Lord & Richards Wealth Management

Lord & Richards Wealth Management as of June 30, 2025

Portfolio Holdings for Lord & Richards Wealth Management

Lord & Richards Wealth Management holds 53 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Etf Ser Solutions Aptus Collrd Inv (ACIO) 10.3 $9.8M 237k 41.40
Bny Mellon Etf Trust Core Bond Etf (BKAG) 9.4 $9.0M 213k 42.18
Spdr Series Trust Portfolio S&p500 (SPLG) 8.8 $8.4M 115k 72.69
Etf Ser Solutions Aptus Defined (DRSK) 7.9 $7.5M 262k 28.74
Doubleline Etf Trust Mortgage Etf (DMBS) 4.9 $4.7M 96k 49.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $3.9M 69k 57.01
Etf Ser Solutions Aptus Drawdown (ADME) 3.3 $3.2M 66k 48.20
NVIDIA Corporation (NVDA) 3.3 $3.1M 20k 157.99
Microsoft Corporation (MSFT) 2.5 $2.4M 4.8k 497.41
Etf Ser Solutions Aptus Enhanced (JUCY) 2.4 $2.3M 105k 22.23
Amazon (AMZN) 2.0 $1.9M 8.8k 219.39
Quanta Services (PWR) 2.0 $1.9M 5.0k 378.08
Servicenow (NOW) 1.8 $1.7M 1.7k 1028.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $1.7M 9.4k 181.74
Visa Com Cl A (V) 1.8 $1.7M 4.8k 355.05
Copart (CPRT) 1.8 $1.7M 34k 49.07
JPMorgan Chase & Co. (JPM) 1.6 $1.5M 5.3k 289.91
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 1.6 $1.5M 61k 24.72
Wal-Mart Stores (WMT) 1.5 $1.5M 15k 97.78
American Tower Reit (AMT) 1.4 $1.4M 6.2k 221.02
Diamondback Energy (FANG) 1.4 $1.4M 9.9k 137.40
Broadridge Financial Solutions (BR) 1.4 $1.3M 5.5k 243.03
Roper Industries (ROP) 1.4 $1.3M 2.3k 566.84
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.4 $1.3M 13k 102.88
Progressive Corporation (PGR) 1.3 $1.3M 4.8k 266.86
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 1.2 $1.2M 83k 14.11
Chemed Corp Com Stk (CHE) 1.2 $1.1M 2.3k 486.93
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $1.1M 19k 58.79
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.1 $1.1M 19k 56.12
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.1M 4.4k 236.98
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 1.1 $1.0M 29k 36.11
Alphabet Cap Stk Cl A (GOOGL) 0.9 $899k 5.1k 176.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $890k 18k 49.46
Ea Series Trust Freedom 100 Em (FRDM) 0.9 $887k 22k 40.40
Etf Ser Solutions Aptus Large Cap (DUBS) 0.9 $881k 26k 33.80
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.9 $829k 37k 22.26
Netflix (NFLX) 0.7 $644k 481.00 1339.12
Apple (AAPL) 0.7 $637k 3.1k 205.17
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $622k 2.7k 227.10
Meta Platforms Cl A (META) 0.5 $464k 628.00 738.09
Uber Technologies (UBER) 0.5 $451k 4.8k 93.30
Exxon Mobil Corporation (XOM) 0.5 $442k 4.1k 107.80
Crowdstrike Hldgs Cl A (CRWD) 0.5 $438k 859.00 509.31
Eli Lilly & Co. (LLY) 0.4 $416k 533.00 779.53
Motorola Solutions Com New (MSI) 0.4 $406k 966.00 420.46
Tesla Motors (TSLA) 0.4 $401k 1.3k 317.66
Lowe's Companies (LOW) 0.4 $399k 1.8k 221.87
Linde SHS (LIN) 0.4 $397k 847.00 469.18
Intuitive Surgical Com New (ISRG) 0.4 $392k 722.00 543.41
Accenture Plc Ireland Shs Class A (ACN) 0.4 $384k 1.3k 298.89
Procter & Gamble Company (PG) 0.3 $280k 1.8k 159.33
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $251k 9.4k 26.68
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $235k 2.6k 91.73