Lord & Richards Wealth Management

Lord & Richards Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Lord & Richards Wealth Management

Lord & Richards Wealth Management holds 65 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.3 $3.5M 50k 68.94
Bny Mellon Etf Trust Core Bond Etf (BKAG) 6.7 $3.2M 77k 41.22
Etf Ser Solutions Aptus Collrd Inv (ACIO) 6.6 $3.1M 77k 40.24
Etf Ser Solutions Aptus Defined (DRSK) 5.0 $2.4M 87k 27.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.0 $1.4M 24k 58.18
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.8 $1.3M 5.7k 235.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $1.2M 26k 47.82
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.4 $1.2M 13k 91.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 2.3 $1.1M 33k 33.73
Ishares Tr Mbs Etf (MBB) 2.1 $1.0M 11k 91.68
Etf Ser Solutions Aptus Drawdown (ADME) 2.1 $981k 21k 46.71
Etf Ser Solutions Aptus Enhanced (JUCY) 2.0 $940k 41k 22.77
Microsoft Corporation (MSFT) 1.9 $920k 2.2k 421.50
Apple (AAPL) 1.9 $903k 3.6k 250.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $869k 4.9k 178.08
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 1.8 $854k 25k 33.63
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 1.8 $832k 27k 30.42
NVIDIA Corporation (NVDA) 1.7 $792k 5.9k 134.29
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.6 $779k 9.9k 79.03
Amazon (AMZN) 1.6 $735k 3.4k 219.39
Wal-Mart Stores (WMT) 1.5 $716k 7.9k 90.35
JPMorgan Chase & Co. (JPM) 1.4 $685k 2.9k 239.71
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 1.4 $670k 19k 35.56
Visa Com Cl A (V) 1.3 $611k 1.9k 316.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $606k 3.5k 175.23
Copart (CPRT) 1.2 $571k 9.9k 57.39
Elevation Series Trust Trueshares Quart (QBER) 1.2 $571k 23k 24.70
Quanta Services (PWR) 1.2 $550k 1.7k 316.05
Ishares Tr Large Cap Max Bu (SMAX) 1.1 $542k 22k 25.20
Broadridge Financial Solutions (BR) 1.1 $539k 2.4k 226.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $536k 12k 44.04
Vanguard World Mega Cap Index (MGC) 1.1 $535k 2.5k 212.66
Chemed Corp Com Stk (CHE) 1.1 $515k 972.00 529.81
UnitedHealth (UNH) 1.1 $515k 1.0k 505.86
Progressive Corporation (PGR) 1.1 $512k 2.1k 239.61
Diamondback Energy (FANG) 1.1 $505k 3.1k 163.83
Roper Industries (ROP) 1.0 $492k 947.00 519.85
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $480k 9.5k 50.37
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 1.0 $479k 15k 32.40
American Tower Reit (AMT) 1.0 $477k 2.6k 183.41
Aim Etf Products Trust Allianzim U S La (SIXD) 1.0 $474k 18k 26.55
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 1.0 $464k 4.3k 107.61
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 1.0 $464k 12k 39.09
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $464k 4.6k 100.60
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $456k 1.1k 401.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $437k 5.7k 77.27
Vanguard Index Fds Small Cp Etf (VB) 0.9 $427k 1.8k 240.28
Ishares Tr Eafe Value Etf (EFV) 0.8 $397k 7.6k 52.47
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $391k 4.0k 96.83
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $366k 6.6k 55.35
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $348k 2.7k 129.34
Elevation Series Trust Trushares Bull (QBUL) 0.7 $332k 13k 24.72
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 0.6 $302k 8.2k 36.99
Ishares Core Msci Emkt (IEMG) 0.6 $283k 5.4k 52.22
Vanguard World Mega Grwth Ind (MGK) 0.6 $281k 817.00 343.41
Doubleline Etf Trust Mortgage Etf (DMBS) 0.6 $274k 5.7k 48.10
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.6 $262k 12k 21.22
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $251k 5.5k 45.34
Etf Ser Solutions Aptus Large Cap (DUBS) 0.5 $250k 7.7k 32.29
Pimco Etf Tr Ultra Short Govt (BILZ) 0.5 $244k 2.4k 100.84
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.5 $239k 6.3k 38.22
Ishares Tr Usd Inv Grde Etf (USIG) 0.5 $239k 4.7k 50.28
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.5 $238k 12k 20.09
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $229k 1.8k 126.75
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.4 $204k 4.4k 46.79