Lodestone Wealth Management LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 183 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.22B, Microsoft Corp with a value of $6.39B, Jp Morgan ETF Tr Ultra Short I with a value of $5.43B, Amgen Inc with a value of $4.46B, and Vanguard Value ETF with a value of $4.45B.
Examining the 13F form we can see an decrease of $946M in the current position value, from $191B to 190B.
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
$190 Billion
ETFs: $73.7 Billion
Technology: $25 Billion
Financial Services: $23.8 Billion
Consumer Cyclical: $15.2 Billion
Energy: $14 Billion
Healthcare: $10.8 Billion
Communication Services: $6.58 Billion
Real Estate: $5.36 Billion
Other: $8.37 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
