Lodestone Wealth Management LLC Purchases in Q4 2025

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XYL
Xylem Inc.

Industrials
42
New
$142.73 - $152.95 $5.99K - $6.42K
42 $5.72M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
198
New
$29.22 - $32.13 $5.79K - $6.36K
198 $5.67M
ATI
Allegheny Technologies Inc

Industrials
49
New
$80.04 - $103.0 $3.92K - $5.05K
49 $5.62M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
133
+ 0.98%
$47.45 - $47.71 $6.31K - $6.35K
13.7K $652M
AVDV
American Centy ETF Tr Avantis

ETFs
59
New
$87.37 - $90.92 $5.15K - $5.36K
59 $5.53M
PANW
Palo Alto Networks Inc

Technology
30
New
$204.77 - $221.38 $6.14K - $6.64K
30 $5.53M
Millrose Pptys Inc Com Cl A
180
New
N/A
180 $5.38M
AAL
American Airlines Group Inc.

Industrials
345
New
N/A
345 $5.29M
XLRE
Select Sector Spdr Tr Real Est

ETFs
131
New
$40.65 - $42.74 $5.33K - $5.6K
131 $5.29M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
25
New
$160.66 - $181.39 $4.02K - $4.53K
25 $5.2M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
18
New
$256.75 - $275.06 $4.62K - $4.95K
18 $5.17M
O
Realty Income Corp

Real Estate
90
New
$56.12 - $60.64 $5.05K - $5.46K
90 $5.07M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
116
New
$42.11 - $44.28 $4.88K - $5.14K
116 $5.02M
Ishares Bitcoin Trust ETF
101
New
N/A
101 $5.02M
Ge Healthcare Technologies Inc Common Stock
60
New
N/A
60 $4.94M
VBK
Vanguard Small Cap Growth ETF

ETFs
16
New
$291.71 - $309.36 $4.67K - $4.95K
16 $4.83M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
135
New
$34.68 - $36.33 $4.68K - $4.9K
135 $4.82M
DAL
Delta Air Lines, Inc.

Industrials
69
New
$55.65 - $62.32 $3.84K - $4.3K
69 $4.78M
VAW
Vanguard Materials ETF

ETFs
23
New
$192.26 - $206.3 $4.42K - $4.74K
23 $4.77M
JBGS
Jbg Smith Properties

Real Estate
277
New
$17.87 - $22.05 $4.95K - $6.11K
277 $4.71M
VST
Vistra Corp.

Utilities
29
New
$171.56 - $210.85 $4.98K - $6.11K
29 $4.69M
EB
Eventbrite, Inc.

Technology
1.05K
New
$2.2 - $2.87 $2.31K - $3.01K
1.05K $4.67M
FCX
Freeport Mcmoran Inc

Basic Materials
92
New
$38.65 - $43.31 $3.56K - $3.98K
92 $4.67M
HWM
Howmet Aerospace Inc.

Industrials
23
New
$184.09 - $209.74 $4.23K - $4.82K
23 $4.66M
ATO
Atmos Energy Corp

Utilities
28
New
$168.85 - $179.19 $4.73K - $5.02K
28 $4.66M
VGIT
Vanguard Intermediate Term Tre

ETFs
77
New
$59.84 - $60.54 $4.61K - $4.66K
77 $4.62M
PAYX
Paychex Inc

Industrials
41
New
$111.08 - $128.59 $4.55K - $5.27K
41 $4.6M
MCO
Moodys Corp

Financial Services
9
New
$468.56 - $495.08 $4.22K - $4.46K
9 $4.6M
VTRS
Viatris Inc

Healthcare
369
New
$9.74 - $11.2 $3.59K - $4.13K
369 $4.59M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
33
New
$132.94 - $139.8 $4.39K - $4.61K
33 $4.57M
Veralto Corp Com Shs
44
New
N/A
44 $4.39M
MBB
Ishares Tr

ETFs
46
New
$94.9 - $96.23 $4.37K - $4.43K
46 $4.38M
LYB
Lyondell Basell Industries N.V.

Basic Materials
101
New
$42.38 - $49.47 $4.28K - $5K
101 $4.37M
SAP
Sap Se

Technology
18
New
$238.9 - $280.46 $4.3K - $5.05K
18 $4.37M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12
New
$325.34 - $368.61 $3.9K - $4.42K
12 $4.35M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
22
New
$211.58 - $234.2 $4.65K - $5.15K
22 $4.35M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.21%
$185.12 - $192.11 $740 - $768
1.95K $374M
KHC
Kraft Heinz CO

Consumer Defensive
179
New
$23.72 - $26.28 $4.25K - $4.7K
179 $4.33M
CAG
Conagra Brands Inc.

Consumer Defensive
250
New
$16.7 - $19.3 $4.18K - $4.83K
250 $4.33M
TWLO
Twilio Inc

Communication Services
30
New
$102.7 - $136.1 $3.08K - $4.08K
30 $4.27M
ROBO
Robo Global Robotics And Autom

ETFs
61
New
$65.31 - $70.26 $3.98K - $4.29K
61 $4.23M
VGLT
Vanguard Long Term Treasury Et

ETFs
74
New
$56.44 - $58.38 $4.18K - $4.32K
74 $4.13M
ARMK
Aramark

Industrials
111
New
$37.38 - $40.11 $4.15K - $4.45K
111 $4.09M
CHKP
Check Point Software Technologies LTD

Technology
22
New
$188.36 - $204.97 $4.14K - $4.51K
22 $4.08M
CGMU
Capital Group Core Plus Income
108
+ 0.86%
N/A
12.6K $346M
TDG
Trans Digm Group Inc

Industrials
3
New
$1237.71 - $1359.3 $3.71K - $4.08K
3 $3.99M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
30
New
$126.13 - $132.47 $3.78K - $3.97K
30 $3.94M
PGR
Progressive Corp

Financial Services
17
New
$203.7 - $246.46 $3.46K - $4.19K
17 $3.87M
Maplebear Inc Com
85
New
N/A
85 $3.82M
Activity Summary
Buys All Purchases 700 New Holdings 626 Increased Positions 74 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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