Lord & Richards Wealth Management, LLC Diversified Active

Location: Highlands Ranch, CO

CIK: 0002045252 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 2, 2025

Total Value: $88.22M (100.0% shares, 0.0% debt)

Holdings (177)

ACIO ETF SER SOLUTIONS 8.8%
Value $7.78M Shares 201,084 Est. Cost $39.28 Unrealized
BKAG BNY MELLON ETF TRUST 8.6%
Value $7.621M Shares 180,892 Est. Cost $41.74 Unrealized
SPYM SPDR SER TR 7.4%
Value $6.512M Shares 99,027 Est. Cost $67.37 Unrealized
DRSK ETF SER SOLUTIONS 6.5%
Value $5.696M Shares 208,878 Est. Cost $27.34 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.4%
Value $3.019M Shares 59,398 Est. Cost $49.51 Unrealized
ADME ETF SER SOLUTIONS 2.7%
Value $2.425M Shares 54,617 Est. Cost $45.29 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 2.6%
Value $2.255M Shares 38,419 Est. Cost $58.37 Unrealized
DMBS DOUBLELINE ETF TRUST 2.6%
Value $2.254M Shares 45,957 Est. Cost $48.93 Unrealized
JUCY ETF SER SOLUTIONS 2.3%
Value $2.007M Shares 87,928 Est. Cost $22.80 Unrealized
NVDA NVIDIA CORPORATION 2.1%
Value $1.848M Shares 17,048 Est. Cost $130.54 Unrealized -2.9%
MSFT MICROSOFT CORP 2.0%
Value $1.779M Shares 4,738 Est. Cost $413.04 Unrealized -1.9%
V VISA INC 1.7%
Value $1.522M Shares 4,342 Est. Cost $319.41 Unrealized +5.3%
CPRT COPART INC 1.7%
Value $1.462M Shares 25,832 Est. Cost $56.54 Unrealized -0.5%
UNH UNITEDHEALTH GROUP INC 1.6%
Value $1.452M Shares 2,772 Est. Cost $519.09 Unrealized -3.8%
AMZN AMAZON COM INC 1.5%
Value $1.362M Shares 7,157 Est. Cost $211.19 Unrealized +2.8%
RSP INVESCO EXCHANGE TRADED FD T 1.5%
Value $1.335M Shares 7,705 Est. Cost $174.13 Unrealized
BIL SPDR SER TR 1.5%
Value $1.31M Shares 14,278 Est. Cost $91.47 Unrealized
PWR QUANTA SVCS INC 1.4%
Value $1.275M Shares 5,016 Est. Cost $299.94 Unrealized -3.8%
PGR PROGRESSIVE CORP 1.4%
Value $1.253M Shares 4,429 Est. Cost $238.87 Unrealized +2.7%
AMT AMERICAN TOWER CORP NEW 1.4%
Value $1.251M Shares 5,751 Est. Cost $193.51 Unrealized -2.1%
CHE CHEMED CORP NEW 1.4%
Value $1.25M Shares 2,032 Est. Cost $563.58 Unrealized +0.4%
JPM JPMORGAN CHASE & CO. 1.4%
Value $1.219M Shares 4,969 Est. Cost $237.75 Unrealized +5.5%
BR BROADRIDGE FINL SOLUTIONS IN 1.4%
Value $1.212M Shares 4,998 Est. Cost $226.13 Unrealized +2.5%
ROP ROPER TECHNOLOGIES INC 1.4%
Value $1.193M Shares 2,023 Est. Cost $551.34 Unrealized +1.1%
MBB ISHARES TR 1.3%
Value $1.175M Shares 12,533 Est. Cost $91.93 Unrealized
WMT WALMART INC 1.3%
Value $1.148M Shares 13,082 Est. Cost $88.62 Unrealized +4.9%
FANG DIAMONDBACK ENERGY INC 1.3%
Value $1.143M Shares 7,149 Est. Cost $163.07 Unrealized -3.6%
STIP ISHARES TR 1.3%
Value $1.121M Shares 10,834 Est. Cost $102.25 Unrealized
IWY ISHARES TR 1.2%
Value $1.073M Shares 5,087 Est. Cost $235.27 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value $986K Shares 21,779 Est. Cost $44.58 Unrealized
JANW AIM ETF PRODUCTS TRUST 1.1%
Value $984K Shares 29,629 Est. Cost $33.57 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 1.1%
Value $975K Shares 16,929 Est. Cost $56.73 Unrealized
