226 | 2024/12/31 | 945.710 K $ | 40.98 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.04% | 2.831 M $ | 5907 | 2024/12/31 | -135.728 K $ | -4.67 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 1.01% | 2.741 M $ | 3869 | 2024/12/31 | 531.241 K $ | 23.67 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 1.00% | 2.734 M $ | 5931 | 2024/12/31 | -597.237 K $ | -18.60 % |
| 2026/03/31 | PTRB | PGIM ETF TR | 0.99% | 2.707 M $ | 65214 | 2024/12/31 | -33.626 K $ | -1.26 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.94% | 2.572 M $ | 8965 | 2024/12/31 | -250.622 K $ | -8.58 % |
| 2026/03/31 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 0.93% | 2.523 M $ | 59315 | 2024/12/31 | -37.807 K $ | -2.52 % |
| 2026/03/31 | CGCB | CAPITAL GRP FIXED INCM ETF T | 0.87% | 2.383 M $ | 90763 | 2024/12/31 | -22.334 K $ | -0.98 % |
| 2026/03/31 | V | VISA INC | 0.85% | 2.309 M $ | 7641 | 2024/12/31 | -385.627 K $ | -13.82 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.82% | 2.242 M $ | 9488 | 2024/12/31 | -46.408 K $ | -2.02 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.80% | 2.187 M $ | 14950 | 2024/12/31 | -448.290 K $ | -17.70 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.79% | 2.148 M $ | 27682 | 2024/12/31 | 15.492 K $ | 0.73 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.78% | 2.119 M $ | 6273 | 2024/12/31 | 313.426 K $ | 18.37 % |
| 2026/03/31 | INCM | FRANKLIN TEMPLETON ETF TR | 0.77% | 2.091 M $ | 72745 | 2025/06/30 | 37.282 K $ | 2.53 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.74% | 2.028 M $ | 6551 | 2024/12/31 | -181.596 K $ | -10.57 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.71% | 1.937 M $ | 7990 | 2024/12/31 | -409.301 K $ | -18.17 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.69% | 1.871 M $ | 6021 | 2024/12/31 | 29.231 K $ | 1.69 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.69% | 1.867 M $ | 15523 | 2024/12/31 | 238.676 K $ | 14.28 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.67% | 1.814 M $ | 12560 | 2024/12/31 | 13.199 K $ | 0.79 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.66% | 1.792 M $ | 10888 | 2024/12/31 | -130.248 K $ | -7.30 % |
| 2026/03/31 | IJH | ISHARES TR | 0.65% | 1.780 M $ | 26355 | 2024/12/31 | 40.050 K $ | 2.32 % |
| 2026/03/31 | WMT | WALMART INC | 0.63% | 1.714 M $ | 13793 | 2024/12/31 | 176.833 K $ | 11.55 % |
| 2026/03/31 | KO | COCA COLA CO | 0.61% | 1.664 M $ | 21884 | 2024/12/31 | 131.046 K $ | 8.78 % |
| 2026/03/31 | CGMS | CAPITAL GRP FIXED INCM ETF T | 0.60% | 1.628 M $ | 59775 | 2024/12/31 | -23.917 K $ | -1.41 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.58% | 1.591 M $ | 31694 | 2024/12/31 | 307.642 K $ | 23.25 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 0.57% | 1.544 M $ | 6718 | 2024/12/31 | 67.163 K $ | 4.59 % |
| 2026/03/31 | HON | HONEYWELL INTL INC | 0.56% | 1.533 M $ | 6784 | 2024/12/31 | 221.437 K $ | 15.86 % |
