Lord & Richards Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified80 identified97 unidentified
Holdings
177 positions
Manager:
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Page 2 of 9
464288588
Shares:
0
Value:
$86.7M(+3.0%)
45782C417
Shares:
0
Value:
$81.1M
00888H703
Shares:
0
Value:
$80.9M
72201R577
Shares:
0
Value:
$80.9M(+328.9%)
464285204
Shares:
0
Value:
$71.7M
210322400
Shares:
0
Value:
$71.4M(+453.4%)
00888H604
Shares:
0
Value:
$67.2M(+611.7%)
00888H646
Shares:
0
Value:
$64.7M(+631.3%)
82889N798
Shares:
0
Value:
$62.7M
53656F722
Shares:
0
Value:
$59.2M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip464288588)✕ | — | QoQ - YoY- | All Managers (Combined) | $86.7K | YoY- |
(cusip45782C417)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $81.1K | QoQ NEW(+$81.1K) YoY- |
(cusip00888H703)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $80.9K | QoQ NEW(+$80.9K) YoY- |
(cusip72201R577)✕ | — | QoQ - YoY- | All Managers (Combined) | $80.9K | YoY- |
(cusip464285204)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $71.7K | QoQ NEW(+$71.7K) YoY- |
(cusip210322400)✕ | — | QoQ - YoY- | All Managers (Combined) | $71.4K | YoY- |
(cusip00888H604)✕ | — | QoQ - YoY- | All Managers (Combined) | $67.2K | YoY- |
(cusip00888H646)✕ | — | QoQ - YoY- | All Managers (Combined) | $64.7K | YoY- |
(cusip82889N798)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $62.7K | QoQ NEW(+$62.7K) YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $59.4K | YoY- | |
(cusip53656F722)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $59.2K | QoQ NEW(+$59.2K) YoY- |
Chemed Corp(CHEcusip16359R103) | — | QoQ - YoY- | All Managers (Combined) | $57.8K | YoY- |
Exxon Mobil Corp(XOMcusip30231G102) | — | QoQ NEW YoY- | All Managers (Combined) | $57.7K | QoQ NEW(+$57.7K) YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $56.3K | YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $55.9K | QoQ NEW(+$55.9K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $55.5K | QoQ NEW(+$55.5K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $54.7K | QoQ NEW(+$54.7K) YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $54.6K | YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $54.4K | QoQ NEW(+$54.4K) YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $53.7K | YoY- |