QUAL ISHARES TR 1.0%
Value $908K Shares 5,314 Est. Cost $177.49 Unrealized
DECW AIM ETF PRODUCTS TRUST 1.0%
Value $845K Shares 28,218 Est. Cost $30.41 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value $834K Shares 3,760 Est. Cost $230.51 Unrealized
OSCV ETF SER SOLUTIONS 0.8%
Value $735K Shares 21,094 Est. Cost $35.68 Unrealized
IWX ISHARES TR 0.8%
Value $732K Shares 8,908 Est. Cost $79.03 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.8%
Value $693K Shares 13,691 Est. Cost $50.45 Unrealized
BSV VANGUARD BD INDEX FDS 0.7%
Value $654K Shares 8,360 Est. Cost $77.60 Unrealized
IDUB ETF SER SOLUTIONS 0.7%
Value $615K Shares 29,471 Est. Cost $20.55 Unrealized
DUBS ETF SER SOLUTIONS 0.7%
Value $592K Shares 19,154 Est. Cost $31.45 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.7%
Value $585K Shares 17,671 Est. Cost $33.73 Unrealized
GOOGL ALPHABET INC 0.6%
Value $570K Shares 3,689 Est. Cost $180.70 Unrealized 0.0%
OCTW AIM ETF PRODUCTS TRUST 0.6%
Value $539K Shares 15,353 Est. Cost $35.56 Unrealized
UPSD ETF SER SOLUTIONS 0.6%
Value $536K Shares 23,154 Est. Cost $23.16 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.6%
Value $522K Shares 36,580 Est. Cost $14.28 Unrealized
EFV ISHARES TR 0.5%
Value $457K Shares 7,749 Est. Cost $52.62 Unrealized
SIXO AIM ETF PRODUCTS TRUST 0.5%
Value $437K Shares 13,850 Est. Cost $32.40 Unrealized
AAPL APPLE INC 0.5%
Value $419K Shares 1,884 Est. Cost $234.51 Unrealized -1.6%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.4%
Value $372K Shares 16,920 Est. Cost $21.42 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value $365K Shares 14,567 Est. Cost $25.04 Unrealized
IWF ISHARES TR 0.4%
Value $354K Shares 981 Est. Cost $401.58 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $343K Shares 2,887 Est. Cost $107.21 Unrealized 0.0%
PDP INVESCO EXCHANGE TRADED FD T 0.4%
Value $336K Shares 3,361 Est. Cost $107.61 Unrealized
FRDM EA SERIES TRUST 0.4%
Value $312K Shares 8,898 Est. Cost $35.05 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value $306K Shares 4,194 Est. Cost $72.04 Unrealized 0.0%
META META PLATFORMS INC 0.3%
Value $296K Shares 514 Est. Cost $643.25 Unrealized 0.0%
LIN LINDE PLC 0.3%
Value $296K Shares 636 Est. Cost $444.55 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value $290K Shares 662 Est. Cost $441.57 Unrealized 0.0%
LOW LOWES COS INC 0.3%
Value $277K Shares 1,187 Est. Cost $242.06 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value $275K Shares 781 Est. Cost $381.06 Unrealized 0.0%
TSLA TESLA INC 0.3%
Value $274K Shares 1,057 Est. Cost $333.26 Unrealized 0.0%
POOL POOL CORP 0.3%
Value $273K Shares 858 Est. Cost $334.01 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.3%
Value $261K Shares 527 Est. Cost $553.02 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value $260K Shares 833 Est. Cost $349.45 Unrealized 0.0%
NOW SERVICENOW INC 0.3%
Value $244K Shares 307 Est. Cost $192.75 Unrealized 0.0%
QLTA ISHARES TR 0.2%
