Holdings
Lord & Richards Wealth Management, LLC
As of Sep 30, 2026, Lord & Richards Wealth Management, LLC reported 53 positions worth US$34.5M. Largest: Nvidia Corporation, Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 16,759 | US$3.83M | +3,452 | Sep 30, 2026 |
| Microsoft Corp. | 5,406 | US$2.77M | −207 | Sep 30, 2026 |
| Apple Inc | 6,779 | US$2.26M | +4,087 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 5,724 | US$1.97M | +1,942 | Sep 30, 2026 |
| Amazon.com, Inc. | 5,781 | US$1.44M | +213 | Sep 30, 2026 |
| Broadcom Inc. | 3,433 | US$1.21M | −4 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 3,308 | US$1.09M | +593 | Sep 30, 2026 |
| Visa Inc. | 2,806 | US$1.01M | −1,157 | Sep 30, 2026 |
| Quanta Services, Inc. | 1,551 | US$997K | −699 | Sep 30, 2026 |
| Eli Lilly And Company | 822 | US$951K | +232 | Sep 30, 2026 |