Lord & Richards Wealth Management

Lord & Richards Wealth Management as of March 31, 2025

Portfolio Holdings for Lord & Richards Wealth Management

Lord & Richards Wealth Management holds 177 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Etf Ser Solutions Aptus Collrd Inv (ACIO) 8.8 $7.8M 201k 38.69
Bny Mellon Etf Trust Core Bond Etf (BKAG) 8.6 $7.6M 181k 42.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.4 $6.5M 99k 65.76
Etf Ser Solutions Aptus Defined (DRSK) 6.5 $5.7M 209k 27.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.4 $3.0M 59k 50.83
Etf Ser Solutions Aptus Drawdown (ADME) 2.7 $2.4M 55k 44.41
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.6 $2.3M 38k 58.69
Doubleline Etf Trust Mortgage Etf (DMBS) 2.6 $2.3M 46k 49.05
Etf Ser Solutions Aptus Enhanced (JUCY) 2.3 $2.0M 88k 22.83
NVIDIA Corporation (NVDA) 2.1 $1.8M 17k 108.38
Microsoft Corporation (MSFT) 2.0 $1.8M 4.7k 375.39
Visa Com Cl A (V) 1.7 $1.5M 4.3k 350.46
Copart (CPRT) 1.7 $1.5M 26k 56.59
UnitedHealth (UNH) 1.6 $1.5M 2.8k 523.75
Amazon (AMZN) 1.5 $1.4M 7.2k 190.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $1.3M 7.7k 173.24
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.5 $1.3M 14k 91.73
Quanta Services (PWR) 1.4 $1.3M 5.0k 254.18
Progressive Corporation (PGR) 1.4 $1.3M 4.4k 283.01
American Tower Reit (AMT) 1.4 $1.3M 5.8k 217.60
Chemed Corp Com Stk (CHE) 1.4 $1.3M 2.0k 615.32
JPMorgan Chase & Co. (JPM) 1.4 $1.2M 5.0k 245.30
Broadridge Financial Solutions (BR) 1.4 $1.2M 5.0k 242.46
Roper Industries (ROP) 1.4 $1.2M 2.0k 589.58
Ishares Tr Mbs Etf (MBB) 1.3 $1.2M 13k 93.78
Wal-Mart Stores (WMT) 1.3 $1.1M 13k 87.79
Diamondback Energy (FANG) 1.3 $1.1M 7.1k 159.88
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.3 $1.1M 11k 103.47
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.2 $1.1M 5.1k 210.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $986k 22k 45.26
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 1.1 $984k 30k 33.21
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.1 $975k 17k 57.61
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $908k 5.3k 170.89
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 1.0 $845k 28k 29.95
Vanguard Index Fds Small Cp Etf (VB) 0.9 $834k 3.8k 221.75
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 0.8 $735k 21k 34.86
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.8 $732k 8.9k 82.18
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $693k 14k 50.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $654k 8.4k 78.28
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.7 $615k 30k 20.86
Etf Ser Solutions Aptus Large Cap (DUBS) 0.7 $592k 19k 30.89
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.7 $585k 18k 33.11
Alphabet Cap Stk Cl A (GOOGL) 0.6 $571k 3.7k 154.64
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.6 $539k 15k 35.12
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 0.6 $536k 23k 23.16
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.6 $522k 37k 14.28
Ishares Tr Eafe Value Etf (EFV) 0.5 $457k 7.7k 58.94
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.5 $437k 14k 31.58
Apple (AAPL) 0.5 $419k 1.9k 222.13
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.4 $372k 17k 21.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $365k 15k 25.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $354k 981.00 361.09
Exxon Mobil Corporation (XOM) 0.4 $343k 2.9k 118.93
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.4 $336k 3.4k 99.98
Ea Series Trust Freedom 100 Em (FRDM) 0.4 $312k 8.9k 35.05
Uber Technologies (UBER) 0.3 $306k 4.2k 72.86
Meta Platforms Cl A (META) 0.3 $296k 514.00 576.36
Linde SHS (LIN) 0.3 $296k 636.00 465.64
Motorola Solutions Com New (MSI) 0.3 $290k 662.00 437.81
