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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.17K
+ 43.8%
$50.39 - $50.66 $210K - $211K
13.7K $693M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.1K
New
$192.82 - $222.1 $212K - $244K
1.1K $212M
MBB
Ishares Tr

ETFs
1.47K
+ 13.32%
$90.37 - $94.08 $133K - $139K
12.5K $1.18B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.68K
+ 13.32%
$91.45 - $91.75 $153K - $154K
14.3K $1.31B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.25K
New
$57.44 - $59.4 $129K - $133K
2.25K $133M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
4.24K
+ 16.69%
N/A
29.6K $984M
TUA
Simpl Exch Traded Fds Sht Term
4.59K
+ 37.25%
N/A
16.9K $372M
AEP
American Electric Power CO Inc

Utilities
909
New
$90.32 - $109.27 $82.1K - $99.3K
909 $99.3M
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.27K
New
$35.54 - $37.44 $80.5K - $84.8K
2.27K $81.1M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
2.3K
New
N/A
2.3K $80.9M
TYA
Simplify Exchange Traded Fds S

ETFs
4.74K
New
N/A
4.74K $62.7M
EFV
Msci Eafe Value ETF

ETFs
178
+ 2.35%
$51.88 - $60.73 $9.23K - $10.8K
7.75K $457M
AUGZ
Listed Fds Tr Trueshares Struc

Technology
1.59K
New
$36.95 - $40.02 $58.6K - $63.4K
1.59K $59.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
688
New
$80.08 - $92.93 $55.1K - $63.9K
688 $55.5M
Aim ETF Products Trust
1.66K
New
N/A
1.66K $51.6M
Listed Fd Tr
1.32K
New
N/A
1.32K $47.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
78
New
$507.05 - $563.67 $39.5K - $44K
78 $40.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
436
+ 8.94%
$168.16 - $186.21 $73.3K - $81.2K
5.31K $908M
Aim ETF Products Trust
1.32K
New
N/A
1.32K $37.1M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
1.03K
New
$32.81 - $35.43 $33.8K - $36.5K
1.03K $34.3M
Listed Fd Tr
885
New
N/A
885 $33.6M
FAAR
First Trust Vii Alternative Ab

ETFs
1.14K
New
$27.81 - $28.97 $31.6K - $32.9K
1.14K $32.8M
IVV
Ishares Core S&P 500 ETF

ETFs
56
New
$554.06 - $615.85 $31K - $34.5K
56 $31.5M
FTLS
First Tr Long/Short Equity ETF

ETFs
484
New
$63.42 - $68.17 $30.7K - $33K
484 $31M
FMF
First Trust Managed Futures St

ETFs
670
New
$45.87 - $48.39 $30.7K - $32.4K
670 $30.9M
SIXJ
Aim ETF Prods Tr Allianzim U S
935
New
$29.68 - $31.19 $27.8K - $29.2K
935 $28M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
842
New
N/A
842 $27M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
300
New
$68.32 - $75.06 $20.5K - $22.5K
300 $22.4M
Aim ETF Products Trust
854
New
N/A
854 $21.8M
Elevation Series Trust
836
New
N/A
836 $19.8M
JULZ
Listed Fds Tr Trueshares Struc

Technology
480
New
N/A
480 $19.3M
Listed Fd Tr
550
New
N/A
550 $18.1M
NOVZ
Listed Fds Tr Trueshares Struc
410
New
N/A
410 $15.9M
Aim ETF Products Trust
569
New
N/A
569 $15.9M
MAYZ
Listed Fds Tr Trueshares Struc
533
New
$28.71 - $31.13 $15.3K - $16.6K
533 $15.5M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
504
New
$29.97 - $32.52 $15.1K - $16.4K
504 $15.3M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
210
New
$65.49 - $74.67 $13.8K - $15.7K
210 $15M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
244
+ 5.58%
$46.18 - $47.84 $11.3K - $11.7K
4.61K $219M
SCHX
Schwab Strategic Tr Us Large C

ETFs
669
New
$21.75 - $24.28 $14.6K - $16.2K
669 $14.8M
Simplify Exchange Traded Fun
573
New
N/A
573 $14.6M
T
At&T Inc.

Communication Services
509
New
$21.56 - $28.28 $11K - $14.4K
509 $14.4M
Aim ETF Products Trust
875
+ 3.2%
N/A
28.2K $845M
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
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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