Lord & Richards Wealth Management, LLC
Investment Portfolio & 13F Holdings Analysis
About
Lord & Richards Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 177 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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:
Search and click to pin securities to the top
Page 1 of 9
26922A222
Shares:
0
Value:
$469.0M(+743.3%)
92206C771
Shares:
0
Value:
$203.9M(+2318.5%)
464288620
Shares:
0
Value:
$193.4M(+2303.8%)
26922A784
Shares:
0
Value:
$147.7M(+1206.8%)
210322509
Shares:
0
Value:
$127.4M(+530.9%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip26922A222)✕ | — | QoQ - YoY- | All Managers (Combined) | $469.0K | YoY- |
(cusip92206C771)✕ | — | QoQ - YoY- | All Managers (Combined) | $203.9K | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $196.8K | YoY- | |
(cusip464288620)✕ | — | QoQ - YoY- | All Managers (Combined) | $193.4K | YoY- |
Nvidia Corp(NVDAcusip67066G104) | — | QoQ - YoY- | All Managers (Combined) | $189.3K | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $175.2K | YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $151.8K | YoY- | |
Microsoft Corp(MSFTcusip594918104) | — | QoQ - YoY- | All Managers (Combined) | $148.7K | YoY- |
(cusip26922A784)✕ | — | QoQ - YoY- | All Managers (Combined) | $147.7K | YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $133.4K | QoQ NEW(+$133.4K) YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $130.2K | YoY- | |
(cusip210322509)✕ | — | QoQ - YoY- | All Managers (Combined) | $127.4K | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $110.0K | YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $107.2K | YoY- | |
Copart Inc(CPRTcusip217204106) | — | QoQ - YoY- | All Managers (Combined) | $106.7K | YoY- |
| — | QoQ NEW YoY- | All Managers (Combined) | $99.3K | QoQ NEW(+$99.3K) YoY- | |
| — | QoQ - YoY- | All Managers (Combined) | $97.4K | YoY- | |
Alphabet Inc.(GOOGLcusip02079K305) | — | QoQ NEW YoY- | All Managers (Combined) | $95.4K | QoQ NEW(+$95.4K) YoY- |
Amazon Com Inc(AMZNcusip023135106) | — | QoQ - YoY- | All Managers (Combined) | $93.4K | YoY- |
| — | QoQ - YoY- | All Managers (Combined) | $87.8K | YoY- |