Richards, Merrill & Peterson, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| MICROSOFT CORP | $13.02M | 5.0% |
| Apple Inc. | $12.93M | 5.0% |
| COSTCO WHOLESALE CORP /NEW | $10.93M | 4.2% |
| Amazon.com Inc | $9.68M | 3.7% |
| INVESCO QQQ TR | $9.57M | 3.7% |
| NVIDIA Corp | $8.29M | 3.2% |
| Alphabet Inc. | $6.59M | 2.5% |
| SPDR S&P 500 ETF TR | $6.43M | 2.5% |
| CHEVRON CORP | $5.30M | 2.0% |
| STRYKER CORP | $5.25M | 2.0% |
| JPMORGAN CHASE & CO | $4.95M | 1.9% |
| Meta Platforms Inc | $4.47M | 1.7% |
| VANGUARD INDEX FDS | $3.94M | 1.5% |
| RTX Corp | $3.46M | 1.3% |
| HOME DEPOT, INC. | $3.34M | 1.3% |
| SCHWAB STRATEGIC TR | $3.30M | 1.3% |
| CAPITAL GRP FIXED INCM ETF T | $3.23M | 1.2% |
| Intuitive Surgical Inc | $3.21M | 1.2% |
| CAPITAL GROUP GROWTH ETF | $3.10M | 1.2% |
| Alphabet Inc. | $2.92M | 1.1% |
| Warren E. Buffett | $2.91M | 1.1% |
| Visa Inc | $2.79M | 1.1% |
| PGIM ETF TR | $2.67M | 1.0% |
| Palantir Technologies Inc | $2.53M | 1.0% |
| APPLIED MATERIALS INC /DE | $2.50M | 1.0% |
| EXXON MOBIL CORP | $2.31M | 0.9% |
| LOWES COMPANIES INC | $2.29M | 0.9% |
| CAPITAL GRP FIXED INCM ETF T | $2.28M | 0.9% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.25M | 0.9% |
| CATERPILLAR INC | $2.24M | 0.9% |
| CISCO SYSTEMS, INC. | $2.13M | 0.8% |
| Constellation Energy Corp | $1.80M | 0.7% |
| Morgan Stanley | $1.78M | 0.7% |
| MCDONALD'S CORP | $1.73M | 0.7% |
| ISHARES TR | $1.73M | 0.7% |
| Broadcom Inc. | $1.72M | 0.7% |
| MICRON TECHNOLOGY INC | $1.71M | 0.7% |
| CAPITAL GRP FIXED INCM ETF T | $1.69M | 0.6% |
| PROCTER & GAMBLE Co | $1.67M | 0.6% |
| Merck & Co., Inc. | $1.67M | 0.6% |
| Medtronic plc | $1.63M | 0.6% |
| Walmart Inc. | $1.53M | 0.6% |
| AbbVie Inc. | $1.50M | 0.6% |
| ORACLE CORP | $1.50M | 0.6% |
| CAPITAL GROUP DIVIDEND VALUE | $1.50M | 0.6% |
| COCA COLA CO | $1.49M | 0.6% |
| FRANKLIN TEMPLETON ETF TR | $1.47M | 0.6% |
| WASTE MANAGEMENT INC | $1.46M | 0.6% |
| HONEYWELL INTERNATIONAL INC | $1.40M | 0.5% |
| ISHARES TR | $1.39M | 0.5% |