Lord & Richards Wealth Management, LLC New Holdings in Q4 2024

Lord & Richards Wealth Management, LLC

  • $47.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50.1K
New
$66.77 - $71.52 $3.35M - $3.58M
50.1K $3.45B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
76.6K
New
$41.16 - $43.15 $3.15M - $3.31M
76.6K $3.16B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
77.2K
New
$39.5 - $41.38 $3.05M - $3.19M
77.2K $3.1B
DRSK
ETF Ser Solutions Aptus Define

ETFs
86.9K
New
$27.43 - $28.44 $2.38M - $2.47M
86.9K $2.38B
VGSH
Vanguard

ETFs
24.4K
New
$58.02 - $58.88 $1.41M - $1.43M
24.4K $1.42B
IWY
Ishares Tr Russell 200 Growth

ETFs
5.67K
New
$216.72 - $244.71 $1.23M - $1.39M
5.67K $1.33B
VEA
Vanguard Ftse Developed Market

ETFs
26K
New
$47.57 - $52.44 $1.24M - $1.36M
26K $1.24B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.6K
New
$91.29 - $91.8 $1.15M - $1.16M
12.6K $1.15B
First Tr Exchng Traded Fd Vi
32.6K
New
N/A
32.6K $1.1B
MBB
Ishares Tr

ETFs
11.1K
New
$91.26 - $95.82 $1.01M - $1.06M
11.1K $1.01B
JUCY
ETF Ser Solutions Aptus Enhanc
41.3K
New
N/A
41.3K $940M
MSFT
Microsoft Corp

Technology
2.18K
New
$406.35 - $454.46 $887K - $992K
2.18K $920M
AAPL
Apple Inc.

Technology
3.61K
New
$221.69 - $259.02 $799K - $934K
3.61K $903M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.88K
New
$176.42 - $186.91 $861K - $912K
4.88K $869M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
25.4K
New
N/A
25.4K $854M
Aim ETF Products Trust
27.3K
New
N/A
27.3K $832M
NVDA
Nvidia Corp

Technology
5.9K
New
$117.0 - $148.88 $690K - $878K
5.9K $792M
IWX
Ishares Tr Russell 200 Value E

ETFs
9.86K
New
$78.25 - $85.17 $772K - $840K
9.86K $779M
AMZN
Amazon Com Inc

Consumer Cyclical
3.35K
New
$180.88 - $232.93 $606K - $781K
3.35K $735M
WMT
Walmart Inc.

Consumer Defensive
7.92K
New
$79.1 - $95.7 $627K - $758K
7.92K $716M
JPM
Jpmorgan Chase & CO

Financial Services
2.86K
New
$205.18 - $250.29 $586K - $715K
2.86K $685M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
18.8K
New
N/A
18.8K $670M
V
Visa Inc.

Financial Services
1.93K
New
$273.87 - $320.91 $529K - $620K
1.93K $611M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.46K
New
$174.22 - $187.62 $603K - $649K
3.46K $606M
CPRT
Copart Inc

Consumer Cyclical
9.94K
New
$51.36 - $63.8 $511K - $634K
9.94K $571M
Elevation Series Trust
23.1K
New
N/A
23.1K $571M
PWR
Quanta Services, Inc.

Industrials
1.74K
New
$296.05 - $346.6 $515K - $603K
1.74K $550M
Ishares Tr
21.5K
New
N/A
21.5K $542M
BR
Broadridge Financial Solutions, Inc.

Technology
2.38K
New
$209.64 - $236.44 $500K - $563K
2.38K $539M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.2K
New
$44.04 - $49.49 $535K - $602K
12.2K $535M
MGC
Vanguard Mega Cap ETF

ETFs
2.52K
New
$204.21 - $220.18 $514K - $554K
2.52K $535M
CHE
Chemed Corp

Healthcare
972
New
$517.44 - $613.19 $503K - $596K
972 $515M
UNH
Unitedhealth Group Inc

Healthcare
1.02K
New
$485.52 - $625.25 $494K - $637K
1.02K $515M
PGR
Progressive Corp

Financial Services
2.14K
New
$239.6 - $268.88 $512K - $574K
2.14K $512M
FANG
Diamondback Energy, Inc.

Energy
3.08K
New
$153.06 - $199.5 $472K - $615K
3.08K $505M
ROP
Roper Technologies Inc

Industrials
947
New
$519.85 - $575.95 $492K - $545K
947 $492M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.52K
New
$50.37 - $50.6 $480K - $482K
9.52K $480M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
14.8K
New
$31.55 - $32.84 $466K - $485K
14.8K $479M
AMT
American Tower Corp

Real Estate
2.6K
New
$179.4 - $232.01 $467K - $604K
2.6K $477M
Aim ETF Products Trust
17.8K
New
N/A
17.8K $474M
PDP
Invesco Exchange Traded Fd Tr

ETFs
4.32K
New
$102.88 - $117.55 $444K - $507K
4.32K $464M
PSEP
Innovator U.S. Equity Power Bu
11.9K
New
N/A
11.9K $464M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.62K
New
$100.24 - $101.35 $463K - $468K
4.62K $464M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.14K
New
$370.24 - $418.94 $420K - $475K
1.14K $456M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.65K
New
$77.02 - $78.58 $435K - $444K
5.65K $437M
VB
Vanguard Small Cap ETF

ETFs
1.78K
New
$233.76 - $261.58 $416K - $465K
1.78K $427M
EFV
Msci Eafe Value ETF

ETFs
7.57K
New
$51.78 - $57.15 $392K - $433K
7.57K $397M
EFG
Msci Eafe Growth ETF

ETFs
4.04K
New
$96.83 - $106.88 $391K - $432K
4.04K $391M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.62K
New
$55.1 - $61.74 $365K - $409K
6.62K $366M
Activity Summary
Buys All Purchases 65 New Holdings 65 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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