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:

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Diamondback Energy, Inc.

FANG|25278X109

Shares:—

Value:$52.4K

% of Portfolio:0.8% ($52.4K/$6.2M)

LOWES COMPANIES INC

LOW|548661107

Shares:—

Value:$52.2K

% of Portfolio:0.8% ($52.2K/$6.2M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$52.0K

% of Portfolio:0.8% ($52.0K/$6.2M)

00888H836

Shares:—

Value:$51.6K

% of Portfolio:0.8% ($51.6K/$6.2M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:—

Value:$50.5K

% of Portfolio:0.8% ($50.5K/$6.2M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:—

Value:$50.4K

% of Portfolio:0.8% ($50.4K/$6.2M)

POOL CORP

POOL|73278L105

Shares:—

Value:$50.3K

% of Portfolio:0.8% ($50.3K/$6.2M)

Accenture plc

ACN|G1151C101

Shares:—

Value:$49.9K

% of Portfolio:0.8% ($49.9K/$6.2M)

26922A388

Shares:—

Value:$48.2K

% of Portfolio:0.8% ($48.2K/$6.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$47.8K

% of Portfolio:0.8% ($47.8K/$6.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:—

Value:$47.8K

% of Portfolio:0.8% ($47.8K/$6.2M)

Tesla, Inc.

TSLA|88160R101

Shares:—

Value:$47.7K

% of Portfolio:0.8% ($47.7K/$6.2M)

53656F672

Shares:—

Value:$47.3K

% of Portfolio:0.8% ($47.3K/$6.2M)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$47.3K

% of Portfolio:0.8% ($47.3K/$6.2M)

Walmart Inc.

WMT|931142103

Shares:—

Value:$45.8K

% of Portfolio:0.7% ($45.8K/$6.2M)

922908363

VOO|922908363

Shares:—

Value:$40.1K

% of Portfolio:0.6% ($40.1K/$6.2M)

00888H638

Shares:—

Value:$37.1K

% of Portfolio:0.6% ($37.1K/$6.2M)

25861R402

Shares:—

Value:$34.9K

% of Portfolio:0.6% ($34.9K/$6.2M)

53656F763

Shares:—

Value:$34.3K

% of Portfolio:0.6% ($34.3K/$6.2M)

53656F698

Shares:—

Value:$33.6K

% of Portfolio:0.5% ($33.6K/$6.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Diamondback Energy, Inc.(FANGcusip25278X109)	—	QoQ - YoY-	All Managers (Combined)	$52.4K	0.8% ($52.4K/$6.2M)	QoQ +18.11% (+$8.0K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	—	QoQ NEW YoY-	All Managers (Combined)	$52.2K	0.8% ($52.2K/$6.2M)	QoQ NEW(+$52.2K) YoY-
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY-	All Managers (Combined)	$52.0K	0.8% ($52.0K/$6.2M)	QoQ +1121.00% (+$47.7K) YoY-
(cusip00888H836)✕	—	QoQ NEW YoY-	All Managers (Combined)	$51.6K	0.8% ($51.6K/$6.2M)	QoQ NEW(+$51.6K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	—	QoQ NEW YoY-	All Managers (Combined)	$50.5K	0.8% ($50.5K/$6.2M)	QoQ NEW(+$50.5K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	—	QoQ NEW YoY-	All Managers (Combined)	$50.4K	0.8% ($50.4K/$6.2M)	QoQ NEW(+$50.4K) YoY-
POOL CORP(POOLcusip73278L105)	—	QoQ NEW YoY-	All Managers (Combined)	$50.3K	0.8% ($50.3K/$6.2M)	QoQ NEW(+$50.3K) YoY-
Accenture plc(ACNcusipG1151C101)	—	QoQ NEW YoY-	All Managers (Combined)	$49.9K	0.8% ($49.9K/$6.2M)	QoQ NEW(+$49.9K) YoY-
(cusip26922A388)✕	—	QoQ - YoY-	All Managers (Combined)	$48.2K	0.8% ($48.2K/$6.2M)	QoQ +30.19% (+$11.2K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY-	All Managers (Combined)	$47.8K	0.8% ($47.8K/$6.2M)	QoQ +9.04% (+$4.0K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	—	QoQ NEW YoY-	All Managers (Combined)	$47.8K	0.8% ($47.8K/$6.2M)	QoQ NEW(+$47.8K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ NEW YoY-	All Managers (Combined)	$47.7K	0.8% ($47.7K/$6.2M)	QoQ NEW(+$47.7K) YoY-
(cusip53656F672)✕	—	QoQ NEW YoY-	All Managers (Combined)	$47.3K	0.8% ($47.3K/$6.2M)	QoQ NEW(+$47.3K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ NEW YoY-	All Managers (Combined)	$47.3K	0.8% ($47.3K/$6.2M)	QoQ NEW(+$47.3K) YoY-
Walmart Inc.(WMTcusip931142103)	—	QoQ - YoY-	All Managers (Combined)	$45.8K	0.7% ($45.8K/$6.2M)	QoQ -1.13% (-$524) YoY-
(VOOcusip922908363)	—	QoQ NEW YoY-	All Managers (Combined)	$40.1K	0.6% ($40.1K/$6.2M)	QoQ NEW(+$40.1K) YoY-
(cusip00888H638)✕	—	QoQ NEW YoY-	All Managers (Combined)	$37.1K	0.6% ($37.1K/$6.2M)	QoQ NEW(+$37.1K) YoY-
(cusip25861R402)✕	—	QoQ - YoY-	All Managers (Combined)	$34.9K	0.6% ($34.9K/$6.2M)	QoQ +38.63% (+$9.7K) YoY-
(cusip53656F763)✕	—	QoQ NEW YoY-	All Managers (Combined)	$34.3K	0.6% ($34.3K/$6.2M)	QoQ NEW(+$34.3K) YoY-
(cusip53656F698)✕	—	QoQ NEW YoY-	All Managers (Combined)	$33.6K	0.5% ($33.6K/$6.2M)	QoQ NEW(+$33.6K) YoY-