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 | NVDA | NVIDIA CORPORATION | Technology | 13,307.0 | $2.7M | 2.08% | -1K | -7.2% | $200.10 | +13.9% |
| 2 | — | BONDBLOXX ETF TRUST | — | 45,298.0 | $2.3M | 1.77% | -1K | -2.5% | $49.88 | — |
| 3 | PWR | QUANTA SVCS INC | Industrials | 2,250.0 | $1.6M | 1.27% | -813.0 | -26.5% | $720.13 | -13.7% |
| 4 | APH | AMPHENOL CORP | Technology | 8,459.0 | $1.5M | 1.17% | -1K | -10.8% | $176.32 | -8.5% |
| 5 | V | VISA INC | Financial Services | 3,963.0 | $1.4M | 1.06% | -111.0 | -2.7% | $343.12 | +10.6% |
| 6 | GOOGL | ALPHABET INC | Communication Services | 3,782.0 | $1.4M | 1.06% | -516.0 | -12.0% | $357.35 | -4.7% |
| 7 | AMZN | AMAZON COM INC | Consumer Cyclical | 5,568.0 | $1.3M | 1.04% | -206.0 | -3.6% | $238.34 | +7.5% |
| 8 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,083.0 | $1.2M | 0.95% | -191.0 | -8.4% | $580.91 | -17.9% |
| 9 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,715.0 | $889K | 0.70% | -182.0 | -6.3% | $327.51 | +8.2% |
| 10 | WMT | WALMART INC | Consumer Defensive | 7,579.0 | $858K | 0.67% | -1K | -13.4% | $113.26 | -9.4% |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,096.0 | $836K | 0.66% | -81.0 | -6.9% | $190.79 | +19.5% |
| 12 | LLY | ELI LILLY & CO | Healthcare | 590.0 | $708K | 0.55% | -60.0 | -9.2% | $1200.06 | -2.0% |
| 13 | FANG | DIAMONDBACK ENERGY INC | Energy | 3,941.0 | $693K | 0.54% | -1K | -25.7% | $175.77 | +14.1% |
| 14 | AMT | AMERICAN TOWER CORP | Real Estate | 4,182.0 | $684K | 0.54% | -345.0 | -7.6% | $163.54 | +6.5% |
| 15 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,167.0 | $584K | 0.46% | -74.0 | -6.0% | $500.39 | — |
| 16 | TSLA | TESLA INC | Consumer Cyclical | 1,319.0 | $555K | 0.43% | -89.0 | -6.3% | $420.60 | -15.6% |
| 17 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,219.0 | $506K | 0.40% | -66.0 | -5.1% | $415.35 | +17.1% |
| 18 | UBER | UBER TECHNOLOGIES INC | Technology | 5,879.0 | $424K | 0.33% | -337.0 | -5.4% | $72.16 | +6.6% |
| 19 | META | META PLATFORMS INC | Communication Services | 739.0 | $416K | 0.33% | -40.0 | -5.1% | $562.98 | +1.4% |
| 20 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 996.0 | $396K | 0.31% | -57.0 | -5.4% | $397.68 | -7.7% |
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
47.2%
Financial Services
11.8%
Industrials
10.0%
Communication Services
8.0%
Healthcare
7.4%
Consumer Cyclical
7.2%
Consumer Defensive
3.3%
Real Estate
2.6%
Energy
2.6%