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 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,285.0 | $558K | 0.49% | +25.0 | +2.0% | $434.26 | -7.8% |
| 42 | TSLA | TESLA INC | Consumer Cyclical | 1,408.0 | $523K | 0.46% | -44.0 | -3.0% | $371.75 | +12.2% |
| 43 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,053.0 | $485K | 0.43% | — | — | $460.99 | -4.6% |
| 44 | NFLX | NETFLIX INC. | Communication Services | 4,999.0 | $481K | 0.42% | +490.0 | +10.9% | $96.15 | -7.1% |
| 45 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,274.0 | $463K | 0.41% | NEW | — | $203.43 | +121.0% |
| 46 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,177.0 | $460K | 0.40% | +28.0 | +2.4% | $390.41 | +66.0% |
| 47 | UBER | UBER TECHNOLOGIES INC | Technology | 6,216.0 | $447K | 0.39% | +196.0 | +3.3% | $71.93 | +3.7% |
| 48 | META | META PLATFORMS INC | Communication Services | 779.0 | $446K | 0.39% | +36.0 | +4.8% | $572.94 | +6.0% |
| 49 | ACN | ACCENTURE PLC IRELAND | Technology | 2,154.0 | $427K | 0.38% | -40.0 | -1.8% | $198.29 | -10.3% |
| 50 | LMT | LOCKHEED MARTIN CORP | Industrials | 556.0 | $336K | 0.29% | — | — | $604.39 | -13.5% |
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%