Lowe's Companies (LOW) 0.3 $277k 1.2k 233.23
Crowdstrike Hldgs Cl A (CRWD) 0.3 $275k 781.00 352.58
Tesla Motors (TSLA) 0.3 $274k 1.1k 259.16
Pool Corporation (POOL) 0.3 $273k 858.00 318.35
Intuitive Surgical Com New (ISRG) 0.3 $261k 527.00 495.27
Accenture Plc Ireland Shs Class A (ACN) 0.3 $260k 833.00 312.04
Servicenow (NOW) 0.3 $244k 307.00 796.13
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.2 $219k 4.6k 47.53
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $212k 1.1k 193.02
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $204k 4.4k 46.31
Vanguard World Mega Grwth Ind (MGK) 0.2 $197k 637.00 308.88
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $193k 3.8k 51.08
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $175k 1.8k 100.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $152k 1.2k 125.97
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $133k 2.2k 59.40
Ishares Core Msci Emkt (IEMG) 0.1 $130k 2.4k 53.97
Elevation Series Trust Trueshares Quart (QBER) 0.1 $127k 5.1k 24.79
American Electric Power Company (AEP) 0.1 $99k 909.00 109.27
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $88k 747.00 117.49
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $81k 2.3k 35.82
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.1 $81k 2.3k 35.15
Pimco Etf Tr Ultra Short Govt (BILZ) 0.1 $81k 799.00 101.20
Ishares Gold Tr Ishares New (IAU) 0.1 $72k 1.2k 58.96
Elevation Series Trust Trushares Bull (QBUL) 0.1 $71k 2.9k 24.86
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.1 $67k 1.8k 37.22
Aim Etf Products Trust Allianzim U S La (SIXD) 0.1 $65k 2.5k 26.23
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $63k 4.7k 13.23
Listed Fd Tr Trueshares Struc (AUGZ) 0.1 $59k 1.6k 37.35
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $56k 688.00 80.65
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT) 0.1 $52k 1.7k 31.00
Listed Fd Tr Trueshares Dec (DECZ) 0.1 $47k 1.3k 35.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $40k 78.00 513.91
Aim Etf Products Trust Allianzim U S Eq (FLJJ) 0.0 $37k 1.3k 28.13
Listed Fd Tr Trueshares Strcd (JANZ) 0.0 $34k 1.0k 33.28
Listed Fd Tr Trueshares Oct (OCTZ) 0.0 $34k 885.00 37.98
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.0 $33k 1.1k 28.92
Ishares Tr Large Cap Max Bu (SMAX) 0.0 $33k 1.3k 25.04
Ishares Tr Core S&p500 Etf (IVV) 0.0 $32k 56.00 561.89
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $31k 484.00 64.08
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.0 $31k 670.00 46.12
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) 0.0 $28k 935.00 29.94
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.0 $27k 842.00 32.09
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $22k 300.00 74.72
Aim Etf Products Trust Allianzim Eq Buf (JULU) 0.0 $22k 854.00 25.51
Elevation Series Trust Trueshares Seaso (ONEZ) 0.0 $20k 836.00 23.69
Listed Fd Tr Trueshares Strct (JULZ) 0.0 $19k 480.00 40.11
Listed Fd Tr Trueshares Struc (APRZ) 0.0 $18k 550.00 32.92
Listed Fd Tr Trueshares Nov (NOVZ) 0.0 $16k 410.00 38.84
Aim Etf Products Trust Allianzim U S La (SIXF) 0.0 $16k 569.00 27.88
Listed Fd Tr Trueshares Struc (MAYZ) 0.0 $16k 533.00 29.04
Listed Fd Tr Trueshares Struc (MARZ) 0.0 $15k 504.00 30.32
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.0 $15k 210.00 71.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $15k 669.00 22.08
Simplify Exchange Traded Fun Simplify Opport (CRDT) 0.0 $15k 573.00 25.53
At&t (T) 0.0 $14k 509.00 28.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $13k 162.00 80.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $12k 524.00 23.16
Trane Technologies SHS (TT) 0.0 $12k 35.00 336.91
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.0 $11k 461.00 24.75
