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
$297 Million 0.15% of portfolio
3,580
Q3 2024 Reduced 43.3%
$0
$282 Million 0.14% of portfolio
1,424
Q3 2024 Added 0.42%
$0
$254 Million 0.13% of portfolio
2,610
Q3 2024 Reduced 55.4%
$0
$261 Million 0.13% of portfolio
1,072
Q3 2024 Reduced 5.05%
$0
$262 Million 0.13% of portfolio
5,479
Q3 2024 Reduced 13.54%
$0
$254 Million 0.13% of portfolio
3,139
Q3 2024 Reduced 51.03%
$0
$257 Million 0.13% of portfolio
6,373
Q3 2024 Reduced 15.23%
$0
$252 Million 0.13% of portfolio
6,709
Q3 2024 Reduced 15.55%
$0
$244 Million 0.12% of portfolio
3,395
Q3 2024 Reduced 14.87%
$0
$244 Million 0.12% of portfolio
1,455
Q3 2024 Reduced 44.36%
$0
$229 Million 0.11% of portfolio
2,506
Q3 2024 Reduced 27.97%
$0
$225 Million 0.11% of portfolio
2,660
Q3 2024 Reduced 22.79%
$0
$205 Million 0.1% of portfolio
1,440
Q3 2024 New
$0
$205 Million 0.1% of portfolio
5,169
Q3 2024 New

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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