Lord & Richards Wealth Management, LLC

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: 0002045252
Manager Name: Lord & Richards Wealth Management, LLC

Data Enrichment

45% identified

80 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $6,191.091K total value

177 positions

Manager:

SEC FilingSEC DataHachi Filing

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26922A222

Value:

$469.0M(+743.3%)

92206C771

Value:

$203.9M(+2318.5%)

921910816

MGK|921910816

Value:

$196.8M(+2504.3%)

464288620

Value:

$193.4M(+2303.8%)

NVIDIA CORP

NVDA|67066G104

Value:

$189.3M(+285.2%)

464288885

EFG|464288885

Value:

$175.2M(+409.7%)

464287473

IWS|464287473

Value:

$151.8M(+410.3%)

MICROSOFT CORP

MSFT|594918104

Value:

$148.7M(+209.4%)

26922A784

Value:

$147.7M(+1206.8%)

92206C706

VGIT|92206C706

Value:

$133.4M

46434G103

IEMG|46434G103

Value:

$130.2M(+458.9%)

210322509

Value:

$127.4M(+530.9%)

UNITEDHEALTH GROUP INC

UNH|91324P102

Value:

$110.0M(+138.9%)

VISA INC.

V|92826C839

Value:

$107.2M(+104.4%)

COPART INC

CPRT|217204106

Value:

$106.7M(+148.9%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Value:

$99.3M

QUANTA SERVICES, INC.

PWR|74762E102

Value:

$97.4M(+126.5%)

Alphabet Inc.

GOOGL|02079K305

Value:

$95.4M

AMAZON COM INC

AMZN|023135106

Value:

$93.4M(+84.3%)

464287481

IWP|464287481

Value:

$87.8M(+335.5%)

Instrument	Shares		Other Manager	Value
(cusip26922A222)✕	—	QoQ - YoY-	All Managers (Combined)	$469.0K	QoQ +743.34% (+$413.4K) YoY-
(cusip92206C771)✕	—	QoQ - YoY-	All Managers (Combined)	$203.9K	QoQ +2318.46% (+$195.5K) YoY-
(MGKcusip921910816)	—	QoQ - YoY-	All Managers (Combined)	$196.8K	QoQ +2504.32% (+$189.2K) YoY-
(cusip464288620)✕	—	QoQ - YoY-	All Managers (Combined)	$193.4K	QoQ +2303.84% (+$185.3K) YoY-
Nvidia Corp(NVDAcusip67066G104)	—	QoQ - YoY-	All Managers (Combined)	$189.3K	QoQ +285.22% (+$140.2K) YoY-
(EFGcusip464288885)	—	QoQ - YoY-	All Managers (Combined)	$175.2K	QoQ +409.67% (+$140.8K) YoY-
(IWScusip464287473)	—	QoQ - YoY-	All Managers (Combined)	$151.8K	QoQ +410.26% (+$122.0K) YoY-
Microsoft Corp(MSFTcusip594918104)	—	QoQ - YoY-	All Managers (Combined)	$148.7K	QoQ +209.36% (+$100.6K) YoY-
(cusip26922A784)✕	—	QoQ - YoY-	All Managers (Combined)	$147.7K	QoQ +1206.81% (+$136.4K) YoY-
(VGITcusip92206C706)	—	QoQ NEW YoY-	All Managers (Combined)	$133.4K	QoQ NEW(+$133.4K) YoY-
(IEMGcusip46434G103)	—	QoQ - YoY-	All Managers (Combined)	$130.2K	QoQ +458.93% (+$106.9K) YoY-
(cusip210322509)✕	—	QoQ - YoY-	All Managers (Combined)	$127.4K	QoQ +530.88% (+$107.2K) YoY-
Unitedhealth Group Inc(UNHcusip91324P102)	—	QoQ - YoY-	All Managers (Combined)	$110.0K	QoQ +138.93% (+$64.0K) YoY-
Visa Inc.(Vcusip92826C839)	—	QoQ - YoY-	All Managers (Combined)	$107.2K	QoQ +104.41% (+$54.8K) YoY-
Copart Inc(CPRTcusip217204106)	—	QoQ - YoY-	All Managers (Combined)	$106.7K	QoQ +148.95% (+$63.9K) YoY-
American Electric Power Co Inc(AEPcusip025537101)	—	QoQ NEW YoY-	All Managers (Combined)	$99.3K	QoQ NEW(+$99.3K) YoY-
Quanta Services, Inc.(PWRcusip74762E102)	—	QoQ - YoY-	All Managers (Combined)	$97.4K	QoQ +126.48% (+$54.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ NEW YoY-	All Managers (Combined)	$95.4K	QoQ NEW(+$95.4K) YoY-
Amazon Com Inc(AMZNcusip023135106)	—	QoQ - YoY-	All Managers (Combined)	$93.4K	QoQ +84.33% (+$42.7K) YoY-
(IWPcusip464287481)	—	QoQ - YoY-	All Managers (Combined)	$87.8K	QoQ +335.49% (+$67.6K) YoY-