Lodestone Wealth Management LLC Incresed Positions in Q3 2024

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGSD
Capital Grp Core Plus Income E
69.9K
+ 71.11%
N/A
168K $4.36B
CGCP
Capital Group Core Plus Income

ETFs
63.8K
+ 42.64%
$22.12 - $23.31 $1.41M - $1.49M
213K $4.93B
CGDV
Capital Group Divid Value ETF

ETFs
25.4K
+ 28.12%
$32.96 - $36.48 $837K - $926K
116K $4.22B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21K
+ 19.49%
$50.25 - $50.74 $1.05M - $1.06M
129K $6.53B
DFUS
Dimensional ETF Tr U S Equity

ETFs
12.8K
+ 36.02%
$56.04 - $62.2 $720K - $799K
48.5K $3.02B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.7K
+ 35.02%
$76.38 - $78.87 $820K - $847K
41.4K $3.26B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.8K
+ 22.75%
$53.41 - $57.9 $632K - $685K
63.8K $3.69B
NVR
Nvr Inc

Consumer Cyclical
1
+ 0.32%
$7421.51 - $9811.8 $7.42K - $9.81K
315 $3.09B
CGMS
Capital Grp Core Plus Income E
22.6K
+ 55.23%
N/A
63.6K $1.77B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.9K
+ 35.86%
$48.06 - $49.39 $620K - $638K
48.9K $2.41B
Capital Grp Fixed Incm ETF T
14.8K
+ 29.9%
N/A
64.5K $1.74B
MAC
Macerich CO

Real Estate
859
+ 0.56%
$14.34 - $18.25 $12.3K - $15.7K
154K $2.81B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.65K
+ 31.47%
$175.46 - $203.3 $290K - $335K
6.89K $1.4B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.81K
+ 59.94%
$100.09 - $100.69 $281K - $283K
7.5K $755M
MCD
Mcdonalds Corp

Consumer Cyclical
559
+ 31.58%
$245.82 - $304.51 $137K - $170K
2.33K $709M
AMGN
Amgen Inc

Healthcare
361
+ 2.53%
$309.38 - $337.38 $112K - $122K
14.6K $4.71B
WAL
Western Alliance Bancorporation

Financial Services
77
+ 0.8%
$61.15 - $88.41 $4.71K - $6.81K
9.76K $844M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.71K
+ 29.42%
$30.71 - $34.79 $175K - $199K
25.1K $874M
CASH
Meta Financial Group Inc

Financial Services
1
+ 0.03%
$56.5 - $69.1 $56.5 - $69.1
3.42K $1.96B
CVE
Cenovus Energy Inc.

Energy
22.5K
+ 38.64%
$16.17 - $20.65 $365K - $466K
80.9K $1.35B
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.12K
+ 27.53%
$21.91 - $26.03 $112K - $133K
23.7K $730M
DFAI
Dimensional ETF Tr

ETFs
212
+ 0.31%
$28.69 - $32.06 $6.08K - $6.8K
67.9K $2.16B
WMT
Walmart Inc.

Consumer Defensive
776
+ 14.32%
$66.91 - $81.4 $51.9K - $63.2K
6.2K $500M
DFAE
Dimensional ETF Tr

ETFs
81
+ 0.1%
$24.46 - $27.82 $1.98K - $2.25K
84.7K $2.32B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.54K
+ 13.91%
$51.0 - $57.07 $78.3K - $87.7K
12.6K $700M
CGGO
Capital Group Global Growth Eq

ETFs
3.07K
+ 19.46%
$27.25 - $30.52 $83.8K - $93.8K
18.9K $569M
MTB
M&T Bank Corp

Financial Services
7
+ 0.19%
$146.49 - $179.85 $1.03K - $1.26K
3.62K $645M
UHAL
Amerco

Industrials
233
+ 5.58%
$59.88 - $77.88 $14K - $18.1K
4.41K $341M
AMZN
Amazon Com Inc

Consumer Cyclical
762
+ 8.21%
$161.02 - $200.0 $123K - $152K
10K $1.87B
Capital Group Core Balanced
1.95K
+ 26.52%
N/A
9.31K $289M
VV
Vanguard Large Cap ETF

ETFs
17
+ 0.36%
$236.92 - $263.4 $4.03K - $4.48K
4.75K $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.24%
$801.83 - $917.05 $3.21K - $3.67K
1.64K $1.46B
APA
Apa Corp

Energy
12.8K
+ 24.57%
$23.34 - $32.22 $298K - $411K
64.7K $1.58B
DIS
Walt Disney CO

Communication Services
601
+ 28.16%
$85.6 - $98.61 $51.4K - $59.3K
2.74K $263M
CGMU
Capital Group Core Plus Income
1.51K
+ 14.15%
N/A
12.2K $334M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
277
+ 1.26%
$46.16 - $47.63 $12.8K - $13.2K
22.3K $1.06B
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.42%
$182.15 - $182.15 $1.09K - $1.09K
1.42K $282M
DVN
Devon Energy Corp

Energy
7.43K
+ 22.45%
$37.87 - $48.65 $281K - $362K
40.5K $1.59B
TAXF
American Centy ETF Tr Diversif

ETFs
84
+ 0.76%
$50.16 - $51.43 $4.21K - $4.32K
11.1K $571M
BAC
Bank Of America Corp

Financial Services
42
+ 0.06%
$36.65 - $44.13 $1.54K - $1.85K
71.1K $2.82B
CVX
Chevron Corp

Energy
115
+ 1.06%
$137.88 - $161.97 $15.9K - $18.6K
11K $1.62B
SCHW
Schwab Charles Corp

Financial Services
19
+ 0.16%
$61.74 - $76.08 $1.17K - $1.45K
11.6K $753M
COP
Conocophillips

Energy
11
+ 0.07%
$102.3 - $116.61 $1.13K - $1.28K
16.7K $1.76B
OVV
Ovintiv Inc.

Energy
1.8K
+ 4.17%
$37.0 - $48.89 $66.6K - $88K
44.9K $1.72B
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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