Lord--Richards-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "POOL",
  null,
  "SNOW",
  "ACN",
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  "T",
  null,
  null,
  null,
  null,
  null,
  "LOW",
  "BIDU",
  null,
  "CRON",
  null,
  null,
  null,
  null,
  null,
  "QS",
  null,
  null,
  null,
  null,
  "U",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SLDP",
  null,
  "LAC.TO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  "LIN",
  null,
  null,
  "PWR",
  null,
  null,
  "MSFT",
  null,
  "DX",
  "EVRG",
  null,
  null,
  null,
  "EFG",
  "VGIT",
  null,
  "IWF",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "NVDA",
  "SCHX",
  null,
  "NOW",
  "ROP",
  "SPYG",
  null,
  "AMT",
  "SPLG",
  "UBER",
  "UPS",
  "VO",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEF",
  "VYM",
  "TT",
  "IWP",
  "AEP",
  null,
  "AMZN",
  "MSI",
  null,
  "AMC",
  null,
  "VEA",
  null,
  "MGK",
  "VGLT",
  "VTWO",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "V",
  "WBD",
  "WMT",
  null,
  "SCHG",
  "KNX",
  null,
  "MTUM",
  null,
  null,
  null,
  "FDX",
  "BA",
  "BR",
  "CHE",
  "CNXC",
  "CPRT",
  "CRWD",
  "FANG",
  "RSP",
  "QQQ",
  "XOM",
  "TSLA",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: lord--richards-wealth-management
Manager Name: Lord--Richards-Wealth-Management

Data Enrichment

45% identified

80 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $6.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46431W853

Shares:—

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$6.2M)

00888H661

Shares:—

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$6.2M)

33740F441

Shares:—

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$6.2M)

46138G649

Shares:—

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$6.2M)

Baidu, Inc.

BIDU|056752108

Shares:—

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$6.2M)

82889N640

Shares:—

Value:$913

% of Portfolio:0.0% ($913/$6.2M)

72201R593

Shares:—

Value:$910

% of Portfolio:0.0% ($910/$6.2M)

82889N202

Shares:—

Value:$897

% of Portfolio:0.0% ($897/$6.2M)

00888H406

Shares:—

Value:$724

% of Portfolio:0.0% ($724/$6.2M)

74347R131

Shares:—

Value:$693

% of Portfolio:0.0% ($693/$6.2M)

33740F433

Shares:—

Value:$633

% of Portfolio:0.0% ($633/$6.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$559

% of Portfolio:0.0% ($559/$6.2M)

921946406

VYM|921946406

Shares:—

Value:$387

% of Portfolio:0.0% ($387/$6.2M)

808524870

Shares:—

Value:$323

% of Portfolio:0.0% ($323/$6.2M)

QuantumScape Corp

QS|74767V109

Shares:—

Value:$208

% of Portfolio:0.0% ($208/$6.2M)

AMC ENTERTAINMENT HOLDINGS, INC.

AMC|00165C302

Shares:—

Value:$55

% of Portfolio:0.0% ($55/$6.2M)

138035704

Shares:—

Value:$28

% of Portfolio:0.0% ($28/$6.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46431W853)✕	—	QoQ NEW YoY-	All Managers (Combined)	$1.3K	0.0% ($1.3K/$6.2M)	QoQ NEW(+$1.3K) YoY-
(cusip00888H661)✕	—	QoQ NEW YoY-	All Managers (Combined)	$1.3K	0.0% ($1.3K/$6.2M)	QoQ NEW(+$1.3K) YoY-
(cusip33740F441)✕	—	QoQ NEW YoY-	All Managers (Combined)	$1.2K	0.0% ($1.2K/$6.2M)	QoQ NEW(+$1.2K) YoY-
(cusip46138G649)✕	—	QoQ NEW YoY-	All Managers (Combined)	$1.2K	0.0% ($1.2K/$6.2M)	QoQ NEW(+$1.2K) YoY-
Baidu, Inc.(BIDUcusip056752108)	—	QoQ NEW YoY-	All Managers (Combined)	$1.1K	0.0% ($1.1K/$6.2M)	QoQ NEW(+$1.1K) YoY-
(cusip82889N640)✕	—	QoQ NEW YoY-	All Managers (Combined)	$913	0.0% ($913/$6.2M)	QoQ NEW(+$913) YoY-
(cusip72201R593)✕	—	QoQ NEW YoY-	All Managers (Combined)	$910	0.0% ($910/$6.2M)	QoQ NEW(+$910) YoY-
(cusip82889N202)✕	—	QoQ NEW YoY-	All Managers (Combined)	$897	0.0% ($897/$6.2M)	QoQ NEW(+$897) YoY-
(cusip00888H406)✕	—	QoQ NEW YoY-	All Managers (Combined)	$724	0.0% ($724/$6.2M)	QoQ NEW(+$724) YoY-
(cusip74347R131)✕	—	QoQ NEW YoY-	All Managers (Combined)	$693	0.0% ($693/$6.2M)	QoQ NEW(+$693) YoY-
(cusip33740F433)✕	—	QoQ NEW YoY-	All Managers (Combined)	$633	0.0% ($633/$6.2M)	QoQ NEW(+$633) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ NEW YoY-	All Managers (Combined)	$559	0.0% ($559/$6.2M)	QoQ NEW(+$559) YoY-
(VYMcusip921946406)	—	QoQ NEW YoY-	All Managers (Combined)	$387	0.0% ($387/$6.2M)	QoQ NEW(+$387) YoY-
(cusip808524870)✕	—	QoQ NEW YoY-	All Managers (Combined)	$323	0.0% ($323/$6.2M)	QoQ NEW(+$323) YoY-
QuantumScape Corp(QScusip74767V109)	—	QoQ NEW YoY-	All Managers (Combined)	$208	0.0% ($208/$6.2M)	QoQ NEW(+$208) YoY-
AMC ENTERTAINMENT HOLDINGS, INC.(AMCcusip00165C302)	—	QoQ NEW YoY-	All Managers (Combined)	$55	0.0% ($55/$6.2M)	QoQ NEW(+$55) YoY-
(cusip138035704)✕	—	QoQ NEW YoY-	All Managers (Combined)	$28	0.0% ($28/$6.2M)	QoQ NEW(+$28) YoY-