Lodestar Private Asset Management LLC Reduced Holdings in Q4 2024

Lodestar Private Asset Management LLC

  • $795 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-86
- 2.4%
$111.93 - $119.39 $9.63K - $10.3K
3.49K $394K
VO
Vanguard Mid Cap ETF

ETFs
-53
- 0.71%
$261.5 - $284.63 $13.9K - $15.1K
7.37K $1.95M
AZO
Autozone Inc

Consumer Cyclical
-5
- 6.25%
$2981.19 - $3370.27 $14.9K - $16.9K
75 $240K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-469
- 1.32%
$78.43 - $87.17 $36.8K - $40.9K
35.1K $2.81M
VBR
Vanguard Small Cap Value ETF

ETFs
-30
- 1.64%
$197.36 - $217.3 $5.92K - $6.52K
1.8K $357K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-70
- 0.36%
$40.15 - $42.9 $2.81K - $3K
19.6K $789K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-76
- 1.59%
$121.89 - $135.52 $9.26K - $10.3K
4.71K $588K
TRV
Travelers Companies, Inc.

Financial Services
-25
- 2.84%
$225.97 - $266.66 $5.65K - $6.67K
855 $205K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-25
- 0.16%
$84.34 - $95.14 $2.11K - $2.38K
15.4K $1.34M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-300
- 2.08%
$19.11 - $24.18 $5.73K - $7.25K
14.1K $319K
IWR
Ishares Russell Mid Cap ETF

ETFs
-8
- 0.01%
$87.25 - $95.52 $698 - $764
92.5K $8.18M
XLY
Select Sector Spdr Consumer Di

ETFs
-23
- 1.92%
$194.8 - $239.43 $4.48K - $5.51K
1.18K $263K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-241
- 1.77%
$311.11 - $335.64 $75K - $80.9K
13.4K $4.32M
DIS
Walt Disney CO

Communication Services
-136
- 4.29%
$92.39 - $117.6 $12.6K - $16K
3.04K $337K
NFLX
Netflix Inc

Communication Services
-119
- 13.62%
$687.65 - $936.56 $81.8K - $111K
755 $672K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-51
- 1.76%
$172.07 - $207.36 $8.78K - $10.6K
2.85K $563K
WFC
Wells Fargo & Company

Financial Services
-1.82K
- 11.27%
$54.98 - $77.35 $100K - $141K
14.4K $1.01M
VGT
Vanguard Information Technolog

ETFs
-80
- 1.78%
$571.78 - $647.97 $45.7K - $51.8K
4.42K $2.75M
GOOG
Alphabet Inc.

Communication Services
-15
- 0.28%
$163.08 - $198.16 $2.45K - $2.97K
5.38K $1.02M
VUG
Vanguard Growth ETF

ETFs
-138
- 1.43%
$378.79 - $428.11 $52.3K - $59.1K
9.54K $3.92M
XLK
Technology Sector Spdr

ETFs
-651
- 1.24%
$220.26 - $241.44 $143K - $157K
52.1K $12.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-102
- 0.36%
$567.81 - $607.81 $57.9K - $62K
28.5K $16.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-92
- 1.06%
$213.65 - $479.86 $19.7K - $44.1K
8.61K $3.48M
AMZN
Amazon Com Inc

Consumer Cyclical
-83
- 0.16%
$180.88 - $232.93 $15K - $19.3K
50.7K $11.1M
Activity Summary
Buys All Purchases 110 New Holdings 8 Increased Positions 102 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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