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
IVV
Ishares Core S&P 500 ETF

ETFs
1.83K
+ 1.52%
$498.8 - $620.9 $914K - $1.14M
123K $76.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.28K
+ 1.65%
$171.4 - $227.1 $390K - $517K
140K $31.8M
IXUS
Ishares Tr

ETFs
30.7K
+ 16.8%
$62.37 - $77.63 $1.92M - $2.39M
214K $16.5M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
38K
+ 5.08%
$26.38 - $32.66 $1M - $1.24M
785K $25.6M
JPIE
J P Morgan Exchange Traded Fd
69.4K
+ 25.79%
$45.12 - $46.32 $3.13M - $3.21M
338K $15.7M
IBND
Spdr Bloomberg International C

ETFs
59.5K
+ 17.02%
$29.46 - $32.59 $1.75M - $1.94M
409K $13.3M
EFG
Msci Eafe Growth ETF

ETFs
14.7K
+ 16.56%
$89.8 - $112.0 $1.32M - $1.64M
103K $11.6M
VTI
Vanguard Total Stock Market Et

ETFs
281
+ 0.41%
$243.75 - $303.93 $68.5K - $85.4K
68.6K $20.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.7K
+ 3.04%
$19.6 - $24.44 $307K - $383K
531K $13M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.3K
+ 8.1%
$75.05 - $77.34 $1.37M - $1.42M
244K $18.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.66K
+ 11.1%
$72.96 - $90.39 $632K - $783K
86.7K $7.75M
SCHA
Schwab Strategic Tr Us Small C

ETFs
42.1K
+ 26.63%
$20.42 - $25.3 $861K - $1.07M
200K $5.07M
VUG
Vanguard Growth ETF

ETFs
1.39K
+ 14.29%
$329.49 - $438.4 $457K - $608K
11.1K $4.87M
NVDA
Nvidia Corp

Technology
451
+ 2.16%
$94.31 - $157.99 $42.5K - $71.3K
21.4K $3.37M
VTV
Vanguard Value ETF

ETFs
4.74K
+ 7.64%
$153.67 - $176.74 $728K - $837K
66.8K $11.8M
AOR
Ishares Tr Core Growth Allocat

ETFs
12.6K
+ 16.54%
$53.36 - $61.57 $673K - $777K
88.9K $5.47M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
8.61K
+ 11.74%
$71.28 - $83.74 $614K - $721K
81.9K $6.86M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.54K
+ 2.54%
$39.89 - $49.46 $181K - $225K
183K $9.06M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.94K
+ 2.35%
$22.92 - $28.05 $205K - $251K
390K $10.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
32.5K
+ 3.17%
$24.98 - $25.66 $812K - $834K
1.06M $27.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.42K
+ 2.59%
$74.88 - $91.97 $181K - $223K
95.9K $8.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.95K
+ 1.42%
$90.56 - $109.49 $176K - $213K
139K $15.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
10.9K
+ 9.81%
$41.55 - $46.04 $454K - $503K
122K $5.62M
VGT
Vanguard Information Technolog

ETFs
281
+ 6.36%
$470.37 - $663.28 $132K - $186K
4.7K $3.12M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
425
+ 4.07%
$468.22 - $566.51 $199K - $241K
10.9K $6.15M
IWB
Ishares Tr Russell 1000 ETF

ETFs
377
+ 2.8%
$272.36 - $339.57 $103K - $128K
13.8K $4.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.99K
+ 10.26%
$22.27 - $29.21 $178K - $233K
85.9K $2.51M
GLDM
World Gold Trust

ETFs
2.39K
+ 2.95%
$58.96 - $67.97 $141K - $162K
83.2K $5.45M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.29K
+ 11.32%
$107.93 - $110.97 $463K - $476K
42.2K $4.65M
BNDX
Vanguard Total International B

ETFs
6.2K
+ 3.9%
$48.77 - $49.55 $302K - $307K
165K $8.18M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
7.26K
+ 114.7%
$39.44 - $49.12 $286K - $357K
13.6K $658K
IEMG
Ishares Inc

ETFs
6.73K
+ 31.12%
N/A
28.4K $1.52M
FNDX
Schwab Fundamental U S Large C

ETFs
10.4K
+ 9.11%
$20.84 - $24.54 $216K - $254K
124K $3.04M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.39K
+ 3.7%
$50.09 - $51.09 $220K - $224K
123K $6.28M
VB
Vanguard Small Cap ETF

ETFs
1.17K
+ 27.75%
$193.73 - $237.37 $226K - $277K
5.36K $1.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.21K
+ 57.52%
$50.36 - $50.68 $313K - $315K
17K $861K
GOOGL
Alphabet Inc.

Communication Services
286
+ 2.93%
$144.7 - $178.6 $41.4K - $51.1K
10K $1.77M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$210.28 - $289.91 $210 - $290
5.49K $1.59M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.25K
+ 1.66%
$45.12 - $46.23 $192K - $197K
261K $12.1M
AOA
Ishares Tr Core Aggressive All

ETFs
1.66K
+ 12.97%
$69.46 - $83.4 $115K - $138K
14.5K $1.21M
COST
Costco Wholesale Corp

Consumer Defensive
148
+ 8.61%
$908.13 - $1056.85 $134K - $156K
1.87K $1.85M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.07K
+ 28.63%
$23.55 - $27.67 $166K - $196K
31.8K $878K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.45K
+ 50.56%
$48.46 - $50.2 $215K - $223K
13.2K $657K
INDA
Ishares Msci India Index Fund

ETFs
3.15K
+ 59.19%
$49.13 - $55.86 $155K - $176K
8.48K $472K
AVGO
Broadcom Inc.

Technology
45
+ 3.18%
$146.29 - $275.65 $6.58K - $12.4K
1.46K $402K
XOM
Exxon Mobil Corp

Energy
2.53K
+ 26.24%
$99.93 - $119.04 $253K - $301K
12.2K $1.31M
HYG
Ishares Tr

ETFs
881
+ 1.84%
$75.75 - $80.65 $66.7K - $71.1K
48.8K $3.94M
DIS
Walt Disney CO

Communication Services
446
+ 14.0%
$81.72 - $124.01 $36.4K - $55.3K
3.63K $450K
GOOG
Alphabet Inc.

Communication Services
157
+ 3.13%
$146.58 - $180.01 $23K - $28.3K
5.17K $916K
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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