Richardson Capital Management LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Scott Richardson - President & Chief Compliance Officer
Location
Menomonee Falls, WI
Holdings as of
31 Dec 2023
Value $
$8,491,287
Num holdings
134
Filing time
12 Feb 2024, 18:34:49 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, VYM, SPDW, PRU, and IWB.
Next filing
Q1 2024 - 17 Apr 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Scott Richardson President & Chief Compliance Officer Menomonee Falls, Wisconsin 12 Feb 2024

Other Included Managers (1):

Num Name Location File Number
1 IRON Financial LLC Northbrook, IL