Lodestone Wealth Management LLC Sells in Q1 2025

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.91K
- 81.85%
$551.42 - $612.93 $2.15M - $2.39M
866 $485M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-25.6K
- 28.1%
$53.6 - $58.97 $1.37M - $1.51M
65.6K $3.59B
AXP
American Express CO

Financial Services
-2.12K
- 15.49%
$255.39 - $325.87 $541K - $691K
11.6K $3.11B
MAC
Macerich CO

Real Estate
-27.4K
- 18.03%
$15.88 - $20.87 $435K - $571K
125K $2.14B
LEN
Lennar Corp

Consumer Cyclical
-3.18K
- 15.61%
$113.93 - $141.54 $362K - $450K
17.2K $1.97B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-23.7K
- 77.97%
$32.42 - $36.13 $769K - $857K
6.71K $221M
SPG
Simon Property Group Inc

Real Estate
-3.55K
- 18.34%
$159.48 - $187.78 $566K - $666K
15.8K $2.62B
NVR
Nvr Inc

Consumer Cyclical
-45
- 14.56%
$7062.02 - $8382.63 $318K - $377K
264 $1.91B
MRK
Merck & Co., Inc.

Healthcare
-2.67K
- 7.78%
$83.01 - $101.02 $222K - $270K
31.7K $2.84B
BAC
Bank Of America Corp

Financial Services
-9.24K
- 13.65%
$39.61 - $47.74 $366K - $441K
58.4K $2.44B
BX
Blackstone Inc.

Financial Services
-39
- 0.3%
$136.53 - $186.74 $5.32K - $7.28K
12.9K $1.8B
OXY
Occidental Petroleum Corp

Energy
-8.19K
- 16.17%
$45.45 - $52.7 $372K - $431K
42.4K $2.09B
TGT
Target Corp

Consumer Defensive
-677
- 6.37%
$103.65 - $142.5 $70.2K - $96.5K
9.94K $1.04B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-8.68K
- 39.55%
$46.45 - $47.26 $403K - $410K
13.3K $626M
HD
Home Depot, Inc.

Consumer Cyclical
-708
- 14.02%
$347.25 - $424.87 $246K - $301K
4.34K $1.59B
JPM
Jpmorgan Chase & CO

Financial Services
-1.68K
- 8.66%
$225.19 - $279.95 $377K - $469K
17.7K $4.34B
UHALB
Amerco Com Ser N
-2.81K
- 17.09%
N/A
13.7K $808M
CVE
Cenovus Energy Inc.

Energy
-9.7K
- 13.9%
$12.24 - $15.63 $119K - $152K
60.1K $836M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-876
- 1.81%
$59.61 - $66.71 $52.2K - $58.4K
47.5K $2.87B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-286
- 19.08%
$314.47 - $431.35 $89.9K - $123K
1.21K $445M
WAL
Western Alliance Bancorporation

Financial Services
-1.69K
- 17.65%
$72.65 - $94.0 $123K - $159K
7.88K $605M
PCAR
Paccar Inc

Industrials
-806
- 4.97%
$96.91 - $112.51 $78.1K - $90.7K
15.4K $1.5B
FITB
Fifth Third Bancorp

Financial Services
-2.99K
- 18.94%
$37.48 - $44.96 $112K - $134K
12.8K $501M
EBAY
Ebay Inc

Consumer Cyclical
-4.72K
- 17.67%
$61.61 - $70.93 $291K - $335K
22K $1.49B
MTB
M&T Bank Corp

Financial Services
-654
- 18.39%
$170.47 - $201.98 $111K - $132K
2.9K $519M
CGUS
Capital Group Core Equity ETF
-778
- 1.27%
$33.08 - $36.62 $25.7K - $28.5K
60.4K $2.02B
VGT
Vanguard Information Technolog

ETFs
-107
- 18.38%
$542.38 - $646.34 $58K - $69.2K
475 $258M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-183
- 2.66%
$196.12 - $229.48 $35.9K - $42K
6.69K $1.35B
UHAL
Amerco

Industrials
-786
- 18.23%
$62.22 - $74.71 $48.9K - $58.7K
3.53K $230M
FDX
Fedex Corp

Industrials
-14
- 0.85%
$230.33 - $281.53 $3.22K - $3.94K
1.62K $396M
QCOM
Qualcomm Inc

Technology
-421
- 3.13%
$151.94 - $175.86 $64K - $74K
13K $2B
TM
Toyota Motor Corp

Consumer Cyclical
-38
- 1.45%
$176.53 - $195.35 $6.71K - $7.42K
2.58K $455M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-999
- 6.2%
$71.17 - $73.66 $71.1K - $73.6K
15.1K $1.11B
BNDX
Vanguard Total International B

ETFs
-918
- 5.98%
$48.33 - $49.5 $44.4K - $45.4K
14.4K $705M
CGXU
Capital Group Intl Focus Equit

ETFs
-852
- 0.79%
$24.48 - $26.59 $20.9K - $22.7K
107K $2.62B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.3K
- 0.99%
$50.39 - $50.66 $65.6K - $66K
130K $6.59B
CACC
Credit Acceptance Corp

Financial Services
-182
- 13.26%
$440.44 - $525.64 $80.2K - $95.7K
1.19K $615M
TAXF
American Centy ETF Tr Diversif

ETFs
-296
- 2.72%
$49.19 - $50.86 $14.6K - $15.1K
10.6K $523M
CGMU
Capital Group Core Plus Income
-407
- 3.44%
N/A
11.4K $307M
DFAE
Dimensional ETF Tr

ETFs
-2.16K
- 2.54%
$24.64 - $26.86 $53.2K - $58K
82.8K $2.14B
JPEM
Jp Morgan Diversified Return

ETFs
-291
- 4.87%
$50.81 - $54.04 $14.8K - $15.7K
5.69K $300M
VOE
Vanguard Mid Cap Value Index F

ETFs
-6
- 0.41%
$156.61 - $168.02 $940 - $1.01K
1.45K $233M
ALL
Allstate Corp

Financial Services
-98
- 7.84%
$180.99 - $210.18 $17.7K - $20.6K
1.15K $238M
VNQ
Vanguard Specialized Funds Van

ETFs
-54
- 2.18%
$85.55 - $94.34 $4.62K - $5.09K
2.43K $220M
COP
Conocophillips

Energy
-815
- 5.6%
$88.6 - $105.85 $72.2K - $86.3K
13.7K $1.44B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-22
- 0.5%
$110.75 - $119.78 $2.44K - $2.64K
4.42K $511M
MA
Mastercard Inc

Financial Services
-27
- 3.23%
$504.67 - $576.31 $13.6K - $15.6K
808 $443M
MKL
Markel Corp

Financial Services
-9
- 5.63%
$1660.14 - $2059.83 $14.9K - $18.5K
151 $282M
INTC
Intel Corp

Technology
-1.41K
- 8.64%
$19.1 - $27.39 $26.9K - $38.6K
14.9K $338M
Activity Summary
Buys All Purchases 86 New Holdings 10 Increased Positions 76 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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