Fund Holdings — Richmond Investment Services, LLC

Total Portfolio Value
$316.07M
Total Bought
$27.16M
Total Sold
$311.88M
Net Transaction
-$284.73M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
9,78757,648+47,8611,0847,6822.43%+6,597
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
18,83080,356+61,5265302,7430.87%+2,213
FAETH THERAPEUTICS INC(FTH)079,731+79,73101,9930.63%+1,993
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
10,02030,378+20,3585681,7160.54%+1,148
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
015,367+15,36707210.23%+721
CAPITAL GROUP CORE BALANCED
SHS
32,58948,393+15,8041,1211,8370.58%+716
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
05,027+5,02706420.20%+642
COLUMBIA ETF TR I
RESH ENHNC VLU
019,226+19,22606040.19%+604
SANDISK CORP(SNDK)360321-392297300.23%+501
PGIM ROCK ETF TR
LADDE S&P 20 ETF
011,737+11,73703600.11%+360
BLACKROCK ETF TRUST
ISHA SYST AL ETF
012,572+12,57203530.11%+353
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
08,898+8,89803260.10%+326
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,071+1,07102910.09%+291
ULTRA CLEAN HLDGS INC(UCTT)01,892+1,89202700.09%+270
MARVELL TECHNOLOGY INC(MRVL)0853+85302540.08%+254
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
04,466+4,46602490.08%+249
MICRON TECHNOLOGY INC(MU)1,267573-6944286610.21%+233
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
0719+71902050.06%+205
THE MARYGOLD COMPANIES INC(MGLD)0122,350+122,35001460.05%+146
INVESCO EXCH TRADED FD TR II31,84710,066-21,7816287610.24%+133
WESTERN DIGITAL CORP(WDC)1,029463-5662782960.09%+17
PGIM ETF TR
PGIM ULTRA SH BD
5,2005,498+2982572720.09%+15
APPLIED MATLS INC806374-4322752700.09%-5
ADVANCED MICRO DEVICES INC(AMD)1,459492-9672972860.09%-11
PALO ALTO NETWORKS INC(PANW)2,6161,121-1,4954193820.12%-37
VANECK ETF TRUST
SEMICONDUCTR ETF
35,58020,703-14,87713,64513,5794.30%-67
ARDELYX INC12,0000-12,000720—-72
BLACKROCK ETF TRUST
ISHARES DEFENSE
12,30910,303-2,0064033270.10%-75
NUVEEN MUN VALUE FD INC(NUV)10,8120-10,812970—-97
ISHARES TR3,2481,741-1,5073272050.06%-122
VANGUARD INDEX FDS1,031711-3206164880.15%-127
IMMUNITYBIO INC(IBRX)16,7500-16,7501280—-128
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
3,5022,305-1,1975734420.14%-131
IRON MTN INC DEL(IRM)3,3311,640-1,6913402070.07%-133
MSC INCOME FUND INC(MSIF)12,1920-12,1921480—-148
INVESCO EXCH TRADED FD TR II31,8472,941-28,9066284750.15%-153
ISHARES TR5,6352,800-2,8353812160.07%-165
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
13,2367,179-6,0578306450.20%-185
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
8,0364,095-3,9414462520.08%-195
MFS ACTIVE EXCHANGE TRADED F
CORE PLUS BD ETF
8,0810-8,0812010—-201
STATE STR SPDR S&P MIDCAP 40(MDY)3280-3282020—-202
STATE STR SPDR DOW JONES IND(DIA)4370-4372020—-202
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
4,4760-4,4762030—-203
FIRST TR EXCH TRD ALPHDX FD
EM SML CP ALPH
9,2064,608-4,5984192100.07%-209
ASML HLDG NV
N Y REGISTRY SHS
1590-1592100—-210
