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
NVDA
Nvidia Corp

Technology
628
+ 2.54%
$179.83 - $207.04 $113K - $130K
25.4K $4.73B
GILD
Gilead Sciences, Inc.

Healthcare
936
New
$110.56 - $125.2 $103K - $117K
936 $115M
Blackrock Inc Com
107
New
N/A
107 $115M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
2.05K
New
$52.81 - $55.35 $108K - $114K
2.05K $114M
PFE
Pfizer Inc

Healthcare
4.54K
New
$24.23 - $27.37 $110K - $124K
4.54K $113M
ACM
Aecom

Industrials
1.18K
New
$128.8 - $134.35 $151K - $158K
1.18K $112M
QCOM
Qualcomm Inc

Technology
276
+ 2.04%
$153.59 - $187.68 $42.4K - $51.8K
13.8K $2.36B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.58K
New
$23.02 - $24.23 $105K - $111K
4.58K $110M
SLV
I Shares Silver Trust

ETFs
1.69K
New
$42.4 - $49.17 $71.7K - $83.2K
1.69K $109M
FAST
Fastenal CO

Industrials
2.71K
New
$40.45 - $48.17 $110K - $131K
2.71K $109M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.23K
New
$68.28 - $84.44 $83.9K - $104K
1.23K $105M
DELL
Dell Technologies Inc.

Technology
833
New
$133.76 - $164.88 $111K - $137K
833 $105M
DFAE
Dimensional ETF Tr

ETFs
472
+ 0.57%
$30.74 - $33.05 $14.5K - $15.6K
84K $2.74B
PH
Parker Hannifin Corp

Industrials
116
New
$716.66 - $857.93 $83.1K - $99.5K
116 $102M
ISRG
Intuitive Surgical Inc

Healthcare
178
New
$429.59 - $576.2 $76.5K - $103K
178 $101M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.13K
New
$44.68 - $47.47 $95.2K - $101K
2.13K $100M
TXN
Texas Instruments Inc

Technology
577
New
N/A
577 $100M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
2.02K
New
$46.21 - $48.94 $93.5K - $99K
2.02K $99.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.04K
New
$93.0 - $94.55 $96.4K - $98K
1.04K $96.5M
IYR
Ishares Tr

ETFs
1.01K
New
$93.69 - $98.5 $95K - $99.9K
1.01K $95.2M
WAL
Western Alliance Bancorporation

Financial Services
1.4K
+ 16.1%
$70.32 - $87.42 $98.4K - $122K
10.1K $849M
TSCO
Tractor Supply CO

Consumer Cyclical
1.89K
New
$52.49 - $56.37 $99.3K - $107K
1.89K $94.6M
CVE
Cenovus Energy Inc.

Energy
6.03K
+ 5.41%
$16.57 - $18.27 $99.9K - $110K
117K $1.99B
IONQ
Ion Q, Inc.

Technology
2.08K
New
$45.4 - $82.09 $94.4K - $171K
2.08K $93.3M
CAT
Caterpillar Inc

Industrials
162
New
$480.82 - $585.49 $77.9K - $94.8K
162 $92.6M
IRBO
Ishares Robotics & Artificial

ETFs
1.87K
New
N/A
1.87K $90.2M
FDX
Fedex Corp

Industrials
10
+ 0.61%
$224.63 - $268.67 $2.25K - $2.69K
1.65K $478M
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.12K
New
$17.1 - $23.05 $53.3K - $71.8K
3.12K $89.8M
JPIN
Jp Morgan Diversified Return I

ETFs
1.32K
New
$64.96 - $68.74 $85.5K - $90.5K
1.32K $89.7M
TMUS
T Mobile Us, Inc.

Communication Services
440
New
$201.01 - $233.26 $88.4K - $103K
440 $89.3M
NVS
Novartis Ag

Healthcare
641
New
$121.8 - $132.39 $78.1K - $84.9K
641 $88.4M
PEP
Pepsico Inc

Consumer Defensive
615
New
$138.84 - $153.71 $85.4K - $94.5K
615 $88.3M
GE
General Electric CO

Industrials
285
New
$291.49 - $314.28 $83.1K - $89.6K
285 $87.8M
BMY
Bristol Myers Squibb CO

Healthcare
1.61K
New
$42.6 - $49.08 $68.5K - $78.9K
1.61K $86.7M
UNH
Unitedhealth Group Inc

Healthcare
372
+ 15.53%
$320.52 - $369.92 $119K - $138K
2.77K $913M
ETN
Eaton Corp PLC

Industrials
270
New
$352.39 - $387.75 $95.1K - $105K
270 $86M
IYM
Ishares Tr

ETFs
556
New
$139.22 - $151.57 $77.4K - $84.3K
556 $85.6M
SKYY
First Trust Cloud Computing Et

ETFs
655
New
$131.95 - $143.46 $86.4K - $94K
655 $85.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.75K
New
$30.84 - $31.79 $84.7K - $87.3K
2.75K $85M
KKR
Kkr & Co. Inc.

Financial Services
651
New
$117.52 - $127.65 $76.5K - $83.1K
651 $83M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
915
New
$87.55 - $103.98 $80.1K - $95.1K
915 $82.3M
CRM
Salesforce, Inc.

Technology
310
New
$235.69 - $263.41 $73.1K - $81.7K
310 $82.2M
EQAL
Invesco ETF

ETFs
1.54K
New
$50.94 - $52.92 $78.3K - $81.4K
1.54K $81M
INDA
Ishares Msci India Index Fund

ETFs
1.5K
New
$52.3 - $55.29 $78.3K - $82.8K
1.5K $80.9M
Capital Group Core Balanced ETF
2.01K
+ 16.13%
N/A
14.4K $510M
SBUX
Starbucks Corp

Consumer Cyclical
918
New
$78.46 - $87.26 $72K - $80.1K
918 $77.3M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.87K
New
$39.09 - $41.28 $73.2K - $77.3K
1.87K $77.2M
CIFR
Cipher Mining Inc.

Financial Services
5.23K
New
$12.6 - $24.71 $65.9K - $129K
5.23K $77.2M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$321.8 - $337.95 $322 - $338
10.6K $3.57B
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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