Lodestone Wealth Management LLC Portfolio Holdings

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

Lodestone Wealth Management LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $199 Billion distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.29B, Jp Morgan ETF Tr Ultra Short I with a value of $6.62B, Microsoft Corp with a value of $5.87B, Capital Group Core Plus Income with a value of $4.85B, and Pacer Fds Tr Us Cash Cows 100 with a value of $4.81B.

Examining the 13F form we can see an decrease of $444M in the current position value, from $200B to 199B.

Lodestone Wealth Management LLC is based out at Spokane, WA

Below you can find more details about Lodestone Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
ETFs: $76.5 Billion
Technology: $26 Billion
Financial Services: $24.7 Billion
Consumer Cyclical: $16.4 Billion
Energy: $10.6 Billion
Healthcare: $8.79 Billion
Communication Services: $8.27 Billion
Real Estate: $6.36 Billion
Other: $8.17 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$8.29 Billion 4.16% of portfolio
33,102
Q4 2024 Reduced 0.58%
$3.09T
$5.87 Billion 2.94% of portfolio
13,919
Q4 2024 Reduced 0.22%
$784B
$4.64 Billion 2.33% of portfolio
19,354
Q4 2024 Reduced 10.24%
-
$4.41 Billion 2.21% of portfolio
-
Q4 2024 Added 2.19%
$237B
$4.06 Billion 2.04% of portfolio
13,684
Q4 2024 Reduced 2.14%
$1.25T
$3.95 Billion 1.98% of portfolio
20,753
Q4 2024 Reduced 0.28%
$153B
$3.71 Billion 1.86% of portfolio
14,253
Q4 2024 Reduced 2.6%
$610B
$3.61 Billion 1.81% of portfolio
7,959
Q4 2024 Reduced 3.2%
$250B
$3.41 Billion 1.71% of portfolio
34,328
Q4 2024 Added 6.71%
$56.9B
$3.33 Billion 1.67% of portfolio
19,335
Q4 2024 Reduced 1.37%
$299B
$3.12 Billion 1.56% of portfolio
23,213
Q4 2024 Added 8.25%
$4.46B
$3.03 Billion 1.52% of portfolio
151,890
Q4 2024 Reduced 1.42%
$372B
$2.97 Billion 1.49% of portfolio
67,672
Q4 2024 Reduced 4.87%
$33.4B
$2.78 Billion 1.39% of portfolio
20,357
Q4 2024 Reduced 7.19%
$25.7B
$2.53 Billion 1.27% of portfolio
309
Q4 2024 Reduced 1.9%
$49.3B
$2.51 Billion 1.26% of portfolio
17,926
Q4 2024 Reduced 7.14%
$126B
$2.22 Billion 1.11% of portfolio
12,889
Q4 2024 Added 0.24%
$2.42T
$2.2 Billion 1.1% of portfolio
10,021
Q4 2024 Reduced 0.28%
$194B
$2.07 Billion 1.04% of portfolio
13,470
Q4 2024 Reduced 2.31%
$249B
$2.08 Billion 1.04% of portfolio
35,181
Q4 2024 Added 3.17%
$1.55T
$2.01 Billion 1.01% of portfolio
3,426
Q4 2024 New
-
$1.99 Billion 1.0% of portfolio
-
Q4 2024 Added 14.69%
$422B
$1.96 Billion 0.99% of portfolio
5,049
Q4 2024 Added 3.87%
$559B
$1.93 Billion 0.97% of portfolio
6,104
Q4 2024 Reduced 0.23%
$38.6B
$1.69 Billion 0.85% of portfolio
16,222
Q4 2024 Reduced 15.06%
$37.1B
$1.66 Billion 0.83% of portfolio
26,722
Q4 2024 Reduced 1.85%
$1.22T
$1.65 Billion 0.83% of portfolio
8,697
Q4 2024 Reduced 0.38%
$292B
$1.59 Billion 0.8% of portfolio
10,963
Q4 2024 Reduced 0.16%
$434B
$1.5 Billion 0.75% of portfolio
1,641
Q4 2024 Reduced 0.06%
$63.5B
$1.44 Billion 0.72% of portfolio
10,621
Q4 2024 Reduced 4.58%
$126B
$1.44 Billion 0.72% of portfolio
14,557
Q4 2024 Reduced 12.95%
$7.16B
$1.43 Billion 0.72% of portfolio
62,054
Q4 2024 Reduced 4.06%
-
$1.05 Billion 0.53% of portfolio
-
Q4 2024 New
$27.9B
$1.06 Billion 0.53% of portfolio
69,796
Q4 2024 Reduced 13.71%
$10.7B
$930 Million 0.47% of portfolio
22,973
Q4 2024 Reduced 48.89%
$398B
$904 Million 0.45% of portfolio
6,254
Q4 2024 Reduced 5.29%
$445B
$889 Million 0.45% of portfolio
8,261
Q4 2024 Added 1.44%
$150B
$862 Million 0.43% of portfolio
11,648
Q4 2024 Added 0.31%
$9.57B
$799 Million 0.4% of portfolio
9,563
Q4 2024 Reduced 2.01%
$459B
$769 Million 0.39% of portfolio
4,613
Q4 2024 Reduced 1.2%
$1.28T
$719 Million 0.36% of portfolio
1,781
Q4 2024 Reduced 3.47%
$1.09T
$717 Million 0.36% of portfolio
3,628
Q4 2024 Added 4.98%
$212B
$702 Million 0.35% of portfolio
2,422
Q4 2024 Added 3.99%
$162B
$670 Million 0.34% of portfolio
8,853
Q4 2024 Reduced 6.77%
$34.8B
$669 Million 0.34% of portfolio
3,556
Q4 2024 Reduced 1.77%
$21.1B
$652 Million 0.33% of portfolio
1,499
Q4 2024 New
$30.4B
$667 Million 0.33% of portfolio
15,765
Q4 2024 Reduced 1.79%
$6.56B
$645 Million 0.32% of portfolio
1,373
Q4 2024 Reduced 6.85%
$22.3B
$574 Million 0.29% of portfolio
17,546
Q4 2024 Reduced 56.72%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $199 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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