Lord & Richards Wealth Management, LLC Portfolio Holdings

Lord & Richards Wealth Management, LLC

  • $47.4 Billion
  • Q4 2024

Lord & Richards Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $47.4 Billion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $3.45B, Bny Mellon ETF Tr Core Bond Et with a value of $3.16B, ETF Ser Solutions Aptus Collar with a value of $3.1B, ETF Ser Solutions Aptus Define with a value of $2.38B, and Vanguard with a value of $1.42B.

Examining the 13F form we can see an increase of $47.4B in the current position value.

Lord & Richards Wealth Management, LLC is based out at Highlands Ranch, CO

Below you can find more details about Lord & Richards Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $47.4 Billion
ETFs: $31.1 Billion
Technology: $3.15 Billion
Financial Services: $1.81 Billion
Consumer Cyclical: $1.31 Billion
Industrials: $1.04 Billion
Healthcare: $1.03 Billion
Consumer Defensive: $716 Million
Energy: $505 Million
Other: $477 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$920 Million 1.94% of portfolio
2,182
Q4 2024 New
$3.82T
$903 Million 1.91% of portfolio
3,605
Q4 2024 New
$311B
$792 Million 1.67% of portfolio
5,896
Q4 2024 New
$2.39T
$735 Million 1.55% of portfolio
3,351
Q4 2024 New
$268B
$716 Million 1.51% of portfolio
7,923
Q4 2024 New
$787B
$685 Million 1.45% of portfolio
2,858
Q4 2024 New
$561B
$611 Million 1.29% of portfolio
1,933
Q4 2024 New
$510B
$515 Million 1.09% of portfolio
1,018
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $47.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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