Lodestar Private Asset Management LLC Sells in Q3 2025

Lodestar Private Asset Management LLC

  • $948 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
-27
- 0.98%
$164.63 - $174.58 $4.45K - $4.71K
2.73K $476K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-98
- 2.7%
$135.0 - $146.02 $13.2K - $14.3K
3.53K $514K
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 0.05%
$195.41 - $212.37 $195 - $212
1.99K $416K
BAC
Bank Of America Corp

Financial Services
-36
- 0.48%
$44.92 - $52.42 $1.62K - $1.89K
7.51K $387K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-5
- 0.32%
$435.72 - $463.74 $2.18K - $2.32K
1.55K $719K
IVE
Ishares S&P 500 Value ETF

ETFs
-108
- 1.91%
$194.44 - $206.51 $21K - $22.3K
5.54K $1.14M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.04K
- 6.94%
$79.39 - $90.39 $82.2K - $93.6K
13.9K $1.23M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-788
- 2.48%
$78.88 - $85.2 $62.2K - $67.1K
31K $2.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-17.3K
- 4.36%
$21.69 - $23.34 $375K - $404K
380K $8.84M
CGDV
Capital Group Divid Value ETF

ETFs
-1.41K
- 1.81%
$39.59 - $42.21 $55.8K - $59.5K
76.4K $3.21M
XLK
Technology Sector Spdr

ETFs
-4.17K
- 8.71%
$250.97 - $282.66 $1.05M - $1.18M
43.7K $12.3M
ABBV
Abb Vie Inc.

Healthcare
-117
- 2.29%
$184.85 - $231.54 $21.6K - $27.1K
4.99K $1.16M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-2.85K
- 4.72%
$30.06 - $36.69 $85.7K - $105K
57.5K $2.11M
GOOG
Alphabet Inc.

Communication Services
-39
- 0.75%
$175.16 - $255.24 $6.83K - $9.95K
5.13K $1.25M
VV
Vanguard Large Cap ETF

ETFs
-477
- 2.17%
$285.05 - $309.14 $136K - $147K
21.5K $6.62M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-8
- 0.06%
$339.37 - $366.46 $2.71K - $2.93K
13.8K $5.05M
VGT
Vanguard Information Technolog

ETFs
-47
- 1.0%
$656.44 - $753.15 $30.9K - $35.4K
4.65K $3.47M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-293
- 0.36%
$84.28 - $89.46 $24.7K - $26.2K
81.6K $7.26M
VUG
Vanguard Growth ETF

ETFs
-94
- 0.85%
$433.97 - $484.08 $40.8K - $45.5K
11K $5.28M
INTC
Intel Corp

Technology
-1.91K
- 4.43%
$19.31 - $35.5 $36.8K - $67.7K
41.1K $1.38M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.95K
- 1.28%
$43.65 - $46.42 $129K - $137K
228K $10.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.2K
- 2.12%
$24.46 - $26.5 $275K - $298K
520K $13.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.36K
- 1.02%
$23.82 - $25.84 $151K - $164K
619K $15.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.42K
- 3.46%
$546.99 - $602.2 $1.33M - $1.46M
67.7K $40.6M
Activity Summary
Buys All Purchases 123 New Holdings 9 Increased Positions 114 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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