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 8 of 9
26922B709
Shares:
0
Value:
$2.3M(-86.9%)
72201R304
Shares:
0
Value:
$2.3M
26922B535
Shares:
0
Value:
$2.3M(-87.7%)
464288307
Shares:
0
Value:
$2.1M
46438F101
Shares:
0
Value:
$2.0M
25460E232
Shares:
0
Value:
$1.9M
46428Q109
Shares:
0
Value:
$1.8M
52468L505
Shares:
0
Value:
$1.8M
00888H737
Shares:
0
Value:
$1.5M
02072L607
Shares:
0
Value:
$1.5M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip26922B709)✕ | — | QoQ - YoY- | All Managers (Combined) | $2.3K | YoY- |
(cusip72201R304)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $2.3K | QoQ NEW(+$2.3K) YoY- |
(cusip26922B535)✕ | — | QoQ - YoY- | All Managers (Combined) | $2.3K | YoY- |
Concentrix Corp(CNXCcusip20602D101) | — | QoQ NEW YoY- | All Managers (Combined) | $2.2K | QoQ NEW(+$2.2K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $2.2K | QoQ NEW(+$2.2K) YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $2.2K | YoY- | |
(cusip464288307)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $2.1K | QoQ NEW(+$2.1K) YoY- |
Evergy, Inc.(EVRGcusip30034W106) | — | QoQ NEW YoY- | All Managers (Combined) | $2.1K | QoQ NEW(+$2.1K) YoY- |
(cusip46438F101)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $2.0K | QoQ NEW(+$2.0K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $1.9K | QoQ NEW(+$1.9K) YoY- | |
(cusip25460E232)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.9K | QoQ NEW(+$1.9K) YoY- |
Dynex Capital Inc(DXcusip26817Q886) | — | QoQ NEW YoY- | All Managers (Combined) | $1.9K | QoQ NEW(+$1.9K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $1.8K | QoQ NEW(+$1.8K) YoY- | |
(cusip46428Q109)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.8K | QoQ NEW(+$1.8K) YoY- |
(cusip52468L505)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.8K | QoQ NEW(+$1.8K) YoY- |
(cusip00888H737)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.5K | QoQ NEW(+$1.5K) YoY- |
(cusip02072L607)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.5K | QoQ NEW(+$1.5K) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $1.5K | QoQ NEW(+$1.5K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $1.4K | QoQ NEW(+$1.4K) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $1.3K | QoQ NEW(+$1.3K) YoY- |