Value $219K Shares 4,613 Est. Cost $46.83 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value $212K Shares 1,098 Est. Cost $193.02 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value $204K Shares 4,404 Est. Cost $45.34 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value $197K Shares 637 Est. Cost $343.41 Unrealized
USIG ISHARES TR 0.2%
Value $193K Shares 3,786 Est. Cost $50.28 Unrealized
EFG ISHARES TR 0.2%
Value $175K Shares 1,752 Est. Cost $96.83 Unrealized
IWS ISHARES TR 0.2%
Value $152K Shares 1,205 Est. Cost $129.34 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value $133K Shares 2,246 Est. Cost $59.40 Unrealized
IEMG ISHARES INC 0.1%
Value $130K Shares 2,412 Est. Cost $52.22 Unrealized
QBER ELEVATION SERIES TRUST 0.1%
Value $127K Shares 5,141 Est. Cost $24.70 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $99,326 Shares 909 Est. Cost $98.44 Unrealized 0.0%
IWP ISHARES TR 0.1%
Value $87,765 Shares 747 Est. Cost $126.75 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value $81,132 Shares 2,265 Est. Cost $35.82 Unrealized
JANT AIM ETF PRODUCTS TRUST 0.1%
Value $80,908 Shares 2,302 Est. Cost $35.15 Unrealized
BILZ PIMCO ETF TR 0.1%
Value $80,859 Shares 799 Est. Cost $100.84 Unrealized
IAU ISHARES GOLD TR 0.1%
Value $71,695 Shares 1,216 Est. Cost $58.96 Unrealized
QBUL ELEVATION SERIES TRUST 0.1%
Value $71,423 Shares 2,873 Est. Cost $24.72 Unrealized
OCTT AIM ETF PRODUCTS TRUST 0.1%
Value $67,182 Shares 1,805 Est. Cost $38.22 Unrealized
SIXD AIM ETF PRODUCTS TRUST 0.1%
Value $64,671 Shares 2,466 Est. Cost $26.55 Unrealized
TYA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value $62,737 Shares 4,742 Est. Cost $13.23 Unrealized
LISTED FD TR 0.1%
Value $59,192 Shares 1,585 Est. Cost $37.35 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value $55,487 Shares 688 Est. Cost $80.65 Unrealized
DECT AIM ETF PRODUCTS TRUST 0.1%
Value $51,592 Shares 1,664 Est. Cost $31.00 Unrealized
LISTED FD TR 0.1%
Value $47,272 Shares 1,319 Est. Cost $35.84 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $40,085 Shares 78 Est. Cost $513.91 Unrealized
FLJJ AIM ETF PRODUCTS TRUST 0.0%
Value $37,127 Shares 1,320 Est. Cost $28.13 Unrealized
LISTED FD TR 0.0%
Value $34,276 Shares 1,030 Est. Cost $33.28 Unrealized
LISTED FD TR 0.0%
Value $33,613 Shares 885 Est. Cost $37.98 Unrealized
FAAR FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $32,824 Shares 1,135 Est. Cost $28.92 Unrealized
SMAX ISHARES TR 0.0%
Value $32,777 Shares 1,309 Est. Cost $25.20 Unrealized
IVV ISHARES TR 0.0%
Value $31,466 Shares 56 Est. Cost $561.89 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value $31,015 Shares 484 Est. Cost $64.08 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value $30,900 Shares 670 Est. Cost $46.12 Unrealized
SIXJ AIM ETF PRODUCTS TRUST 0.0%
Value $27,996 Shares 935 Est. Cost $29.94 Unrealized
APRW AIM ETF PRODUCTS TRUST 0.0%
Value $27,020 Shares 842 Est. Cost $32.09 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $22,416 Shares 300 Est. Cost $74.72 Unrealized
JULU AIM ETF PRODUCTS TRUST 0.0%
Value $21,786 Shares 854 Est. Cost $25.51 Unrealized
ONEZ ELEVATION SERIES TRUST 0.0%
