Lord & Richards Wealth Management, LLC Top Holdings and 13F Report (2025) About Lord & Richards Wealth Management, LLCInvestment ActivityLord & Richards Wealth Management, LLC has $47.39 million in total holdings as of December 31, 2024.Lord & Richards Wealth Management, LLC owns shares of 65 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $3,454,516BNY Mellon Core Bond ETF $3,159,141Aptus Collared Investment Opportunity ETF $3,104,998Aptus Defined Risk ETF $2,384,544Vanguard Short-Term Treasury Index ETF $1,416,741 Sector AllocationMap of 500 Largest Holdings ofLord & Richards Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$3,454,51650,1097.3%ETFBKAGBNY Mellon Core Bond ETF$3,159,14176,6416.7%ETFACIOAptus Collared Investment Opportunity ETF$3,104,99877,1626.6%ETFDRSKAptus Defined Risk ETF$2,384,54486,9325.0%ETFVGSHVanguard Short-Term Treasury Index ETF$1,416,74124,3513.0%ETFIWYiShares Russell Top 200 Growth ETF$1,333,2755,6672.8%ETFVEAVanguard FTSE Developed Markets ETF$1,242,50725,9832.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,152,01812,6002.4%ETFFIRST TR EXCHNG TRADED FD VI$1,099,84532,6112.3%FT VEST US EQTMBBiShares MBS ETF$1,013,99711,0602.1%ETFADMEAptus Drawdown Managed Equity ETF$980,76220,9952.1%ETFJUCYAptus Enhanced Yield ETF$940,10641,2872.0%ETFMSFTMicrosoft$919,7142,1821.9%Computer and TechnologyAAPLApple$902,7643,6051.9%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$868,6744,8781.8%ETFJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$853,93325,3921.8%ETFDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$831,77327,3431.8%ETFNVDANVIDIA$791,7745,8961.7%Computer and TechnologyIWXiShares Russell Top 200 Value ETF$779,3949,8621.6%ETFAMZNAmazon.com$735,1763,3511.6%Retail/WholesaleWMTWalmart$715,8437,9231.5%Retail/WholesaleJPMJPMorgan Chase & Co.$685,0912,8581.4%FinanceOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$670,13918,8471.4%ETFVVisa$610,9051,9331.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$606,1203,4591.3%ETFCPRTCopart$570,5149,9411.2%Business ServicesELEVATION SERIES TRUST$570,50623,1021.2%TRUESHARES QUARTPWRQuanta Services$549,6111,7391.2%ConstructionISHARES TR$541,70521,4971.1%LARGE CAP MAX BUBRBroadridge Financial Solutions$538,7732,3831.1%Business ServicesVWOVanguard FTSE Emerging Markets ETF$535,48312,1591.1%ETFMGCVanguard Mega Cap ETF$535,2652,5171.1%ETFCHEChemed$514,9679721.1%MedicalUNHUnitedHealth Group$514,9651,0181.1%MedicalPGRProgressive$511,5672,1351.1%FinanceFANGDiamondback Energy$504,9243,0821.1%Oils/EnergyROPRoper Technologies$492,2989471.0%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$479,5729,5211.0%ETFSIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$478,59314,7711.0%ETFAMTAmerican Tower$477,2332,6021.0%FinanceAIM ETF PRODUCTS TRUST$473,55417,8331.0%ALLIANZIM U S LAPDPInvesco Dorsey Wright Momentum ETF$464,3374,3151.0%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$464,29411,8791.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$464,2694,6151.0%ETFIWFiShares Russell 1000 Growth ETF$455,7941,1351.0%ETFBSVVanguard Short-Term Bond ETF$436,5755,6500.9%ETFVBVanguard Small-Cap ETF$427,2191,7780.9%ETFEFViShares MSCI EAFE Value ETF$397,2517,5710.8%ETFEFGiShares MSCI EAFE Growth ETF$391,2904,0410.8%ETFVGLTVanguard Long-Term Treasury Index ETF$366,2516,6170.8%ETFIWSiShares Russell Mid-Cap Value ETF$348,3132,6930.7%ETFELEVATION SERIES TRUST$331,77113,4190.7%TRUSHARES BULLOSCVOpus Small Cap Value Plus ETF$301,9498,1630.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$283,3465,4260.6%ETFMGKVanguard Mega Cap Growth ETF$280,5668170.6%ETFDMBSDoubleLine Mortgage ETF$274,1695,7000.6%ETFTUASimplify Short Term Treasury Futures Strategy ETF$261,60012,3280.6%ETFVMBSVanguard Mortgage-Backed Securities ETF$250,9125,5340.5%ETFDUBSAptus Large Cap Enhanced Yield ETF$250,2517,7490.5%ETFBILZPIMCO Ultra Short Government Active ETF$243,5222,4150.5%ETFOCTTAllianzIM U.S. Large Cap Buffer10 Oct ETF$238,8916,2510.5%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$238,6294,7460.5%ManufacturingIDUBAptus International Enhanced Yield ETF$237,74611,8340.5%ETFIWPiShares Russell Mid-Cap Growth ETF$229,0381,8070.5%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$204,4254,3690.4%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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