LR

Lord & Richards Wealth Management, LLC

13F
Lord & Richards Wealth Management, LLC
Last update 2025-05-02 177 Stocks (115 new)
Value $88.00 Mil Turnover 53 %
Countries:
Top Holdings: ACIO(8.82%)BKAG(8.64%)SPLG(7.38%)DRSK(6.46%)VEA(3.42%)
Summary Stock Picks Current Portfolio
Lord & Richards Wealth Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
201,084
7,779.9
+160.60%
8.820
+5.44%
0.440
+10.10%
+3.94%
1,971.3
 
BKAG
BNY Mellon Core Bond ETF
180,892
7,621.0
+136.03%
8.640
+4.98%
0.400
+0.12%
+3.75%
1,893.5
 
SPLG
SPDR Portfolio S&P 500 ETF
99,027
6,512.0
+97.62%
7.380
+3.65%
0.010
+16.68%
+7.38%
72,719.7
 
DRSK
Aptus Defined Risk ETF
208,878
5,696.1
+140.28%
6.460
+3.77%
0.480
+6.26%
+7.23%
1,280.4
 
VEA
Vanguard FTSE Developed Markets ETF
59,398
3,019.2
+128.60%
3.420
+1.92%
0.000
+15.17%
+21.17%
151,853.0
 
ADME
Aptus Drawdown Managed Equity ETF
54,617
2,425.3
+160.14%
2.750
+1.69%
1.080
+12.75%
+4.31%
223.1
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
38,419
2,254.8
+57.77%
2.560
+0.94%
0.010
+0.57%
+2.54%
23,030.4
 
DMBS
DoubleLine Mortgage ETF
45,957
2,254.2
+706.26%
2.560
+2.24%
0.570
-0.07%
+3.71%
429.0
 
JUCY
Aptus Enhanced Yield ETF
87,928
2,007.4
+112.97%
2.280
+1.21%
0.650
-0.16%
+1.36%
269.2
 
NVDA
NVIDIA Corp
17,048
1,847.7
+189.15%
2.090
+1.37%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors

Lord & Richards Wealth Management, LLC's Historical Top Holdings Breakdowns

Lord & Richards Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
2025-03-31
Add
Add
+5.44%
●
38.36 ($40.2) 41.43
$41.72
3.78%
Add 160.6%
201,084
123,922
BKAG
BNY Mellon Core Bond ETF
2025-03-31
Add
Add
+4.98%
●
40.77 ($41.61) 42.27
$41.89
0.67%
Add 136.03%
180,892
104,251
DRSK
Aptus Defined Risk ETF
2025-03-31
Add
Add
+3.77%
●
27.06 ($27.82) 28.23
$28.92
3.95%
Add 140.28%
208,878
121,946
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+3.65%
●
64.88 ($69.16) 72.1
$73.57
6.38%
Add 97.62%
99,027
48,918
DMBS
DoubleLine Mortgage ETF
2025-03-31
Add
Add
+2.24%
●
47.39 ($48.48) 49.27
$48.63
0.32%
Add 706.26%
45,957
40,257
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+1.92%
●
47.4 ($50.6) 52.99
$57.22
13.08%
Add 128.6%
59,398
33,415
ADME
Aptus Drawdown Managed Equity ETF
2025-03-31
Add
Add
+1.69%
●
43.95 ($46.71) 48.5
$48.60
4.04%
Add 160.14%
54,617
33,622
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.37%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Add 189.15%
17,048
11,152
JUCY
Aptus Enhanced Yield ETF
2025-03-31
Add
Add
+1.21%
●
22.74 ($22.88) 23.02
$22.21
-2.95%
Add 112.97%
87,928
46,641
MGC
Vanguard Mega Cap 300 Index ETF
2025-03-31
Sold Out
Sold Out
-1.13%
●
199.2 ($212.96) 222.69
$227.39
6.78%
Sold Out
0
-2,517

Lord & Richards Wealth Management, LLC Total Holding History ($B)

To

Lord & Richards Wealth Management, LLC's Asset Allocation

To

Lord & Richards Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lord & Richards Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Lord & Richards Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lord & Richards Wealth Management, LLC's Holdings Heat Map

Size field:

Lord & Richards Wealth Management, LLC's Holdings Bubble Chart

Lord & Richards Wealth Management, LLC News

  • 1

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