Lodestone Wealth Management LLC Incresed Positions in Q1 2025

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.08K
+ 5.04%
$59.97 - $70.03 $65K - $75.9K
22.6K $1.42B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
61
+ 3.57%
$110.9 - $132.93 $6.76K - $8.11K
1.77K $201M
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.29%
$251.87 - $277.95 $1.51K - $1.67K
2.07K $535M
CGGO
Capital Group Global Growth Eq

ETFs
225
+ 1.12%
$28.33 - $30.84 $6.37K - $6.94K
20.4K $577M
BA
Boeing CO

Industrials
25
+ 0.85%
$148.15 - $186.25 $3.7K - $4.66K
2.97K $507M
UPS
United Parcel Service Inc

Industrials
111
+ 6.22%
$109.66 - $136.26 $12.2K - $15.1K
1.9K $208M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.38%
$507.05 - $563.67 $2.03K - $2.25K
1.06K $545M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.04%
$183.02 - $207.75 $183 - $208
2.32K $433M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.06%
$576.36 - $736.67 $1.15K - $1.47K
3.43K $1.98B
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.1%
$217.89 - $252.64 $436 - $505
1.94K $430M
ACN
Accenture PLC

Technology
2
+ 0.17%
$300.91 - $398.25 $602 - $797
1.15K $360M
VV
Vanguard Large Cap ETF

ETFs
17
+ 0.36%
$253.32 - $282.66 $4.31K - $4.81K
4.79K $1.23B
CGGR
Capital Group Growth ETF Shs C

ETFs
312
+ 1.25%
$33.98 - $39.84 $10.6K - $12.4K
25.2K $864M
XLK
Technology Sector Spdr

ETFs
2
+ 0.08%
$206.38 - $242.18 $413 - $484
2.49K $514M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
99
+ 2.73%
$165.25 - $224.62 $16.4K - $22.2K
3.73K $619M
ORCL
Oracle Corp

Technology
3
+ 0.07%
$139.81 - $186.47 $419 - $559
4.62K $645M
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 0.22%
$271.18 - $303.12 $6.24K - $6.97K
10.6K $2.92B
TSLA
Tesla, Inc.

Consumer Cyclical
204
+ 11.45%
$222.15 - $428.22 $45.3K - $87.4K
1.99K $514M
AMZN
Amazon Com Inc

Consumer Cyclical
430
+ 4.29%
$190.26 - $242.06 $81.8K - $104K
10.5K $1.99B
MRVL
Marvell Technology, Inc.

Technology
29
+ 0.62%
$61.57 - $126.06 $1.79K - $3.66K
4.68K $288M
GOOGL
Alphabet Inc.

Communication Services
19
+ 0.22%
$154.33 - $206.19 $2.93K - $3.92K
8.72K $1.35B
NVDA
Nvidia Corp

Technology
394
+ 1.7%
$106.98 - $149.43 $42.2K - $58.9K
23.6K $2.56B
MSFT
Microsoft Corp

Technology
170
+ 1.22%
$375.39 - $447.2 $63.8K - $76K
14.1K $5.29B
GOOG
Alphabet Inc.

Communication Services
132
+ 0.64%
$156.06 - $207.71 $20.6K - $27.4K
20.9K $3.26B
AAPL
Apple Inc.

Technology
357
+ 1.08%
$209.68 - $247.1 $74.9K - $88.2K
33.5K $7.43B
Activity Summary
Buys All Purchases 86 New Holdings 10 Increased Positions 76 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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