Lord--Richards-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "POOL",
  null,
  "SNOW",
  "ACN",
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  "T",
  null,
  null,
  null,
  null,
  null,
  "LOW",
  "BIDU",
  null,
  "CRON",
  null,
  null,
  null,
  null,
  null,
  "QS",
  null,
  null,
  null,
  null,
  "U",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SLDP",
  null,
  "LAC.TO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  "LIN",
  null,
  null,
  "PWR",
  null,
  null,
  "MSFT",
  null,
  "DX",
  "EVRG",
  null,
  null,
  null,
  "EFG",
  "VGIT",
  null,
  "IWF",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "NVDA",
  "SCHX",
  null,
  "NOW",
  "ROP",
  "SPYG",
  null,
  "AMT",
  "SPLG",
  "UBER",
  "UPS",
  "VO",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEF",
  "VYM",
  "TT",
  "IWP",
  "AEP",
  null,
  "AMZN",
  "MSI",
  null,
  "AMC",
  null,
  "VEA",
  null,
  "MGK",
  "VGLT",
  "VTWO",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "V",
  "WBD",
  "WMT",
  null,
  "SCHG",
  "KNX",
  null,
  "MTUM",
  null,
  null,
  null,
  "FDX",
  "BA",
  "BR",
  "CHE",
  "CNXC",
  "CPRT",
  "CRWD",
  "FANG",
  "RSP",
  "QQQ",
  "XOM",
  "TSLA",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 177
Total Value: 6191091
Accession Number: 0002045252-25-000003
Form Type: 13F-HR
CIK: lord--richards-wealth-management
Manager Name: Lord--Richards-Wealth-Management

Data Enrichment

45% identified

80 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $6.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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26922A222

Shares:—

Value:$469.0K

% of Portfolio:7.6% ($469.0K/$6.2M)

92206C771

Shares:—

Value:$203.9K

% of Portfolio:3.3% ($203.9K/$6.2M)

921910816

MGK|921910816

Shares:—

Value:$196.8K

% of Portfolio:3.2% ($196.8K/$6.2M)

464288620

Shares:—

Value:$193.4K

% of Portfolio:3.1% ($193.4K/$6.2M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$189.3K

% of Portfolio:3.1% ($189.3K/$6.2M)

464288885

EFG|464288885

Shares:—

Value:$175.2K

% of Portfolio:2.8% ($175.2K/$6.2M)

464287473

IWS|464287473

Shares:—

Value:$151.8K

% of Portfolio:2.5% ($151.8K/$6.2M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$148.7K

% of Portfolio:2.4% ($148.7K/$6.2M)

26922A784

Shares:—

Value:$147.7K

% of Portfolio:2.4% ($147.7K/$6.2M)

92206C706

VGIT|92206C706

Shares:—

Value:$133.4K

% of Portfolio:2.2% ($133.4K/$6.2M)

46434G103

IEMG|46434G103

Shares:—

Value:$130.2K

% of Portfolio:2.1% ($130.2K/$6.2M)

210322509

Shares:—

Value:$127.4K

% of Portfolio:2.1% ($127.4K/$6.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:—

Value:$110.0K

% of Portfolio:1.8% ($110.0K/$6.2M)

VISA INC.

V|92826C839

Shares:—

Value:$107.2K

% of Portfolio:1.7% ($107.2K/$6.2M)

COPART INC

CPRT|217204106

Shares:—

Value:$106.7K

% of Portfolio:1.7% ($106.7K/$6.2M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:—

Value:$99.3K

% of Portfolio:1.6% ($99.3K/$6.2M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:—

Value:$97.4K

% of Portfolio:1.6% ($97.4K/$6.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$95.4K

% of Portfolio:1.5% ($95.4K/$6.2M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$93.4K

% of Portfolio:1.5% ($93.4K/$6.2M)

464287481

IWP|464287481

Shares:—

Value:$87.8K

% of Portfolio:1.4% ($87.8K/$6.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip26922A222)✕	—	QoQ - YoY-	All Managers (Combined)	$469.0K	7.6% ($469.0K/$6.2M)	QoQ +743.34% (+$413.4K) YoY-
(cusip92206C771)✕	—	QoQ - YoY-	All Managers (Combined)	$203.9K	3.3% ($203.9K/$6.2M)	QoQ +2318.46% (+$195.5K) YoY-
(MGKcusip921910816)	—	QoQ - YoY-	All Managers (Combined)	$196.8K	3.2% ($196.8K/$6.2M)	QoQ +2504.32% (+$189.2K) YoY-
(cusip464288620)✕	—	QoQ - YoY-	All Managers (Combined)	$193.4K	3.1% ($193.4K/$6.2M)	QoQ +2303.84% (+$185.3K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY-	All Managers (Combined)	$189.3K	3.1% ($189.3K/$6.2M)	QoQ +285.22% (+$140.2K) YoY-
(EFGcusip464288885)	—	QoQ - YoY-	All Managers (Combined)	$175.2K	2.8% ($175.2K/$6.2M)	QoQ +409.67% (+$140.8K) YoY-
(IWScusip464287473)	—	QoQ - YoY-	All Managers (Combined)	$151.8K	2.5% ($151.8K/$6.2M)	QoQ +410.26% (+$122.0K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY-	All Managers (Combined)	$148.7K	2.4% ($148.7K/$6.2M)	QoQ +209.36% (+$100.6K) YoY-
(cusip26922A784)✕	—	QoQ - YoY-	All Managers (Combined)	$147.7K	2.4% ($147.7K/$6.2M)	QoQ +1206.81% (+$136.4K) YoY-
(VGITcusip92206C706)	—	QoQ NEW YoY-	All Managers (Combined)	$133.4K	2.2% ($133.4K/$6.2M)	QoQ NEW(+$133.4K) YoY-
(IEMGcusip46434G103)	—	QoQ - YoY-	All Managers (Combined)	$130.2K	2.1% ($130.2K/$6.2M)	QoQ +458.93% (+$106.9K) YoY-
(cusip210322509)✕	—	QoQ - YoY-	All Managers (Combined)	$127.4K	2.1% ($127.4K/$6.2M)	QoQ +530.88% (+$107.2K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	—	QoQ - YoY-	All Managers (Combined)	$110.0K	1.8% ($110.0K/$6.2M)	QoQ +138.93% (+$64.0K) YoY-
VISA INC.(Vcusip92826C839)	—	QoQ - YoY-	All Managers (Combined)	$107.2K	1.7% ($107.2K/$6.2M)	QoQ +104.41% (+$54.8K) YoY-
COPART INC(CPRTcusip217204106)	—	QoQ - YoY-	All Managers (Combined)	$106.7K	1.7% ($106.7K/$6.2M)	QoQ +148.95% (+$63.9K) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	—	QoQ NEW YoY-	All Managers (Combined)	$99.3K	1.6% ($99.3K/$6.2M)	QoQ NEW(+$99.3K) YoY-
QUANTA SERVICES, INC.(PWRcusip74762E102)	—	QoQ - YoY-	All Managers (Combined)	$97.4K	1.6% ($97.4K/$6.2M)	QoQ +126.48% (+$54.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ NEW YoY-	All Managers (Combined)	$95.4K	1.5% ($95.4K/$6.2M)	QoQ NEW(+$95.4K) YoY-
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY-	All Managers (Combined)	$93.4K	1.5% ($93.4K/$6.2M)	QoQ +84.33% (+$42.7K) YoY-
(IWPcusip464287481)	—	QoQ - YoY-	All Managers (Combined)	$87.8K	1.4% ($87.8K/$6.2M)	QoQ +335.49% (+$67.6K) YoY-