Lord & Richards Wealth Management, LLC Purchases in Q1 2025

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
124K
+ 160.6%
$38.36 - $41.43 $4.75M - $5.13M
201K $7.78B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
104K
+ 136.03%
$40.77 - $42.27 $4.25M - $4.41M
181K $7.62B
DRSK
ETF Ser Solutions Aptus Define

ETFs
122K
+ 140.28%
$27.06 - $28.25 $3.3M - $3.44M
209K $5.7B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
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
VEA
Vanguard Ftse Developed Market

ETFs
33.4K
+ 128.6%
$47.4 - $52.99 $1.58M - $1.77M
59.4K $3.02B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
33.6K
+ 160.14%
$43.95 - $48.5 $1.48M - $1.63M
54.6K $2.43B
JUCY
ETF Ser Solutions Aptus Enhanc
46.6K
+ 112.97%
N/A
87.9K $2.01B
NVDA
Nvidia Corp

Technology
11.2K
+ 189.15%
$106.98 - $149.43 $1.19M - $1.67M
17K $1.85B
UNH
Unitedhealth Group Inc

Healthcare
1.75K
+ 172.3%
$461.52 - $548.18 $810K - $962K
2.77K $1.45B
CPRT
Copart Inc

Consumer Cyclical
15.9K
+ 159.85%
$52.3 - $59.83 $831K - $951K
25.8K $1.46B
MSFT
Microsoft Corp

Technology
2.56K
+ 117.14%
$375.39 - $447.2 $959K - $1.14M
4.74K $1.78B
VGSH
Vanguard

ETFs
14.1K
+ 57.77%
$58.07 - $58.69 $817K - $826K
38.4K $2.25B
AMT
American Tower Corp

Real Estate
3.15K
+ 121.02%
$173.46 - $217.6 $546K - $685K
5.75K $1.25B
PGR
Progressive Corp

Financial Services
2.29K
+ 107.45%
$235.61 - $291.22 $540K - $668K
4.43K $1.25B
CHE
Chemed Corp

Healthcare
1.06K
+ 109.05%
$521.84 - $615.32 $553K - $652K
2.03K $1.25B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.25K
+ 122.75%
$169.43 - $182.84 $719K - $776K
7.71K $1.33B
PWR
Quanta Services, Inc.

Industrials
3.28K
+ 188.44%
$236.71 - $358.03 $776K - $1.17M
5.02K $1.27B
ROP
Roper Technologies Inc

Industrials
1.08K
+ 113.62%
$502.71 - $593.81 $541K - $639K
2.02K $1.19B
BR
Broadridge Financial Solutions, Inc.

Technology
2.62K
+ 109.74%
$221.46 - $244.83 $579K - $640K
5K $1.21B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.22K
+ 134.76%
$100.59 - $103.47 $626K - $643K
10.8K $1.12B
FANG
Diamondback Energy, Inc.

Energy
4.07K
+ 131.96%
$139.9 - $180.18 $569K - $733K
7.15K $1.14B
AMZN
Amazon Com Inc

Consumer Cyclical
3.81K
+ 113.58%
$190.26 - $242.06 $724K - $921K
7.16K $1.36B
VGLT
Vanguard Long Term Treasury Et

ETFs
10.3K
+ 155.84%
$53.99 - $58.43 $557K - $603K
16.9K $975M
GOOGL
Alphabet Inc.

Communication Services
3.69K
New
$154.33 - $206.19 $569K - $761K
3.69K $570M
ETF Ser Solutions
23.2K
New
N/A
23.2K $536M
JPM
Jpmorgan Chase & CO

Financial Services
2.11K
+ 73.86%
$225.19 - $279.95 $475K - $591K
4.97K $1.22B
PGF
Invesco Exchange Traded Fd Tr

ETFs
36.6K
New
$14.28 - $14.97 $522K - $548K
36.6K $522M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.62K
+ 79.12%
$42.5 - $46.71 $409K - $449K
21.8K $986M
OSCV
Opus Small Cap Value ETF

ETFs
12.9K
+ 158.41%
$34.16 - $38.45 $442K - $497K
21.1K $735M
WMT
Walmart Inc.

Consumer Defensive
5.16K
+ 65.11%
$84.5 - $105.05 $436K - $542K
13.1K $1.15B
VB
Vanguard Small Cap ETF

ETFs
1.98K
+ 111.47%
$217.89 - $252.64 $432K - $501K
3.76K $834M
IDME
ETF Ser Solutions Intl Drawdow

ETFs
17.6K
+ 149.04%
N/A
29.5K $615M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.6K
New
$24.91 - $29.02 $363K - $423K
14.6K $365M
XOM
Exxon Mobil Corp

Energy
2.89K
New
$105.44 - $118.93 $304K - $343K
2.89K $343M
ETF Ser Solutions
11.4K
+ 147.18%
N/A
19.2K $592M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
8.9K
New
$32.66 - $36.43 $291K - $324K
8.9K $312M
UBER
Uber Technologies, Inc

Technology
4.19K
New
$63.17 - $81.49 $265K - $342K
4.19K $306M
META
Meta Platforms, Inc.

Communication Services
514
New
$576.36 - $736.67 $296K - $379K
514 $296M
Linde PLC
636
New
N/A
636 $296M
MSI
Motorola Solutions, Inc.

Technology
662
New
$411.73 - $482.1 $273K - $319K
662 $290M
LOW
Lowes Companies Inc

Consumer Cyclical
1.19K
New
$222.66 - $268.42 $264K - $319K
1.19K $277M
CRWD
Crowd Strike Holdings, Inc.

Technology
781
New
$308.86 - $455.36 $241K - $356K
781 $275M
TSLA
Tesla, Inc.

Consumer Cyclical
1.06K
New
$222.15 - $428.22 $235K - $453K
1.06K $274M
POOL
Pool Corp

Industrials
858
New
$314.92 - $364.31 $270K - $313K
858 $273M
ISRG
Intuitive Surgical Inc

Healthcare
527
New
$476.63 - $610.45 $251K - $322K
527 $261M
ACN
Accenture PLC

Technology
833
New
$300.91 - $398.25 $251K - $332K
833 $260M
NOW
Service Now, Inc.

Technology
307
New
$783.83 - $1170.39 $241K - $359K
307 $244M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.71K
+ 47.96%
$76.94 - $78.28 $209K - $212K
8.36K $654M
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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