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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$1.46 Billion 0.73% of portfolio
1,642
Q3 2024 Added 0.24%
$984B
$1.45 Billion 0.72% of portfolio
8,730
Q3 2024 Reduced 10.34%
$0
$1.41 Billion 0.7% of portfolio
21,266
Q3 2024 Reduced 7.02%
$0
$1.4 Billion 0.7% of portfolio
6,893
Q3 2024 Added 31.47%
$0
$1.39 Billion 0.69% of portfolio
49,298
Q3 2024 Reduced 3.23%
$31.3B
$1.35 Billion 0.68% of portfolio
80,886
Q3 2024 Added 38.64%
$0
$1.25 Billion 0.63% of portfolio
4,748
Q3 2024 Added 0.36%
$0
$1.24 Billion 0.62% of portfolio
26,643
Q3 2024 Reduced 6.53%
$406B
$1.07 Billion 0.54% of portfolio
6,603
Q3 2024 Reduced 9.24%
$0
$1.06 Billion 0.53% of portfolio
22,333
Q3 2024 Added 1.26%
$508B
$955 Million 0.48% of portfolio
8,144
Q3 2024 Reduced 1.31%
$0
$891 Million 0.45% of portfolio
16,586
Q3 2024 Reduced 12.42%
$0
$907 Million 0.45% of portfolio
18,048
Q3 2024 Reduced 62.67%
$0
$874 Million 0.44% of portfolio
25,129
Q3 2024 Added 29.42%
$10.2B
$844 Million 0.42% of portfolio
9,759
Q3 2024 Added 0.8%
$86.2B
$825 Million 0.41% of portfolio
3,395
Q2 2024 Reduced 1.39%
$0
$755 Million 0.38% of portfolio
7,503
Q3 2024 Added 59.94%
$148B
$753 Million 0.38% of portfolio
11,612
Q3 2024 Added 0.16%
$0
$730 Million 0.37% of portfolio
23,716
Q3 2024 Added 27.53%
$0
$700 Million 0.35% of portfolio
12,575
Q3 2024 Added 13.91%
$214B
$709 Million 0.35% of portfolio
2,329
Q3 2024 Added 31.58%
$32.9B
$688 Million 0.34% of portfolio
16,053
Q2 2024 Reduced 0.12%
$6.11B
$654 Million 0.33% of portfolio
1,474
Q3 2024 Reduced 0.27%
$38.2B
$645 Million 0.32% of portfolio
3,620
Q3 2024 Added 0.19%
$986B
$600 Million 0.3% of portfolio
3,456
Q3 2024 Reduced 21.15%
$0
$571 Million 0.29% of portfolio
11,104
Q3 2024 Added 0.76%
Pimco ETF Tr
-
$560 Million 0.28% of portfolio
-
Q3 2024 New
$0
$555 Million 0.28% of portfolio
1,051
Q3 2024 Reduced 1.87%
$0
$560 Million 0.28% of portfolio
4,444
Q3 2024 Reduced 12.33%
$0
$561 Million 0.28% of portfolio
2,483
Q3 2024 Reduced 1.12%
$0
$569 Million 0.28% of portfolio
18,871
Q3 2024 Added 19.46%
$0
$543 Million 0.27% of portfolio
2,059
Q3 2024 Reduced 7.5%
$0
$527 Million 0.26% of portfolio
9,164
Q3 2024 Reduced 9.46%
$0
$512 Million 0.26% of portfolio
887
Q3 2024 Reduced 1.66%
$0
$529 Million 0.26% of portfolio
5,224
Q3 2024 Reduced 1.19%
$245B
$500 Million 0.25% of portfolio
6,195
Q3 2024 Added 14.32%
$0
$501 Million 0.25% of portfolio
1,026
Q3 2024 Reduced 16.86%
$1.11T
$483 Million 0.24% of portfolio
1,845
Q3 2024 Reduced 2.79%
$0
$486 Million 0.24% of portfolio
847
Q3 2024 Reduced 51.35%
$276B
$475 Million 0.24% of portfolio
6,615
Q3 2024 Reduced 26.19%
$0
$453 Million 0.23% of portfolio
9,998
Q3 2024 Reduced 1.43%
$0
$459 Million 0.23% of portfolio
1,935
Q3 2024 Reduced 0.72%
$239B
$467 Million 0.23% of portfolio
2,616
Q3 2024 Reduced 23.6%
$0
$466 Million 0.23% of portfolio
2,323
Q3 2024 Reduced 8.47%
$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%
$0
$429 Million 0.21% of portfolio
2,393
Q3 2024 Reduced 16.71%

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
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