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $10k 235.00 43.49
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.0 $9.6k 251.00 38.41
First Tr Exch Traded Fd Iii Merger Arbitra (MARB) 0.0 $8.9k 445.00 19.97
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $8.7k 91.00 95.37
Spdr Ser Tr Bloomberg Intl T (BWX) 0.0 $6.3k 289.00 21.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $4.5k 61.00 73.44
Lithium Amers Corp Com Shs (LAC) 0.0 $4.4k 1.6k 2.71
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $4.3k 197.00 21.86
FedEx Corporation (FDX) 0.0 $3.9k 16.00 243.75
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $3.9k 33.00 118.12
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $3.5k 72.00 49.17
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $3.4k 134.00 25.52
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.0 $3.2k 43.00 74.93
United Parcel Service CL B (UPS) 0.0 $3.2k 29.00 110.00
Ishares Tr Future Ai & Tech (ARTY) 0.0 $3.1k 99.00 31.45
Aim Etf Products Trust Allianzim Us Eqt (FLAO) 0.0 $3.1k 118.00 26.31
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.0 $3.1k 101.00 30.39
Solid Power Class A Com (SLDP) 0.0 $2.9k 2.8k 1.05
Warner Bros Discovery Com Ser A (WBD) 0.0 $2.9k 272.00 10.73
Aim Etf Products Trust Us Larcp B20 Mar (MARW) 0.0 $2.8k 91.00 30.99
Boeing Company (BA) 0.0 $2.7k 16.00 170.56
Vanguard World Extended Dur (EDV) 0.0 $2.7k 38.00 71.11
First Tr Morningstar Divid L SHS (FDL) 0.0 $2.6k 60.00 43.43
Ishares Tr Core Msci Intl (IDEV) 0.0 $2.5k 37.00 68.89
Cronos Group (CRON) 0.0 $2.5k 1.4k 1.81
Snowflake Cl A (SNOW) 0.0 $2.3k 16.00 146.19
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $2.3k 30.00 77.93
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.0 $2.3k 42.00 54.83
Concentrix Corp (CNXC) 0.0 $2.2k 40.00 55.65
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $2.2k 11.00 202.09
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $2.1k 30.00 71.43
Evergy (EVRG) 0.0 $2.1k 31.00 68.94
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $2.0k 42.00 46.81
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 0.0 $1.9k 113.00 17.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $1.9k 7.00 274.86
Dynex Cap (DX) 0.0 $1.9k 147.00 13.02
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.8k 7.00 258.57
Ishares Silver Tr Ishares (SLV) 0.0 $1.8k 58.00 30.98
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.0 $1.8k 55.00 32.36
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) 0.0 $1.5k 52.00 29.73
Robinhood Mkts Com Cl A (HOOD) 0.0 $1.5k 35.00 41.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.4k 3.00 469.00
Unity Software (U) 0.0 $1.3k 68.00 19.59
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $1.3k 49.00 26.47
Aim Etf Products Trust Allianzim Us Lrg (SIXP) 0.0 $1.3k 46.00 27.50
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $1.2k 34.00 36.26
Baidu Spon Adr Rep A (BIDU) 0.0 $1.1k 12.00 92.00
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.0 $913.000900 37.00 24.68
Pimco Etf Tr Commodity Strat (CMDT) 0.0 $909.999800 34.00 26.76
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.0 $896.999000 29.00 30.93
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.0 $724.000200 21.00 34.48
Proshares Tr Shrt Hgh Yield (SJB) 0.0 $693.000900 43.00 16.12
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.0 $633.000600 18.00 35.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $559.000000 1.00 559.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $387.000000 3.00 129.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $323.000400 12.00 26.92
Quantumscape Corp Com Cl A (QS) 0.0 $208.000000 50.00 4.16
Amc Entmt Hldgs Cl A New (AMC) 0.0 $54.999300 19.00 2.89
Canopy Growth Corp Com New (CGC) 0.0 $27.999200 31.00 0.90