Lord & Richards Wealth Management, LLC Incresed Positions in Q2 2025

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Doubleline ETF Trust
50.4K
+ 109.7%
N/A
96.4K $4.73B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
35.8K
+ 17.81%
$36.36 - $41.4 $1.3M - $1.48M
237K $9.81B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.3K
+ 16.47%
$58.41 - $72.69 $952K - $1.19M
115K $8.38B
DRSK
ETF Ser Solutions Aptus Define

ETFs
53K
+ 25.38%
$26.75 - $28.79 $1.42M - $1.53M
262K $7.53B
NOW
Service Now, Inc.

Technology
1.37K
+ 445.28%
$721.65 - $1040.18 $986K - $1.42M
1.67K $1.72B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
31.9K
+ 17.63%
$41.2 - $42.29 $1.31M - $1.35M
213K $8.97B
NVDA
Nvidia Corp

Technology
2.82K
+ 16.56%
$94.31 - $157.99 $266K - $446K
19.9K $3.14B
ETF Ser Solutions
37.4K
+ 161.38%
N/A
60.5K $1.5B
VEA
Vanguard Ftse Developed Market

ETFs
9.45K
+ 15.91%
$45.65 - $57.01 $431K - $539K
68.8K $3.92B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
10.9K
+ 19.87%
$40.85 - $48.2 $443K - $523K
65.5K $3.16B
PWR
Quanta Services, Inc.

Industrials
11
+ 0.22%
$239.47 - $381.26 $2.63K - $4.19K
5.03K $1.9B
MSFT
Microsoft Corp

Technology
69
+ 1.46%
$354.56 - $497.45 $24.5K - $34.3K
4.81K $2.39B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
13.1K
+ 146.68%
$30.96 - $40.6 $404K - $530K
22K $887M
AMZN
Amazon Com Inc

Consumer Cyclical
1.65K
+ 23.0%
$167.32 - $223.3 $275K - $368K
8.8K $1.93B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.64K
+ 149.36%
$171.4 - $227.1 $281K - $372K
2.74K $622M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.69K
+ 21.96%
$152.93 - $181.74 $259K - $308K
9.4K $1.71B
GOOGL
Alphabet Inc.

Communication Services
1.41K
+ 38.22%
$144.7 - $178.6 $204K - $252K
5.1K $899M
JPM
Jpmorgan Chase & CO

Financial Services
346
+ 6.96%
$210.28 - $289.91 $72.8K - $100K
5.32K $1.54B
JUCY
ETF Ser Solutions Aptus Enhanc
16.7K
+ 18.98%
N/A
105K $2.33B
OSCV
Opus Small Cap Value ETF

ETFs
7.78K
+ 36.89%
$31.34 - $36.29 $244K - $282K
28.9K $1.04B
WMT
Walmart Inc.

Consumer Defensive
1.77K
+ 13.49%
$81.79 - $99.98 $144K - $176K
14.8K $1.45B
ETF Ser Solutions
6.92K
+ 36.13%
N/A
26.1K $881M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.39K
+ 78250.0%
$26.18 - $26.93 $246K - $253K
9.4K $251M
CPRT
Copart Inc

Consumer Cyclical
8.41K
+ 32.57%
$47.72 - $63.84 $401K - $537K
34.2K $1.68B
AAPL
Apple Inc.

Technology
1.22K
+ 64.7%
$172.42 - $223.89 $210K - $273K
3.1K $637M
VB
Vanguard Small Cap ETF

ETFs
672
+ 17.87%
$193.73 - $237.37 $130K - $160K
4.43K $1.05B
IDME
ETF Ser Solutions Intl Drawdow

ETFs
7.76K
+ 26.34%
N/A
37.2K $829M
FANG
Diamondback Energy, Inc.

Energy
2.71K
+ 37.88%
$119.25 - $161.49 $323K - $437K
9.86K $1.35B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.83K
+ 16.93%
$102.02 - $103.5 $187K - $190K
12.7K $1.3B
V
Visa Inc.

Financial Services
440
+ 10.13%
$308.27 - $373.31 $136K - $164K
4.78K $1.7B
META
Meta Platforms, Inc.

Communication Services
114
+ 22.18%
$484.66 - $738.09 $55.3K - $84.1K
628 $464M
CRWD
Crowd Strike Holdings, Inc.

Technology
78
+ 9.99%
$321.63 - $509.31 $25.1K - $39.7K
859 $437M
UBER
Uber Technologies, Inc

Technology
643
+ 15.33%
$64.62 - $93.3 $41.6K - $60K
4.84K $451M
ISRG
Intuitive Surgical Inc

Healthcare
195
+ 37.0%
$451.58 - $565.94 $88.1K - $110K
722 $392M
TSLA
Tesla, Inc.

Consumer Cyclical
205
+ 19.39%
$221.86 - $362.89 $45.5K - $74.4K
1.26K $401M
BR
Broadridge Financial Solutions, Inc.

Technology
506
+ 10.12%
$217.22 - $246.25 $110K - $125K
5.5K $1.34B
ACN
Accenture PLC

Technology
452
+ 54.26%
$279.23 - $323.21 $126K - $146K
1.29K $384M
ROP
Roper Technologies Inc

Industrials
300
+ 14.83%
$519.19 - $590.78 $156K - $177K
2.32K $1.32B
LOW
Lowes Companies Inc

Consumer Cyclical
610
+ 51.39%
$210.83 - $235.28 $129K - $144K
1.8K $399M
AMT
American Tower Corp

Real Estate
449
+ 7.81%
$203.96 - $228.19 $91.6K - $102K
6.2K $1.37B
MSI
Motorola Solutions, Inc.

Technology
304
+ 45.92%
$394.72 - $440.39 $120K - $134K
966 $406M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.41K
+ 14.24%
$53.66 - $58.71 $129K - $142K
19.3K $1.09B
Linde PLC
211
+ 33.18%
N/A
847 $397M
XOM
Exxon Mobil Corp

Energy
1.21K
+ 41.88%
$99.93 - $119.04 $121K - $144K
4.1K $442M
PGR
Progressive Corp

Financial Services
330
+ 7.45%
$255.27 - $288.74 $84.2K - $95.3K
4.76K $1.27B
CHE
Chemed Corp

Healthcare
257
+ 12.65%
$486.93 - $619.21 $125K - $159K
2.29K $1.11B
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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