Lord & Richards Wealth Management, LLC Incresed Positions in Q4 2025

Lord & Richards Wealth Management, LLC

  • $116 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
65.6K
+ 51.3%
$76.84 - $80.86 $5.04M - $5.3M
193K $15.5B
VEA
Vanguard Ftse Developed Market

ETFs
41.7K
+ 55.19%
$59.18 - $62.09 $2.47M - $2.59M
117K $7.32B
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.92K
+ 57.13%
$185.12 - $192.11 $1.1M - $1.14M
16.3K $3.12B
ETF Ser Solutions
35.8K
+ 52.64%
N/A
104K $2.78B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
11K
+ 46.09%
$43.89 - $49.2 $482K - $540K
34.8K $1.78B
VB
Vanguard Small Cap ETF

ETFs
2.72K
+ 56.59%
$248.1 - $260.08 $676K - $708K
7.54K $1.94B
OSCV
Opus Small Cap Value ETF

ETFs
19.1K
+ 58.32%
$36.7 - $38.25 $702K - $731K
51.9K $1.92B
IDME
ETF Ser Solutions Intl Drawdow

ETFs
23.5K
+ 54.84%
N/A
66.2K $1.61B
ETF Ser Solutions
14.7K
+ 51.74%
N/A
43.2K $1.63B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.6K
+ 54.27%
$52.54 - $55.77 $555K - $589K
30K $1.61B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
11.7K
+ 5.13%
$42.41 - $43.07 $495K - $502K
239K $10.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.57K
+ 52.71%
$242.67 - $261.79 $380K - $410K
4.53K $1.15B
GOOGL
Alphabet Inc.

Communication Services
230
+ 4.81%
$236.57 - $291.31 $54.4K - $67K
5.01K $1.57B
DRSK
ETF Ser Solutions Aptus Define

ETFs
11.7K
+ 4.31%
$28.98 - $29.71 $340K - $349K
284K $8.08B
LLY
Eli Lilly & CO

Healthcare
19
+ 2.79%
$799.57 - $1025.28 $15.2K - $19.5K
699 $752M
Doubleline ETF Trust
4.63K
+ 4.59%
N/A
105K $5.24B
JUCY
ETF Ser Solutions Aptus Enhanc
8.27K
+ 7.46%
N/A
119K $2.64B
ISRG
Intuitive Surgical Inc

Healthcare
102
+ 10.73%
$429.59 - $576.2 $43.8K - $58.8K
1.05K $596M
Bondbloxx ETF Trust
3.28K
+ 7.5%
N/A
47K $2.35B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
2.44K
+ 3.54%
$50.35 - $52.33 $123K - $127K
71.2K $3.65B
ACN
Accenture PLC

Technology
320
+ 17.08%
$234.02 - $253.35 $74.9K - $81.1K
2.19K $589M
XOM
Exxon Mobil Corp

Energy
644
+ 14.85%
$110.64 - $119.78 $71.3K - $77.1K
4.98K $599M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.37K
+ 5.23%
$26.75 - $27.15 $144K - $146K
108K $2.86B
LOW
Lowes Companies Inc

Consumer Cyclical
381
+ 20.42%
$225.0 - $247.99 $85.7K - $94.5K
2.25K $542M
Linde PLC
247
+ 25.68%
N/A
1.21K $516M
AAPL
Apple Inc.

Technology
36
+ 1.36%
$245.27 - $275.25 $8.83K - $9.91K
2.68K $728M
TSLA
Tesla, Inc.

Consumer Cyclical
94
+ 6.92%
$401.99 - $468.37 $37.8K - $44K
1.45K $653M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.03K
+ 5.07%
$56.44 - $58.38 $58.2K - $60.2K
21.4K $1.19B
MSI
Motorola Solutions, Inc.

Technology
282
+ 28.83%
$379.98 - $462.26 $107K - $130K
1.26K $483M
CRWD
Crowd Strike Holdings, Inc.

Technology
122
+ 11.88%
$482.23 - $557.53 $58.8K - $68K
1.15K $539M
PGF
Invesco Exchange Traded Fd Tr

ETFs
4.62K
+ 5.34%
$14.3 - $14.79 $66.1K - $68.3K
91.1K $1.29B
NFLX
Netflix Inc

Communication Services
4.16K
+ 1191.98%
$110.29 - $1241.35 $459K - $5.16M
4.51K $423M
META
Meta Platforms, Inc.

Communication Services
75
+ 11.23%
$609.01 - $751.67 $45.7K - $56.4K
743 $491M
UBER
Uber Technologies, Inc

Technology
990
+ 19.68%
$91.62 - $100.1 $90.7K - $99.1K
6.02K $492M
NOW
Service Now, Inc.

Technology
5.51K
+ 236.89%
$835.79 - $946.29 $4.61M - $5.21M
7.84K $1.2B
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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