RICHARDS, MERRILL & PETERSON, INC.

13F filer, CIK 90108, SPOKANE, WA

RICHARDS, MERRILL & PETERSON, INC. reported $191,439,554 across 502 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 34.81% of the portfolio.

Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001398344-25-002691

Period: 2024-12-31
Reported value: $191M
Holdings: 502
Top 10 weight: 34.81%
New
Sold out

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001398344-25-002691, largest first. % of portfolio is the value over $191,439,554, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
AAPLAPPLE INC	48,190	$12.1M	6.3%	Timeline
MSFTMICROSOFT CORP	25,111	$10.6M	5.53%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	10,196	$9.34M	4.88%	Timeline
AMZNAMAZON COM INC	36,259	$7.95M	4.16%	Timeline
QQQINVESCO QQQ TR	13,028	$6.66M	3.48%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	9,372	$5.49M	2.87%	Timeline
SYKSTRYKER CORPORATION	11,401	$4.11M	2.14%	Timeline
NVDANVIDIA CORPORATION	26,207	$3.52M	1.84%	Timeline
JPMJPMORGAN CHASE & CO	14,517	$3.48M	1.82%	Timeline
HDHOME DEPOT INC	8,819	$3.43M	1.79%	Timeline
CVXCHEVRON CORPORATION	23,541	$3.41M	1.78%	Timeline
GOOGLALPHABET INC	16,583	$3.14M	1.64%	Timeline
METAMETA PLATFORMS INC	5,125	$3M	1.57%	Timeline
VVISA INC	8,312	$2.63M	1.37%	Timeline
LOWLOWES COS INC	9,136	$2.25M	1.18%	Timeline
RTXRTX CORPORATION	18,166	$2.1M	1.1%	Timeline
SCHDSCHWAB STRATEGIC TR	73,609	$2.01M	1.05%	Timeline
VOOVANGUARD INDEX FDS	3,560	$1.92M	1%	Timeline
CGSDCAPITAL GRP FIXED INCM ETF T	71,308	$1.83M	0.96%	Timeline
HONHONEYWELL INTL INC	8,066	$1.82M	0.95%	Timeline
GOOGALPHABET INC	9,519	$1.81M	0.95%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,851	$1.75M	0.91%	Timeline
MRKMERCK & CO INC	17,283	$1.72M	0.9%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	7,800	$1.71M	0.9%	Timeline
CSCOCISCO SYS INC	28,410	$1.68M	0.88%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	5,276	$1.53M	0.8%	Timeline
AVAAVISTA CORP	41,576	$1.52M	0.8%	Timeline
PGPROCTER & GAMBLE CO	8,929	$1.5M	0.78%	Timeline
FDXFEDEX CORP	5,303	$1.49M	0.78%	Timeline
CRMSALESFORCE INC	4,378	$1.46M	0.76%	Timeline
IJHISHARES TR	22,886	$1.43M	0.74%	Timeline
MCDMCDONALDS CORP	4,892	$1.42M	0.74%	Timeline
XOMEXXON MOBIL CORP	13,014	$1.4M	0.73%	Timeline
ISRGINTUITIVE SURGICAL INC	2,657	$1.39M	0.72%	Timeline
AMATAPPLIED MATLS INC	8,461	$1.38M	0.72%	Timeline
CATCATERPILLAR INC	3,626	$1.32M	0.69%	Timeline
CGGRCAPITAL GROUP GROWTH ETF	34,641	$1.29M	0.67%	Timeline
WMTWALMART INC	14,093	$1.27M	0.67%	Timeline
USBUS BANCORP	26,565	$1.27M	0.66%	Timeline
WMWASTE MGMT INC DEL	6,145	$1.24M	0.65%	Timeline
IJTISHARES TR	9,130	$1.24M	0.65%	Timeline
MDTMEDTRONIC PLC	14,962	$1.2M	0.62%	Timeline
CGCBCAPITAL GRP FIXED INCM ETF T	44,775	$1.15M	0.6%	Timeline
VZVERIZON COMMUNICATIONS INC	28,281	$1.13M	0.59%	Timeline
TXNTEXAS INSTRS INC	5,953	$1.12M	0.58%	Timeline
UNPUNION PAC CORP	4,853	$1.11M	0.58%	Timeline
KOCOCA COLA CO	16,874	$1.05M	0.55%	Timeline
SBUXSTARBUCKS CORP	11,468	$1.05M	0.55%	Timeline
BXBLACKSTONE INC	6,012	$1.04M	0.54%	Timeline
ORCLORACLE CORP	6,124	$1.02M	0.53%	Timeline
IJRISHARES TR	8,853	$1.02M	0.53%	Timeline
ACNACCENTURE PLC IRELAND	2,825	$994K	0.52%	Timeline
