Lodestone Wealth Management LLC Sells in Q3 2024

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-29.8K
- 59.15%
$71.45 - $75.64 $2.13M - $2.25M
20.6K $1.54B
BNDX
Vanguard Total International B

ETFs
-30.3K
- 62.67%
$48.42 - $50.35 $1.47M - $1.53M
18K $907M
OXY
Occidental Petroleum Corp

Energy
-1.19K
- 2.38%
$49.91 - $63.73 $59.6K - $76.1K
49K $2.52B
QCOM
Qualcomm Inc

Technology
-481
- 3.37%
$156.12 - $209.64 $75.1K - $101K
13.8K $2.34B
MRK
Merck & Co., Inc.

Healthcare
-1.18K
- 3.52%
$111.15 - $128.97 $131K - $152K
32.2K $3.65B
SPY
Spdr S&P 500 ETF Trust

ETFs
-894
- 51.35%
$517.38 - $573.86 $463K - $513K
847 $486M
MSFT
Microsoft Corp

Technology
-358
- 2.5%
$395.15 - $467.56 $141K - $167K
13.9K $6B
GOOG
Alphabet Inc.

Communication Services
-6
- 0.03%
$149.54 - $192.66 $897 - $1.16K
20.8K $3.48B
GOOGL
Alphabet Inc.

Communication Services
-1.01K
- 10.34%
$148.65 - $191.18 $150K - $193K
8.73K $1.45B
NVDA
Nvidia Corp

Technology
-2.06K
- 8.76%
$98.91 - $134.91 $204K - $278K
21.4K $2.6B
V
Visa Inc.

Financial Services
-1.25K
- 16.92%
$253.74 - $291.56 $316K - $363K
6.12K $1.68B
XLV
Select Sector Spdr Fund Health

ETFs
-1.8K
- 44.99%
$143.3 - $157.24 $258K - $283K
2.2K $339M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.24K
- 55.4%
$82.97 - $98.97 $269K - $321K
2.61K $254M
TM
Toyota Motor Corp

Consumer Cyclical
-808
- 23.6%
$167.18 - $207.59 $135K - $168K
2.62K $467M
INTC
Intel Corp

Technology
-1.94K
- 9.79%
$18.9 - $34.87 $36.6K - $67.5K
17.8K $419M
XLP
Consumer Staples Sector Spdr

ETFs
-2.73K
- 43.3%
$76.04 - $76.04 $208K - $208K
3.58K $297M
XLU
Utilities Sector Spdr

ETFs
-3.27K
- 51.03%
$67.67 - $80.78 $221K - $264K
3.14K $254M
BA
Boeing CO

Industrials
-482
- 14.06%
$152.04 - $190.6 $73.3K - $91.9K
2.95K $448M
MKL
Markel Corp

Financial Services
-108
- 40.15%
$1494.55 - $1645.69 $161K - $178K
161 $253M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-927
- 21.15%
$147.95 - $191.05 $137K - $177K
3.46K $600M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.16K
- 44.36%
$149.02 - $167.67 $173K - $194K
1.46K $244M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-882
- 29.86%
$162.83 - $179.16 $144K - $158K
2.07K $371M
CACC
Credit Acceptance Corp

Financial Services
-4
- 0.27%
$421.5 - $611.11 $1.69K - $2.44K
1.47K $654M
MA
Mastercard Inc

Financial Services
-333
- 28.76%
$429.6 - $500.99 $143K - $167K
825 $407M
XLE
Energy Sector Spdr

ETFs
-899
- 17.21%
$84.35 - $93.39 $75.8K - $84K
4.33K $380M
KO
Coca Cola CO

Consumer Defensive
-2.35K
- 26.19%
$62.69 - $73.01 $147K - $171K
6.62K $475M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-208
- 16.86%
$434.77 - $502.96 $90.4K - $105K
1.03K $501M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-2.35K
- 12.42%
$48.46 - $54.37 $114K - $128K
16.6K $891M
MCK
Mckesson Corp

Healthcare
-5
- 0.57%
$479.06 - $630.38 $2.4K - $3.15K
875 $432M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-32
- 5.39%
$402.52 - $505.35 $12.9K - $16.2K
562 $242M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-973
- 27.97%
$83.76 - $91.82 $81.5K - $89.3K
2.51K $229M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-480
- 16.71%
$162.64 - $179.3 $78.1K - $86.1K
2.39K $429M
LLY
Eli Lilly & CO

Healthcare
-56
- 11.64%
$772.14 - $960.02 $43.2K - $53.8K
425 $376M
MRVL
Marvell Technology, Inc.

Technology
-885
- 16.25%
$56.15 - $76.24 $49.7K - $67.5K
4.56K $329M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-785
- 22.79%
$77.02 - $85.06 $60.5K - $66.8K
2.66K $225M
ALL
Allstate Corp

Financial Services
-492
- 28.31%
$158.43 - $192.86 $77.9K - $94.9K
1.25K $236M
VGT
Vanguard Information Technolog

ETFs
-77
- 11.7%
$514.43 - $606.85 $39.6K - $46.7K
581 $341M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-625
- 12.33%
$112.99 - $126.45 $70.6K - $79K
4.44K $560M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-1.15K
- 15.23%
$35.7 - $41.13 $40.9K - $47.1K
6.37K $257M
CGXU
Capital Group Intl Focus Equit

ETFs
-6.36K
- 5.55%
$24.27 - $27.46 $154K - $175K
108K $2.92B
ANET
Arista Networks, Inc.

Technology
-147
- 17.15%
$311.42 - $388.21 $45.8K - $57.1K
710 $273M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.24K
- 15.55%
$33.74 - $37.96 $41.7K - $46.9K
6.71K $252M
DFIV
Dimensional ETF Tr

ETFs
-3.26K
- 6.57%
$34.66 - $38.38 $113K - $125K
46.4K $1.77B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-593
- 14.87%
$64.57 - $71.76 $38.3K - $42.6K
3.4K $244M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-858
- 13.54%
$41.9 - $48.26 $36K - $41.4K
5.48K $262M
PFE
Pfizer Inc

Healthcare
-778
- 9.03%
$27.7 - $31.39 $21.6K - $24.4K
7.84K $227M
JPEM
Jp Morgan Diversified Return

ETFs
-526
- 7.73%
$52.23 - $56.96 $27.5K - $30K
6.28K $355M
UPS
United Parcel Service Inc

Industrials
-78
- 4.23%
$123.32 - $147.38 $9.62K - $11.5K
1.76K $241M
EFV
Msci Eafe Value ETF

ETFs
-957
- 9.46%
$51.72 - $57.96 $49.5K - $55.5K
9.16K $527M
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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