Lodestone Wealth Management LLC Portfolio Holdings

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

Lodestone Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.43B, Jp Morgan ETF Tr Ultra Short I with a value of $6.59B, Microsoft Corp with a value of $5.29B, Capital Group Core Plus Income with a value of $5.03B, and Capital Grp Core Plus Income E with a value of $4.47B.

Examining the 13F form we can see an decrease of $11.4B in the current position value, from $199B to 188B.

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 $188 Billion
ETFs: $73.9 Billion
Technology: $23.5 Billion
Financial Services: $22.3 Billion
Consumer Cyclical: $13.4 Billion
Energy: $11.4 Billion
Healthcare: $8.85 Billion
Communication Services: $7.27 Billion
Real Estate: $4.76 Billion
Other: $7.42 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$7.43 Billion 3.95% of portfolio
33,459
Q1 2025 Added 1.08%
$0
$6.59 Billion 3.51% of portfolio
130,211
Q1 2025 Reduced 0.99%
$3.36T
$5.29 Billion 2.81% of portfolio
14,089
Q1 2025 Added 1.22%
$0
$5.03 Billion 2.67% of portfolio
223,863
Q1 2025 Added 2.49%
-
$4.47 Billion 2.38% of portfolio
-
Q1 2025 Added 0.72%
$765B
$4.34 Billion 2.31% of portfolio
17,678
Q1 2025 Reduced 8.66%
$0
$4.26 Billion 2.27% of portfolio
24,649
Q1 2025 Added 0.43%
$0
$4.25 Billion 2.26% of portfolio
119,364
Q1 2025 Added 2.54%
$660B
$4.13 Billion 2.2% of portfolio
7,756
Q1 2025 Reduced 2.55%
$145B
$4.11 Billion 2.19% of portfolio
13,201
Q1 2025 Reduced 7.38%
$0
$3.59 Billion 1.91% of portfolio
65,556
Q1 2025 Reduced 28.1%
$0
$3.28 Billion 1.75% of portfolio
41,924
Q1 2025 Added 0.98%
$1.03T
$3.26 Billion 1.74% of portfolio
20,885
Q1 2025 Added 0.64%
$213B
$3.11 Billion 1.66% of portfolio
11,565
Q1 2025 Reduced 15.49%
$0
$2.92 Billion 1.55% of portfolio
10,625
Q1 2025 Added 0.22%
$0
$2.9 Billion 1.54% of portfolio
57,067
Q1 2025 Reduced 0.6%
$197B
$2.84 Billion 1.51% of portfolio
31,656
Q1 2025 Reduced 7.78%
$0
$2.62 Billion 1.39% of portfolio
107,088
Q1 2025 Reduced 0.79%
$51.3B
$2.62 Billion 1.39% of portfolio
15,788
Q1 2025 Reduced 18.34%
$327B
$2.56 Billion 1.36% of portfolio
23,607
Q1 2025 Added 1.7%
$0
$2.49 Billion 1.33% of portfolio
49,970
Q1 2025 Reduced 1.15%
$347B
$2.44 Billion 1.3% of portfolio
58,437
Q1 2025 Reduced 13.65%
Capital Grp Fixed Incm ETF T
-
$2.3 Billion 1.22% of portfolio
-
Q1 2025 Added 9.9%
$259B
$2.19 Billion 1.17% of portfolio
35,491
Q1 2025 Added 0.88%
$0
$2.15 Billion 1.14% of portfolio
68,791
Q1 2025 Added 0.4%
$0
$2.14 Billion 1.14% of portfolio
82,799
Q1 2025 Reduced 2.54%
$578B
$2.15 Billion 1.14% of portfolio
6,122
Q1 2025 Added 0.29%
$3.2B
$2.14 Billion 1.14% of portfolio
124,510
Q1 2025 Reduced 18.03%
$38.5B
$2.09 Billion 1.11% of portfolio
42,425
Q1 2025 Reduced 16.17%
-
$2.06 Billion 1.09% of portfolio
-
Q1 2025 Added 3.3%
$41.2B
$2.03 Billion 1.08% of portfolio
15,361
Q1 2025 Reduced 14.31%
$163B
$2 Billion 1.07% of portfolio
13,049
Q1 2025 Reduced 3.13%
$0
$2.02 Billion 1.07% of portfolio
60,367
Q1 2025 Reduced 1.27%
$2.05T
$1.99 Billion 1.06% of portfolio
10,451
Q1 2025 Added 4.29%
$1.43T
$1.98 Billion 1.05% of portfolio
3,428
Q1 2025 Added 0.06%
$26.8B
$1.97 Billion 1.05% of portfolio
17,180
Q1 2025 Reduced 15.61%
$22.7B
$1.91 Billion 1.02% of portfolio
264
Q1 2025 Reduced 14.56%
$267B
$1.85 Billion 0.98% of portfolio
11,056
Q1 2025 Added 0.85%
$96.5B
$1.8 Billion 0.96% of portfolio
12,850
Q1 2025 Reduced 0.3%
$0
$1.8 Billion 0.96% of portfolio
45,660
Q1 2025 Reduced 1.27%
$371B
$1.59 Billion 0.85% of portfolio
4,341
Q1 2025 Reduced 14.02%
$5.57B
$1.57 Billion 0.84% of portfolio
74,915
Q1 2025 Added 20.73%
$446B
$1.56 Billion 0.83% of portfolio
1,654
Q1 2025 Added 0.79%
$32.4B
$1.5 Billion 0.8% of portfolio
15,416
Q1 2025 Reduced 4.97%
$39.5B
$1.49 Billion 0.79% of portfolio
21,999
Q1 2025 Reduced 17.67%
$108B
$1.44 Billion 0.77% of portfolio
13,742
Q1 2025 Reduced 5.6%
$0
$1.42 Billion 0.75% of portfolio
22,611
Q1 2025 Added 5.04%
$9.12B
$1.36 Billion 0.73% of portfolio
31,845
Q1 2025 Added 38.62%
$0
$1.35 Billion 0.72% of portfolio
6,693
Q1 2025 Reduced 2.66%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $188 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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