Value $19,806 Shares 836 Est. Cost $23.69 Unrealized
LISTED FD TR 0.0%
Value $19,252 Shares 480 Est. Cost $40.11 Unrealized
LISTED FD TR 0.0%
Value $18,106 Shares 550 Est. Cost $32.92 Unrealized
LISTED FD TR 0.0%
Value $15,923 Shares 410 Est. Cost $38.84 Unrealized
SIXF AIM ETF PRODUCTS TRUST 0.0%
Value $15,864 Shares 569 Est. Cost $27.88 Unrealized
LISTED FD TR 0.0%
Value $15,478 Shares 533 Est. Cost $29.04 Unrealized
LISTED FD TR 0.0%
Value $15,282 Shares 504 Est. Cost $30.32 Unrealized
ZROZ PIMCO ETF TR 0.0%
Value $15,042 Shares 210 Est. Cost $71.63 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $14,772 Shares 669 Est. Cost $22.08 Unrealized
CRDT SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $14,629 Shares 573 Est. Cost $25.53 Unrealized
T AT&T INC 0.0%
Value $14,395 Shares 509 Est. Cost $24.35 Unrealized 0.0%
SPYG SPDR SER TR 0.0%
Value $13,020 Shares 162 Est. Cost $80.37 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $12,136 Shares 524 Est. Cost $23.16 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $11,792 Shares 35 Est. Cost $359.02 Unrealized 0.0%
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value $11,410 Shares 461 Est. Cost $24.75 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value $10,220 Shares 235 Est. Cost $50.81 Unrealized 0.0%
BIBL NORTHERN LTS FD TR IV 0.0%
Value $9,641 Shares 251 Est. Cost $38.41 Unrealized
MARB FIRST TR EXCH TRADED FD III 0.0%
Value $8,887 Shares 445 Est. Cost $19.97 Unrealized
IEF ISHARES TR 0.0%
Value $8,679 Shares 91 Est. Cost $95.37 Unrealized
BWX SPDR SER TR 0.0%
Value $6,318 Shares 289 Est. Cost $21.86 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value $4,480 Shares 61 Est. Cost $73.44 Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value $4,409 Shares 1,627 Est. Cost $3.01 Unrealized 0.0%
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $4,306 Shares 197 Est. Cost $21.86 Unrealized
FDX FEDEX CORP 0.0%
Value $3,900 Shares 16 Est. Cost $253.59 Unrealized 0.0%
IEI ISHARES TR 0.0%
Value $3,898 Shares 33 Est. Cost $118.12 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3,540 Shares 72 Est. Cost $49.17 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $3,420 Shares 134 Est. Cost $25.52 Unrealized
IETC ISHARES U S ETF TR 0.0%
Value $3,222 Shares 43 Est. Cost $74.93 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $3,190 Shares 29 Est. Cost $112.66 Unrealized 0.0%
ARTY ISHARES TR 0.0%
Value $3,114 Shares 99 Est. Cost $31.45 Unrealized
FLAO AIM ETF PRODUCTS TRUST 0.0%
Value $3,105 Shares 118 Est. Cost $26.31 Unrealized
FEBW AIM ETF PRODUCTS TRUST 0.0%
Value $3,069 Shares 101 Est. Cost $30.39 Unrealized
SLDP SOLID POWER INC 0.0%
Value $2,937 Shares 2,797 Est. Cost $1.37 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $2,919 Shares 272 Est. Cost $10.46 Unrealized 0.0%
MARW AIM ETF PRODUCTS TRUST 0.0%
Value $2,820 Shares 91 Est. Cost $30.99 Unrealized
BA BOEING CO 0.0%
Value $2,729 Shares 16 Est. Cost $173.09 Unrealized 0.0%
EDV VANGUARD WORLD FD 0.0%