UNHUNITEDHEALTH GROUP INC	1,945	$984K	0.51%	Timeline
EMREMERSON ELEC CO	7,810	$968K	0.51%	Timeline
TMUST-MOBILE US INC	4,302	$950K	0.5%	Timeline
ITWILLINOIS TOOL WKS INC	3,560	$903K	0.47%	Timeline
ABBVABBVIE INC	4,974	$884K	0.46%	Timeline
ETDETHAN ALLEN INTERIORS INC	30,330	$853K	0.45%	Timeline
TSCOTRACTOR SUPPLY CO	16,060	$852K	0.45%	Timeline
PTRBPGIM ETF TR	20,785	$851K	0.44%	Timeline
BLKBLACKROCK INC	801	$822K	0.43%	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	36,466	$810K	0.42%	Timeline
QCOMQUALCOMM INC	5,107	$785K	0.41%	Timeline
VYMVANGUARD WHITEHALL FDS	6,118	$781K	0.41%	Timeline
MSMORGAN STANLEY	6,200	$779K	0.41%	Timeline
TSLATESLA INC	1,902	$768K	0.4%	Timeline
CGMSCAPITAL GRP FIXED INCM ETF T	27,135	$740K	0.39%	Timeline
SOSOUTHERN CO	8,962	$738K	0.39%	Timeline
ABTABBOTT LABORATORIES	6,426	$727K	0.38%	Timeline
SYYSYSCO CORP	9,291	$710K	0.37%	Timeline
DHID R HORTON INC	5,072	$709K	0.37%	Timeline
SNOWSNOWFLAKE INC	4,557	$704K	0.37%	Timeline
NKENIKE INC	8,715	$659K	0.34%	Timeline
COPCONOCOPHILLIPS	6,636	$658K	0.34%	Timeline
JNJJOHNSON & JOHNSON	4,516	$653K	0.34%	Timeline
PLTRPALANTIR TECHNOLOGIES INC	8,364	$633K	0.33%	Timeline
DHRDANAHER CORP DEL	2,736	$628K	0.33%	Timeline
ENVXENOVIX CORPORATION	56,208	$611K	0.32%	Timeline
AXPAMERICAN EXPRESS CO	2,057	$611K	0.32%	Timeline
TTTRANE TECHNOLOGIES PLC	1,611	$595K	0.31%	Timeline
AFLAFLAC INC	5,734	$593K	0.31%	Timeline
PAYXPAYCHEX INC	4,220	$592K	0.31%	Timeline
IJKISHARES TR	6,471	$588K	0.31%	Timeline
IEFAISHARES TR	8,259	$580K	0.3%	Timeline
LMTLOCKHEED MARTIN CORP	1,150	$559K	0.29%	Timeline
OXYOCCIDENTAL PETE CORP	11,238	$555K	0.29%	Timeline
BACBANK OF AMER CORP	12,072	$531K	0.28%	Timeline
DISDISNEY WALT CO	4,720	$526K	0.27%	Timeline
PANWPALO ALTO NETWORKS INC	2,878	$524K	0.27%	Timeline
BONDPIMCO ETF TR	5,766	$521K	0.27%	Timeline
LSTRLANDSTAR SYS INC	2,919	$502K	0.26%	Timeline
KMIKINDER MORGAN INC DEL	18,104	$496K	0.26%	Timeline
MAMASTERCARD INCORPORATED	927	$488K	0.26%	Timeline
VOEVANGUARD INDEX FDS	3,008	$487K	0.25%	Timeline
AVGOBROADCOM INC	2,081	$482K	0.25%	Timeline
OMCOMNICOM GROUP INC	5,521	$475K	0.25%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	2,313	$457K	0.24%	Timeline
ORLYOREILLY AUTOMOTIVE INC	380	$451K	0.24%	Timeline
WDIVSPDR INDEX SHS FDS	7,231	$449K	0.23%	Timeline
LLYELI LILLY & CO	568	$438K	0.23%	Timeline
IVWISHARES TR	4,193	$426K	0.22%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	7,456	$422K	0.22%	Timeline
STZCONSTELLATION BRANDS INC	1,881	$416K	0.22%	Timeline
VEAVANGUARD TAX-MANAGED FDS	8,418	$403K	0.21%	Timeline
IJJISHARES TR	3,064	$383K	0.2%	Timeline
PCARPACCAR INC	3,557	$370K	0.19%	Timeline
IEMGISHARES INC	7,073	$369K	0.19%	Timeline
BROSDUTCH BROS INC	6,719	$352K	0.18%	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,002	$343K	0.18%	Timeline
VOVANGUARD INDEX FDS	1,295	$342K	0.18%	Timeline
LDOSLEIDOS HOLDINGS INC	2,355	$339K	0.18%	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,545	$334K	0.17%	Timeline
LINLINDE PLC	792	$332K	0.17%	Timeline
PRUPRUDENTIAL FINL INC	2,796	$331K	0.17%	Timeline
ROKROCKWELL AUTOMATION INC	1,151	$329K	0.17%	Timeline
AMGNAMGEN INC	1,244	$324K	0.17%	Timeline
IWMISHARES TR	1,456	$322K	0.17%	Timeline
