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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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