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CIK: 0002045252
Total reported value
$130.9M
$130.9M
177 檔
23.4%
During the Q1 2025 filing period, Lord & Richards Wealth Management, LLC (CIK: 0002045252) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $130.9M across 177 reported positions.
In Q1 2025, Lord & Richards Wealth Management, LLC displayed an active expansion posture, initiating 114 new positions and adding to 42 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ACIO, BKAG, SPYM) accounted for 23.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
GOOGL
市值: $570.5K
Top Position Liquidated / Trimmed
MGC
前期市值: $535.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 8.82% | -1.60% | +160.60% | |
| 2 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 8.64% | -1.16% | +136.03% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.38% | -2.45% | +97.62% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-Other | 6.46% | -1.36% | +140.28% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.42% | -1.39% | +128.60% | |
| 6 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 2.75% | -0.51% | +160.14% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.56% | — | +57.77% | |
| 8 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.56% | -0.86% | +706.26% | |
| 9 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 2.28% | -0.41% | +112.97% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.84% | +189.15% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | +0.48% | +117.14% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | -0.29% | +124.62% | |
| 13 | CPRT | Copart Inc | Stock-Industrials | 1.66% | -0.33% | +159.85% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.65% | — | +172.30% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.06% | +113.58% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.51% | -0.62% | +122.75% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.48% | — | +13.32% | |
| 18 | PWR | Quanta Services Inc | Stock-Industrials | 1.45% | -0.51% | +188.44% | |
| 19 | PGR | Progressive CORP | Stock-Financials | 1.42% | -0.40% | +107.45% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.42% | -0.30% | +121.02% | |
| 21 | CHE | Chemed CORP | Stock-Healthcare | 1.42% | -0.38% | +109.05% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | +0.14% | +73.86% | |
| 23 | BR | Broadridge Financial Solutio | Stock-Tech | 1.37% | — | +109.74% | |
| 24 | ROP | Roper Technologies Inc | Stock-Tech | 1.35% | — | +113.62% | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 1.33% | — | +13.32% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.30% | -0.35% | +65.11% | |
| 27 | FANG | Diamondback Energy Inc | Stock-Energy | 1.30% | -0.31% | +131.96% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.27% | — | +134.76% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.22% | — | -10.23% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | -0.28% | +79.12% | |
| 31 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.12% | — | +16.69% | |
| 32 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.11% | -0.17% | +155.84% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.03% | — | +8.94% | |
| 34 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.96% | — | +3.20% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.95% | -0.47% | +111.47% | |
| 36 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.83% | -0.45% | +158.41% | |
| 37 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.83% | — | -9.67% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.79% | — | +43.80% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.74% | — | +47.96% | |
| 40 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.70% | -0.29% | +149.04% | |
| 41 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.67% | -0.25% | +147.18% | |
| 42 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.66% | — | -45.81% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.44% | — | |
| 44 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.61% | — | -18.54% | |
| 45 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 0.61% | -0.35% | — | |
| 46 | PGF | Invesco Financial Preferred | ETF-Other | 0.59% | -0.15% | — | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | — | +2.35% | |
| 48 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.50% | — | -6.24% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.47% | +1.11% | -47.74% | |
| 50 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.42% | — | +37.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | +2.3% | +160.60% | Add |
| 2 | DMBS | Doubleline Mortgage ETF | +2% | +706.26% | Add |
| 3 | BKAG | Bny Mellon Core Bond ETF | +2% | +136.03% | Add |
| 4 | DRSK | Aptus Defined Risk ETF | +1.4% | +140.28% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.8% | +128.60% | Add |
| 6 | ADME | Aptus Drwdwn Mgd Eqty ETF | +0.7% | +160.14% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | NEW | New buy |
| 8 | UPSD | Aptus Large Cap Upside ETF | +0.6% | NEW | New buy |
| 9 | PGF | Invesco Financial Preferred | +0.6% | NEW | New buy |
| 10 | UNH | Unitedhealth Group Inc | +0.6% | +172.30% | Add |
| 11 | CPRT | Copart Inc | +0.5% | +159.85% | Add |
| 12 | V | Visa Inc-class A Shares | +0.4% | +124.62% | Add |
| 13 | NVDA | Nvidia CORP | +0.4% | +189.15% | Add |
| 14 | AMT | American Tower CORP | +0.4% | +121.02% | Add |
| 15 | SCHG | Schwab US Large-cap Growth | +0.4% | NEW | New buy |
| 16 | XOM | Exxon Mobil CORP | +0.4% | NEW | New buy |
| 17 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.4% | NEW | New buy |
| 18 | UBER | Uber Technologies Inc | +0.4% | NEW | New buy |
| 19 | PGR | Progressive CORP | +0.3% | +107.45% | Add |
| 20 | VGLT | Vanguard Long-term Treasury | +0.3% | +155.84% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.3% | NEW | New buy |
| 22 | LIN | Linde plc | +0.3% | NEW | New buy |
| 23 | CHE | Chemed CORP | +0.3% | +109.05% | Add |
| 24 | MSI | Motorola Solutions Inc | +0.3% | NEW | New buy |
| 25 | ROP | Roper Technologies Inc | +0.3% | +113.62% | Add |
| 26 | LOW | Lowe's Cos Inc | +0.3% | NEW | New buy |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | NEW | New buy |
| 28 | TSLA | Tesla Inc | +0.3% | NEW | New buy |
| 29 | POOL | Pool CORP | +0.3% | NEW | New buy |
| 30 | JUCY | Aptus Enhanced Yield ETF | +0.3% | +112.97% | Add |
| 31 | ISRG | Intuitive Surgical Inc | +0.3% | NEW | New buy |
| 32 | PWR | Quanta Services Inc | +0.3% | +188.44% | Add |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | +0.3% | +134.76% | Add |
| 34 | ACN | Accenture plc | +0.3% | NEW | New buy |
| 35 | NOW | Servicenow Inc | +0.3% | NEW | New buy |
| 36 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | NEW | New buy |
| 37 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +122.75% | Add |
| 38 | BR | Broadridge Financial Solutio | +0.2% | +109.74% | Add |
| 39 | FANG | Diamondback Energy Inc | +0.2% | +131.96% | Add |
| 40 | IDUB | Aptus Intl Enhan Yld ETF | +0.2% | +149.04% | Add |
| 41 | OSCV | Opus Small Cap Value ETF | +0.2% | +158.41% | Add |
| 42 | VGIT | Vanguard Intermediate-term T | +0.2% | NEW | New buy |
| 43 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.1% | +147.18% | Add |
| 44 | AEP | American Electric Power | +0.1% | NEW | New buy |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +97.62% | Add |
| 46 | PFEB | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 47 | JANT | Allianzim US Eq Bffr10 Jn-us | +0.1% | NEW | New buy |
| 48 | MSFT | Microsoft CORP | +0.1% | +117.14% | Add |
| 49 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 50 | TYA | Simplify Intermediate Term | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Lord & Richards Wealth Management, LLC reported a total U.S. public equity portfolio value of $130.9M across 177 disclosed positions in Q1 2025.
During Q1 2025, Lord & Richards Wealth Management, LLC's top holdings by market value included ACIO (8.8%)、BKAG (8.6%)、SPYM (7.4%). The largest single position, ACIO, represented 8.8% of total portfolio value.
In Q1 2025, Lord & Richards Wealth Management, LLC made 179 total portfolio adjustments, initiating 114 new buys, adding to 42 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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