TGTTARGET CORP	2,287	$309K	0.16%	Timeline
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II	28,900	$304K	0.16%
ITOTISHARES TR	2,350	$302K	0.16%	Timeline
DIASTATE STR SPDR DOW JONES IND	675	$287K	0.15%	Timeline
KRKROGER CO	4,650	$284K	0.15%	Timeline
IVVISHARES TR	483	$284K	0.15%	Timeline
UPSUNITED PARCEL SVCS INC	2,186	$276K	0.14%	Timeline
PEPPEPSICO INC	1,801	$274K	0.14%	Timeline
NOBLPROSHARES TR	2,707	$269K	0.14%	Timeline
STAGSTAG INDUSTRIAL INC	7,686	$260K	0.14%	Timeline
KMBKIMBERLY-CLARK CORP	1,945	$255K	0.13%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	4,980	$251K	0.13%	Timeline
PSXPHILLIPS 66	2,193	$250K	0.13%	Timeline
RSGREPUBLIC SVCS INC	1,240	$250K	0.13%	Timeline
EOSEEOS ENERGY ENTERPRISES INC	51,000	$248K	0.13%	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	3,184	$236K	0.12%	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	6,270	$221K	0.12%	Timeline
PKGPACKAGING CORP AMER	974	$219K	0.11%	Timeline
MRVLMARVELL TECHNOLOGY INC	1,957	$216K	0.11%	Timeline
IVEISHARES TR	1,113	$212K	0.11%	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	4,825	$211K	0.11%	Timeline
OREALTY INCOME CORP	3,868	$207K	0.11%	Timeline
EFAISHARES TR	2,638	$199K	0.1%	Timeline
MUMICRON TECHNOLOGY INC	2,275	$191K	0.1%	Timeline
DOVDOVER CORP	1,000	$188K	0.1%	Timeline
NFLXNETFLIX INC.	208	$185K	0.1%	Timeline
WABWABTEC	894	$169K	0.09%	Timeline
AMDADVANCED MICRO DEVICES INC	1,385	$167K	0.09%	Timeline
CGMUCAPITAL GRP FIXED INCM ETF T	6,075	$164K	0.09%	Timeline
HPQHP INC	4,933	$161K	0.08%	Timeline
BSVVANGUARD BD INDEX FDS	2,078	$161K	0.08%	Timeline
FANGDIAMONDBACK ENERGY INC	965	$158K	0.08%	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	1,604	$158K	0.08%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	3,555	$157K	0.08%	Timeline
URIUNITED RENTALS INC	213	$150K	0.08%	Timeline
AGGISHARES TR	1,529	$148K	0.08%	Timeline
GSPYTIDAL TRUST I	4,625	$148K	0.08%	Timeline
TTDTHE TRADE DESK INC	1,250	$147K	0.08%	Timeline
IPINTERNATIONAL PAPER CO	2,716	$146K	0.08%	Timeline
GNRCGENERAC HLDGS INC	925	$143K	0.07%	Timeline
OMFLINVESCO EXCH TRD SLF IDX FD	2,632	$143K	0.07%	Timeline
NUVEEN PREFERRED & INCO…NUVEEN PREFERRED & INCOME	7,140	$140K	0.07%
BANRBANNER CORP	2,082	$139K	0.07%	Timeline
VOTVANGUARD INDEX FDS	547	$139K	0.07%	Timeline
HALHALLIBURTON CO	5,079	$138K	0.07%	Timeline
CCICROWN CASTLE INC	1,507	$137K	0.07%	Timeline
SHWSHERWIN WILLIAMS CO	402	$137K	0.07%	Timeline
FDVVFIDELITY COVINGTON TRUST	2,725	$136K	0.07%	Timeline
UMACUNUSUAL MACHS INC	8,000	$135K	0.07%	Timeline
XMMOINVESCO EXCHANGE TRADED FD T	1,089	$135K	0.07%	Timeline
SHYISHARES TR	1,622	$133K	0.07%	Timeline
ALLALLSTATE CORP	685	$132K	0.07%	Timeline
PLDPROLOGIS INC.	1,238	$131K	0.07%	Timeline
CGSMCAPITAL GRP FIXED INCM ETF T	5,000	$130K	0.07%	Timeline
LHLABCORP HOLDINGS INC	519	$119K	0.06%	Timeline
SCHASCHWAB STRATEGIC TR	4,480	$116K	0.06%	Timeline
DEDEERE & CO	272	$115K	0.06%	Timeline
LENLENNAR CORP	840	$115K	0.06%	Timeline
DUKDUKE ENERGY CORP NEW	1,038	$112K	0.06%	Timeline
DKSDICKS SPORTING GOODS INC	486	$111K	0.06%	Timeline
ASMLASML HLDG NV	160	$111K	0.06%	Timeline
DOWDOW HLDGS INC	2,740	$110K	0.06%	Timeline
LADLITHIA MTRS INC	305	$109K	0.06%	Timeline
