Lodestone Wealth Management LLC Portfolio Holdings by Sector
Lodestone Wealth Management LLC
- $188 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JPST CGCP VTV CGDV COWZ BSV VEA DFUS 62 stocks |
$71 Million
41.08% of portfolio
|
33
|
22
|
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK JNJ LLY 4 stocks |
$8.32 Million
4.81% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY APA COP OVV DVN 5 stocks |
$7.46 Million
4.32% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.43 Million
4.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL FTNT NET 5 stocks |
$7.24 Million
4.19% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$6.78 Million
3.92% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$6.59 Million
3.81% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V CACC MA 4 stocks |
$6.31 Million
3.65% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM TSM INTC MRVL AMD 6 stocks |
$6.08 Million
3.52% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI LEN NVR 3 stocks |
$5.91 Million
3.42% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG MAC 2 stocks |
$4.76 Million
2.75% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4.13 Million
2.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM CVE 3 stocks |
$3.68 Million
2.13% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$3.48 Million
2.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT WMT 3 stocks |
$3.19 Million
1.85% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.92 Million
1.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2.19 Million
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$1.8 Million
1.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WAL MTB FITB 3 stocks |
$1.62 Million
0.94% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.59 Million
0.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$1.5 Million
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DPZ 2 stocks |
$1.05 Million
0.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM 2 stocks |
$969,704
0.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$914,893
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$604,409
0.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
KMB PG 2 stocks |
$594,911
0.34% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$531,278
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL ALL 2 stocks |
$520,810
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$507,251
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$476,308
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$444,613
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$359,966
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$354,196
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$331,270
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$314,734
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
MPLX 1 stocks |
$237,684
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
UHAL 1 stocks |
$230,394
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$226,419
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$200,133
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|