Lodestar Private Asset Management LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $791 Million distributed in 216 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 $67.9M, Invesco Qqq Trust, Series 1 with a value of $33.6M, Schwab Strategic Tr Us Dividen with a value of $33.2M, Apple Inc. with a value of $32.3M, and Invesco Exchange Traded Fd Tr with a value of $26.6M.
Examining the 13F form we can see an decrease of $3.89M in the current position value, from $795M to 791M.
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.
Portfolio value
$791 Million
ETFs: $687 Million
Technology: $46.3 Million
Consumer Cyclical: $13.6 Million
Financial Services: $12.1 Million
Healthcare: $5.08 Million
Consumer Defensive: $4.87 Million
Communication Services: $4.7 Million
Industrials: $2.58 Million
Other: $2.46 Million
Stock Holdings Table Market Cap. of $200 Billions or more
