Lord & Richards Wealth Management, LLC Portfolio Holdings

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025

Lord & Richards Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $88.2 Billion distributed in 493 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $7.78B, Bny Mellon ETF Tr Core Bond Et with a value of $7.62B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.51B, ETF Ser Solutions Aptus Define with a value of $5.7B, and Vanguard Ftse Developed Market with a value of $3.02B.

Examining the 13F form we can see an increase of $40.8B in the current position value, from $47.4B to 88.2B.

Lord & Richards Wealth Management, LLC is based out at Highlands Ranch, CO

Below you can find more details about Lord & Richards Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $88.2 Billion
ETFs: $55.3 Billion
Technology: $6.64 Billion
Financial Services: $3.99 Billion
Consumer Cyclical: $3.37 Billion
Healthcare: $2.97 Billion
Industrials: $2.78 Billion
Energy: $1.49 Billion
Real Estate: $1.25 Billion
Other: $2.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27 Million 0.03% of portfolio
842
Q1 2025 New
$0
$28 Million 0.03% of portfolio
935
Q1 2025 New
$0
$14.8 Million 0.02% of portfolio
669
Q1 2025 New
Elevation Series Trust
-
$19.8 Million 0.02% of portfolio
-
Q1 2025 New
$0
$15 Million 0.02% of portfolio
210
Q1 2025 New
Listed Fd Tr
-
$18.1 Million 0.02% of portfolio
-
Q1 2025 New
$0
$15.3 Million 0.02% of portfolio
504
Q1 2025 New
Simplify Exchange Traded Fun
-
$14.6 Million 0.02% of portfolio
-
Q1 2025 New
Aim ETF Products Trust
-
$15.9 Million 0.02% of portfolio
-
Q1 2025 New
-
$15.9 Million 0.02% of portfolio
-
Q1 2025 New
$0
$15.5 Million 0.02% of portfolio
533
Q1 2025 New
$0
$19.3 Million 0.02% of portfolio
480
Q1 2025 New
Aim ETF Products Trust
-
$21.8 Million 0.02% of portfolio
-
Q1 2025 New
$196B
$14.4 Million 0.02% of portfolio
509
Q1 2025 New
$0
$4.48 Million 0.01% of portfolio
61
Q1 2025 New
$0
$11.4 Million 0.01% of portfolio
461
Q1 2025 New
$6.63B
$10.2 Million 0.01% of portfolio
235
Q1 2025 New
$0
$12.1 Million 0.01% of portfolio
524
Q1 2025 New
$0
$9.64 Million 0.01% of portfolio
251
Q1 2025 New
$0
$13 Million 0.01% of portfolio
162
Q1 2025 New
$0
$6.32 Million 0.01% of portfolio
289
Q1 2025 New
$93.4B
$11.8 Million 0.01% of portfolio
35
Q1 2025 New
$0
$8.68 Million 0.01% of portfolio
91
Q1 2025 New
$0
$1.41 Million 0.0% of portfolio
3
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$1.23 Million 0.0% of portfolio
-
Q1 2025 New
$0
$2.22 Million 0.0% of portfolio
11
Q1 2025 New
$0
$1.3 Million 0.0% of portfolio
49
Q1 2025 New
$0
$3.22 Million 0.0% of portfolio
43
Q1 2025 New
$0
$2.34 Million 0.0% of portfolio
30
Q1 2025 New
Amc Entmt Hldgs Inc
-
$55,000 0.0% of portfolio
-
Q1 2025 New
$2.6B
$2.23 Million 0.0% of portfolio
40
Q1 2025 New
$15.5B
$1.8 Million 0.0% of portfolio
58
Q1 2025 New
$0
$1.92 Million 0.0% of portfolio
113
Q1 2025 New
$0
$724,000 0.0% of portfolio
21
Q1 2025 New
Aim ETF Products Trust
-
$1.27 Million 0.0% of portfolio
-
Q1 2025 New
Aim ETF Products Trust
-
$3.11 Million 0.0% of portfolio
-
Q1 2025 New
Aim ETF Products Trust
-
$1.55 Million 0.0% of portfolio
-
Q1 2025 New
Aim ETF Products Trust
-
$2.82 Million 0.0% of portfolio
-
Q1 2025 New
Aim ETF Products Trust
-
$3.07 Million 0.0% of portfolio
-
Q1 2025 New
$718M
$2.52 Million 0.0% of portfolio
1,394
Q1 2025 New
$541M
$1.91 Million 0.0% of portfolio
147
Q1 2025 New
$15.9B
$2.14 Million 0.0% of portfolio
31
Q1 2025 New
$56.5B
$3.9 Million 0.0% of portfolio
16
Q1 2025 New
$0
$4.31 Million 0.0% of portfolio
197
Q1 2025 New
$0
$3.42 Million 0.0% of portfolio
134
Q1 2025 New
$0
$3.54 Million 0.0% of portfolio
72
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$633,000 0.0% of portfolio
-
Q1 2025 New
$0
$2.55 Million 0.0% of portfolio
37
Q1 2025 New
Canopy Growth Corp
-
$28,000 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 493
  • Current Value $88.2 Billion
  • Prior Value $47.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 114 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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