Lodestar Private Asset Management LLC Incresed Positions in Q2 2025

Lodestar Private Asset Management LLC

  • $861 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
27
+ 3.61%
$321.63 - $509.31 $8.68K - $13.8K
774 $394K
V
Visa Inc.

Financial Services
307
+ 13.45%
$308.27 - $373.31 $94.6K - $115K
2.59K $919K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.64K
+ 2.21%
$51.68 - $52.76 $84.7K - $86.4K
75.6K $3.99M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.04%
$154.86 - $239.07 $155 - $239
2.28K $544K
AMD
Advanced Micro Devices Inc

Technology
10
+ 0.38%
$78.21 - $143.81 $782 - $1.44K
2.65K $376K
EEM
Ishares Msci Emerging Markets

ETFs
655
+ 4.72%
$38.52 - $48.28 $25.2K - $31.6K
14.5K $701K
IBM
International Business Machines Corp

Technology
2
+ 0.1%
$221.03 - $294.78 $442 - $590
1.97K $581K
HDV
Ishares Core High Dividend ETF

ETFs
844
+ 30.86%
$108.41 - $120.51 $91.5K - $102K
3.58K $419K
HON
Honeywell International Inc

Industrials
210
+ 16.22%
$182.86 - $232.88 $38.4K - $48.9K
1.51K $350K
IVE
Ishares S&P 500 Value ETF

ETFs
206
+ 3.78%
$168.34 - $195.42 $34.7K - $40.3K
5.65K $1.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
944
+ 2.11%
$49.57 - $50.27 $46.8K - $47.5K
45.7K $2.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
318
+ 6.73%
$103.88 - $123.68 $33K - $39.3K
5.04K $622K
JPIN
Jp Morgan Diversified Return I

ETFs
2
+ 0.03%
$52.18 - $64.25 $104 - $129
7.61K $488K
VBR
Vanguard Small Cap Value ETF

ETFs
186
+ 10.28%
$162.76 - $195.77 $30.3K - $36.4K
2K $389K
FNDC
Schwab Fundamental Intl Small

ETFs
1
+ 0.01%
$32.97 - $42.05 $33 - $42.1
8.79K $369K
VONE
Vanguard Russell 1000 ETF

ETFs
103
+ 12.78%
$225.48 - $280.86 $23.2K - $28.9K
909 $255K
FNDA
Schwab Fundamental U S Small C

ETFs
1.05K
+ 7.48%
$23.85 - $28.69 $25.1K - $30.2K
15.1K $432K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
41
+ 0.59%
$52.84 - $65.52 $2.17K - $2.69K
7.04K $460K
RTX
Raytheon Technologies Corp

Industrials
155
+ 9.49%
$113.75 - $148.48 $17.6K - $23K
1.79K $261K
SCHO
Schwab Short Term Us Treasury

ETFs
1.55K
+ 1.63%
$24.19 - $24.45 $37.4K - $37.8K
96.4K $2.35M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
495
+ 19.04%
$77.94 - $79.5 $38.6K - $39.4K
3.1K $246K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.46K
+ 3.54%
$24.18 - $27.61 $59.4K - $67.8K
71.8K $1.94M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
193
+ 1.31%
$67.03 - $80.35 $12.9K - $15.5K
14.9K $1.19M
HEFA
Ishares Currency Hedged Msci E

ETFs
215
+ 1.45%
$32.11 - $38.21 $6.9K - $8.22K
15K $570K
EEMA
Ishares Msci Emerging Markets

ETFs
44
+ 1.34%
$64.59 - $83.0 $2.84K - $3.65K
3.33K $274K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
6
+ 0.26%
$86.12 - $108.35 $517 - $650
2.33K $251K
JNK
Spdr Bloomberg High Yield Bond

ETFs
87
+ 1.21%
$91.23 - $97.27 $7.94K - $8.46K
7.26K $705K
VNQ
Vanguard Specialized Funds Van

ETFs
706
+ 2.2%
$79.79 - $91.42 $56.3K - $64.5K
32.8K $2.92M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
852
+ 3.65%
$18.94 - $21.67 $16.1K - $18.5K
24.2K $511K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
119
+ 0.63%
$46.46 - $47.44 $5.53K - $5.65K
19K $899K
GILD
Gilead Sciences, Inc.

Healthcare
43
+ 1.51%
$96.91 - $113.0 $4.17K - $4.86K
2.88K $319K
Blackrock Inc
30
+ 10.03%
N/A
329 $0
DVY
Ishares Tr

ETFs
2
+ 0.04%
$118.37 - $134.86 $237 - $270
5.03K $668K
MCD
Mcdonalds Corp

Consumer Cyclical
104
+ 4.61%
$285.55 - $321.23 $29.7K - $33.4K
2.36K $688K
SCHP
Schwab Strategic Us Tips ETF

ETFs
174
+ 0.15%
$26.18 - $26.93 $4.56K - $4.69K
115K $3.08M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
13
+ 0.09%
$68.13 - $74.77 $886 - $972
14.3K $1.04M
Activity Summary
Buys All Purchases 100 New Holdings 13 Increased Positions 87 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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