Lodestone Wealth Management LLC Portfolio Holdings

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

Lodestone Wealth Management LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Billion distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.76B, Jp Morgan ETF Tr Ultra Short I with a value of $6.53B, Microsoft Corp with a value of $6B, Capital Group Core Plus Income with a value of $4.93B, and Vanguard Value ETF with a value of $4.82B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $190B to 200B.

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 $200 Billion
ETFs: $76.4 Billion
Financial Services: $25.7 Billion
Technology: $24.4 Billion
Consumer Cyclical: $18.4 Billion
Energy: $13.1 Billion
Healthcare: $10.5 Billion
Real Estate: $6.12 Billion
Communication Services: $5.44 Billion
Other: $8.17 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.6B
$432 Million 0.22% of portfolio
875
Q3 2024 Reduced 0.57%
$89B
$448 Million 0.22% of portfolio
2,947
Q3 2024 Reduced 14.06%
$226B
$427 Million 0.21% of portfolio
1,208
Q3 2024 Reduced 3.51%
$101B
$419 Million 0.21% of portfolio
17,842
Q3 2024 Reduced 9.79%
$497B
$407 Million 0.2% of portfolio
825
Q3 2024 Reduced 28.76%
$711B
$376 Million 0.19% of portfolio
425
Q3 2024 Reduced 11.64%
$126B
$353 Million 0.18% of portfolio
9,496
Q3 2024 Reduced 7.78%
-
$334 Million 0.17% of portfolio
-
Q3 2024 Added 14.15%
$1.39B
$341 Million 0.17% of portfolio
4,407
Q3 2024 Added 5.58%
$78.9B
$329 Million 0.16% of portfolio
4,562
Q3 2024 Reduced 16.25%
$46.7B
$317 Million 0.16% of portfolio
2,226
Q3 2024 Reduced 1.37%
$418B
$281 Million 0.14% of portfolio
1,621
Q3 2024 Reduced 7.11%
$125B
$273 Million 0.14% of portfolio
710
Q3 2024 Reduced 17.15%
$31.8B
$278 Million 0.14% of portfolio
2,888
Q1 2023 Reduced 5.53%
$211B
$263 Million 0.13% of portfolio
2,735
Q3 2024 Added 28.16%
$73.2B
$263 Million 0.13% of portfolio
3,388
Q3 2024 Reduced 3.7%
$55.1B
$236 Million 0.12% of portfolio
1,246
Q3 2024 Reduced 28.31%
$71B
$232 Million 0.12% of portfolio
2,072
Q3 2024 New
$165B
$246 Million 0.12% of portfolio
11,164
Q3 2024 Reduced 14.71%
$98.4B
$241 Million 0.12% of portfolio
1,764
Q3 2024 Reduced 4.23%
$16B
$242 Million 0.12% of portfolio
562
Q3 2024 Reduced 5.39%
$30.4B
$222 Million 0.11% of portfolio
1,397
Q3 2024 Reduced 16.4%
$100B
$213 Million 0.11% of portfolio
2,736
Q3 2024 New
$144B
$227 Million 0.11% of portfolio
7,835
Q3 2024 Reduced 9.03%
$223B
$218 Million 0.11% of portfolio
1,328
Q3 2024 Reduced 0.6%
$142B
$209 Million 0.1% of portfolio
358
Q3 2024 New
$136B
$203 Million 0.1% of portfolio
1,554
Q3 2024 New
$27.5B
$7,000 0.0% of portfolio
70,500
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $200 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 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