Lord & Richards Wealth Management, LLC Incresed Positions 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
JPM
Jpmorgan Chase & CO

Financial Services
2.11K
+ 73.86%
$225.19 - $279.95 $475K - $591K
4.97K $1.22B
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
ETF Ser Solutions
11.4K
+ 147.18%
N/A
19.2K $592M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.71K
+ 47.96%
$76.94 - $78.28 $209K - $212K
8.36K $654M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.17K
+ 43.8%
$50.39 - $50.66 $210K - $211K
13.7K $693M
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
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
EFV
Msci Eafe Value ETF

ETFs
178
+ 2.35%
$51.88 - $60.73 $9.23K - $10.8K
7.75K $457M
QUAL
Ishares Msci Usa Quality Facto

ETFs
436
+ 8.94%
$168.16 - $186.21 $73.3K - $81.2K
5.31K $908M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
244
+ 5.58%
$46.18 - $47.84 $11.3K - $11.7K
4.61K $219M
Aim ETF Products Trust
875
+ 3.2%
N/A
28.2K $845M
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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