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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464288588

Shares:—

Value:$86.7K

% of Portfolio:1.4% ($86.7K/$6.2M)

45782C417

Shares:—

Value:$81.1K

% of Portfolio:1.3% ($81.1K/$6.2M)

00888H703

Shares:—

Value:$80.9K

% of Portfolio:1.3% ($80.9K/$6.2M)

72201R577

Shares:—

Value:$80.9K

% of Portfolio:1.3% ($80.9K/$6.2M)

464285204

Shares:—

Value:$71.7K

% of Portfolio:1.2% ($71.7K/$6.2M)

210322400

Shares:—

Value:$71.4K

% of Portfolio:1.2% ($71.4K/$6.2M)

00888H604

Shares:—

Value:$67.2K

% of Portfolio:1.1% ($67.2K/$6.2M)

00888H646

Shares:—

Value:$64.7K

% of Portfolio:1.0% ($64.7K/$6.2M)

82889N798

Shares:—

Value:$62.7K

% of Portfolio:1.0% ($62.7K/$6.2M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:—

Value:$59.4K

% of Portfolio:1.0% ($59.4K/$6.2M)

53656F722

Shares:—

Value:$59.2K

% of Portfolio:1.0% ($59.2K/$6.2M)

CHEMED CORP

CHE|16359R103

Shares:—

Value:$57.8K

% of Portfolio:0.9% ($57.8K/$6.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:—

Value:$57.7K

% of Portfolio:0.9% ($57.7K/$6.2M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:—

Value:$56.3K

% of Portfolio:0.9% ($56.3K/$6.2M)

LINDE PLC

LIN|G54950103

Shares:—

Value:$55.9K

% of Portfolio:0.9% ($55.9K/$6.2M)

92206C664

VTWO|92206C664

Shares:—

Value:$55.5K

% of Portfolio:0.9% ($55.5K/$6.2M)

Motorola Solutions, Inc.

MSI|620076307

Shares:—

Value:$54.7K

% of Portfolio:0.9% ($54.7K/$6.2M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:—

Value:$54.6K

% of Portfolio:0.9% ($54.6K/$6.2M)

Uber Technologies, Inc

UBER|90353T100

Shares:—

Value:$54.4K

% of Portfolio:0.9% ($54.4K/$6.2M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:—

Value:$53.7K

% of Portfolio:0.9% ($53.7K/$6.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288588)✕	—	QoQ - YoY-	All Managers (Combined)	$86.7K	1.4% ($86.7K/$6.2M)	QoQ +2.95% (+$2.5K) YoY-
(cusip45782C417)✕	—	QoQ NEW YoY-	All Managers (Combined)	$81.1K	1.3% ($81.1K/$6.2M)	QoQ NEW(+$81.1K) YoY-
(cusip00888H703)✕	—	QoQ NEW YoY-	All Managers (Combined)	$80.9K	1.3% ($80.9K/$6.2M)	QoQ NEW(+$80.9K) YoY-
(cusip72201R577)✕	—	QoQ - YoY-	All Managers (Combined)	$80.9K	1.3% ($80.9K/$6.2M)	QoQ +328.89% (+$62.0K) YoY-
(cusip464285204)✕	—	QoQ NEW YoY-	All Managers (Combined)	$71.7K	1.2% ($71.7K/$6.2M)	QoQ NEW(+$71.7K) YoY-
(cusip210322400)✕	—	QoQ - YoY-	All Managers (Combined)	$71.4K	1.2% ($71.4K/$6.2M)	QoQ +453.40% (+$58.5K) YoY-
(cusip00888H604)✕	—	QoQ - YoY-	All Managers (Combined)	$67.2K	1.1% ($67.2K/$6.2M)	QoQ +611.74% (+$57.7K) YoY-
(cusip00888H646)✕	—	QoQ - YoY-	All Managers (Combined)	$64.7K	1.0% ($64.7K/$6.2M)	QoQ +631.32% (+$55.8K) YoY-
(cusip82889N798)✕	—	QoQ NEW YoY-	All Managers (Combined)	$62.7K	1.0% ($62.7K/$6.2M)	QoQ NEW(+$62.7K) YoY-
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	—	QoQ - YoY-	All Managers (Combined)	$59.4K	1.0% ($59.4K/$6.2M)	QoQ +42.68% (+$17.8K) YoY-
(cusip53656F722)✕	—	QoQ NEW YoY-	All Managers (Combined)	$59.2K	1.0% ($59.2K/$6.2M)	QoQ NEW(+$59.2K) YoY-
CHEMED CORP(CHEcusip16359R103)	—	QoQ - YoY-	All Managers (Combined)	$57.8K	0.9% ($57.8K/$6.2M)	QoQ +26.94% (+$12.3K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	—	QoQ NEW YoY-	All Managers (Combined)	$57.7K	0.9% ($57.7K/$6.2M)	QoQ NEW(+$57.7K) YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	—	QoQ - YoY-	All Managers (Combined)	$56.3K	0.9% ($56.3K/$6.2M)	QoQ +18.70% (+$8.9K) YoY-
LINDE PLC(LINcusipG54950103)	—	QoQ NEW YoY-	All Managers (Combined)	$55.9K	0.9% ($55.9K/$6.2M)	QoQ NEW(+$55.9K) YoY-
(VTWOcusip92206C664)	—	QoQ NEW YoY-	All Managers (Combined)	$55.5K	0.9% ($55.5K/$6.2M)	QoQ NEW(+$55.5K) YoY-
Motorola Solutions, Inc.(MSIcusip620076307)	—	QoQ NEW YoY-	All Managers (Combined)	$54.7K	0.9% ($54.7K/$6.2M)	QoQ NEW(+$54.7K) YoY-
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	—	QoQ - YoY-	All Managers (Combined)	$54.6K	0.9% ($54.6K/$6.2M)	QoQ +25.67% (+$11.1K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	—	QoQ NEW YoY-	All Managers (Combined)	$54.4K	0.9% ($54.4K/$6.2M)	QoQ NEW(+$54.4K) YoY-
ROPER TECHNOLOGIES INC(ROPcusip776696106)	—	QoQ - YoY-	All Managers (Combined)	$53.7K	0.9% ($53.7K/$6.2M)	QoQ +27.41% (+$11.5K) YoY-