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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,241.0 | $595K | 0.52% | NEW | — | $479.20 | — |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,274.0 | $463K | 0.41% | NEW | — | $203.43 | +121.0% |
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%