WFCWELLS FARGO & CO	1,532	$108K	0.06%	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	1,000	$106K	0.06%	Timeline
TJXTJX COS INC NEW	872	$105K	0.06%	Timeline
OEFAALPS ETF TR	3,816	$105K	0.05%	Timeline
VBKVANGUARD INDEX FDS	371	$104K	0.05%	Timeline
SCHXSCHWAB STRATEGIC TR	4,419	$102K	0.05%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	342	$100K	0.05%	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	2,850	$99.7K	0.05%	Timeline
MDLZMONDELEZ INTL INC	1,598	$95.5K	0.05%	Timeline
CARRCARRIER GLOBAL CORPORATION	1,393	$95.1K	0.05%	Timeline
SHOPSHOPIFY INC	885	$94.1K	0.05%	Timeline
VTIVANGUARD INDEX FDS	323	$93.6K	0.05%	Timeline
MMM3M CO	722	$93.2K	0.05%	Timeline
IRTCIRHYTHM HOLDINGS INC	1,025	$92.4K	0.05%	Timeline
GMGENERAL MTRS CO	1,715	$91.4K	0.05%	Timeline
DSGXDESCARTES SYS GROUP INC	800	$90.9K	0.05%	Timeline
NBXGNEUBERGER NEXT GENERATION	7,000	$89.2K	0.05%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	1,202	$89K	0.05%	Timeline
QDPLPACER FDS TR	2,250	$86.4K	0.05%	Timeline
VTWOVANGUARD SCOTTSDALE FDS	945	$84.4K	0.04%	Timeline
TWLOTWILIO INC	775	$83.8K	0.04%	Timeline
CGBLCAPITAL GROUP CORE BALANCED	2,625	$82.1K	0.04%	Timeline
XSVMINVESCO EXCHANGE TRADED FD T	1,500	$81.7K	0.04%	Timeline
LULULULULEMON ATHLETICA INC	211	$80.7K	0.04%	Timeline
GSEWGOLDMAN SACHS ETF TR	1,034	$79.9K	0.04%	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	1,165	$78.1K	0.04%	Timeline
ESGVVANGUARD WORLD FD	738	$77.4K	0.04%	Timeline
AEPAMERICAN ELEC PWR CO INC	832	$76.7K	0.04%	Timeline
VTVVANGUARD INDEX FDS	433	$73.3K	0.04%	Timeline
SCHMSCHWAB STRATEGIC TR	2,640	$73.2K	0.04%	Timeline
GDGENERAL DYNAMICS CORP	273	$71.9K	0.04%	Timeline
GBCIGLACIER BANCORP INC NEW	1,389	$69.8K	0.04%	Timeline
PMPHILIP MORRIS INTL INC	576	$69.3K	0.04%	Timeline
TAT&T INC	3,000	$68.3K	0.04%	Timeline
OMEROMEROS CORP	6,900	$68.2K	0.04%	Timeline
OGNORGANON & CO	4,500	$67.1K	0.04%	Timeline
FEZSPDR INDEX SHS FDS	1,380	$66.4K	0.03%	Timeline
SDYSPDR SERIES TRUST	498	$65.8K	0.03%	Timeline
AOAISHARES TR	859	$65.8K	0.03%	Timeline
VLOVALERO ENERGY CORP	520	$63.7K	0.03%	Timeline
SCHOSCHWAB STRATEGIC TR	2,622	$63.1K	0.03%	Timeline
SHYGISHARES TR	1,476	$62.9K	0.03%	Timeline
MSTRSTRATEGY INC	215	$62.3K	0.03%	Timeline
XYZBLOCK INC	730	$62K	0.03%	Timeline
EVRGEVERGY INC	1,000	$61.5K	0.03%	Timeline
SLBSLB LIMITED	1,590	$61K	0.03%	Timeline
GPNGLOBAL PMTS INC	540	$60.5K	0.03%	Timeline
CSXCSX CORP	1,871	$60.4K	0.03%	Timeline
FFORD MTR CO	6,055	$59.9K	0.03%	Timeline
EMXCISHARES INC	1,065	$59K	0.03%	Timeline
TPRTAPESTRY INC	900	$58.8K	0.03%	Timeline
MOALTRIA GROUP INC	1,108	$57.9K	0.03%	Timeline
GLDSPDR GOLD TR	235	$56.9K	0.03%	Timeline
ABALLIANCEBERNSTEIN HLDG L P	1,515	$56.2K	0.03%	Timeline
LNGCHENIERE ENERGY INC	260	$55.9K	0.03%	Timeline
DVYISHARES TR	396	$52K	0.03%	Timeline
PFEPFIZER INC	1,922	$51K	0.03%	Timeline
CALIBLACKROCK ETF TRUST II	1,000	$50.2K	0.03%	Timeline
ALKALASKA AIR GROUP INC	765	$49.5K	0.03%	Timeline
LRCXLAM RESEARCH CORP	680	$49.1K	0.03%	Timeline
LVHILEGG MASON ETF INVT	1,600	$48.8K	0.03%	Timeline
ETNEATON CORP PLC	147	$48.8K	0.03%	Timeline
IRINGERSOLL RAND INC	530	$47.9K	0.03%	Timeline
PIDINVESCO EXCHANGE TRADED FD T	2,605	$47.7K	0.02%	Timeline
VUGVANGUARD INDEX FDS	116	$47.6K	0.02%	Timeline
