Lodestar Private Asset Management LLC Reduced Holdings in Q3 2024

Lodestar Private Asset Management LLC

  • $830 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-117
- 2.27%
$119.99 - $135.74 $14K - $15.9K
5.04K $680K
HYG
Ishares Tr

ETFs
-798
- 1.87%
$76.72 - $80.36 $61.2K - $64.1K
42K $3.37M
VB
Vanguard Small Cap ETF

ETFs
-16
- 0.4%
$214.77 - $237.72 $3.44K - $3.8K
4.01K $951K
IVE
Ishares S&P 500 Value ETF

ETFs
-3
- 0.05%
$181.06 - $197.17 $543 - $592
5.46K $1.08M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.33K
- 2.17%
$49.77 - $51.95 $116K - $121K
105K $5.44M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-44
- 0.31%
$64.57 - $71.76 $2.84K - $3.16K
14.4K $1.03M
ORCL
Oracle Corp

Technology
-261
- 5.5%
$125.9 - $170.35 $32.9K - $44.5K
4.49K $764K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-85
- 0.21%
$23.66 - $26.53 $2.01K - $2.26K
40.4K $1.06M
IBM
International Business Machines Corp

Technology
-3
- 0.13%
$175.1 - $223.38 $525 - $670
2.3K $507K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.35K
- 4.2%
$83.76 - $91.82 $113K - $123K
30.7K $2.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-244
- 1.84%
$125.95 - $142.04 $30.7K - $34.7K
13K $1.85M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-702
- 1.01%
$25.45 - $29.53 $17.9K - $20.7K
68.9K $2.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.02%
$117.9 - $128.2 $472 - $513
18.6K $2.39M
ITA
Ishares Tr

ETFs
-159
- 1.3%
$131.58 - $149.64 $20.9K - $23.8K
12K $1.8M
VV
Vanguard Large Cap ETF

ETFs
-207
- 0.87%
$236.92 - $263.4 $49K - $54.5K
23.6K $6.21M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.31K
- 2.59%
$36.98 - $41.55 $196K - $221K
199K $8.2M
GLD
Spdr Gold Trust

ETFs
-232
- 1.5%
$215.56 - $246.98 $50K - $57.3K
15.3K $3.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 0.37%
$405.19 - $478.57 $14.2K - $16.7K
9.37K $4.31M
TSLA
Tesla, Inc.

Consumer Cyclical
-281
- 3.13%
$191.76 - $263.26 $53.9K - $74K
8.7K $2.28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.87K
- 2.64%
$57.32 - $62.65 $394K - $431K
253K $15.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.1K
- 1.18%
$79.92 - $88.19 $88.2K - $97.3K
92.5K $8.16M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.41K
- 1.08%
$59.93 - $66.52 $145K - $160K
221K $14.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-119
- 0.41%
$517.38 - $573.86 $61.6K - $68.3K
28.6K $16.4M
VTV
Vanguard Value ETF

ETFs
-443
- 0.72%
$159.75 - $174.57 $70.8K - $77.3K
60.8K $10.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 0.03%
$475.2 - $527.7 $4.75K - $5.28K
29.1K $15.4M
IWM
Ishares Russell 2000 ETF

ETFs
-280
- 0.53%
$200.87 - $224.6 $56.2K - $62.9K
52.4K $11.6M
AAPL
Apple Inc.

Technology
-1.07K
- 0.75%
$207.23 - $234.82 $222K - $252K
142K $33.1M
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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