Lord & Richards Wealth Management, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$88.2B
Holdings
177
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (177 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | APRWAIM ETF PRODUCTS TRUST | 842 | $27.0M | 0.03% | |
| 102 | SPLVINVESCO EXCH TRADED FD TR II | 300 | $22.4M | 0.03% | |
| 103 | JULUAIM ETF PRODUCTS TRUST | 854 | $21.8M | 0.02% | |
| 104 | ONEZELEVATION SERIES TRUST | 836 | $19.8M | 0.02% | |
| 105 | CXRNLISTED FD TR | 480 | $19.3M | 0.02% | |
| 106 | —LISTED FD TR | 550 | $18.1M | 0.02% | |
| 107 | CXRNLISTED FD TR | 410 | $15.9M | 0.02% | |
| 108 | SIXFAIM ETF PRODUCTS TRUST | 569 | $15.9M | 0.02% | |
| 109 | CXRNLISTED FD TR | 533 | $15.5M | 0.02% | |
| 110 | CXRNLISTED FD TR | 504 | $15.3M | 0.02% | |
| 111 | ZROZPIMCO ETF TR | 210 | $15.0M | 0.02% | |
| 112 | SCHXSCHWAB STRATEGIC TR | 669 | $14.8M | 0.02% | |
| 113 | CRDTSIMPLIFY EXCHANGE TRADED FUN | 573 | $14.6M | 0.02% | |
| 114 | TAT&T INC | 509 | $14.4M | 0.02% | |
| 115 | SPYGSPDR SER TR | 162 | $13.0M | 0.01% | |
| 116 | SCHZSCHWAB STRATEGIC TR | 524 | $12.1M | 0.01% | |
| 117 | TTTRANE TECHNOLOGIES PLC | 35 | $11.8M | 0.01% | |
| 118 | UCONFIRST TR EXCHNG TRADED FD VI | 461 | $11.4M | 0.01% | |
| 119 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 235 | $10.2M | 0.01% | |
| 120 | BIBLNORTHERN LTS FD TR IV | 251 | $9.6M | 0.01% | |
| 121 | MARBFIRST TR EXCH TRADED FD III | 445 | $8.9M | 0.01% | |
| 122 | IEFISHARES TR | 91 | $8.7M | 0.01% | |
| 123 | BWXSPDR SER TR | 289 | $6.3M | 0.01% | |
| 124 | BNDVANGUARD BD INDEX FDS | 61 | $4.5M | 0.01% | |
| 125 | LACLITHIUM AMERS CORP NEW | 1,627 | $4.4M | 0.00% | |
| 126 | FTHIFIRST TR EXCHANGE TRADED FD | 197 | $4.3M | 0.00% | |
| 127 | FDXFEDEX CORP | 16 | $3.9M | 0.00% | |
| 128 | IEIISHARES TR | 33 | $3.9M | 0.00% | |
| 129 | LMBSFIRST TR EXCHANGE-TRADED FD | 72 | $3.5M | 0.00% | |
| 130 | FTGCFIRST TR EXCHANGE TRAD FD VI | 134 | $3.4M | 0.00% | |
| 131 | IETCISHARES U S ETF TR | 43 | $3.2M | 0.00% | |
| 132 | UPSUNITED PARCEL SERVICE INC | 29 | $3.2M | 0.00% | |
| 133 | ARTYISHARES TR | 99 | $3.1M | 0.00% | |
| 134 | FLAOAIM ETF PRODUCTS TRUST | 118 | $3.1M | 0.00% | |
| 135 | FEBWAIM ETF PRODUCTS TRUST | 101 | $3.1M | 0.00% | |
| 136 | SLDPSOLID POWER INC | 2,797 | $2.9M | 0.00% | |
