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
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
563
+ 2.91%
$25.98 - $28.41 $14.6K - $16K
19.9K $548K
CGDV
Capital Group Divid Value ETF

ETFs
353
+ 0.44%
$34.95 - $37.36 $12.3K - $13.2K
81.2K $2.89M
VGSH
Vanguard

ETFs
706
+ 16.55%
$58.07 - $58.69 $41K - $41.4K
4.97K $291K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
841
+ 10.58%
$49.69 - $50.76 $41.8K - $42.7K
8.79K $439K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
377
+ 18.7%
$120.24 - $134.3 $45.3K - $50.6K
2.39K $291K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.73K
+ 5.24%
$30.73 - $32.26 $53.1K - $55.8K
34.7K $1.07M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
80
+ 1.21%
$100.59 - $103.47 $8.05K - $8.28K
6.72K $694K
HDV
Ishares Core High Dividend ETF

ETFs
17
+ 0.63%
$110.86 - $121.12 $1.88K - $2.06K
2.74K $331K
FNDC
Schwab Fundamental Intl Small

ETFs
205
+ 2.39%
$33.34 - $37.44 $6.83K - $7.68K
8.79K $318K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
76
+ 0.87%
$95.85 - $99.25 $7.28K - $7.54K
8.84K $874K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
72
+ 1.04%
$55.47 - $61.45 $3.99K - $4.42K
7K $412K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
172
+ 6.39%
$76.94 - $78.28 $13.2K - $13.5K
2.86K $224K
FNDX
Schwab Fundamental U S Large C

ETFs
1.02K
+ 0.9%
$23.03 - $25.01 $23.4K - $25.4K
114K $2.68M
AOA
Ishares Tr Core Aggressive All

ETFs
201
+ 1.6%
$75.7 - $80.01 $15.2K - $16.1K
12.8K $978K
EEMA
Ishares Msci Emerging Markets

ETFs
57
+ 1.77%
$69.51 - $77.24 $3.96K - $4.4K
3.28K $243K
CGXU
Capital Group Intl Focus Equit

ETFs
696
+ 2.11%
$24.48 - $26.59 $17K - $18.5K
33.7K $824K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.21%
$182.82 - $196.21 $914 - $981
2.44K $459K
PRF
Invesco Exchange Traded Fd Tr

ETFs
35
+ 0.18%
$39.4 - $42.61 $1.38K - $1.49K
19.6K $792K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5
+ 0.19%
$77.7 - $78.94 $389 - $395
2.6K $205K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.02%
$185.78 - $198.58 $186 - $199
5.44K $1.04M
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.07%
$156.61 - $168.02 $313 - $336
2.95K $473K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
6
+ 0.26%
$95.35 - $107.82 $572 - $647
2.32K $222K
BAC
Bank Of America Corp

Financial Services
16
+ 0.21%
$39.61 - $47.74 $634 - $764
7.71K $321K
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.28%
$183.02 - $207.75 $915 - $1.04K
1.81K $336K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
13
+ 0.28%
$117.4 - $131.02 $1.53K - $1.7K
4.72K $565K
DIS
Walt Disney CO

Communication Services
151
+ 4.98%
$96.87 - $114.0 $14.6K - $17.2K
3.19K $314K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.03%
$120.29 - $134.6 $120 - $135
3.96K $483K
AVGO
Broadcom Inc.

Technology
280
+ 24.67%
$167.43 - $244.7 $46.9K - $68.5K
1.42K $236K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.01%
$84.5 - $105.05 $84.5 - $105
11.2K $984K
FNDA
Schwab Fundamental U S Small C

ETFs
3
+ 0.02%
$26.87 - $30.99 $80.6 - $93
14K $384K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.08%
$96.93 - $109.51 $388 - $438
5.07K $496K
VB
Vanguard Small Cap ETF

ETFs
70
+ 1.7%
$217.89 - $252.64 $15.3K - $17.7K
4.2K $930K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$360.07 - $417.26 $360 - $417
2.02K $727K
SCHX
Schwab Strategic Tr Us Large C

ETFs
20K
+ 4.03%
$21.75 - $24.28 $434K - $485K
515K $11.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.7K
+ 4.3%
$25.58 - $29.24 $401K - $458K
381K $9.97M
IWB
Ishares Tr Russell 1000 ETF

ETFs
41
+ 0.31%
$302.31 - $337.54 $12.4K - $13.8K
13.5K $4.13M
IWR
Ishares Russell Mid Cap ETF

ETFs
922
+ 1.0%
$82.81 - $92.93 $76.4K - $85.7K
93.4K $7.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.29K
+ 3.46%
$23.16 - $27.04 $123K - $143K
158K $3.71M
VUG
Vanguard Growth ETF

ETFs
171
+ 1.79%
$369.1 - $427.61 $63.1K - $73.1K
9.72K $3.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
7.18K
+ 6.86%
$80.08 - $92.93 $575K - $667K
112K $9.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
692
+ 2.36%
$507.05 - $563.67 $351K - $390K
30K $15.4M
CRM
Salesforce, Inc.

Technology
2
+ 0.03%
$268.36 - $359.95 $537 - $720
6.59K $1.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.52K
+ 2.97%
$57.21 - $65.8 $430K - $495K
260K $15.2M
IWM
Ishares Russell 2000 ETF

ETFs
1.29K
+ 2.43%
$198.1 - $229.79 $256K - $296K
54.4K $10.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.93K
+ 2.96%
$102.49 - $119.96 $403K - $472K
137K $14.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.51K
+ 3.39%
$192.82 - $222.1 $869K - $1M
138K $26.6M
IVV
Ishares Core S&P 500 ETF

ETFs
2.39K
+ 2.02%
$554.06 - $615.85 $1.32M - $1.47M
121K $67.9M
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
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