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 9 of 9
46431W853
Shares:
0
Value:
$1.3M
00888H661
Shares:
0
Value:
$1.3M
33740F441
Shares:
0
Value:
$1.2M
46138G649
Shares:
0
Value:
$1.2M
82889N640
Shares:
0
Value:
$913.0K
72201R593
Shares:
0
Value:
$910.0K
82889N202
Shares:
0
Value:
$897.0K
00888H406
Shares:
0
Value:
$724.0K
74347R131
Shares:
0
Value:
$693.0K
33740F433
Shares:
0
Value:
$633.0K
808524870
Shares:
0
Value:
$323.0K
138035704
Shares:
0
Value:
$28.0K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip46431W853)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.3K | QoQ NEW(+$1.3K) YoY- |
(cusip00888H661)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.3K | QoQ NEW(+$1.3K) YoY- |
(cusip33740F441)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.2K | QoQ NEW(+$1.2K) YoY- |
(cusip46138G649)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $1.2K | QoQ NEW(+$1.2K) YoY- |
Baidu, Inc.(BIDUcusip056752108) | — | QoQ NEW YoY- | All Managers (Combined) | $1.1K | QoQ NEW(+$1.1K) YoY- |
(cusip82889N640)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $913 | QoQ NEW(+$913) YoY- |
(cusip72201R593)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $910 | QoQ NEW(+$910) YoY- |
(cusip82889N202)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $897 | QoQ NEW(+$897) YoY- |
(cusip00888H406)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $724 | QoQ NEW(+$724) YoY- |
(cusip74347R131)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $693 | QoQ NEW(+$693) YoY- |
(cusip33740F433)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $633 | QoQ NEW(+$633) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $559 | QoQ NEW(+$559) YoY- | |
| — | QoQ NEW YoY- | All Managers (Combined) | $387 | QoQ NEW(+$387) YoY- | |
(cusip808524870)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $323 | QoQ NEW(+$323) YoY- |
Quantumscape Corp(QScusip74767V109) | — | QoQ NEW YoY- | All Managers (Combined) | $208 | QoQ NEW(+$208) YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $55 | QoQ NEW(+$55) YoY- | |
(cusip138035704)✕ | — | QoQ NEW YoY- | All Managers (Combined) | $28 | QoQ NEW(+$28) YoY- |