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
WU
Western Union CO

Financial Services
410
New
$7.93 - $9.54 $3.25K - $3.91K
410 $3.82M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
40
New
$91.84 - $96.06 $3.67K - $3.84K
40 $3.82M
FTNT
Fortinet, Inc.

Technology
48
New
$80.54 - $87.52 $3.87K - $4.2K
48 $3.81M
OTIS
Otis Worldwide Corp

Industrials
43
New
$88.77 - $93.38 $3.82K - $4.02K
43 $3.76M
STEW
Boulder Growth & Income Fund

Financial Services
200
New
$17.35 - $18.15 $3.47K - $3.63K
200 $3.71M
ETR
Entergy Corp

Utilities
40
New
$93.4 - $97.65 $3.74K - $3.91K
40 $3.7M
NTAP
Net App, Inc.

Technology
34
New
$109.44 - $121.82 $3.72K - $4.14K
34 $3.64M
Chime Finl Inc Com Shs Cl A
144
New
N/A
144 $3.62M
ALL
Allstate Corp

Financial Services
59
+ 4.38%
$190.0 - $214.3 $11.2K - $12.6K
1.41K $293M
VRT
Vertiv Holdings CO

Industrials
22
New
N/A
22 $3.56M
Uranium Rty Corp Com
1K
New
N/A
1K $3.54M
VGSH
Vanguard

ETFs
60
New
$58.64 - $58.96 $3.52K - $3.54K
60 $3.52M
LHX
L3 Harris Technologies, Inc.

Industrials
12
New
$283.87 - $306.76 $3.41K - $3.68K
12 $3.52M
DOV
Dover Corp

Industrials
18
New
$161.16 - $183.97 $2.9K - $3.31K
18 $3.51M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
90
New
$33.18 - $38.64 $2.99K - $3.48K
90 $3.47M
OZK
Bank Ozk

Financial Services
75
New
$43.79 - $52.03 $3.28K - $3.9K
75 $3.45M
Natwest Group PLC Spons Adr
197
New
N/A
197 $3.45M
TOST
Toast, Inc.

Technology
96
New
$34.39 - $39.02 $3.3K - $3.75K
96 $3.41M
AZO
Autozone Inc

Consumer Cyclical
1
New
$3576.14 - $4253.71 $3.58K - $4.25K
1 $3.39M
SID
National Steel CO

Basic Materials
2.1K
New
$1.45 - $1.76 $3.04K - $3.69K
2.1K $3.35M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
228
New
$14.19 - $14.63 $3.24K - $3.34K
228 $3.35M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
75
New
$41.73 - $43.65 $3.13K - $3.27K
75 $3.3M
HEI
Heico Corp

Industrials
10
New
$306.83 - $330.64 $3.07K - $3.31K
10 $3.24M
TFC
Truist Financial Corp

Financial Services
65
New
$41.09 - $45.64 $2.67K - $2.97K
65 $3.2M
SPGI
S&P Global Inc.

Financial Services
6
New
$472.05 - $502.96 $2.83K - $3.02K
6 $3.14M
MAR
Marriott International Inc

Consumer Cyclical
10
New
$259.04 - $291.9 $2.59K - $2.92K
10 $3.1M
KBE
Spdr S&P Bank ETF

ETFs
50
New
$55.09 - $59.63 $2.75K - $2.98K
50 $3.04M
TLT
Ishares Barclays 20+ Year Trea

ETFs
35
New
$88.67 - $92.06 $3.1K - $3.22K
35 $3.02M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
38
New
$77.73 - $78.84 $2.95K - $3K
38 $2.96M
HRL
Hormel Foods Corp

Consumer Defensive
123
New
$21.29 - $24.8 $2.62K - $3.05K
123 $2.92M
GOOD
Gladstone Commercial Corp

Real Estate
271
New
$10.65 - $12.28 $2.89K - $3.33K
271 $2.9M
Canary Xrp ETF
140
New
N/A
140 $2.72M
NTR
Nutrien Ltd.

Basic Materials
44
New
$53.64 - $61.11 $2.36K - $2.69K
44 $2.72M
TER
Teradyne, Inc

Technology
14
New
$132.08 - $187.59 $1.85K - $2.63K
14 $2.71M
GDRX
Good Rx Holdings, Inc.

Healthcare
1K
New
$2.97 - $5.03 $2.97K - $5.03K
1K $2.71M
CHD
Church & Dwight CO Inc

Consumer Defensive
31
New
$81.8 - $90.01 $2.54K - $2.79K
31 $2.6M
PLW
Invesco 1 30 Laddered Treasury

ETFs
92
New
N/A
92 $2.54M
STE
Steris PLC

Healthcare
10
New
$235.48 - $267.99 $2.35K - $2.68K
10 $2.54M
RELX
Relx PLC

Communication Services
60
New
$41.33 - $47.07 $2.48K - $2.82K
60 $2.43M
FMC
Fmc Corp

Basic Materials
174
New
$12.97 - $32.24 $2.26K - $5.61K
174 $2.41M
JKHY
Henry Jack & Associates Inc

Technology
13
New
$146.26 - $167.17 $1.9K - $2.17K
13 $2.37M
SJNK
Spdr Bloomberg Short Term High

ETFs
93
New
$25.2 - $25.57 $2.34K - $2.38K
93 $2.37M
TRP
Tc Energy Corp

Energy
43
New
$49.79 - $55.23 $2.14K - $2.37K
43 $2.37M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
100
New
$18.04 - $21.83 $1.8K - $2.18K
100 $2.33M
Grayscale Bitcoin Mini Trust ETF
60
New
N/A
60 $2.32M
Tko Group Holdings Inc Cl A
11
New
N/A
11 $2.3M
MSCI
Msci Inc.

Financial Services
4
New
$533.34 - $593.76 $2.13K - $2.38K
4 $2.3M
HOOD
Robinhood Markets, Inc.

Technology
20
New
$121.53 - $152.46 $2.43K - $3.05K
20 $2.26M
COIN
Coinbase Global, Inc.

Technology
10
New
$283.14 - $387.27 $2.83K - $3.87K
10 $2.26M
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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