MGKVANGUARD WORLD FD	135	$46.4K	0.02%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	89	$46.3K	0.02%	Timeline
EVREVERCORE INC	167	$46.3K	0.02%	Timeline
WSMWILLIAMS SONOMA INC	248	$45.9K	0.02%	Timeline
CMCSACOMCAST CORP NEW	1,219	$45.7K	0.02%	Timeline
EOGEOG RES INC	356	$43.6K	0.02%	Timeline
CPBTHE CAMPBELLS COMPANY	1,016	$42.5K	0.02%	Timeline
WECWEC ENERGY GROUP INC	450	$42.3K	0.02%	Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	1,833	$42.3K	0.02%
BSJRINVESCO EXCH TRD SLF IDX FD	1,885	$42.2K	0.02%	Timeline
MPCMARATHON PETE CORP	300	$41.9K	0.02%	Timeline
BKLNINVESCO EXCH TRADED FD TR II	1,981	$41.7K	0.02%	Timeline
DGRWWISDOMTREE TR	514	$41.6K	0.02%	Timeline
GLDMWORLD GOLD TR	800	$41.6K	0.02%	Timeline
BSJQINVESCO EXCH TRD SLF IDX FD	1,783	$41.5K	0.02%	Timeline
BABOEING CO	225	$39.8K	0.02%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	225	$39.3K	0.02%	Timeline
INTCINTEL CORP	1,951	$39.1K	0.02%	Timeline
NEENEXTERA ENERGY INC	539	$38.6K	0.02%	Timeline
IMCGISHARES TR	510	$38.5K	0.02%	Timeline
EAELECTRONIC ARTS INC	263	$38.5K	0.02%	Timeline
TELTE CONNECTIVITY PLC	265	$37.9K	0.02%	Timeline
SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A)	675	$37.8K	0.02%
GSGOLDMAN SACHS GROUP INC	65	$37.2K	0.02%	Timeline
SUNSUNOCO LP/SUNOCO FIN CORP	700	$36K	0.02%	Timeline
CPCANADIAN PACIFIC KANSAS CITY	493	$35.7K	0.02%	Timeline
CMICUMMINS INC	102	$35.6K	0.02%	Timeline
ETENERGY TRANSFER L P	1,800	$35.3K	0.02%	Timeline
CMSCMS ENERGY CORP	528	$35.2K	0.02%	Timeline
SRESEMPRA	399	$35K	0.02%	Timeline
GSKGSK PLC	1,024	$34.6K	0.02%	Timeline
PGXINVESCO EXCH TRADED FD TR II	3,000	$34.6K	0.02%	Timeline
COINCOINBASE GLOBAL INC	138	$34.3K	0.02%	Timeline
NVONOVO-NORDISK A S	391	$33.6K	0.02%	Timeline
ADBEADOBE INC	75	$33.4K	0.02%	Timeline
ATIATI INC	603	$33.2K	0.02%	Timeline
BJBJS WHSL CLUB HLDGS INC	365	$32.6K	0.02%	Timeline
PULSPGIM ETF TR	650	$32.2K	0.02%	Timeline
PEYINVESCO EXCHANGE TRADED FD T	1,463	$31.1K	0.02%	Timeline
FNFFIDELITY NATL FINL INC	551	$30.9K	0.02%	Timeline
VYMIVANGUARD WHITEHALL FDS	454	$30.8K	0.02%	Timeline
CBCHUBB LIMITED	111	$30.7K	0.02%	Timeline
NOCNORTHROP GRUMMAN CORP	65	$30.5K	0.02%	Timeline
FNDXSCHWAB STRATEGIC TR	1,281	$30.3K	0.02%	Timeline
BCATBLACKROCK CAP ALLOCATION TER	2,000	$30.3K	0.02%	Timeline
NTAPNETAPP INC	261	$30.3K	0.02%	Timeline
AMTAMERICAN TOWER CORP	165	$30.3K	0.02%	Timeline
XLFSELECT SECTOR SPDR TR	625	$30.2K	0.02%	Timeline
ALLEALLEGION PLC	230	$30.1K	0.02%	Timeline
EAGGISHARES TR	644	$29.9K	0.02%	Timeline
SUSCISHARES TR	1,316	$29.9K	0.02%	Timeline
FRFIRST INDL RLTY TR INC	595	$29.8K	0.02%	Timeline
NUNU HLDGS LTD	2,865	$29.7K	0.02%	Timeline
MUBISHARES TR	275	$29.3K	0.02%	Timeline
INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR I	770	$29.2K	0.02%
XLYSELECT SECTOR SPDR TR	130	$29.2K	0.02%	Timeline
PGFINVESCO EXCHANGE TRADED FD T	1,942	$28.3K	0.01%	Timeline
FTCFIRST TR EXCHANGE-TRADED ALP	200	$27.6K	0.01%	Timeline
ATECALPHATEC HLDGS INC	3,000	$27.5K	0.01%	Timeline
DPZDOMINOS PIZZA INC	65	$27.3K	0.01%	Timeline
AAGILENT TECHNOLOGIES INC	202	$27.1K	0.01%	Timeline
DFASDIMENSIONAL ETF TRUST	408	$26.6K	0.01%	Timeline
PODDINSULET CORP	100	$26.1K	0.01%	Timeline
RBLXROBLOX CORP	450	$26K	0.01%	Timeline
