Filer Name: LORD & RICHARDS WEALTH MANAGEMENT, LLC
CIK: 2045252
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 65
Portfolio Value: $0.05B

Lord & Richards Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 50,109 $3M 7.29% - -
BKAG US BNY MELLON CORE BOND ETF 76,641 $3M 6.67% - -
ACIO US APTUS COLLARED INVESTMENT OP 77,162 $3M 6.55% - -
DRSK US APTUS DEFINED RISK ETF 86,932 $2M 5.03% - -
VGSH US VANGUARD SHORT-TERM TREASURY 24,351 $1M 2.99% - -
IWY US ISHARES RUSSELL TOP 200 GROW 5,667 $1M 2.81% - -
VEA US VANGUARD FTSE DEVELOPED ETF 25,983 $1M 2.62% - -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 12,600 $1M 2.43% - -
GDEC US FT VEST US EQUITY MODERATE B 32,611 $1M 2.32% - -
MBB US ISHARES MBS ETF 11,060 $1M 2.14% - -
ADME US APTUS DRAWDOWN MANAGED EQUIT 20,995 $1M 2.07% - -
JUCY US APTUS ENHANCED YIELD ETF 41,287 $1M 1.98% - -
MSFT US MICROSOFT CORP 2,182 $1M 1.94% - -
AAPL US APPLE INC 3,605 $1M 1.91% - -
QUAL US ISHARES MSCI USA QUALITY FAC 4,878 $1M 1.83% - -
JANW US ALLIANZIM US LC BUFFER20 JAN 25,392 $1M 1.80% - -
DECW US ALLIANZIM US LC BUFFER20 DEC 27,343 $1M 1.76% - -
NVDA US NVIDIA CORP 5,896 $1M 1.67% - -
IWX US ISHARES RUSSELL TOP 200 VALU 9,862 $1M 1.64% - -
AMZN US AMAZON.COM INC 3,351 $1M 1.55% - -
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