Lodestone Wealth Management LLC Reduced Holdings in Q3 2025

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.38K
- 17.83%
$459.11 - $506.91 $635K - $701K
6.37K $3.2B
DVN
Devon Energy Corp

Energy
-7.5K
- 28.46%
$31.75 - $36.99 $238K - $277K
18.9K $661M
OXY
Occidental Petroleum Corp

Energy
-4.52K
- 10.65%
$42.54 - $48.1 $192K - $217K
37.9K $1.79B
MRK
Merck & Co., Inc.

Healthcare
-1.19K
- 3.76%
$77.6 - $87.37 $92.3K - $104K
30.5K $2.56B
OVV
Ovintiv Inc.

Energy
-3.93K
- 12.35%
$38.53 - $43.17 $151K - $170K
27.9K $1.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.88K
- 19.06%
$72.57 - $74.72 $209K - $215K
12.2K $909M
BNDX
Vanguard Total International B

ETFs
-3.86K
- 26.7%
$49.0 - $49.51 $189K - $191K
10.6K $524M
COP
Conocophillips

Energy
-328
- 2.39%
$91.0 - $98.99 $29.8K - $32.5K
13.4K $1.27B
V
Visa Inc.

Financial Services
-218
- 3.56%
$332.09 - $358.86 $72.4K - $78.2K
5.9K $2.02B
Pimco Ultra Short Government Active Exchange Traded Fund
-1.11K
- 21.37%
N/A
4.08K $413M
ACN
Accenture PLC

Technology
-36
- 3.12%
$232.56 - $304.78 $8.37K - $11K
1.12K $276M
KMB
Kimberly Clark Corp

Consumer Defensive
-216
- 9.69%
$121.72 - $136.77 $26.3K - $29.5K
2.01K $250M
XOM
Exxon Mobil Corp

Energy
-110
- 1.31%
$105.83 - $117.22 $11.6K - $12.9K
8.26K $931M
T
At&T Inc.

Communication Services
-1.79K
- 15.32%
$26.94 - $29.62 $48.3K - $53.1K
9.92K $280M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.64K
- 18.02%
$39.37 - $44.24 $222K - $250K
25.7K $1.12B
MCD
Mcdonalds Corp

Consumer Cyclical
-85
- 3.41%
$291.67 - $316.99 $24.8K - $26.9K
2.41K $732M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 0.85%
$915.95 - $994.57 $12.8K - $13.9K
1.64K $1.52B
TAXF
American Centy ETF Tr Diversif

ETFs
-1.03K
- 9.76%
$48.42 - $50.27 $50K - $51.9K
9.55K $480M
KO
Coca Cola CO

Consumer Defensive
-79
- 1.19%
$65.67 - $71.67 $5.19K - $5.66K
6.57K $436M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-320
- 3.81%
$100.16 - $100.7 $32.1K - $32.2K
8.07K $813M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-306
- 9.7%
$72.01 - $74.44 $22K - $22.8K
2.85K $209M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.27%
$625.65 - $812.69 $626 - $813
368 $281M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-16
- 2.73%
$422.75 - $485.53 $6.76K - $7.77K
571 $246M
MA
Mastercard Inc

Financial Services
-70
- 8.66%
$550.18 - $598.96 $38.5K - $41.9K
738 $420M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-131
- 2.56%
$102.4 - $103.88 $13.4K - $13.6K
4.98K $515M
MKL
Markel Corp

Financial Services
-9
- 5.96%
$1898.34 - $2031.8 $17.1K - $18.3K
142 $271M
VNQ
Vanguard Specialized Funds Van

ETFs
-138
- 5.69%
$88.47 - $93.24 $12.2K - $12.9K
2.29K $209M
WEC
Wec Energy Group, Inc.

Utilities
-101
- 3.5%
$103.66 - $114.59 $10.5K - $11.6K
2.79K $319M
Pimco Multisector Bond Active Exchange Traded Fund
-64
- 0.49%
N/A
13.1K $352M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-133
- 6.39%
$181.56 - $190.33 $24.1K - $25.3K
1.95K $369M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-153
- 6.39%
$182.33 - $194.5 $27.9K - $29.8K
2.24K $436M
AXP
American Express CO

Financial Services
-2.1K
- 18.16%
$294.27 - $342.31 $618K - $719K
9.47K $3.14B
Capital Group Core Balanced ETF
-453
- 3.52%
N/A
12.4K $432M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-26
- 0.39%
$39.8 - $42.86 $1.03K - $1.11K
6.68K $286M
FITB
Fifth Third Bancorp

Financial Services
-558
- 4.37%
$40.91 - $46.28 $22.8K - $25.8K
12.2K $544M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-121
- 1.9%
$44.58 - $48.01 $5.39K - $5.81K
6.26K $299M
MTB
M&T Bank Corp

Financial Services
-3
- 0.1%
$183.74 - $204.05 $551 - $612
2.9K $573M
JNJ
Johnson & Johnson

Healthcare
-338
- 5.27%
$155.17 - $185.42 $52.4K - $62.7K
6.08K $1.13B
EFV
Msci Eafe Value ETF

ETFs
-201
- 2.19%
$62.79 - $68.42 $12.6K - $13.8K
8.98K $609M
WMT
Walmart Inc.

Consumer Defensive
-177
- 2.64%
$94.4 - $104.27 $16.7K - $18.5K
6.52K $672M
AMD
Advanced Micro Devices Inc

Technology
-429
- 16.26%
$134.8 - $184.42 $57.8K - $79.1K
2.21K $357M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-777
- 4.7%
$54.85 - $58.99 $42.6K - $45.8K
15.8K $900M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 0.09%
$567.77 - $614.76 $568 - $615
1.06K $649M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-62
- 1.4%
$133.48 - $144.38 $8.28K - $8.95K
4.36K $622M
BA
Boeing CO

Industrials
-54
- 1.82%
$209.79 - $237.38 $11.3K - $12.8K
2.92K $630M
BAC
Bank Of America Corp

Financial Services
-8.54K
- 14.62%
$44.92 - $52.42 $384K - $448K
49.9K $2.57B
INTC
Intel Corp

Technology
-193
- 1.3%
$19.31 - $35.5 $3.73K - $6.85K
14.7K $493M
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 0.69%
$357.4 - $423.42 $10.7K - $12.7K
4.31K $1.75B
CSCO
Cisco Systems, Inc.

Technology
-983
- 2.77%
$66.2 - $71.79 $65.1K - $70.6K
34.5K $2.36B
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