BTCGRAYSCALE BITCOIN MINI TR ET	620	$26K	0.01%	Timeline
RIVNRIVIAN AUTOMOTIVE INC	1,950	$25.9K	0.01%	Timeline
ARKKARK ETF TR	450	$25.5K	0.01%	Timeline
MELIMERCADOLIBRE INC	15	$25.5K	0.01%	Timeline
VCITVANGUARD SCOTTSDALE FDS	317	$25.5K	0.01%	Timeline
WYWEYERHAEUSER CO	887	$25K	0.01%	Timeline
PNCPNC FINL SVCS GROUP INC	129	$24.9K	0.01%	Timeline
VIGIVANGUARD WHITEHALL FDS	306	$24.5K	0.01%	Timeline
ESGUISHARES TR	190	$24.5K	0.01%	Timeline
RECSCOLUMBIA ETF TR I	700	$24.2K	0.01%	Timeline
DFAIDIMENSIONAL ETF TRUST	823	$24K	0.01%	Timeline
UNILEVER PLCUNILEVER PLC	423	$24K	0.01%
BDXBECTON DICKINSON & CO	104	$23.6K	0.01%	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	805	$23.5K	0.01%	Timeline
SDGISHARES TR	326	$23.3K	0.01%	Timeline
VMRKVIVMARK RESIDENTIAL	325	$23.3K	0.01%	Timeline
SFIXSTITCH FIX INC	5,386	$23.2K	0.01%	Timeline
FCXFREEPORT MCMORAN INC	600	$22.8K	0.01%	Timeline
JJACOBS SOLUTIONS INC	170	$22.7K	0.01%	Timeline
SLVISHARES SILVER TR	850	$22.4K	0.01%	Timeline
WYNNWYNN RESORTS LTD	246	$21.2K	0.01%	Timeline
XLISELECT SECTOR SPDR TR	160	$21.1K	0.01%	Timeline
COLBCOLUMBIA BKG SYS INC	774	$20.9K	0.01%	Timeline
EMNEASTMAN CHEM CO	223	$20.4K	0.01%	Timeline
EXREXTRA SPACE STORAGE INC	125	$18.7K	0.01%	Timeline
MOATVANECK ETF TRUST	200	$18.5K	0.01%	Timeline
ZMZOOM COMMUNICATIONS INC	225	$18.4K	0.01%	Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	646	$18.1K	0.01%
DXCMDEXCOM INC	230	$17.9K	0.01%	Timeline
IWDISHARES TR	95	$17.6K	0.01%	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	235	$17.5K	0.01%	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	1,533	$17.3K	0.01%	Timeline
JCIJOHNSON CONTROLS INTERNATION	215	$17K	0.01%	Timeline
TRMBTRIMBLE INC	240	$17K	0.01%	Timeline
CCITIGROUP INC	240	$16.9K	0.01%	Timeline
NVSNOVARTIS AG	172	$16.7K	0.01%	Timeline
OSKOSHKOSH CORP	176	$16.7K	0.01%	Timeline
XLVSELECT SECTOR SPDR TR	120	$16.5K	0.01%	Timeline
CLXCLOROX CO DEL	100	$16.2K	0.01%	Timeline
CLOVCLOVER HEALTH INVESTMENTS CO	5,000	$15.8K	0.01%	Timeline
CECELANESE CORP DEL	227	$15.7K	0.01%	Timeline
COKECOCA COLA CONS INC	12	$15.1K	0.01%	Timeline
GISGENERAL MILLS INC	235	$15K	0.01%	Timeline
VBVANGUARD INDEX FDS	62	$14.9K	0.01%	Timeline
LVSLAS VEGAS SANDS CORP	285	$14.6K	0.01%	Timeline
OFIXORTHOFIX MED INC	832	$14.5K	0.01%	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	250	$14.4K	0.01%	Timeline
GLWCORNING INC	302	$14.4K	0.01%	Timeline
ETHGRAYSCALE ETHEREUM STAKING	450	$14.2K	0.01%	Timeline
MGMMGM RESORTS INTERNATIONAL	400	$13.9K	0.01%	Timeline
DLRDIGITAL RLTY TR INC	78	$13.8K	0.01%	Timeline
XLESELECT SECTOR SPDR TR	160	$13.7K	0.01%	Timeline
CLCOLGATE PALMOLIVE CO	147	$13.4K	0.01%	Timeline
PSAPUBLIC STORAGE	44	$13.2K	0.01%	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	158	$12.9K	0.01%	Timeline
ADIANALOG DEVICES INC	60	$12.7K	0.01%	Timeline
YUMYUM BRANDS INC	95	$12.7K	0.01%	Timeline
NEMNEWMONT CORP	333	$12.4K	0.01%	Timeline
HLNHALEON PLC	1,280	$12.2K	0.01%	Timeline
IDAIDACORP INC	111	$12.1K	0.01%	Timeline
TRVTRAVELERS COMPANIES INC	50	$12K	0.01%	Timeline
FIBKFIRST INTST BANCSYSTEM INC	370	$12K	0.01%	Timeline
SOLVSOLVENTUM CORP	180	$11.9K	0.01%	Timeline
DELLDELL TECHNOLOGIES INC	100	$11.5K	0.01%	Timeline
