Portfolio (Quarterly)
Guide ↗
RICHARDS, MERRILL & PETERSON, INC.
· CIK 0000090108| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SLV | ISHARES SILVER TR | Financial Services | 4,810 | $310K | 0.12% | SOLD |
| 2 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 10,689 | $300K | 0.12% | SOLD |
| 3 | OMC | OMNICOM GROUP INC | Communication Services | 3,653 | $295K | 0.11% | SOLD |
| 4 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 6,385 | $247K | 0.10% | SOLD |
| 5 | ETD | ETHAN ALLEN INTERIORS INC | Consumer Cyclical | 10,735 | $245K | 0.09% | SOLD |
| 6 | — | BLACKROCK MUNI INCOME TR II | — | 19,650 | $205K | 0.08% | SOLD |
| 7 | ALL | ALLSTATE CORP | Financial Services | 725 | $151K | 0.06% | SOLD |
| 8 | RSPN | INVESCO EXCHANGE TRADED FD T | — | 116 | $7K | 0.00% | SOLD |
| 9 | LQD | ISHARES TR | — | 50 | $6K | 0.00% | SOLD |
| 10 | ESGE | ISHARES INC | — | 106 | $5K | 0.00% | SOLD |
| 11 | EWJ | ISHARES INC | — | 50 | $4K | 0.00% | SOLD |
| 12 | EMB | ISHARES TR | — | 15 | $1K | 0.00% | SOLD |
Sector Allocation
Technology
27.1%
Financial Services
15.3%
Consumer Cyclical
11.3%
Industrials
10.0%
Consumer Defensive
9.3%
Healthcare
9.0%
Communication Services
8.8%
Energy
5.4%
Utilities
2.0%
Basic Materials
1.3%