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
VHT
Vanguard Health Care ETF

ETFs
181
New
$264.7 - $283.93 $47.9K - $51.4K
181 $52M
LOW
Lowes Companies Inc

Consumer Cyclical
213
New
$225.0 - $247.99 $47.9K - $52.8K
213 $51.4M
Capital Group Short Duration Municipal Income ETF
1.95K
New
N/A
1.95K $51.4M
STCE
Schwab Strategic Tr Crypto The
854
New
N/A
854 $51.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.87K
New
$25.85 - $27.19 $48.4K - $50.9K
1.87K $50.4M
AVAV
Aero Vironment Inc

Industrials
203
New
$291.21 - $409.83 $59.1K - $83.2K
203 $49.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
108
New
$402.9 - $437.15 $43.5K - $47.2K
108 $49M
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
New
$4804.01 - $5424.55 $43.2K - $48.8K
9 $48.8M
GDXU
Bank Of Montreal

ETFs
200
New
$128.7 - $270.83 $25.7K - $54.2K
200 $48.7M
XLV
Select Sector Spdr Fund Health

ETFs
59
+ 2.34%
$141.95 - $152.82 $8.38K - $9.02K
2.58K $400M
NFLX
Netflix Inc

Communication Services
509
New
$110.29 - $1241.35 $56.1K - $632K
509 $47.7M
GM
General Motors CO

Consumer Cyclical
585
New
$55.35 - $71.89 $32.4K - $42.1K
585 $47.6M
OSK
Oshkosh Corp

Industrials
374
New
$120.42 - $139.9 $45K - $52.3K
374 $47M
LNG
Cheniere Energy, Inc.

Energy
237
New
$205.63 - $235.74 $48.7K - $55.9K
237 $46.1M
CL
Colgate Palmolive CO

Consumer Defensive
577
New
$74.98 - $79.86 $43.3K - $46.1K
577 $45.6M
Grayscale Ethereum Staking Mini ETF
1.57K
New
N/A
1.57K $44.1M
WY
Weyerhaeuser CO

Real Estate
1.85K
New
$22.13 - $25.12 $40.8K - $46.3K
1.85K $43.7M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
389
New
$106.97 - $112.08 $41.6K - $43.6K
389 $43.5M
BE
Bloom Energy Corp

Industrials
500
New
$86.06 - $142.37 $43K - $71.2K
500 $43.4M
IDXX
Idexx Laboratories Inc

Healthcare
63
New
$616.15 - $722.94 $38.8K - $45.5K
63 $42.6M
AVUV
American Centy ETF Tr Avantis

ETFs
418
New
$95.19 - $100.66 $39.8K - $42.1K
418 $42.6M
Tempus Ai Inc Cl A
706
New
N/A
706 $41.7M
VV
Vanguard Large Cap ETF

ETFs
26
+ 0.54%
$301.9 - $317.98 $7.85K - $8.27K
4.83K $1.52B
VKTX
Viking Therapeutics, Inc.

Healthcare
1.11K
New
$27.37 - $40.78 $30.2K - $45.1K
1.11K $38.9M
BR
Broadridge Financial Solutions, Inc.

Technology
174
New
$217.49 - $236.9 $37.8K - $41.2K
174 $38.8M
MCK
Mckesson Corp

Healthcare
1
+ 0.13%
$738.06 - $859.37 $738 - $859
799 $655M
SO
Southern CO

Utilities
443
New
$90.58 - $99.72 $40.1K - $44.2K
443 $38.6M
MPC
Marathon Petroleum Corp

Energy
233
New
$180.89 - $200.13 $42.1K - $46.6K
233 $37.9M
UNP
Union Pacific Corp

Industrials
164
New
$216.37 - $237.41 $35.5K - $38.9K
164 $37.9M
Bitwise Bitcoin ETF Trust
789
New
N/A
789 $37.5M
LANC
Lancaster Colony Corp

Consumer Defensive
228
New
N/A
228 $37.5M
ASM
Avino Silver & Gold Mines LTD

Basic Materials
6K
New
$4.14 - $6.51 $24.8K - $39.1K
6K $37.3M
CCL
Carnival Corp

Consumer Cyclical
1.21K
New
$26.02 - $30.0 $31.6K - $36.4K
1.21K $37M
CM
Canadian Imperial Bank Of Commerce

Financial Services
408
New
$79.81 - $87.17 $32.6K - $35.6K
408 $37M
Bitwise Ethereum ETF
1.74K
New
N/A
1.74K $37M
Ge Vernova Inc Com
55
New
N/A
55 $36M
CDE
Coeur Mining, Inc.

Basic Materials
2K
New
$13.82 - $23.1 $27.6K - $46.2K
2K $35.7M
GTLB
Gitlab Inc.

Technology
948
New
$43.65 - $51.04 $41.4K - $48.4K
948 $35.6M
AXON
Axon Enterprise, Inc.

Industrials
63
New
$554.37 - $759.44 $34.9K - $47.8K
63 $35.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
206
New
$155.17 - $185.52 $32K - $38.2K
206 $34.9M
Barrick Mng Corp Com Shs
800
New
N/A
800 $34.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
612
New
$54.27 - $56.85 $33.2K - $34.8K
612 $34.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
639
New
$55.57 - $63.17 $35.5K - $40.4K
639 $34.4M
PRF
Invesco Exchange Traded Fd Tr

ETFs
725
New
$44.13 - $46.37 $32K - $33.6K
725 $34M
OEF
Ishares S&P 100 ETF

ETFs
99
New
N/A
99 $34M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
713
New
$44.53 - $47.25 $31.7K - $33.7K
713 $33.4M
KMI
Kinder Morgan, Inc.

Energy
1.21K
New
$25.84 - $28.46 $31.2K - $34.4K
1.21K $33.2M
NEE
Nextera Energy Inc

Utilities
412
New
$78.18 - $86.03 $32.2K - $35.4K
412 $33.1M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
656
New
$50.2 - $50.36 $32.9K - $33K
656 $33M
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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