Lodestone Wealth Management LLC Portfolio Holdings
Lodestone Wealth Management LLC
- $191 Billion
- Q1 2024
Lodestone Wealth Management LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.99B, Apple Inc. with a value of $5.86B, Jp Morgan ETF Tr Ultra Short I with a value of $5.26B, Vanguard Value ETF with a value of $4.91B, and Merck & Co., Inc. with a value of $4.52B.
Examining the 13F form we can see an increase of $17.9B in the current position value, from $173B to 191B.
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.