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 5 of 9
53656F797
Shares:
0
Value:
$15.5M
53656F748
Shares:
0
Value:
$15.3M
72201R882
Shares:
0
Value:
$15.0M
464289438
Shares:
0
Value:
$14.8M(-86.6%)
82889N558
Shares:
0
Value:
$14.6M
808524839
Shares:
0
Value:
$12.1M
46429B291
Shares:
0
Value:
$12.0M(-36.7%)
78468R663
Shares:
0
Value:
$11.5M(-87.3%)
33740F888
Shares:
0
Value:
$11.4M
00888H877
Shares:
0
Value:
$11.3M(-80.9%)
464289420
Shares:
0
Value:
$10.7M(-84.0%)
00888H794
Shares:
0
Value:
$9.7M(-79.9%)
66538H534
Shares:
0
Value:
$9.6M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip53656F797)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $15.5K | QoQ NEW(+$15.5K) YoY- |
(cusip53656F748)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $15.3K | QoQ NEW(+$15.3K) YoY- |
(cusip72201R882)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $15.0K | QoQ NEW(+$15.0K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $14.8K | QoQ NEW(+$14.8K) YoY- | |
(cusip464289438)✕ | — | QoQ - YoY- | All Managers (Combined) | $14.8K | YoY- |
(cusip82889N558)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $14.6K | QoQ NEW(+$14.6K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $14.4K | QoQ NEW(+$14.4K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $13.0K | QoQ NEW(+$13.0K) YoY- | |
(cusip808524839)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $12.1K | QoQ NEW(+$12.1K) YoY- |
(cusip46429B291)✕ | — | QoQ - YoY- | All Managers (Combined) | $12.0K | YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $11.8K | QoQ NEW(+$11.8K) YoY- | |
(cusip78468R663)✕ | — | QoQ - YoY- | All Managers (Combined) | $11.5K | YoY- |
(cusip33740F888)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $11.4K | QoQ NEW(+$11.4K) YoY- |
(cusip00888H877)✕ | — | QoQ - YoY- | All Managers (Combined) | $11.3K | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $11.0K | YoY- | |
(cusip464289420)✕ | — | QoQ - YoY- | All Managers (Combined) | $10.7K | YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $10.2K | QoQ NEW(+$10.2K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $10.1K | QoQ NEW(+$10.1K) YoY- | |
(cusip00888H794)✕ | — | QoQ - YoY- | All Managers (Combined) | $9.7K | YoY- |
(cusip66538H534)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $9.6K | QoQ NEW(+$9.6K) YoY- |