StockDriftsStockDriftsTop 50 Lord & Richards Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.54% | 201.6K | $15.4M | +4.21%(+8.15K) | $72.53(+20.45%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 9.55% | 259.5K | $10.9M | +0.97%(+2.50K) | $39.99(+15.94%) | 2026-03-31 | |
| BKAG | BNY MELLON ETF TRUST | 8.87% | 239.7K | $10.1M | +0.31%(+750) | $41.98(-0.36%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 6.88% | 286.9K | $7.8M | +1.07%(+3.05K) | $27.75(+5.74%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.74% | 119.9K | $7.7M | +2.28%(+2.67K) | $54.87(+28.73%) | 2026-03-31 | |
| DMBS | DOUBLELINE ETF TRUST | 4.55% | 105.0K | $5.2M | -0.48%(-505) | $48.91(+0.13%) | 2026-03-31 | |
| ADME | ETF SER SOLUTIONS | 3.11% | 71.6K | $3.5M | +0.61%(+433) | $46.33(+19.93%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.85% | 16.9K | $3.2M | +3.96%(+644) | $182.15(+11.40%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 2.52% | 107.9K | $2.9M | -0.10%(-104) | $26.77(+0.07%) | 2026-03-31 | |
| UPSD | ETF SER SOLUTIONS | 2.43% | 108.6K | $2.8M | +4.47%(+4.64K) | $24.93(+12.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.92% | +12.23% |
| Top 20 Holdings Unweighted | +2.86% | +8.84% |
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