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 6 of 9
33740J203
Shares:
0
Value:
$8.9M
46137V621
Shares:
0
Value:
$7.2M
82889N657
Shares:
0
Value:
$6.9M(-75.6%)
78464A516
Shares:
0
Value:
$6.3M
464288877
Shares:
0
Value:
$6.2M(-82.1%)
00888H505
Shares:
0
Value:
$6.1M(-85.1%)
46641Q837
Shares:
0
Value:
$4.9M(-68.1%)
33738R308
Shares:
0
Value:
$4.3M
00888H802
Shares:
0
Value:
$4.3M(-90.3%)
464288661
Shares:
0
Value:
$3.9M
33740U679
Shares:
0
Value:
$3.7M(-85.1%)
33739Q200
Shares:
0
Value:
$3.5M
33739H101
Shares:
0
Value:
$3.4M
46431W648
Shares:
0
Value:
$3.2M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip33740J203)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $8.9K | QoQ NEW(+$8.9K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $8.7K | QoQ NEW(+$8.7K) YoY- | |
(cusip46137V621)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $7.2K | QoQ NEW(+$7.2K) YoY- |
(cusip82889N657)✕ | — | QoQ - YoY- | All Managers (Combined) | $6.9K | YoY- |
(cusip78464A516)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $6.3K | QoQ NEW(+$6.3K) YoY- |
(cusip464288877)✕ | — | QoQ - YoY- | All Managers (Combined) | $6.2K | YoY- |
(cusip00888H505)✕ | — | QoQ - YoY- | All Managers (Combined) | $6.1K | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $5.0K | YoY- | |
(cusip46641Q837)✕ | — | QoQ - YoY- | All Managers (Combined) | $4.9K | YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $4.5K | QoQ NEW(+$4.5K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $4.4K | QoQ NEW(+$4.4K) YoY- | |
(cusip33738R308)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $4.3K | QoQ NEW(+$4.3K) YoY- |
(cusip00888H802)✕ | — | QoQ - YoY- | All Managers (Combined) | $4.3K | YoY- |
Fedex Corp(FDXcusip31428X106) | — | QoQ NEW YoY- | All Managers (Combined) | $3.9K | QoQ NEW(+$3.9K) YoY- |
(cusip464288661)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $3.9K | QoQ NEW(+$3.9K) YoY- |
(cusip33740U679)✕ | — | QoQ - YoY- | All Managers (Combined) | $3.7K | YoY- |
(cusip33739Q200)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $3.5K | QoQ NEW(+$3.5K) YoY- |
(cusip33739H101)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $3.4K | QoQ NEW(+$3.4K) YoY- |
(cusip46431W648)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $3.2K | QoQ NEW(+$3.2K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $3.2K | QoQ NEW(+$3.2K) YoY- |