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 3 of 9
00888H836
Shares:
0
Value:
$51.6M
26922A388
Shares:
0
Value:
$48.2M(+30.2%)
53656F672
Shares:
0
Value:
$47.3M
00888H638
Shares:
0
Value:
$37.1M
25861R402
Shares:
0
Value:
$34.9M(+38.6%)
53656F763
Shares:
0
Value:
$34.3M
53656F698
Shares:
0
Value:
$33.6M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | QoQ - YoY- | All Managers (Combined) | $52.4K | YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $52.2K | QoQ NEW(+$52.2K) YoY- | |
Apple Inc.(AAPLcusip037833100) | — | QoQ - YoY- | All Managers (Combined) | $52.0K | YoY- |
(cusip00888H836)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $51.6K | QoQ NEW(+$51.6K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $50.5K | QoQ NEW(+$50.5K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $50.4K | QoQ NEW(+$50.4K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $50.3K | QoQ NEW(+$50.3K) YoY- | |
Accenture Plc(ACNcusipG1151C101) | — | QoQ NEW YoY- | All Managers (Combined) | $49.9K | QoQ NEW(+$49.9K) YoY- |
(cusip26922A388)✕ | — | QoQ - YoY- | All Managers (Combined) | $48.2K | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $47.8K | YoY- | |
Servicenow, Inc.(NOWcusip81762P102) | — | QoQ NEW YoY- | All Managers (Combined) | $47.8K | QoQ NEW(+$47.8K) YoY- |
Tesla, Inc.(TSLAcusip88160R101) | — | QoQ NEW YoY- | All Managers (Combined) | $47.7K | QoQ NEW(+$47.7K) YoY- |
(cusip53656F672)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $47.3K | QoQ NEW(+$47.3K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $47.3K | QoQ NEW(+$47.3K) YoY- | |
Walmart Inc.(WMTcusip931142103) | — | QoQ - YoY- | All Managers (Combined) | $45.8K | YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $40.1K | QoQ NEW(+$40.1K) YoY- | |
(cusip00888H638)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $37.1K | QoQ NEW(+$37.1K) YoY- |
(cusip25861R402)✕ | — | QoQ - YoY- | All Managers (Combined) | $34.9K | YoY- |
(cusip53656F763)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $34.3K | QoQ NEW(+$34.3K) YoY- |
(cusip53656F698)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $33.6K | QoQ NEW(+$33.6K) YoY- |