Lord & Richards Wealth Management, LLC New Holdings in Q1 2025

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
509
New
$21.56 - $28.28 $11K - $14.4K
509 $14.4M
SPYG
Spdr Portfolio

ETFs
162
New
$80.05 - $92.39 $13K - $15K
162 $13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
524
New
$22.46 - $23.26 $11.8K - $12.2K
524 $12.1M
TT
Trane Technologies PLC

Industrials
35
New
$332.0 - $400.86 $11.6K - $14K
35 $11.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
461
New
$24.5 - $24.95 $11.3K - $11.5K
461 $11.4M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
235
New
$43.49 - $58.8 $10.2K - $13.8K
235 $10.2M
BIBL
Northern Lts Fd Tr Iv

ETFs
251
New
$37.55 - $41.94 $9.43K - $10.5K
251 $9.64M
MARB
First Tr Exchange Traded Fd Ii

ETFs
445
New
$19.75 - $20.03 $8.79K - $8.91K
445 $8.89M
IEF
Ishares Barclays

ETFs
91
New
$91.17 - $95.39 $8.3K - $8.68K
91 $8.68M
BWX
Spdr Bloomberg International T

ETFs
289
New
$20.94 - $22.04 $6.05K - $6.37K
289 $6.32M
Lithium Amers Corp New
1.63K
New
N/A
1.63K $4.41M
FTHI
First Trust Exchange Traded Fd

ETFs
197
New
$21.62 - $23.74 $4.26K - $4.68K
197 $4.31M
FDX
Fedex Corp

Industrials
16
New
$230.33 - $281.53 $3.69K - $4.5K
16 $3.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
33
New
$114.57 - $118.14 $3.78K - $3.9K
33 $3.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
72
New
$48.31 - $49.23 $3.48K - $3.54K
72 $3.54M
FTGC
First Trust Global Tactical CO

ETFs
134
New
$23.95 - $25.86 $3.21K - $3.47K
134 $3.42M
IETC
Ishares U S ETF Tr

ETFs
43
New
$74.94 - $89.98 $3.22K - $3.87K
43 $3.22M
UPS
United Parcel Service Inc

Industrials
29
New
$109.66 - $136.26 $3.18K - $3.95K
29 $3.19M
IRBO
Ishares Robotics & Artificial

ETFs
99
New
N/A
99 $3.11M
Aim ETF Products Trust
118
New
N/A
118 $3.11M
Aim ETF Products Trust
101
New
N/A
101 $3.07M
SLDP
Solid Power, Inc.

Industrials
2.8K
New
$1.05 - $2.21 $2.94K - $6.18K
2.8K $2.94M
WBD
Warner Bros. Discovery, Inc.

Communication Services
272
New
$9.47 - $11.46 $2.58K - $3.12K
272 $2.92M
Aim ETF Products Trust
91
New
N/A
91 $2.82M
BA
Boeing CO

Industrials
16
New
$148.15 - $186.25 $2.37K - $2.98K
16 $2.73M
EDV
Vanguard Extended Duration Tre

ETFs
38
New
$65.05 - $73.43 $2.47K - $2.79K
38 $2.7M
FDL
First Tr Morningstar Dividend

ETFs
60
New
$39.69 - $43.83 $2.38K - $2.63K
60 $2.61M
IDEV
Ishares Core Msci Intl Develop

ETFs
37
New
$63.77 - $71.36 $2.36K - $2.64K
37 $2.55M
CRON
Cronos Group Inc.

Healthcare
1.39K
New
$1.79 - $2.07 $2.5K - $2.89K
1.39K $2.52M
SNOW
Snowflake Inc.

Technology
16
New
$146.16 - $192.78 $2.34K - $3.08K
16 $2.34M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
30
New
$69.81 - $78.9 $2.09K - $2.37K
30 $2.34M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
42
New
$50.99 - $55.74 $2.14K - $2.34K
42 $2.3M
CNXC
Concentrix Corp

Technology
40
New
$42.45 - $65.04 $1.7K - $2.6K
40 $2.23M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11
New
$196.12 - $229.48 $2.16K - $2.52K
11 $2.22M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
30
New
$69.69 - $79.99 $2.09K - $2.4K
30 $2.14M
EVRG
Evergy, Inc.

Utilities
31
New
$59.9 - $69.52 $1.86K - $2.16K
31 $2.14M
Ishares Bitcoin Trust ETF
42
New
N/A
42 $1.97M
VTI
Vanguard Total Stock Market Et

ETFs
7
New
$271.18 - $303.12 $1.9K - $2.12K
7 $1.92M
TZA
Direxion Shs ETF Tr Direxion D

ETFs
113
New
$11.53 - $17.92 $1.3K - $2.02K
113 $1.92M
DX
Dynex Capital Inc

Real Estate
147
New
$12.18 - $14.42 $1.79K - $2.12K
147 $1.91M
VO
Vanguard Mid Cap ETF

ETFs
7
New
$251.87 - $277.95 $1.76K - $1.95K
7 $1.81M
SLV
I Shares Silver Trust

ETFs
58
New
$26.93 - $31.32 $1.56K - $1.82K
58 $1.8M
LVHI
Franklin International Low Vol

ETFs
55
New
$30.53 - $32.85 $1.68K - $1.81K
55 $1.78M
Aim ETF Products Trust
52
New
N/A
52 $1.55M
HOOD
Robinhood Markets, Inc.

Technology
35
New
$35.63 - $65.28 $1.25K - $2.28K
35 $1.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
New
$468.34 - $539.52 $1.41K - $1.62K
3 $1.41M
U
Unity Software Inc.

Technology
68
New
$19.44 - $28.34 $1.32K - $1.93K
68 $1.33M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
49
New
$25.34 - $26.96 $1.24K - $1.32K
49 $1.3M
Aim ETF Products Trust
46
New
N/A
46 $1.27M
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
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