The Analysis of Lord & Richards Wealth Management, LLC's Holdings
Currently, Lord & Richards Wealth Management, LLC holds 51 types of securities in its portfolio with a total value $116.4M. In the most recent quarter, they have increased their positions in SPYM (+65.6K shares, valued at $5.3M), VEA (+41.7K shares, valued at $2.6M), N/A (+5.9K shares, valued at $1.1M); decreased their positions in PWR (-2.1K shares, valued at $883.8K), JPM (-2.7K shares, valued at $877.5K), FANG (-5.6K shares, valued at $839.5K); initiated new positions in APH (+6.0K shares, valued at $814.1K), LMT (+557 shares, valued at $269.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST193.5K shares51.30%2025-12-312026-01-15
ACIO ETF SER SOLUTIONS257.0K shares3.55%2025-12-312026-01-15 BKAG BNY MELLON ETF TRUST239.0K shares5.13%2025-12-312026-01-15 DRSK ETF SER SOLUTIONS283.9K shares4.31%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS117.2K shares55.19%2025-12-312026-01-15 DMBS DOUBLELINE ETF TRUST105.5K shares4.59%2025-12-312026-01-15 ADME ETF SER SOLUTIONS71.2K shares3.54%2025-12-312026-01-15 SCHP SCHWAB STRATEGIC TR108.0K shares5.23%2025-12-312026-01-15 UPSD ETF SER SOLUTIONS103.9K shares52.64%2025-12-312026-01-15 NVDA NVIDIA CORPORATION14.6K shares-16.44%2025-12-312026-01-15 JUCY ETF SER SOLUTIONS119.1K shares7.46%2025-12-312026-01-15 PCMM BONDBLOXX ETF TRUST47.0K shares7.50%2025-12-312026-01-15 VB VANGUARD INDEX FDS7.5K shares56.59%2025-12-312026-01-15 OSCV ETF SER SOLUTIONS51.9K shares58.32%2025-12-312026-01-15 MSFT MICROSOFT CORP3.9K shares-20.56%2025-12-312026-01-15 FRDM EA SERIES TRUST34.8K shares46.09%2025-12-312026-01-15 DUBS ETF SER SOLUTIONS43.2K shares51.74%2025-12-312026-01-15 VWO VANGUARD INTL EQUITY INDEX F30.0K shares54.27%2025-12-312026-01-15 IDUB ETF SER SOLUTIONS66.2K shares54.84%2025-12-312026-01-15 ALPHABET INC ALPHABET INC5.0K shares4.81%2025-12-312026-01-15 V VISA INC4.1K shares-32.97%2025-12-312026-01-15 PWR QUANTA SVCS INC3.2K shares-39.58%2025-12-312026-01-15 AMZN AMAZON COM INC5.8K shares-36.08%2025-12-312026-01-15 CPRT COPART INC33.0K shares-25.05%2025-12-312026-01-15 PGF INVESCO EXCHANGE TRADED FD T91.1K shares5.34%2025-12-312026-01-15 NOW SERVICENOW INC7.8K shares236.89%2025-12-312026-01-15 VGLT VANGUARD SCOTTSDALE FDS21.4K shares5.07%2025-12-312026-01-15 QQQM INVESCO EXCH TRADED FD TR II4.5K shares52.71%2025-12-312026-01-15 WMT WALMART INC9.1K shares-44.77%2025-12-312026-01-15 JPM JPMORGAN CHASE CO.3.0K shares-47.99%2025-12-312026-01-15 PGR PROGRESSIVE CORP3.8K shares-42.42%2025-12-312026-01-15 BR BROADRIDGE FINL SOLUTIONS IN3.8K shares-39.34%2025-12-312026-01-15 FANG DIAMONDBACK ENERGY INC5.5K shares-50.26%2025-12-312026-01-15 APH AMPHENOL CORP NEW6.0K sharesnew addition2025-12-312026-01-15 AMT AMERICAN TOWER CORP NEW4.6K shares-41.54%2025-12-312026-01-15 CHE CHEMED CORP NEW1.8K shares-47.71%2025-12-312026-01-15 LLY ELI LILLY & CO699 shares2.79%2025-12-312026-01-15 AAPL APPLE INC2.7K shares1.36%2025-12-312026-01-15 TSLA TESLA INC1.5K shares6.92%2025-12-312026-01-15 XOM EXXON MOBIL CORP5.0K shares14.85%2025-12-312026-01-15 ISRG INTUITIVE SURGICAL INC1.1K shares10.73%2025-12-312026-01-15 LOW LOWES COS INC2.2K shares20.42%2025-12-312026-01-15 CRWD CROWDSTRIKE HLDGS INC1.1K shares11.88%2025-12-312026-01-15 LINDE PLC LINDE PLC1.2K shares25.68%2025-12-312026-01-15 UBER UBER TECHNOLOGIES INC6.0K shares19.68%2025-12-312026-01-15 META META PLATFORMS INC743 shares11.23%2025-12-312026-01-15 MSI MOTOROLA SOLUTIONS INC1.3K shares28.83%2025-12-312026-01-15 NFLX NETFLIX INC4.5K shares1191.98%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP557 sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available