Lodestar Private Asset Management LLC Incresed Positions in Q1 2025

Lodestar Private Asset Management LLC

  • $791 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
46.5K
+ 20.9%
$45.46 - $46.18 $2.11M - $2.15M
269K $12.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43K
+ 3.76%
$27.01 - $28.54 $1.16M - $1.23M
1.19M $33.2M
IXUS
Ishares Tr

ETFs
13.9K
+ 8.22%
$65.06 - $72.31 $904K - $1M
183K $12.8M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.57K
+ 0.89%
$27.47 - $30.62 $181K - $201K
747K $22.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.7K
+ 4.95%
$73.78 - $76.59 $788K - $818K
226K $17.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.56K
+ 10.73%
$74.85 - $84.89 $566K - $642K
78K $6.38M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
12.9K
+ 5.62%
$41.61 - $44.72 $535K - $575K
242K $10.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.3K
+ 6.79%
$44.72 - $46.25 $730K - $755K
257K $11.8M
GLDM
World Gold Trust

ETFs
3.05K
+ 3.92%
$52.19 - $61.89 $159K - $189K
80.8K $5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.04K
+ 0.79%
$24.73 - $25.62 $199K - $206K
1.02M $26.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.72K
+ 0.43%
$18.36 - $20.51 $31.5K - $35.2K
400K $7.91M
IBND
Spdr Bloomberg International C

ETFs
4.33K
+ 1.25%
$27.72 - $29.79 $120K - $129K
350K $10.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.2K
+ 9.39%
$49.42 - $50.43 $503K - $514K
119K $5.93M
VTV
Vanguard Value ETF

ETFs
1.59K
+ 2.62%
$167.73 - $179.21 $266K - $284K
62K $10.7M
WFC
Wells Fargo & Company

Financial Services
6.25K
+ 43.49%
$66.78 - $81.42 $417K - $508K
20.6K $1.48M
EFG
Msci Eafe Growth ETF

ETFs
1.66K
+ 1.91%
$96.1 - $106.37 $160K - $177K
88.6K $8.86M
PWZ
Invesco California Amt Free Mu

ETFs
19.2K
+ 31.62%
$23.68 - $24.72 $454K - $474K
79.8K $1.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
368
+ 0.32%
$56.51 - $62.98 $20.8K - $23.2K
114K $6.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.92K
+ 1.66%
$42.5 - $46.71 $124K - $136K
179K $8.08M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.55K
+ 7.85%
$56.63 - $59.39 $315K - $330K
76.3K $4.39M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.03K
+ 7.37%
$78.0 - $84.37 $393K - $425K
73.3K $5.85M
VTI
Vanguard Total Stock Market Et

ETFs
4.63K
+ 7.26%
$271.18 - $303.12 $1.25M - $1.4M
68.4K $18.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.35K
+ 3.69%
$106.22 - $111.09 $144K - $150K
37.9K $4.21M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.06K
+ 5.55%
$25.69 - $26.89 $156K - $163K
115K $3.1M
VIG
Vanguard Dividend Appreciation

ETFs
1.43K
+ 1.15%
N/A
126K $22.9M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.8K
+ 5.5%
$78.97 - $85.82 $142K - $154K
34.5K $2.86M
HYG
Ishares Tr

ETFs
2.99K
+ 6.65%
$78.51 - $80.11 $234K - $239K
47.9K $3.78M
VNQ
Vanguard Specialized Funds Van

ETFs
1.71K
+ 5.64%
$85.55 - $94.34 $146K - $162K
32.1K $2.9M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.26K
+ 0.8%
$29.72 - $31.94 $67.2K - $72.2K
284K $8.77M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
258
+ 0.85%
$87.68 - $94.52 $22.6K - $24.4K
30.6K $2.87M
JCPB
J P Morgan Exchange Traded Fd

ETFs
567
+ 0.39%
$45.56 - $47.23 $25.8K - $26.8K
146K $6.85M
IEMG
Ishares Inc

ETFs
3.1K
+ 16.71%
N/A
21.6K $1.16M
SCHO
Schwab Short Term Us Treasury

ETFs
5.77K
+ 6.48%
$24.1 - $24.34 $139K - $140K
94.8K $2.31M
VO
Vanguard Mid Cap ETF

ETFs
747
+ 10.14%
$251.87 - $277.95 $188K - $208K
8.11K $2.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.76K
+ 2.43%
$51.52 - $52.37 $90.5K - $92K
74K $3.87M
BNDX
Vanguard Total International B

ETFs
3.13K
+ 2.01%
$48.33 - $49.5 $151K - $155K
159K $7.76M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.95K
+ 4.45%
$25.98 - $28.59 $76.6K - $84.3K
69.3K $1.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.5K
+ 20.31%
$34.83 - $37.52 $87.1K - $93.8K
14.8K $537K
RSP
Invesco S&P 500 Equal Weight E

ETFs
595
+ 26.14%
$169.43 - $182.84 $101K - $109K
2.87K $497K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
628
+ 1.42%
$48.43 - $49.9 $30.4K - $31.3K
44.8K $2.23M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
175
+ 0.45%
$22.91 - $25.71 $4.01K - $4.5K
39.3K $998K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.15K
+ 14.51%
$59.78 - $60.03 $68.7K - $69K
9.08K $543K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
20
+ 0.14%
$68.32 - $75.06 $1.37K - $1.5K
14.3K $1.07M
GILD
Gilead Sciences, Inc.

Healthcare
100
+ 3.65%
$89.14 - $117.41 $8.91K - $11.7K
2.84K $318K
MBB
Ishares Tr

ETFs
170
+ 0.83%
$90.37 - $94.08 $15.4K - $16K
20.6K $1.93M
CRWD
Crowd Strike Holdings, Inc.

Technology
144
+ 23.88%
$308.86 - $455.36 $44.5K - $65.6K
747 $263K
BMY
Bristol Myers Squibb CO

Healthcare
545
+ 11.98%
$53.9 - $63.11 $29.4K - $34.4K
5.09K $310K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.23K
+ 6.39%
$49.25 - $50.66 $60.3K - $62.1K
20.4K $1.01M
SBUX
Starbucks Corp

Consumer Cyclical
222
+ 5.9%
$91.75 - $115.81 $20.4K - $25.7K
3.98K $390K
Activity Summary
Buys All Purchases 105 New Holdings 7 Increased Positions 98 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email