Lodestone Wealth Management LLC New Holdings in Q3 2024

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
5.54K
New
N/A
5.54K $560M
Pimco ETF Tr
10K
New
N/A
10K $267M
Capital Group New Geography
9.26K
New
N/A
9.26K $245M
AFL
Aflac Inc

Financial Services
2.07K
New
$88.52 - $111.8 $183K - $232K
2.07K $232M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.74K
New
$57.22 - $80.08 $157K - $219K
2.74K $213M
LMT
Lockheed Martin Corp

Industrials
358
New
$460.3 - $584.56 $165K - $209K
358 $209M
DFAU
Dimensional ETF Tr

ETFs
5.17K
New
$35.8 - $39.69 $185K - $205K
5.17K $205M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.44K
New
$125.95 - $142.04 $181K - $205K
1.44K $205M
KKR
Kkr & Co. Inc.

Financial Services
1.55K
New
$104.51 - $133.23 $162K - $207K
1.55K $203M
BNTX
Bio N Tech Se

Healthcare
70.5K
New
$78.36 - $124.66 $5.52M - $8.79M
70.5K $7K
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
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email