Lord & Richards Wealth Management

Lord & Richards Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Lord & Richards Wealth Management

Lord & Richards Wealth Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Etf Ser Solutions Aptus Collrd Inv (ACIO) 9.9 $11M 248k 43.43
Spdr Series Trust Portfolio Sp500 (SPLG) 9.2 $10M 128k 78.34
Bny Mellon Etf Trust Core Bond Etf (BKAG) 8.9 $9.7M 227k 42.60
Etf Ser Solutions Aptus Defined (DRSK) 7.2 $7.8M 272k 28.83
Doubleline Etf Trust Mortgage Etf (DMBS) 4.6 $5.0M 101k 49.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $4.5M 76k 59.92
Etf Ser Solutions Aptus Drawdown (ADME) 3.2 $3.5M 69k 51.07
NVIDIA Corporation (NVDA) 3.0 $3.3M 17k 186.58
Schwab Strategic Tr Us Tips Etf (SCHP) 2.5 $2.8M 103k 26.95
Microsoft Corporation (MSFT) 2.3 $2.5M 4.9k 517.95
Etf Ser Solutions Aptus Enhanced (JUCY) 2.3 $2.5M 111k 22.29
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 2.0 $2.2M 44k 50.57
Quanta Services (PWR) 2.0 $2.2M 5.3k 414.42
Servicenow (NOW) 2.0 $2.1M 2.3k 920.28
Visa Com Cl A (V) 1.9 $2.1M 6.1k 341.38
Amazon (AMZN) 1.8 $2.0M 9.1k 219.57
Copart (CPRT) 1.8 $2.0M 44k 44.97
Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP) 1.8 $2.0M 10k 189.70
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 1.7 $1.8M 68k 26.66
JPMorgan Chase & Co. (JPM) 1.6 $1.8M 5.7k 315.43
Wal-Mart Stores (WMT) 1.6 $1.7M 17k 103.06
Progressive Corporation (PGR) 1.5 $1.6M 6.6k 246.95
Diamondback Energy (FANG) 1.5 $1.6M 11k 143.10
Chemed Corp Com Stk (CHE) 1.4 $1.6M 3.5k 447.74
Roper Industries (ROP) 1.4 $1.5M 3.1k 498.69
American Tower Reit (AMT) 1.4 $1.5M 7.9k 192.32
Broadridge Financial Solutions (BR) 1.3 $1.5M 6.2k 238.17
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 1.2 $1.3M 87k 14.62
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 1.1 $1.3M 33k 38.24
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.2M 4.8k 254.28
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.2M 4.8k 243.10
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.1 $1.2M 20k 56.86
Ea Series Trust Freedom 100 Em (FRDM) 1.0 $1.1M 24k 44.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.1M 20k 54.18
Etf Ser Solutions Aptus Large Cap (DUBS) 1.0 $1.0M 29k 36.54
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.9 $1.0M 43k 23.55
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $734k 3.0k 247.12
Apple (AAPL) 0.6 $673k 2.6k 254.63
Tesla Motors (TSLA) 0.6 $604k 1.4k 444.72
Eli Lilly & Co. (LLY) 0.5 $519k 680.00 763.00
Crowdstrike Hldgs Cl A (CRWD) 0.5 $504k 1.0k 490.38
Uber Technologies (UBER) 0.5 $493k 5.0k 97.97
Meta Platforms Cl A (META) 0.4 $491k 668.00 734.38
Exxon Mobil Corporation (XOM) 0.4 $489k 4.3k 112.75
Lowe's Companies (LOW) 0.4 $469k 1.9k 251.31
Accenture Plc Ireland Shs Class A (ACN) 0.4 $462k 1.9k 246.60
Linde SHS (LIN) 0.4 $457k 962.00 475.00
Motorola Solutions Com New (MSI) 0.4 $447k 978.00 457.29
Intuitive Surgical Com New (ISRG) 0.4 $425k 951.00 447.23
Netflix (NFLX) 0.4 $418k 349.00 1198.93
Palantir Technologies Cl A (PLTR) 0.2 $201k 1.1k 182.42