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 7 of 9
46435U556
Shares:
0
Value:
$3.1M
00888H620
Shares:
0
Value:
$3.1M
00888H786
Shares:
0
Value:
$3.1M
26922A446
Shares:
0
Value:
$2.8M(-87.1%)
00888H778
Shares:
0
Value:
$2.8M
26922B444
Shares:
0
Value:
$2.8M
921910709
Shares:
0
Value:
$2.7M
46429B747
Shares:
0
Value:
$2.7M(-93.1%)
336917109
Shares:
0
Value:
$2.6M
46435G326
Shares:
0
Value:
$2.5M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip46435U556)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $3.1K | QoQ NEW(+$3.1K) YoY- |
(cusip00888H620)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $3.1K | QoQ NEW(+$3.1K) YoY- |
(cusip00888H786)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $3.1K | QoQ NEW(+$3.1K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $2.9K | QoQ NEW(+$2.9K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $2.9K | QoQ NEW(+$2.9K) YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $2.9K | YoY- | |
(cusip26922A446)✕ | — | QoQ - YoY- | All Managers (Combined) | $2.8K | YoY- |
(cusip00888H778)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $2.8K | QoQ NEW(+$2.8K) YoY- |
(cusip26922B444)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $2.8K | QoQ NEW(+$2.8K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $2.7K | QoQ NEW(+$2.7K) YoY- | |
(cusip921910709)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $2.7K | QoQ NEW(+$2.7K) YoY- |
(cusip46429B747)✕ | — | QoQ - YoY- | All Managers (Combined) | $2.7K | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $2.6K | YoY- | |
(cusip336917109)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $2.6K | QoQ NEW(+$2.6K) YoY- |
(cusip46435G326)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $2.5K | QoQ NEW(+$2.5K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $2.5K | QoQ NEW(+$2.5K) YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $2.4K | YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $2.3K | YoY- | |
Snowflake Inc.(SNOWcusip833445109) | — | QoQ NEW YoY- | All Managers (Combined) | $2.3K | QoQ NEW(+$2.3K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $2.3K | QoQ NEW(+$2.3K) YoY- |