Top 50 Richmond Investment Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWL | ISHARES TR | 10.63% | 409.9K | $65.8M | +3.39%(+13.46K) | $145.46(+26.91%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.46% | 69.3K | $40.0M | +3.07%(+2.06K) | $511.83(+39.64%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.81% | 469.7K | $36.0M | +4.12%(+18.58K) | $71.41(+22.34%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 4.73% | 302.9K | $29.3M | +2.35%(+6.94K) | $93.02(+6.93%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 3.78% | 255.1K | $23.4M | +1.49%(+3.74K) | $44.18(+117.83%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 3.56% | 450.8K | $22.0M | +9.36%(+38.57K) | $49.09(-0.27%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 2.72% | 359.5K | $16.8M | +4.18%(+14.42K) | $47.00(-0.23%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 2.64% | 414.7K | $16.4M | +4.53%(+17.97K) | $35.53(+15.67%) | 2026-03-31 | |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 2.3% | 146.9K | $14.3M | +2.70%(+3.86K) | $75.95(+49.23%) | 2026-03-31 | |
| GPIX | GOLDMAN SACHS ETF TR | 2.22% | 274.6K | $13.7M | new | $51.42(+7.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.83% | +36.14% |
| Top 20 Holdings Unweighted | +11.89% | +40.08% |
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