Lodestone Wealth Management LLC Purchases and Sells in Q4 2025

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

Top Buys

Incresed Positions

74 operations
Stock Shares change Price Range Shares Held Trade History
67.3K
+ 27.92%
$22.64 - $22.98 $1.52M - $1.55M
308K $6.98B
50.1K
+ 27.1%
N/A
235K $6.12B
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
35.5K
+ 270.98%
N/A
48.6K $1.3B
1.7K
+ 5.57%
$82.49 - $92.93 $140K - $158K
32.2K $3.39B
7.9K
+ 45.42%
$55.75 - $58.83 $441K - $465K
25.3K $1.51B
17.6K
+ 21.42%
N/A
99.9K $2.76B
View all

New Holdings

626 operations
Stock Shares change Price Range Shares Held Trade History
CAPITAL GROUP INTERNATIONAL EQUITY ETF
9.13K
New
N/A
9.13K $318M
7.76K
New
$28.26 - $37.84 $219K - $294K
7.76K $306M
6.29K
New
$35.87 - $51.67 $226K - $325K
6.29K $303M
5.36K
New
$35.91 - $38.56 $193K - $207K
5.36K $212M
1K
New
$165.48 - $188.67 $165K - $189K
1K $206M
3.68K
New
$51.94 - $56.01 $191K - $206K
3.68K $202M
View all

Top Sells

Reduced Positions

79 operations
Stock Shares change Price Range Shares Held Trade History
-1.44K
- 10.15%
$496.82 - $542.07 $713K - $778K
12.7K $6.14B
-17K
- 90.17%
$31.74 - $35.84 $540K - $609K
1.85K $67.9M
-403
- 7.19%
$217.57 - $313.0 $87.7K - $126K
5.2K $1.01B
-574
- 35.28%
$653.02 - $687.39 $375K - $395K
1.05K $718M
-2.18K
- 5.74%
$39.75 - $47.72 $86.5K - $104K
35.7K $1.47B
-2.06K
- 8.47%
$182.87 - $189.72 $376K - $390K
22.2K $4.24B
View all
Activity Summary
Buys All Purchases 700 New Holdings 626 Increased Positions 74 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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