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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
406
New
$176.58 - $207.02 $71.7K - $84.1K
406 $75.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
514
New
$137.47 - $143.13 $70.7K - $73.6K
514 $73.8M
XOM
Exxon Mobil Corp

Energy
89
+ 1.08%
$110.64 - $119.78 $9.85K - $10.7K
8.35K $1B
KLAC
Kla Corp

Technology
60
New
$982.75 - $1235.28 $59K - $74.1K
60 $72.9M
ABBV
Abb Vie Inc.

Healthcare
319
New
$211.96 - $244.38 $67.6K - $78K
319 $72.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
910
New
$79.55 - $80.13 $72.4K - $72.9K
910 $72.6M
ADP
Automatic Data Processing Inc

Industrials
281
New
$250.9 - $292.94 $70.5K - $82.3K
281 $72.3M
VZ
Verizon Communications Inc

Communication Services
1.77K
New
$38.4 - $43.83 $67.9K - $77.5K
1.77K $72.1M
DHR
Danaher Corp

Healthcare
311
New
$202.46 - $223.01 $63K - $69.4K
311 $71.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
92
New
$557.73 - $694.99 $51.3K - $63.9K
92 $70.6M
TJX
Tjx Companies Inc

Consumer Cyclical
444
New
$138.56 - $147.63 $61.5K - $65.5K
444 $68.2M
Capital Group International Core Equity ETF
2.1K
New
N/A
2.1K $68.1M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
772
New
$85.3 - $88.17 $65.9K - $68.1K
772 $68M
DGRO
Ishares Core Dividend Growth E

ETFs
977
New
$66.93 - $69.17 $65.4K - $67.6K
977 $67.8M
EOSE
Eos Energy Enterprises, Inc.

Industrials
5.91K
New
$12.36 - $19.19 $73K - $113K
5.91K $67.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.7K
+ 1.25%
$50.57 - $50.77 $86K - $86.3K
137K $6.94B
INTU
Intuit Inc

Technology
101
New
$641.79 - $683.39 $64.8K - $69K
101 $66.9M
BANR
Banner Corp

Financial Services
1.06K
New
$59.64 - $64.25 $63.1K - $68K
1.06K $66.3M
SYK
Stryker Corp

Healthcare
187
New
$353.81 - $388.35 $66.2K - $72.6K
187 $65.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.28K
New
$27.17 - $28.65 $62K - $65.4K
2.28K $65M
NOC
Northrop Grumman Corp

Industrials
114
New
$558.0 - $637.95 $63.6K - $72.7K
114 $65M
UPS
United Parcel Service Inc

Industrials
60
+ 1.6%
$82.87 - $97.4 $4.97K - $5.84K
3.81K $378M
WMB
Williams Companies, Inc.

Energy
1.07K
New
$56.51 - $64.48 $60.5K - $69K
1.07K $64.3M
IWV
Ishares Russell 3000 ETF

ETFs
166
New
$371.33 - $389.89 $61.6K - $64.7K
166 $64.2M
USB
Us Bancorp \De\

Financial Services
1.19K
New
$45.28 - $48.26 $54K - $57.5K
1.19K $63.6M
NVO
Novo Nordisk A S

Healthcare
1.25K
New
$45.68 - $59.65 $57K - $74.4K
1.25K $63.5M
NKE
Nike, Inc.

Consumer Cyclical
969
New
$60.8 - $74.57 $58.9K - $72.3K
969 $61.7M
IYW
Ishares Dj Us Tech ETF

ETFs
309
New
$192.8 - $211.27 $59.6K - $65.3K
309 $61.7M
APH
Amphenol Corp

Technology
447
New
$121.7 - $143.85 $54.4K - $64.3K
447 $60.4M
Talen Energy Corp Com
161
New
N/A
161 $60.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
660
New
$91.7 - $105.68 $60.5K - $69.7K
660 $60.2M
ASTS
Ast Space Mobile, Inc.

Communication Services
823
New
$56.94 - $99.21 $46.9K - $81.6K
823 $59.8M
GS
Goldman Sachs Group Inc

Financial Services
66
New
$744.6 - $838.97 $49.1K - $55.4K
66 $58.3M
EME
Emcor Group, Inc.

Industrials
94
New
$618.96 - $777.0 $58.2K - $73K
94 $57.5M
C
Citigroup Inc

Financial Services
492
New
$93.93 - $102.87 $46.2K - $50.6K
492 $57.4M
IREN
Iris Energy LTD

Financial Services
1.52K
New
$47.02 - $76.41 $71.3K - $116K
1.52K $57.3M
CYBR
Cyber Ark Software Ltd.

Technology
127
New
$486.39 - $522.02 $61.8K - $66.3K
127 $56.7M
SCHW
Schwab Charles Corp

Financial Services
34
+ 0.29%
$91.91 - $97.71 $3.12K - $3.32K
11.8K $1.18B
MNST
Monster Beverage Corp

Consumer Defensive
723
New
$66.31 - $71.91 $47.9K - $52K
723 $55.4M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.18K
New
$44.82 - $46.34 $53.1K - $54.9K
1.18K $54.9M
ADSK
Autodesk, Inc.

Technology
185
New
N/A
185 $54.8M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
481
New
$87.56 - $111.7 $42.1K - $53.7K
481 $54.7M
AMP
Ameriprise Financial Inc

Financial Services
111
New
$440.8 - $497.79 $48.9K - $55.3K
111 $54.4M
CGGO
Capital Group Global Growth Eq

ETFs
1.23K
+ 5.11%
$33.63 - $35.51 $41.2K - $43.5K
25.2K $874M
CB
Chubb LTD

Financial Services
172
New
$268.2 - $296.22 $46.1K - $50.9K
172 $53.5M
DE
Deere & CO

Industrials
115
New
$439.11 - $480.78 $50.5K - $55.3K
115 $53.5M
WM
Waste Management Inc

Industrials
243
New
$196.77 - $219.98 $47.8K - $53.5K
243 $53.4M
Capital Group Core Bond ETF
2.18K
+ 2.47%
N/A
90.6K $2.4B
ITA
Ishares Tr

ETFs
243
New
$205.04 - $218.9 $49.8K - $53.2K
243 $52.2M
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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