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
NTRA
Natera, Inc.

Healthcare
2
New
$160.21 - $209.5 $320 - $419
2 $458K
UTI
Universal Technical Institute Inc

Consumer Defensive
16
New
$27.88 - $34.49 $446 - $552
16 $418K
XPO
Xpo Logistics, Inc.

Industrials
3
New
$123.66 - $143.87 $371 - $432
3 $408K
JELD
Jeld Wen Holding, Inc.

Industrials
161
New
$2.04 - $4.91 $328 - $791
161 $396K
ATOM
Atomera Inc

Technology
170
New
$2.23 - $5.11 $379 - $869
170 $376K
CRI
Carters Inc

Consumer Cyclical
11
New
$27.46 - $33.44 $302 - $368
11 $359K
Regis Corporation Com Shs
12
New
N/A
12 $333K
HRTX
Heron Therapeutics, Inc.

Healthcare
250
New
$1.06 - $1.36 $265 - $340
250 $325K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
New
$142.79 - $150.05 $286 - $300
2 $297K
AA
Alcoa Corp

Basic Materials
5
New
$33.79 - $40.14 $169 - $201
5 $278K
South Bow Corp Com
8
New
N/A
8 $220K
CRWD
Crowd Strike Holdings, Inc.

Technology
41
+ 4.66%
$482.23 - $557.53 $19.8K - $22.9K
920 $431M
Veru Inc Com New
100
New
N/A
100 $214K
IEFA
Ishares Tr

ETFs
2
New
$86.09 - $89.88 $172 - $180
2 $199K
BDX
Becton Dickinson & CO

Healthcare
1
New
$176.39 - $193.93 $176 - $194
1 $194K
Liberty Media Corp Del Com Lbty One S A
2
New
N/A
2 $179K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
7
New
$24.56 - $24.79 $172 - $174
7 $170K
VUZI
Vuzix Corp

Technology
40
New
$2.26 - $4.13 $90.4 - $165
40 $151K
OGN
Organon & Co.

Healthcare
21
New
$6.34 - $11.01 $133 - $231
21 $147K
SMR
Nuscale Power Corp

Industrials
10
New
$22.45 - $53.43 $225 - $534
10 $142K
CLF
Cleveland Cliffs Inc.

Basic Materials
10
New
$10.09 - $16.18 $101 - $162
10 $133K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
9
New
$14.78 - $16.72 $133 - $150
9 $131K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1
New
$102.37 - $105.36 $102 - $105
1 $113K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3
New
$26.75 - $27.15 $80.3 - $81.4
3 $79K
Tao Synergies Inc Com
20
New
N/A
20 $74K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1
New
N/A
1 $67K
EAOA
Ishares Esg Aware Aggressive A

Technology
1
New
$40.02 - $41.76 $40 - $41.8
1 $21K
VNQI
Vanguard Global Ex U.S. Real

ETFs
0
New
$46.68 - $48.34 $0 - $0
0 $16K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1
New
$11.56 - $13.47 $11.6 - $13.5
1 $12K
Canopy Growth Corp Com New
7
New
N/A
7 $8K
Workhorse Group Inc Com New
1
New
N/A
1 $5K
CGA
China Green Agriculture, Inc.

Basic Materials
1
New
N/A
1 $0
PBW
Invesco Exchange Traded Fd Tr

ETFs
0
New
$30.18 - $35.92 $0 - $0
0 $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.29%
$136.06 - $140.64 $816 - $844
2.11K $294M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.23%
$144.33 - $160.86 $433 - $483
1.33K $213M
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.48%
$286.27 - $296.23 $2.86K - $2.96K
2.09K $605M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.07%
$70.3 - $73.05 $141 - $146
2.85K $204M
DPZ
Dominos Pizza Inc

Consumer Cyclical
5
+ 0.88%
$398.46 - $431.24 $1.99K - $2.16K
576 $240M
VOT
Vanguard Mid Cap Growth Index

ETFs
25
+ 1.88%
$279.76 - $298.12 $6.99K - $7.45K
1.36K $379M
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.6%
$145.5 - $153.18 $1.46K - $1.53K
1.68K $241M
ITB
Ishares Tr

ETFs
3
+ 0.16%
$97.11 - $109.24 $291 - $328
1.93K $186M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 6.9%
$2024.98 - $2360.76 $16.2K - $18.9K
124 $250M
XLE
Energy Sector Spdr

ETFs
5.64K
+ 91.09%
$85.22 - $92.02 $481K - $519K
11.8K $529M
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.15%
$100.05 - $123.23 $300 - $370
2.02K $203M
BX
Blackstone Inc.

Financial Services
276
+ 2.08%
$138.42 - $168.45 $38.2K - $46.5K
13.5K $2.09B
XLK
Technology Sector Spdr

ETFs
962
+ 36.12%
$278.39 - $304.13 $268K - $293K
3.63K $522M
META
Meta Platforms, Inc.

Communication Services
34
+ 0.96%
$609.01 - $751.67 $20.7K - $25.6K
3.57K $2.36B
LEN
Lennar Corp

Consumer Cyclical
255
+ 1.48%
$117.91 - $130.07 $30.1K - $33.2K
17.5K $1.8B
DHI
Horton D R Inc

Consumer Cyclical
24
+ 0.16%
$142.43 - $174.95 $3.42K - $4.2K
15K $2.16B
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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