ISHARES TR1,5870-1,5872100—-210
ISHARES INC3,2700-3,2702120—-212
INVESCO EXCH TRADED FD TR II5,9980-5,9982120—-212
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,9760-1,9762150—-215
SOUTHERN COPPER CORP(SCCO)1,2760-1,2762200—-220
ISHARES TR
CORE MSCI EURO
3,1280-3,1282200—-220
ISHARES TR1,0180-1,0182230—-223
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
2,4640-2,4642230—-223
ISHARES GOLD TR(IAU)2,5370-2,5372240—-224
RBB FD INC
MOTLEY FOL ETF
7,8163,825-3,9915162910.09%-224
FIRST TR EXCHANGE-TRADED ALP
COM SHS
3,9291,909-2,0205042790.09%-225
ORACLE CORP(ORCL)1,5330-1,5332260—-226
ISHARES TR4,5822,099-2,4834452180.07%-227
CONSOLIDATED EDISON INC(ED)2,0180-2,0182280—-228
BLACKROCK INC(BLK)2380-2382290—-229
BLACK HILLS CORP3,3280-3,3282310—-231
BLACKROCK ETF TRUST
ISHA LA CORE ETF
13,8716,586-7,2855703320.10%-238
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
5,4320-5,4322400—-240
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,9310-3,9312410—-241
NEXTERA ENERGY INC(NEE)2,6030-2,6032420—-242
ISHARES TR
MSCI EAFE MIN VL
2,7060-2,7062470—-247
ISHARES TR4,5222,253-2,2695973480.11%-250
US BANCORP(USB)10,4034,817-5,5865412910.09%-250
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7450-7452520—-252
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
2,9590-2,9592570—-257
ISHARES TR1,7840-1,7842580—-258
ALLIANT ENERGY CORP(LNT)3,6210-3,6212600—-260
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
9,2984,206-5,0924712110.07%-260
INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
4,4940-4,4942600—-260
VANGUARD WORLD FD
HEALTH CAR ETF
9570-9572610—-261
CURTISS WRIGHT CORP(CW)3840-3842620—-262
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
23,90311,952-11,9515492850.09%-264
PHILLIPS 66(PSX)1,4490-1,4492640—-264
PROSHARES TR
S&P 500 DV ARIST
2,5000-2,5002650—-265
MFS ACTIVE EXCHANGE TRADED F
GROWTH ETF
10,5050-10,5052690—-269
PHILIP MORRIS INTL INC(PM)1,6410-1,6412710—-271
GE VERNOVA INC(GEV)570191-3794972240.07%-273
VANGUARD MUN BD FDS5,4890-5,4892740—-274
VANECK ETF TRUST
URANI NUCLE ETF
2,1040-2,1042800—-280
INVESCO EXCH TRADED FD TR II15,5737,386-8,1875372550.08%-282
VANGUARD ADMIRAL FDS INC1,3930-1,3932840—-284
SSGA ACTIVE ETF TR
ST STR BL LN ETF
7,0820-7,0822840—-284
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
19,5579,402-10,1555863010.10%-285
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
3,6230-3,6232870—-287
ISHARES TR2,6390-2,6392880—-288
CISCO SYS INC(CSCO)3,7110-3,7112880—-288
LOCKHEED MARTIN CORP(LMT)4790-4792890—-289
ISHARES TR2,3980-2,3982910—-291
GE AEROSPACE(GE)1,0380-1,0382950—-295
ISHARES BITCOIN TRUST ETF(IBIT)15,4548,769-6,6855942920.09%-302
ISHARES SILVER TR(SLV)4,4360-4,4363020—-302
COCA COLA CO(KO)7,2133,019-4,1945492450.08%-303
BANK AMERICA CORP6,2530-6,2533050—-305
SPDR SERIES TRUST
ST STR SP600SM C
3,2550-3,2553080—-308
MERCK & CO INC(MRK)2,5610-2,5613080—-308
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Richmond Investment Services, LLC — 13F Holdings — Q2 2026 | TickerTrail