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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.53 Billion 3.27% of portfolio
128,632
Q3 2024 Added 19.49%
$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%
$0
$4.22 Billion 2.11% of portfolio
115,724
Q3 2024 Added 28.12%
$0
$3.69 Billion 1.85% of portfolio
63,821
Q3 2024 Added 22.75%
$0
$3.26 Billion 1.63% of portfolio
41,387
Q3 2024 Added 35.02%
$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%
$0
$2.41 Billion 1.21% of portfolio
48,899
Q3 2024 Added 35.86%
$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%
$0
$1.77 Billion 0.88% of portfolio
46,369
Q3 2024 Reduced 6.57%
$0
$1.54 Billion 0.77% of portfolio
20,569
Q3 2024 Reduced 59.15%
$0
$1.4 Billion 0.7% of portfolio
6,893
Q3 2024 Added 31.47%
$0
$1.39 Billion 0.69% of portfolio
49,298
Q3 2024 Reduced 3.23%
$0
$1.25 Billion 0.63% of portfolio
4,748
Q3 2024 Added 0.36%
$0
$1.24 Billion 0.62% of portfolio
26,643
Q3 2024 Reduced 6.53%
$0
$1.06 Billion 0.53% of portfolio
22,333
Q3 2024 Added 1.26%
$0
$891 Million 0.45% of portfolio
16,586
Q3 2024 Reduced 12.42%
$0
$907 Million 0.45% of portfolio
18,048
Q3 2024 Reduced 62.67%
$0
$874 Million 0.44% of portfolio
25,129
Q3 2024 Added 29.42%
$83.3B
$825 Million 0.41% of portfolio
3,395
Q2 2024 Reduced 1.39%
$0
$755 Million 0.38% of portfolio
7,503
Q3 2024 Added 59.94%
$0
$730 Million 0.37% of portfolio
23,716
Q3 2024 Added 27.53%
$0
$700 Million 0.35% of portfolio
12,575
Q3 2024 Added 13.91%
$0
$571 Million 0.29% of portfolio
11,104
Q3 2024 Added 0.76%
$0
$555 Million 0.28% of portfolio
1,051
Q3 2024 Reduced 1.87%
$0
$560 Million 0.28% of portfolio
4,444
Q3 2024 Reduced 12.33%
$0
$561 Million 0.28% of portfolio
2,483
Q3 2024 Reduced 1.12%
$0
$569 Million 0.28% of portfolio
18,871
Q3 2024 Added 19.46%
$0
$543 Million 0.27% of portfolio
2,059
Q3 2024 Reduced 7.5%
$0
$527 Million 0.26% of portfolio
9,164
Q3 2024 Reduced 9.46%
$0
$512 Million 0.26% of portfolio
887
Q3 2024 Reduced 1.66%
$0
$529 Million 0.26% of portfolio
5,224
Q3 2024 Reduced 1.19%
$0
$501 Million 0.25% of portfolio
1,026
Q3 2024 Reduced 16.86%
$0
$486 Million 0.24% of portfolio
847
Q3 2024 Reduced 51.35%
$0
$453 Million 0.23% of portfolio
9,998
Q3 2024 Reduced 1.43%
$0
$459 Million 0.23% of portfolio
1,935
Q3 2024 Reduced 0.72%
$0
$466 Million 0.23% of portfolio
2,323
Q3 2024 Reduced 8.47%
$0
$429 Million 0.21% of portfolio
2,393
Q3 2024 Reduced 16.71%
$0
$371 Million 0.19% of portfolio
2,072
Q3 2024 Reduced 29.86%
$0
$380 Million 0.19% of portfolio
4,326
Q3 2024 Reduced 17.21%
$0
$355 Million 0.18% of portfolio
6,276
Q3 2024 Reduced 7.73%
$0
$341 Million 0.17% of portfolio
581
Q3 2024 Reduced 11.7%
$0
$344 Million 0.17% of portfolio
6,935
Q4 2023 Reduced 8.92%
$0
$339 Million 0.17% of portfolio
2,202
Q3 2024 Reduced 44.99%

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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