OXY/WSOCCIDENTAL PETE CORP	391	$10.8K	0.01%	Timeline
BITOPROSHARES TR	450	$10.3K	0.01%	Timeline
GILDGILEAD SCIENCES INC	110	$10.2K	0.01%	Timeline
TOSTTOAST INC	275	$10K	0.01%	Timeline
DLNWISDOMTREE TR	128	$9.96K	0.01%	Timeline
GIISPDR INDEX SHS FDS	167	$9.88K	0.01%	Timeline
CINFCINCINNATI FINL CORP	68	$9.77K	0.01%	Timeline
SWXSOUTHWEST GAS HLDGS INC	138	$9.76K	0.01%	Timeline
SPYDSPDR SERIES TRUST	220	$9.51K	<0.01%	Timeline
ESTCELASTIC N V	95	$9.41K	<0.01%	Timeline
ECLECOLAB INC	40	$9.37K	<0.01%	Timeline
EXPEEXPEDIA GROUP INC	50	$9.32K	<0.01%	Timeline
APAAPA CORPORATION	400	$9.24K	<0.01%	Timeline
GSLCGOLDMAN SACHS ETF TR	80	$9.21K	<0.01%	Timeline
CVSCVS HEALTH CORP	204	$9.16K	<0.01%	Timeline
DDDUPONT DE NEMOURS INC	120	$9.15K	<0.01%	Timeline
VRTVERTIV HOLDINGS CO	80	$9.09K	<0.01%	Timeline
CTVACORTEVA INC	159	$9.06K	<0.01%	Timeline
XBISPDR SERIES TRUST	100	$9.01K	<0.01%	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	105	$8.87K	<0.01%	Timeline
VLTOVERALTO CORP	87	$8.86K	<0.01%	Timeline
GEGE AEROSPACE	53	$8.84K	<0.01%	Timeline
PNRPENTAIR PLC	84	$8.45K	<0.01%	Timeline
NCDLNUVEEN CHURCHILL DIRECT LEND	500	$8.39K	<0.01%	Timeline
LITGLOBAL X FDS	200	$8.16K	<0.01%	Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OV	300	$8.12K	<0.01%	Timeline
STLDSTEEL DYNAMICS INC	70	$7.99K	<0.01%	Timeline
ESMLISHARES TR	181	$7.59K	<0.01%	Timeline
CCLCARNIVAL CORP	300	$7.48K	<0.01%	Timeline
XLPSELECT SECTOR SPDR TR	95	$7.47K	<0.01%	Timeline
FTREFORTREA HLDGS INC	400	$7.46K	<0.01%	Timeline
GPIXGOLDMAN SACHS ETF TR	150	$7.42K	<0.01%	Timeline
GWWWW GRAINGER INC	7	$7.38K	<0.01%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	18	$7.25K	<0.01%	Timeline
BENFRANKLIN TEMPLETON INC	325	$6.59K	<0.01%	Timeline
BABAALIBABA GROUP HLDG LTD	75	$6.36K	<0.01%	Timeline
VBRVANGUARD INDEX FDS	32	$6.34K	<0.01%	Timeline
NXHNEIGHBORHOOD INTELLIGENCE IN	1,275	$6.29K	<0.01%	Timeline
NXPINXP SEMICONDUCTORS N V	30	$6.24K	<0.01%	Timeline
KHCKRAFT HEINZ CO	203	$6.23K	<0.01%	Timeline
SPGSIMON PPTY GROUP INC NEW	35	$6.03K	<0.01%	Timeline
NWNNORTHWEST NAT HLDG CO	150	$5.93K	<0.01%	Timeline
HRHEALTHCARE RLTY TR	350	$5.93K	<0.01%	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	700	$5.5K	<0.01%	Timeline
DDOMINION ENERGY INC	100	$5.39K	<0.01%	Timeline
PCGPG&E CORP	266	$5.37K	<0.01%	Timeline
TMFERBB FD INC	200	$5.27K	<0.01%	Timeline
MKLMARKEL GROUP INC	3	$5.18K	<0.01%	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	60	$5.18K	<0.01%	Timeline
IDVISHARES TR	187	$5.12K	<0.01%	Timeline
UDNINVESCO DB US DLR INDEX TR	300	$5.01K	<0.01%	Timeline
SOUNSOUNDHOUND AI INC	250	$4.96K	<0.01%	Timeline
SNNSMITH & NEPHEW PLC	200	$4.92K	<0.01%	Timeline
BITBBITWISE BITCOIN ETF TR	94	$4.78K	<0.01%	Timeline
IBITISHARES BITCOIN TRUST ETF	90	$4.78K	<0.01%	Timeline
LHXL3HARRIS TECHNOLOGIES INC	22	$4.63K	<0.01%	Timeline
WMBWILLIAMS COS INC	85	$4.6K	<0.01%	Timeline
IYHISHARES TR	77	$4.49K	<0.01%	Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	166	$4.27K	<0.01%	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	442	$4.12K	<0.01%
ENPHENPHASE ENERGY INC	60	$4.12K	<0.01%	Timeline
SPGIS&P GLOBAL INC	8	$3.98K	<0.01%	Timeline
MTBM & T BK CORP	21	$3.95K	<0.01%	Timeline
ZTSZOETIS INC	24	$3.91K	<0.01%	Timeline
