Portfolio (Quarterly)
Guide ↗
Lord & Richards Wealth Management, LLC
· CIK 0002045252| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,177.0 | $460K | 0.40% | +28.0 | +2.4% | $390.41 | +66.0% |
| 22 | UBER | UBER TECHNOLOGIES INC | Technology | 6,216.0 | $447K | 0.39% | +196.0 | +3.3% | $71.93 | +3.7% |
| 23 | META | META PLATFORMS INC | Communication Services | 779.0 | $446K | 0.39% | +36.0 | +4.8% | $572.94 | +6.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.2%
Financial Services
11.6%
Industrials
11.1%
Communication Services
8.9%
Healthcare
7.2%
Consumer Cyclical
7.1%
Consumer Defensive
4.5%
Energy
4.3%
Real Estate
3.2%