Lord & Richards Wealth Management, LLC Purchases in Q3 2025

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
93.3K
+ 991.85%
$26.44 - $27.1 $2.47M - $2.53M
103K $2.77B
Bondbloxx ETF Trust
43.7K
New
N/A
43.7K $2.21B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.5K
+ 10.86%
$72.65 - $78.68 $910K - $986K
128K $10B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
11.3K
+ 4.79%
$41.26 - $43.63 $468K - $495K
248K $10.8B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
14.5K
+ 6.83%
$41.55 - $42.82 $604K - $622K
227K $9.68B
VEA
Vanguard Ftse Developed Market

ETFs
6.69K
+ 9.72%
$56.02 - $60.3 $375K - $404K
75.5K $4.53B
CHE
Chemed Corp

Healthcare
1.19K
+ 51.9%
$412.3 - $483.92 $490K - $575K
3.48K $1.56B
NOW
Service Now, Inc.

Technology
652
+ 38.95%
$850.86 - $1044.69 $555K - $681K
2.33K $2.14B
V
Visa Inc.

Financial Services
1.33K
+ 27.85%
$332.09 - $358.86 $442K - $478K
6.11K $2.09B
PGR
Progressive Corp

Financial Services
1.87K
+ 39.34%
$238.61 - $264.3 $447K - $495K
6.63K $1.64B
ETF Ser Solutions
7.58K
+ 12.52%
N/A
68.1K $1.82B
DRSK
ETF Ser Solutions Aptus Define

ETFs
10.3K
+ 3.92%
$28.26 - $29.29 $290K - $301K
272K $7.85B
CPRT
Copart Inc

Consumer Cyclical
9.77K
+ 28.53%
$44.6 - $49.97 $436K - $488K
44K $1.98B
PWR
Quanta Services, Inc.

Industrials
264
+ 5.25%
$372.29 - $421.68 $98.3K - $111K
5.29K $2.19B
Doubleline ETF Trust
4.46K
+ 4.62%
N/A
101K $5.01B
RSP
Invesco S&P 500 Equal Weight E

ETFs
964
+ 10.26%
$181.56 - $190.33 $175K - $183K
10.4K $1.97B
JPM
Jpmorgan Chase & CO

Financial Services
361
+ 6.79%
$282.78 - $316.06 $102K - $114K
5.68K $1.79B
WMT
Walmart Inc.

Consumer Defensive
1.64K
+ 11.06%
$94.4 - $104.27 $155K - $171K
16.5K $1.7B
FANG
Diamondback Energy, Inc.

Energy
1.26K
+ 12.73%
$134.53 - $152.5 $169K - $191K
11.1K $1.59B
ROP
Roper Technologies Inc

Industrials
750
+ 32.29%
$495.03 - $573.0 $371K - $430K
3.07K $1.53B
OSCV
Opus Small Cap Value ETF

ETFs
3.91K
+ 13.54%
$35.98 - $38.73 $141K - $151K
32.8K $1.25B
TSLA
Tesla, Inc.

Consumer Cyclical
96
+ 7.61%
$293.94 - $444.72 $28.2K - $42.7K
1.36K $604M
PLTR
Palantir Technologies Inc.

Technology
1.1K
New
$130.68 - $186.97 $144K - $206K
1.1K $201M
IDME
ETF Ser Solutions Intl Drawdow

ETFs
5.52K
+ 14.84%
N/A
42.8K $1.01B
VB
Vanguard Small Cap ETF

ETFs
380
+ 8.57%
$237.58 - $259.17 $90.3K - $98.5K
4.81K $1.22B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.87K
+ 8.5%
$40.04 - $45.11 $74.7K - $84.2K
23.8K $1.06B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.46K
+ 8.09%
$49.43 - $54.52 $72K - $79.4K
19.5K $1.05B
ETF Ser Solutions
2.4K
+ 9.19%
N/A
28.5K $1.04B
MSFT
Microsoft Corp

Technology
110
+ 2.29%
$491.09 - $535.64 $54K - $58.9K
4.92K $2.55B
AMT
American Tower Corp

Real Estate
1.7K
+ 27.48%
$192.32 - $232.35 $328K - $396K
7.9K $1.52B
JUCY
ETF Ser Solutions Aptus Enhanc
6.23K
+ 5.96%
N/A
111K $2.47B
BR
Broadridge Financial Solutions, Inc.

Technology
683
+ 12.41%
$233.75 - $266.89 $160K - $182K
6.19K $1.47B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
231
+ 8.44%
$225.11 - $247.9 $52K - $57.3K
2.97K $734M
LLY
Eli Lilly & CO

Healthcare
147
+ 27.58%
$625.65 - $812.69 $92K - $119K
680 $519M
PGF
Invesco Exchange Traded Fd Tr

ETFs
3.28K
+ 3.94%
$14.11 - $14.94 $46.3K - $49K
86.5K $1.26B
ACN
Accenture PLC

Technology
589
+ 45.84%
$232.56 - $304.78 $137K - $180K
1.87K $462M
VGLT
Vanguard Long Term Treasury Et

ETFs
997
+ 5.16%
$54.21 - $57.41 $54K - $57.2K
20.3K $1.16B
LOW
Lowes Companies Inc

Consumer Cyclical
69
+ 3.84%
$215.01 - $273.02 $14.8K - $18.8K
1.87K $469M
AMZN
Amazon Com Inc

Consumer Cyclical
297
+ 3.37%
$211.65 - $238.24 $62.9K - $70.8K
9.1K $2B
CRWD
Crowd Strike Holdings, Inc.

Technology
168
+ 19.56%
$412.46 - $514.1 $69.3K - $86.4K
1.03K $504M
Linde PLC
115
+ 13.58%
N/A
962 $457M
XOM
Exxon Mobil Corp

Energy
240
+ 5.86%
$105.83 - $117.22 $25.4K - $28.1K
4.34K $489M
UBER
Uber Technologies, Inc

Technology
193
+ 3.99%
$86.91 - $99.57 $16.8K - $19.2K
5.03K $493M
MSI
Motorola Solutions, Inc.

Technology
12
+ 1.24%
$408.73 - $490.3 $4.9K - $5.88K
978 $447M
ISRG
Intuitive Surgical Inc

Healthcare
229
+ 31.72%
$433.66 - $544.47 $99.3K - $125K
951 $425M
META
Meta Platforms, Inc.

Communication Services
40
+ 6.37%
$695.21 - $791.73 $27.8K - $31.7K
668 $491M
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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