PYPLPAYPAL HLDGS INC	45	$3.84K	<0.01%	Timeline
METMETLIFE INC	45	$3.69K	<0.01%	Timeline
PDTHANCOCK JOHN PREM DIVID FD	284	$3.62K	<0.01%	Timeline
AMTMAMENTUM HOLDINGS INC	170	$3.58K	<0.01%	Timeline
DGXQUEST DIAGNOSTICS INC	23	$3.47K	<0.01%	Timeline
PENNPENN ENTERTAINMENT INC	175	$3.47K	<0.01%	Timeline
DJTTRUMP MEDIA & TECHNOLOGY GRO	100	$3.41K	<0.01%	Timeline
OUTSET MEDICAL INCOUTSET MEDICAL INC	3,000	$3.33K	<0.01%
ABNBAIRBNB INC	25	$3.29K	<0.01%	Timeline
AMHAMERICAN HOMES 4 RENT	84	$3.14K	<0.01%	Timeline
LTRNLANTERN PHARMA INC	975	$3.11K	<0.01%	Timeline
SMCISUPER MICRO COMPUTER INC	100	$3.05K	<0.01%	Timeline
SLVMSYLVAMO CORP	37	$2.92K	<0.01%	Timeline
LYFTLYFT INC	225	$2.9K	<0.01%	Timeline
GEVGE VERNOVA INC	8	$2.63K	<0.01%	Timeline
HTRBHARTFORD FDS EXCHANGE TRADED	75	$2.5K	<0.01%	Timeline
NORDSTROM INCNORDSTROM INC	100	$2.42K	<0.01%
NVGNUVEEN AMT FREE MUN CR INC F	187	$2.29K	<0.01%	Timeline
SABASABA CAPITAL INCOME & OPPORT	234	$2.12K	<0.01%	Timeline
VOYAVOYA FINANCIAL INC	27	$1.86K	<0.01%	Timeline
CANCANAAN INC	900	$1.84K	<0.01%	Timeline
PJTPJT PARTNERS INC	10	$1.58K	<0.01%	Timeline
RGTIRIGETTI COMPUTING INC	100	$1.53K	<0.01%	Timeline
VTRSVIATRIS INC	120	$1.49K	<0.01%	Timeline
APHAMPHENOL CORP	20	$1.39K	<0.01%	Timeline
SNAPSNAP INC	125	$1.35K	<0.01%	Timeline
CHRWC H ROBINSON WORLDWIDE IN	13	$1.34K	<0.01%	Timeline
SONOSONOS INC	88	$1.32K	<0.01%	Timeline
PATHUIPATH INC	90	$1.14K	<0.01%	Timeline
SOFISOFI TECHNOLOGIES INC	58	$893	<0.01%	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	11	$860	<0.01%	Timeline
AMLIFAMERICAN LITHIUM CORP COM NEW	1,957	$731	<0.01%	Timeline
ADMARCHER DANIELS MIDLAND CO	13	$657	<0.01%	Timeline
KDKYNDRYL HLDGS INC	15	$519	<0.01%	Timeline
TZOOTRAVELZOO	25	$499	<0.01%	Timeline
PHGKONINKLIJKE PHILIPS N V	19	$481	<0.01%	Timeline
PRDOPERDOCEO ED CORP	18	$476	<0.01%	Timeline
IWYISHARES TR	2	$471	<0.01%	Timeline
PLUGPLUG PWR INC	200	$426	<0.01%	Timeline
HSIIHEIDRICK & STRUGGLES INTL IN	8	$354	<0.01%	Timeline
ONLORION PROPERTIES INC	85	$315	<0.01%	Timeline
CPRXCATALYST PHARMACEUTICALS INC	15	$313	<0.01%	Timeline
BKEBUCKLE INC	6	$305	<0.01%	Timeline
ZYMEZYMEWORKS INC	20	$293	<0.01%	Timeline
BTMDBIOTE CORP	45	$278	<0.01%	Timeline
IMMRIMMERSION CORP	30	$262	<0.01%	Timeline
JILLJ JILL INC	9	$249	<0.01%	Timeline
HRMYHARMONY BIOSCIENCES HLDGS IN	7	$241	<0.01%	Timeline
CCSICONSENSUS CLOUD SOLUTIONS IN	10	$239	<0.01%	Timeline
UISUNISYS CORP	35	$222	<0.01%	Timeline
JAKKJAKKS PAC INC	7	$197	<0.01%	Timeline
ASSERTIO HOLDINGS INCASSERTIO HOLDINGS INC	225	$196	<0.01%
MCFTMASTERCRAFT BOAT HLDGS INC	10	$191	<0.01%	Timeline
GCTGIGACLOUD TECHNOLOGY INC	10	$185	<0.01%	Timeline
PLTKPLAYTIKA HLDG CORP	25	$174	<0.01%	Timeline
VYGRVOYAGER THERAPEUTICS INC	30	$170	<0.01%	Timeline
RMNIRIMINI STR INC DEL	60	$160	<0.01%	Timeline
SPROSPERO THERAPEUTICS INC	150	$155	<0.01%	Timeline
COOKTRAEGER INC COM	65	$155	<0.01%	Timeline
SCYXSCYNEXIS INC	110	$133	<0.01%	Timeline
PBYIPUMA BIOTECHNOLOGY INC	40	$122	<0.01%	Timeline
AMCXAMC GLOBAL MEDIA INC	12	$119	<0.01%	Timeline
IRDOPUS GENETICS INC	70	$83	<0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001398344-25-002691	base		2025-02-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC