Lord & Richards Wealth Management, LLC Purchases and Sells in Q1 2025

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025

Top Buys

Incresed Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
124K
+ 160.6%
$38.36 - $41.43 $4.75M - $5.13M
201K $7.78B
104K
+ 136.03%
$40.77 - $42.27 $4.25M - $4.41M
181K $7.62B
122K
+ 140.28%
$27.06 - $28.25 $3.3M - $3.44M
209K $5.7B
48.9K
+ 97.62%
$64.88 - $72.1 $3.17M - $3.53M
99K $6.51B
DOUBLELINE ETF TRUST
40.3K
+ 706.26%
N/A
46K $2.25B
33.4K
+ 128.6%
$47.4 - $52.99 $1.58M - $1.77M
59.4K $3.02B
View all

New Holdings

114 operations
Stock Shares change Price Range Shares Held Trade History
3.69K
New
$154.33 - $206.19 $569K - $761K
3.69K $570M
ETF SER SOLUTIONS
23.2K
New
N/A
23.2K $536M
36.6K
New
$14.28 - $14.97 $522K - $548K
36.6K $522M
14.6K
New
$24.91 - $29.02 $363K - $423K
14.6K $365M
2.89K
New
$105.44 - $118.93 $304K - $343K
2.89K $343M
8.9K
New
$32.66 - $36.43 $291K - $324K
8.9K $312M
View all

Top Sells

Reduced Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
FIRST TR EXCHNG TRADED FD VI
-14.9K
- 45.81%
N/A
17.7K $585M
ISHARES TR
-20.2K
- 93.91%
N/A
1.31K $32.8M
-1.72K
- 47.74%
$209.68 - $247.1 $361K - $425K
1.88K $419M
ELEVATION SERIES TRUST
-18K
- 77.75%
N/A
5.14K $127M
AIM ETF PRODUCTS TRUST
-15.4K
- 86.17%
N/A
2.47K $64.7M
ELEVATION SERIES TRUST
-10.5K
- 78.59%
N/A
2.87K $71.4M
View all
Activity Summary
Buys All Purchases 156 New Holdings 114 Increased Positions 42 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email