Lord & Richards Wealth Management, LLC New Holdings in Q1 2025

Lord & Richards Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
PGF
Invesco Exchange Traded Fd Tr

ETFs
36.6K
New
$14.28 - $14.97 $522K - $548K
36.6K $522M
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
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
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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.1K
New
$192.82 - $222.1 $212K - $244K
1.1K $212M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.25K
New
$57.44 - $59.4 $129K - $133K
2.25K $133M
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
IAU
Ishares Gold Trust

ETFs
1.22K
New
$49.74 - $58.96 $60.5K - $71.7K
1.22K $71.7M
TYA
Simplify Exchange Traded Fds S

ETFs
4.74K
New
N/A
4.74K $62.7M
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
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
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
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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