Lodestar Private Asset Management LLC Purchases in Q3 2024

Lodestar Private Asset Management LLC

  • $830 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.98K
+ 3.59%
$520.18 - $576.82 $2.07M - $2.29M
115K $66.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.4K
+ 2.88%
$77.02 - $85.06 $798K - $881K
371K $31.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
42.3K
+ 4.8%
$24.86 - $26.33 $1.05M - $1.11M
923K $24.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.65K
+ 4.83%
$105.53 - $118.34 $596K - $668K
123K $14.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14.6K
+ 7.83%
$74.26 - $78.84 $1.09M - $1.15M
202K $15.8M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.91K
+ 0.98%
$27.15 - $30.78 $188K - $213K
711K $21.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.7K
+ 12.45%
$75.47 - $83.18 $957K - $1.05M
115K $9.52M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.41K
+ 4.33%
$178.94 - $207.0 $968K - $1.12M
130K $26.2M
IXUS
Ishares Tr

ETFs
9.4K
+ 6.22%
$64.9 - $73.35 $610K - $690K
160K $11.7M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
30.7K
+ 17.87%
$38.33 - $42.48 $1.18M - $1.3M
203K $8.51M
EFG
Msci Eafe Growth ETF

ETFs
6.75K
+ 8.84%
$96.84 - $108.77 $654K - $734K
83.1K $8.95M
JPIE
J P Morgan Exchange Traded Fd
19.9K
+ 11.48%
$45.17 - $46.39 $901K - $925K
194K $8.98M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.26K
+ 3.26%
$81.17 - $90.77 $265K - $296K
103K $9.24M
VTI
Vanguard Total Stock Market Et

ETFs
194
+ 0.31%
$255.18 - $283.2 $49.5K - $54.9K
61.9K $17.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.9K
+ 12.95%
$45.87 - $48.53 $731K - $773K
139K $6.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
689
+ 0.97%
$434.77 - $502.96 $300K - $347K
71.7K $35M
UCTT
Ultra Clean Holdings, Inc.

Technology
22.2K
New
$32.7 - $56.18 $725K - $1.25M
22.2K $885K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.15K
+ 2.53%
$61.11 - $67.85 $254K - $282K
168K $11.4M
VEA
Vanguard Ftse Developed Market

ETFs
1.49K
+ 0.69%
$47.6 - $53.31 $71.1K - $79.6K
219K $11.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.66K
+ 5.2%
$44.83 - $47.42 $433K - $458K
195K $9.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.58K
+ 1.62%
$41.9 - $48.26 $108K - $125K
162K $7.75M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.32K
+ 4.13%
$56.47 - $63.69 $244K - $275K
109K $6.87M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
559
+ 0.2%
$29.23 - $33.51 $16.3K - $18.7K
279K $9.23M
GLDM
World Gold Trust

ETFs
4.57K
+ 6.62%
$46.2 - $53.01 $211K - $242K
73.6K $3.84M
BNDX
Vanguard Total International B

ETFs
8.15K
+ 6.08%
$48.42 - $50.35 $395K - $410K
142K $7.15M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.31K
+ 8.87%
$89.91 - $101.33 $297K - $335K
40.6K $3.98M
HD
Home Depot, Inc.

Consumer Cyclical
692
+ 16.0%
$333.64 - $405.2 $231K - $280K
5.02K $2.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.3K
+ 1.97%
$75.32 - $84.37 $97.5K - $109K
66.9K $5.59M
VNQ
Vanguard Specialized Funds Van

ETFs
547
+ 1.93%
$82.97 - $98.97 $45.4K - $54.1K
28.9K $2.82M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
136
+ 1.36%
$523.84 - $572.02 $71.2K - $77.8K
10.1K $5.77M
CGDV
Capital Group Divid Value ETF

ETFs
3.48K
+ 4.41%
$32.96 - $36.48 $115K - $127K
82.3K $3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
441
+ 0.65%
$75.88 - $83.21 $33.5K - $36.7K
68.2K $5.68M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.58K
+ 4.1%
$25.07 - $29.94 $64.7K - $77.2K
65.5K $1.93M
SCHA
Schwab Strategic Tr Us Small C

ETFs
516
+ 0.7%
$46.9 - $51.96 $24.2K - $26.8K
74.7K $3.85M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.02K
+ 3.26%
$80.13 - $88.89 $81.3K - $90.2K
32.1K $2.83M
SCHO
Schwab Short Term Us Treasury

ETFs
5.06K
+ 13.42%
$47.93 - $49.06 $243K - $248K
42.8K $2.1M
CMF
Ishares California Muni Bond E

ETFs
2.87K
+ 3.91%
$56.65 - $58.17 $162K - $167K
76.1K $4.42M
AOR
Ishares Tr Core Growth Allocat

ETFs
750
+ 1.1%
$55.15 - $59.31 $41.4K - $44.5K
68.8K $4.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.91K
New
$113.45 - $126.18 $217K - $241K
1.91K $241K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
63
+ 0.18%
$71.9 - $79.86 $4.53K - $5.03K
35.5K $2.82M
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.07%
$283.28 - $314.39 $2.83K - $3.14K
13.7K $4.29M
GILD
Gilead Sciences, Inc.

Healthcare
2.74K
New
$66.59 - $83.99 $182K - $230K
2.74K $229K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.91K
New
$102.34 - $114.52 $196K - $219K
1.91K $219K
META
Meta Platforms, Inc.

Communication Services
90
+ 3.67%
$453.41 - $572.44 $40.8K - $51.5K
2.54K $1.45M
AOM
Ishares Tr Core Moderate Alloc

ETFs
771
+ 0.92%
$42.66 - $45.18 $32.9K - $34.8K
84.3K $3.8M
SKYY
First Trust Cloud Computing Et

ETFs
2.06K
New
$86.45 - $102.48 $178K - $211K
2.06K $210K
COST
Costco Wholesale Corp

Consumer Defensive
171
+ 10.93%
$801.83 - $917.05 $137K - $157K
1.74K $1.54M
FNDX
Schwab Fundamental U S Large C

ETFs
398
+ 1.06%
$65.36 - $71.76 $26K - $28.6K
37.9K $2.72M
TRV
Travelers Companies, Inc.

Financial Services
880
New
$201.87 - $242.35 $178K - $213K
880 $206K
Activity Summary
Buys All Purchases 108 New Holdings 12 Increased Positions 96 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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