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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AMT | AMERICAN TOWER CORP | Real Estate | 4,182.0 | $684K | 0.54% | -345.0 | -7.6% | $163.54 | +6.5% |
| 42 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,167.0 | $584K | 0.46% | -74.0 | -6.0% | $500.39 | — |
| 43 | TSLA | TESLA INC | Consumer Cyclical | 1,319.0 | $555K | 0.43% | -89.0 | -6.3% | $420.60 | -15.6% |
| 44 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,219.0 | $506K | 0.40% | -66.0 | -5.1% | $415.35 | +17.1% |
| 45 | UBER | UBER TECHNOLOGIES INC | Technology | 5,879.0 | $424K | 0.33% | -337.0 | -5.4% | $72.16 | +6.6% |
| 46 | META | META PLATFORMS INC | Communication Services | 739.0 | $416K | 0.33% | -40.0 | -5.1% | $562.98 | +1.4% |
| 47 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 996.0 | $396K | 0.31% | -57.0 | -5.4% | $397.68 | -7.7% |
| 48 | NFLX | NETFLIX INC. | Communication Services | 4,743.0 | $339K | 0.27% | -256.0 | -5.1% | $71.40 | +11.8% |
| 49 | LMT | LOCKHEED MARTIN CORP | Industrials | 556.0 | $283K | 0.22% | — | — | $509.46 | +11.1% |
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%