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:
Search and click to pin securities to the top
Page 4 of 9
33740Y101
Shares:
0
Value:
$32.8M
46438G588
Shares:
0
Value:
$32.8M(+89.9%)
33739P103
Shares:
0
Value:
$31.0M
33739G103
Shares:
0
Value:
$30.9M
00888H869
Shares:
0
Value:
$28.0M
00888H208
Shares:
0
Value:
$27.0M
46138E354
Shares:
0
Value:
$22.4M
00888H570
Shares:
0
Value:
$21.8M
210322608
Shares:
0
Value:
$19.8M
09661T602
Shares:
0
Value:
$19.7M(-92.7%)
53656F664
Shares:
0
Value:
$19.3M
26922B642
Shares:
0
Value:
$18.8M(-1.1%)
53656F730
Shares:
0
Value:
$18.1M
46137V837
Shares:
0
Value:
$16.2M(-67.6%)
53656F680
Shares:
0
Value:
$15.9M
00888H679
Shares:
0
Value:
$15.9M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip33740Y101)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $32.8K | QoQ NEW(+$32.8K) YoY- |
(cusip46438G588)✕ | — | QoQ - YoY- | All Managers (Combined) | $32.8K | YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $31.5K | QoQ NEW(+$31.5K) YoY- | |
(cusip33739P103)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $31.0K | QoQ NEW(+$31.0K) YoY- |
(cusip33739G103)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $30.9K | QoQ NEW(+$30.9K) YoY- |
(cusip00888H869)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $28.0K | QoQ NEW(+$28.0K) YoY- |
(cusip00888H208)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $27.0K | QoQ NEW(+$27.0K) YoY- |
(cusip46138E354)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $22.4K | QoQ NEW(+$22.4K) YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $21.8K | YoY- | |
(cusip00888H570)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $21.8K | QoQ NEW(+$21.8K) YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $21.4K | YoY- | |
(cusip210322608)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $19.8K | QoQ NEW(+$19.8K) YoY- |
(cusip09661T602)✕ | — | QoQ - YoY- | All Managers (Combined) | $19.7K | YoY- |
(cusip53656F664)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $19.3K | QoQ NEW(+$19.3K) YoY- |
(cusip26922B642)✕ | — | QoQ - YoY- | All Managers (Combined) | $18.8K | YoY- |
(cusip53656F730)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $18.1K | QoQ NEW(+$18.1K) YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $18.1K | YoY- | |
(cusip46137V837)✕ | — | QoQ - YoY- | All Managers (Combined) | $16.2K | YoY- |
(cusip53656F680)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $15.9K | QoQ NEW(+$15.9K) YoY- |
(cusip00888H679)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $15.9K | QoQ NEW(+$15.9K) YoY- |