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
$693,000 0.0% of portfolio
43
Q1 2025 New
$1.38B
$208,000 0.0% of portfolio
50
Q1 2025 New
$0
$559,000 0.0% of portfolio
1
Q1 2025 New
$0
$3.9 Million 0.0% of portfolio
33
Q1 2025 New
$0
$2.14 Million 0.0% of portfolio
30
Q1 2025 New
-
$913,000 0.0% of portfolio
-
Q1 2025 New
$0
$897,000 0.0% of portfolio
29
Q1 2025 New
$197M
$2.94 Million 0.0% of portfolio
2,797
Q1 2025 New
$0
$2.61 Million 0.0% of portfolio
60
Q1 2025 New
$6.45B
$1.33 Million 0.0% of portfolio
68
Q1 2025 New
$31.2B
$1.1 Million 0.0% of portfolio
12
Q1 2025 New
$40.2B
$1.46 Million 0.0% of portfolio
35
Q1 2025 New
Pimco ETF Tr
-
$910,000 0.0% of portfolio
-
Q1 2025 New
$0
$2.3 Million 0.0% of portfolio
42
Q1 2025 New
$0
$3.11 Million 0.0% of portfolio
99
Q1 2025 New
Ishares Bitcoin Trust ETF
-
$1.97 Million 0.0% of portfolio
-
Q1 2025 New
$21.3B
$2.92 Million 0.0% of portfolio
272
Q1 2025 New
$0
$1.92 Million 0.0% of portfolio
7
Q1 2025 New
$0
$2.7 Million 0.0% of portfolio
38
Q1 2025 New
$0
$1.81 Million 0.0% of portfolio
7
Q1 2025 New
$0
$387,000 0.0% of portfolio
3
Q1 2025 New
Lithium Amers Corp New
-
$4.41 Million 0.0% of portfolio
-
Q1 2025 New
$69.7B
$3.19 Million 0.0% of portfolio
29
Q1 2025 New
$53.7B
$2.34 Million 0.0% of portfolio
16
Q1 2025 New
$0
$323,000 0.0% of portfolio
12
Q1 2025 New
$111B
$2.73 Million 0.0% of portfolio
16
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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