Lodestone Wealth Management LLC Portfolio Holdings

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

Lodestone Wealth Management LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Billion distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.76B, Jp Morgan ETF Tr Ultra Short I with a value of $6.53B, Microsoft Corp with a value of $6B, Capital Group Core Plus Income with a value of $4.93B, and Vanguard Value ETF with a value of $4.82B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $190B to 200B.

Lodestone Wealth Management LLC is based out at Spokane, WA

Below you can find more details about Lodestone Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $200 Billion
ETFs: $76.4 Billion
Financial Services: $25.7 Billion
Technology: $24.4 Billion
Consumer Cyclical: $18.4 Billion
Energy: $13.1 Billion
Healthcare: $10.5 Billion
Real Estate: $6.12 Billion
Communication Services: $5.44 Billion
Other: $8.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.76 Billion 3.88% of portfolio
33,296
Q3 2024 Reduced 2.83%
$0
$6.53 Billion 3.27% of portfolio
128,632
Q3 2024 Added 19.49%
$3.11T
$6 Billion 3.0% of portfolio
13,949
Q3 2024 Reduced 2.5%
$0
$4.93 Billion 2.47% of portfolio
213,341
Q3 2024 Added 42.64%
$0
$4.82 Billion 2.41% of portfolio
27,633
Q3 2024 Reduced 0.3%
$158B
$4.71 Billion 2.36% of portfolio
14,633
Q3 2024 Added 2.53%
$729B
$4.55 Billion 2.28% of portfolio
21,563
Q3 2024 Reduced 1.14%
-
$4.36 Billion 2.18% of portfolio
-
Q3 2024 Added 71.11%
$0
$4.22 Billion 2.11% of portfolio
115,724
Q3 2024 Added 28.12%
$43.1B
$4.11 Billion 2.06% of portfolio
21,933
Q3 2024 Reduced 0.85%
$225B
$3.79 Billion 1.9% of portfolio
13,983
Q3 2024 Reduced 1.0%
$620B
$3.78 Billion 1.89% of portfolio
8,222
Q3 2024 Reduced 1.12%
$0
$3.69 Billion 1.85% of portfolio
63,821
Q3 2024 Added 22.75%
$56.8B
$3.68 Billion 1.84% of portfolio
19,305
Q3 2024 Reduced 1.37%
$251B
$3.65 Billion 1.83% of portfolio
32,169
Q3 2024 Reduced 3.52%
$1.01T
$3.48 Billion 1.74% of portfolio
20,812
Q3 2024 Reduced 0.03%
$0
$3.26 Billion 1.63% of portfolio
41,387
Q3 2024 Added 35.02%
$28.9B
$3.09 Billion 1.55% of portfolio
315
Q3 2024 Added 0.32%
$0
$3.03 Billion 1.52% of portfolio
57,423
Q3 2024 Reduced 5.29%
$0
$3.02 Billion 1.51% of portfolio
48,516
Q3 2024 Added 36.02%
$0
$3 Billion 1.5% of portfolio
10,602
Q3 2024 Reduced 1.64%
$0
$2.92 Billion 1.46% of portfolio
108,264
Q3 2024 Reduced 5.55%
$4.24B
$2.81 Billion 1.41% of portfolio
154,082
Q3 2024 Added 0.56%
$377B
$2.82 Billion 1.41% of portfolio
71,139
Q3 2024 Added 0.06%
$354B
$2.6 Billion 1.3% of portfolio
21,444
Q3 2024 Reduced 8.76%
$48.4B
$2.52 Billion 1.26% of portfolio
48,967
Q3 2024 Reduced 2.38%
$0
$2.41 Billion 1.21% of portfolio
48,899
Q3 2024 Added 35.86%
$176B
$2.34 Billion 1.17% of portfolio
13,788
Q3 2024 Reduced 3.37%
$0
$2.32 Billion 1.16% of portfolio
84,726
Q3 2024 Added 0.1%
$0
$2.16 Billion 1.08% of portfolio
67,928
Q3 2024 Added 0.31%
$0
$2.1 Billion 1.05% of portfolio
61,132
Q3 2024 Added 37.18%
$430B
$1.97 Billion 0.99% of portfolio
4,861
Q3 2024 Reduced 0.16%
$141B
$1.97 Billion 0.99% of portfolio
12,858
Q3 2024 Reduced 5.01%
$2.41B
$1.96 Billion 0.98% of portfolio
3,423
Q3 2024 Added 0.03%
$39.9B
$1.88 Billion 0.94% of portfolio
19,098
Q3 2024 Reduced 9.15%
$2.01T
$1.87 Billion 0.94% of portfolio
10,049
Q3 2024 Added 8.21%
$240B
$1.81 Billion 0.91% of portfolio
34,099
Q3 2024 Reduced 0.5%
-
$1.77 Billion 0.89% of portfolio
-
Q3 2024 Added 55.23%
$34.7B
$1.77 Billion 0.89% of portfolio
27,225
Q3 2024 Reduced 1.57%
$142B
$1.76 Billion 0.88% of portfolio
16,722
Q3 2024 Added 0.07%
$0
$1.77 Billion 0.88% of portfolio
46,369
Q3 2024 Reduced 6.57%
$57.5B
$1.73 Billion 0.87% of portfolio
11,131
Q3 2024 Reduced 0.97%
Capital Grp Fixed Incm ETF T
-
$1.74 Billion 0.87% of portfolio
-
Q3 2024 Added 29.9%
$11.9B
$1.72 Billion 0.86% of portfolio
44,944
Q3 2024 Added 4.17%
$507B
$1.68 Billion 0.84% of portfolio
6,118
Q3 2024 Reduced 16.92%
$318B
$1.62 Billion 0.81% of portfolio
10,981
Q3 2024 Added 1.06%
$7.44B
$1.58 Billion 0.79% of portfolio
64,677
Q3 2024 Added 24.57%
$25.8B
$1.59 Billion 0.79% of portfolio
40,538
Q3 2024 Added 22.45%
$0
$1.54 Billion 0.77% of portfolio
20,569
Q3 2024 Reduced 59.15%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $200 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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