Richmond Brothers, Inc. Top Holdings and 13F Report (2025) About Richmond Brothers, Inc.Investment ActivityRichmond Brothers, Inc. has $155.99 million in total holdings as of December 31, 2024.Richmond Brothers, Inc. owns shares of 32 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 9.39% of the portfolio was purchased this quarter.About 14.92% of the portfolio was sold this quarter.This quarter, Richmond Brothers, Inc. has purchased 33 new stocks and bought additional shares in 14 stocks.Richmond Brothers, Inc. sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco QQQ $39,013,258SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $9,949,152Vanguard Communication Services ETF $8,056,161Vanguard Consumer Discretionary ETF $8,028,474Vanguard Financials ETF $7,914,330 Largest New Holdings this Quarter Vanguard Short-Term Bond ETF $5,422,397 HoldingAmazon.com $208,639 HoldingARK Innovation ETF $207,861 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 70,175 shares (about $5.42M)Vanguard Intermediate-Term Bond ETF 26,613 shares (about $1.99M)Vanguard Short-Term Inflation-Protected Securities ETF 25,792 shares (about $1.25M)Vanguard Consumer Staples ETF 4,234 shares (about $894.94K)Vanguard Real Estate ETF 9,195 shares (about $819.09K) Largest Sales this Quarter MiMedx Group 592,221 shares (about $5.70M)Vanguard Materials ETF 14,194 shares (about $2.67M)Vanguard Health Care ETF 10,068 shares (about $2.55M)Apple 7,404 shares (about $1.85M)Berkshire Hathaway 2,639 shares (about $1.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichmond Brothers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$39,013,258$304,184 ▼-0.8%76,31225.0%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$9,949,152$101,122 ▼-1.0%108,8176.4%ETFVOXVanguard Communication Services ETF$8,056,161$518,193 ▲6.9%51,9885.2%ETFVCRVanguard Consumer Discretionary ETF$8,028,474$359,949 ▲4.7%21,3905.1%ETFVFHVanguard Financials ETF$7,914,330$388,449 ▲5.2%67,0315.1%ETFVGTVanguard Information Technology ETF$7,782,864$529,180 ▲7.3%12,5165.0%ETFVPUVanguard Utilities ETF$7,539,236$681,300 ▲9.9%46,1344.8%ETFVISVanguard Industrials ETF$7,512,005$616,631 ▲8.9%29,5304.8%ETFVNQVanguard Real Estate ETF$7,193,171$819,086 ▲12.9%80,7504.6%ETFVDCVanguard Consumer Staples ETF$7,171,331$894,937 ▲14.3%33,9284.6%ETFBSVVanguard Short-Term Bond ETF$5,422,397$5,422,397 ▲New Holding70,1753.5%ETFBIVVanguard Intermediate-Term Bond ETF$5,270,346$1,988,766 ▲60.6%70,5263.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,675,111$1,248,853 ▲36.4%96,5533.0%ManufacturingAAPLApple$4,160,185$1,853,979 ▼-30.8%16,6142.7%Computer and TechnologyBRK.BBerkshire Hathaway$3,931,287$1,196,203 ▼-23.3%8,6732.5%FinanceGOFGuggenheim Strategic Opportunities Fund$3,637,020$707,633 ▼-16.3%238,3382.3%Financial ServicesVDEVanguard Energy ETF$3,545,968$443,974 ▲14.3%29,2322.3%ETFVAWVanguard Materials ETF$3,478,164$2,666,436 ▼-43.4%18,5152.2%ETFVHTVanguard Health Care ETF$3,427,416$2,553,821 ▼-42.7%13,5122.2%ETFMDXGMiMedx Group$1,832,749$5,697,179 ▼-75.7%190,5141.2%MedicalMSFTMicrosoft$1,331,739$415,958 ▼-23.8%3,1600.9%Computer and TechnologyHRTXHeron Therapeutics$982,779$201,282 ▲25.8%642,3390.6%MedicalDRRXDURECT$960,883$104,190 ▲12.2%1,281,1760.6%MedicalTQQQProShares UltraPro QQQ$697,649$12,897 ▲1.9%8,8170.4%ETFIBBiShares Biotechnology ETF$499,303$343,973 ▼-40.8%3,7770.3%FinanceIVViShares Core S&P 500 ETF$476,2420.0%8090.3%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$473,113$43,831 ▼-8.5%38,5890.3%Financial ServicesGOOGAlphabet$356,3130.0%1,8710.2%Computer and TechnologyAMZNAmazon.com$208,639$208,639 ▲New Holding9510.1%Retail/WholesaleARKKARK Innovation ETF$207,861$207,861 ▲New Holding3,6620.1%ETFALVOTECH$184,7700.0%13,9660.1%ORDINARY SHARESRMTIRockwell Medical$66,670$443,059 ▼-86.9%32,6820.0%MedicalEDVVanguard Extended Duration Treasury ETF$0$3,332,225 ▼-100.0%00.0%ETFBLVVanguard Long-Term Bond ETF$0$3,192,597 ▼-100.0%00.0%ETFMCDMcDonald's$0$209,711 ▼-100.0%00.0%Retail/WholesaleOCUPOcuphire Pharma$0$203,864 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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