| 2026/03/31 | CEG | CONSTELLATION ENERGY CORP | 0.55% | 1.501 M $ | 5377 | 2025/03/31 | -377.724 K $ | -20.95 % |
| 2026/03/31 | MDT | MEDTRONIC PLC | 0.54% | 1.478 M $ | 17054 | 2024/12/31 | -159.960 K $ | -9.80 % |
| 2026/03/31 | TMUS | T-MOBILE US INC | 0.53% | 1.457 M $ | 6937 | 2024/12/31 | 46.588 K $ | 3.44 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.53% | 1.453 M $ | 6683 | 2024/12/31 | -72.457 K $ | -4.81 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.52% | 1.428 M $ | 5842 | 2024/12/31 | 216.467 K $ | 18.12 % |
| 2026/03/31 | IJR | ISHARES TR | 0.52% | 1.421 M $ | 11428 | 2024/12/31 | 47.751 K $ | 3.44 % |
| 2026/03/31 | FDX | FEDEX CORP | 0.51% | 1.389 M $ | 3900 | 2024/12/31 | 281.330 K $ | 23.30 % |
| 2026/03/31 | AVA | AVISTA CORP | 0.49% | 1.343 M $ | 33460 | 2024/12/31 | 54.614 K $ | 4.15 % |
| 2026/03/31 | CGCP | CAPITAL GRP FIXED INCM ETF T | 0.49% | 1.322 M $ | 59191 | 2024/12/31 | -17.322 K $ | -1.33 % |
| 2026/03/31 | USB | US BANCORP | 0.48% | 1.309 M $ | 25171 | 2024/12/31 | -34.994 K $ | -2.53 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.46% | 1.255 M $ | 8531 | 2024/12/31 | -368.729 K $ | -24.52 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.45% | 1.239 M $ | 7729 | 2024/12/31 | -156.796 K $ | -12.96 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.43% | 1.167 M $ | 3453 | 2024/12/31 | 99.523 K $ | 11.21 % |
| 2026/03/31 | WDIV | SPDR INDEX SHS FDS | 0.41% | 1.124 M $ | 14572 | 2024/12/31 | 19.876 K $ | 2.25 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.40% | 1.094 M $ | 12212 | 2024/12/31 | 64.430 K $ | 6.39 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.40% | 1.093 M $ | 8344 | 2024/12/31 | -14.291 K $ | -1.28 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 0.40% | 1.090 M $ | 5616 | 2024/12/31 | 116.548 K $ | 11.90 % |
| 2026/03/31 | BX | BLACKSTONE INC | 0.39% | 1.073 M $ | 9334 | 2024/12/31 | -303.060 K $ | -25.40 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.39% | 1.072 M $ | 10439 | 2024/12/31 | -216.428 K $ | -18.05 % |
| 2026/03/31 | LHX | L3HARRIS TECHNOLOGIES INC | 0.39% | 1.061 M $ | 3074 | 2024/12/31 | 158.556 K $ | 17.57 % |
| 2026/03/31 | NUE | NUCOR CORP | 0.38% | 1.044 M $ | 6172 | 2025/06/30 | 36.395 K $ | 3.67 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.38% | 1.041 M $ | 7027 | 2024/12/31 | 32.000 K $ | 3.19 % |
| 2026/03/31 | SO | SOUTHERN CO | 0.37% | 1.012 M $ | 10486 | 2024/12/31 | 96.750 K $ | 10.69 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 0.36% | 988.606 K $ | 13744 | 2025/03/31 | -103.677 K $ | -11.97 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.36% | 987.861 K $ | 15416 | 2024/12/31 | 24.182 K $ | 2.58 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.35% | 960.072 K $ | 18970 | 2024/12/31 | 211.000 $ | 0.04 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.35% | 957.644 K $ | 1041 | 2024/12/31 | -157.388 K $ | -14.41 % |
| 2026/03/31 | ORLY | OREILLY AUTOMOTIVE INC | 0.34% | 938.700 K $ | 10169 | 2024/12/31 | 9.256 K $ | 1.21 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.33% | 904.847 K $ | 9995 | 2024/12/31 | 10.694 K $ | 1.20 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.33% | 898.108 K $ | 3702 | 2024/12/31 | 45.572 K $ | 4.89 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 0.33% | 897.673 K $ | 2341 | 2025/03/31 | 26.900 K $ | 6.46 % |
| 2026/03/31 | TT | TRANE TECHNOLOGIES PLC | 0.33% | 896.291 K $ | 2151 | 2024/12/31 | 53.565 K $ | 7.08 % |
| 2026/03/31 | LIN | LINDE PLC | 0.32% | 871.734 K $ | 1758 | 2024/12/31 | 77.763 K $ | 16.27 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.32% | 871.372 K $ | 2881 | 2024/12/31 | -195.595 K $ | -18.23 % |
| 2026/03/31 | LDOS | LEIDOS HOLDINGS INC | 0.32% | 871.046 K $ | 5601 | 2024/12/31 | -139.576 K $ | -13.79 % |
| 2026/03/31 | FENI | FIDELITY COVINGTON TRUST | 0.31% | 848.460 K $ | 22808 | 2025/12/31 | 10.561 K $ | 1.69 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.31% | 840.926 K $ | 1391 | 2024/12/31 | 167.317 K $ | 24.96 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.30% | 819.871 K $ | 8527 | 2024/12/31 | 16.314 K $ | 2.55 % |
| 2026/03/31 | FEGE | RBB FUND TRUST | 0.30% | 806.755 K $ | 17165 | 2025/09/30 | 11.169 K $ | 2.11 % |
| 2026/03/31 | BLK | BLACKROCK INC | 0.29% | 801.363 K $ | 833 | 2024/12/31 | -92.335 K $ | -10.15 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.29% | 796.960 K $ | 4990 | 2024/12/31 | 26.436 K $ | 3.96 % |
| 2026/03/31 | IWM | ISHARES TR | 0.29% | 792.856 K $ | 3197 | 2024/12/31 | 6.528 K $ | 0.75 % |
| 2026/03/31 | IJT | ISHARES TR | 0.29% | 790.870 K $ | 5465 | 2024/12/31 | 21.814 K $ | 2.51 % |
| 2026/03/31 | ITW | ILLINOIS TOOL WKS INC | 0.29% | 778.199 K $ | 2990 | 2024/12/31 | 44.390 K $ | 5.68 % |
| 2026/03/31 | TSCO | TRACTOR SUPPLY CO | 0.28% | 761.946 K $ | 16820 | 2024/12/31 | -78.986 K $ | -9.42 % |
| 2026/03/31 | DHR | DANAHER CORP DEL | 0.28% | 757.826 K $ | 3997 | 2024/12/31 | -148.236 K $ | -17.18 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.28% | 755.843 K $ | 10836 | 2024/12/31 | 22.514 K $ | 3.76 % |
| 2026/03/31 | XLF | SELECT SECTOR SPDR TR | 0.27% | 739.316 K $ | 14975 | 2025/12/31 | -3.915 K $ | -9.86 % |
| 2026/03/31 | APD | AIR PRODUCTS AND CHEMICALS I | 0.27% | 737.439 K $ | 2539 | 2024/12/31 | 145.798 K $ | 17.60 % |
| 2026/03/31 | TSLA | TESLA INC | 0.27% | 731.232 K $ | 1967 | 2024/12/31 | -145.881 K $ | -17.34 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.26% | 716.134 K $ | 2647 | 2024/12/31 | -149.573 K $ | -18.03 % |
| 2026/03/31 | SNOW | SNOWFLAKE INC | 0.24% | 661.044 K $ | 4383 | 2024/12/31 | -291.843 K $ | -31.25 % |
| 2026/03/31 | CGMM | CAPITAL GROUP EQUITY ETF TR | 0.23% | 625.074 K $ | 21290 | 2025/12/31 | 6.988 K $ | 1.80 % |
| 2026/03/31 | XLI | SELECT SECTOR SPDR TR | 0.23% | 621.852 K $ | 3845 | 2025/12/31 | 1.057 K $ | 4.26 % |