Lodestar Private Asset Management LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $701 Billion distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57.1B, Invesco Qqq Trust, Series 1 with a value of $31.6B, Schwab Strategic Tr Us Dividen with a value of $28.6B, Apple Inc. with a value of $23.7B, and Vanguard Dividend Appreciation with a value of $22.4B.
Examining the 13F form we can see an increase of $48.7B in the current position value, from $652B to 701B.
Lodestar Private Asset Management LLC is based out at Alamo, CA
Below you can find more details about Lodestar Private Asset Management LLC portfolio as well as his latest detailed transactions.