| 137 | WBDWARNER BROS DISCOVERY INC | 272 | $2.9M | 0.00% | |
| 138 | MARWAIM ETF PRODUCTS TRUST | 91 | $2.8M | 0.00% | |
| 139 | BABOEING CO | 16 | $2.7M | 0.00% | |
| 140 | EDVVANGUARD WORLD FD | 38 | $2.7M | 0.00% | |
| 141 | FDLFIRST TR MORNINGSTAR DIVID L | 60 | $2.6M | 0.00% | |
| 142 | IDEVISHARES TR | 37 | $2.5M | 0.00% | |
| 143 | CRONCRONOS GROUP INC | 1,394 | $2.5M | 0.00% | |
| 144 | SNOWSNOWFLAKE INC | 16 | $2.3M | 0.00% | |
| 145 | EFAVISHARES TR | 30 | $2.3M | 0.00% | |
| 146 | LTPZPIMCO ETF TR | 42 | $2.3M | 0.00% | |
| 147 | CNXCCONCENTRIX CORP | 40 | $2.2M | 0.00% | |
| 148 | MTUMISHARES TR | 11 | $2.2M | 0.00% | |
| 149 | IMCGISHARES TR | 30 | $2.1M | 0.00% | |
| 150 | EVRGEVERGY INC | 31 | $2.1M | 0.00% | |
| 151 | IBITISHARES BITCOIN TRUST ETF | 42 | $2.0M | 0.00% | |
| 152 | VTIVANGUARD INDEX FDS | 7 | $1.9M | 0.00% | |
| 153 | TZADIREXION SHS ETF TR | 113 | $1.9M | 0.00% | |
| 154 | DYT1DYNEX CAP INC | 147 | $1.9M | 0.00% | |
| 155 | VOVANGUARD INDEX FDS | 7 | $1.8M | 0.00% | |
| 156 | SLVISHARES SILVER TR | 58 | $1.8M | 0.00% | |
| 157 | LVHILEGG MASON ETF INVT | 55 | $1.8M | 0.00% | |
| 158 | JUNWAIM ETF PRODUCTS TRUST | 52 | $1.5M | 0.00% | |
| 159 | HOODROBINHOOD MKTS INC | 35 | $1.5M | 0.00% | |
| 160 | NDQINVESCO QQQ TR | 3 | $1.4M | 0.00% | |
| 161 | UUNITY SOFTWARE INC | 68 | $1.3M | 0.00% | |
| 162 | COMTISHARES U S ETF TR | 49 | $1.3M | 0.00% | |
| 163 | SIXPAIM ETF PRODUCTS TRUST | 46 | $1.3M | 0.00% | |
| 164 | GMAYFIRST TR EXCHNG TRADED FD VI | 34 | $1.2M | 0.00% | |
| 165 | BIDUNBAIDU INC | 12 | $1.1M | 0.00% | |
| 166 | BUCKSIMPLIFY EXCHANGE TRADED FUN | 37 | $913K | 0.00% | |
| 167 | CMDTPIMCO ETF TR | 34 | $910K | 0.00% | |
| 168 | SPDSIMPLIFY EXCHANGE TRADED FUN | 29 | $897K | 0.00% | |
| 169 | JULWAIM ETF PRODUCTS TRUST | 21 | $724K | 0.00% | |
| 170 | SJBPROSHARES TR | 43 | $693K | 0.00% | |
| 171 | GJUNFIRST TR EXCHNG TRADED FD VI | 18 | $633K | 0.00% | |
| 172 | SPYSPDR S&P 500 ETF TR | 1 | $559K | 0.00% | |
| 173 | VYMVANGUARD WHITEHALL FDS | 3 | $387K | 0.00% | |
| 174 | SCHPSCHWAB STRATEGIC TR | 12 | $323K | 0.00% | |
| 175 | QSQUANTUMSCAPE CORP | 50 | $208K | 0.00% | |
| 176 | AMCAMC ENTMT HLDGS INC | 19 | $55K | 0.00% | |
| 177 | WEEDCANOPY GROWTH CORP | 31 | $28K | 0.00% |
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