Lodestone Wealth Management LLC Purchases and Sells in Q3 2025

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

Top Buys

Incresed Positions

83 operations
Stock Shares change Price Range Shares Held Trade History
1.12K
+ 4.76%
$153.3 - $186.58 $172K - $210K
24.7K $4.61B
43
+ 0.31%
$491.09 - $535.64 $21.1K - $23K
14.1K $7.32B
51.3K
+ 85.44%
$13.87 - $17.81 $712K - $914K
111K $1.89B
4.11K
+ 3.44%
$39.59 - $42.21 $163K - $174K
123K $5.19B
986
+ 21.36%
$218.96 - $328.33 $216K - $324K
5.6K $1.58B
2.69K
+ 25.72%
$211.65 - $238.24 $569K - $640K
13.1K $2.88B
View all

New Holdings

25 operations
Stock Shares change Price Range Shares Held Trade History
7.22K
New
$134.53 - $152.5 $971K - $1.1M
7.22K $1.03B
2.4K
New
$237.77 - $353.61 $569K - $847K
2.4K $827M
879
New
$412.46 - $514.1 $363K - $452K
879 $431M
1.27K
New
$264.74 - $369.57 $335K - $468K
1.27K $418M
4.68K
New
$74.39 - $108.79 $348K - $509K
4.68K $391M
3.32K
New
$72.16 - $100.25 $240K - $333K
3.32K $328M
View all

Top Sells

Reduced Positions

61 operations
Stock Shares change Price Range Shares Held Trade History
-1.38K
- 17.83%
$459.11 - $506.91 $635K - $701K
6.37K $3.2B
-7.5K
- 28.46%
$31.75 - $36.99 $238K - $277K
18.9K $661M
-4.52K
- 10.65%
$42.54 - $48.1 $192K - $217K
37.9K $1.79B
-1.19K
- 3.76%
$77.6 - $87.37 $92.3K - $104K
30.5K $2.56B
-3.93K
- 12.35%
$38.53 - $43.17 $151K - $170K
27.9K $1.13B
-2.88K
- 19.06%
$72.57 - $74.72 $209K - $215K
12.2K $909M
View all
Activity Summary
Buys All Purchases 108 New Holdings 25 Increased Positions 83 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth 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 Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email