Value $2,702 Shares 38 Est. Cost $71.11 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value $2,606 Shares 60 Est. Cost $43.43 Unrealized
IDEV ISHARES TR 0.0%
Value $2,549 Shares 37 Est. Cost $68.89 Unrealized
CRON CRONOS GROUP INC 0.0%
Value $2,523 Shares 1,394 Est. Cost $1.93 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value $2,339 Shares 16 Est. Cost $169.70 Unrealized 0.0%
EFAV ISHARES TR 0.0%
Value $2,338 Shares 30 Est. Cost $77.93 Unrealized
LTPZ PIMCO ETF TR 0.0%
Value $2,303 Shares 42 Est. Cost $54.83 Unrealized
CNXC CONCENTRIX CORP 0.0%
Value $2,226 Shares 40 Est. Cost $46.42 Unrealized 0.0%
MTUM ISHARES TR 0.0%
Value $2,223 Shares 11 Est. Cost $202.09 Unrealized
IMCG ISHARES TR 0.0%
Value $2,143 Shares 30 Est. Cost $71.43 Unrealized
EVRG EVERGY INC 0.0%
Value $2,137 Shares 31 Est. Cost $63.12 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $1,966 Shares 42 Est. Cost $46.81 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value $1,924 Shares 7 Est. Cost $274.86 Unrealized
TZA DIREXION SHS ETF TR 0.0%
Value $1,924 Shares 113 Est. Cost $17.03 Unrealized
DX DYNEX CAP INC 0.0%
Value $1,914 Shares 147 Est. Cost $13.02 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $1,810 Shares 7 Est. Cost $258.57 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $1,797 Shares 58 Est. Cost $30.98 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value $1,780 Shares 55 Est. Cost $32.36 Unrealized
JUNW AIM ETF PRODUCTS TRUST 0.0%
Value $1,546 Shares 52 Est. Cost $29.73 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $1,457 Shares 35 Est. Cost $47.54 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value $1,407 Shares 3 Est. Cost $469.00 Unrealized
U UNITY SOFTWARE INC 0.0%
Value $1,332 Shares 68 Est. Cost $22.58 Unrealized 0.0%
COMT ISHARES U S ETF TR 0.0%
Value $1,297 Shares 49 Est. Cost $26.47 Unrealized
SIXP AIM ETF PRODUCTS TRUST 0.0%
Value $1,265 Shares 46 Est. Cost $27.50 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1,233 Shares 34 Est. Cost $36.26 Unrealized
BIDU BAIDU INC 0.0%
Value $1,104 Shares 12 Est. Cost $92.00 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $913 Shares 37 Est. Cost $24.68 Unrealized
CMDT PIMCO ETF TR 0.0%
Value $910 Shares 34 Est. Cost $26.76 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $897 Shares 29 Est. Cost $30.93 Unrealized
JULW AIM ETF PRODUCTS TRUST 0.0%
Value $724 Shares 21 Est. Cost $34.48 Unrealized
SJB PROSHARES TR 0.0%
Value $693 Shares 43 Est. Cost $16.12 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $633 Shares 18 Est. Cost $35.17 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $559 Shares 1 Est. Cost $559.00 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $387 Shares 3 Est. Cost $129.00 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value $323 Shares 12 Est. Cost $26.92 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value $208 Shares 50 Est. Cost $4.94 Unrealized 0.0%
AMC AMC ENTMT HLDGS INC 0.0%
Value $55 Shares 19 Est. Cost $3.28 Unrealized 0.0%
CGC CANOPY GROWTH CORP 0.0%
Value $28 Shares 31 Est. Cost $1.76 Unrealized 0.0%