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
JPSE
J P Morgan Diversified Return

ETFs
658
New
$48.44 - $50.76 $31.9K - $33.4K
658 $33M
EMN
Eastman Chemical CO

Basic Materials
515
New
$57.89 - $64.37 $29.8K - $33.2K
515 $32.9M
CMCSA
Comcast Corp

Communication Services
1.09K
New
$26.98 - $31.09 $29.4K - $33.9K
1.09K $32.5M
GPC
Genuine Parts CO

Consumer Cyclical
262
New
$122.69 - $140.39 $32.1K - $36.8K
262 $32.2M
CI
Cigna Corp

Healthcare
117
New
$244.41 - $311.0 $28.6K - $36.4K
117 $32.2M
Amplify Cybersecurity ETF
400
New
N/A
400 $32.1M
TOTB.DE
Total Energies Se

Energy
490
New
N/A
490 $32.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
123
New
$242.98 - $310.48 $29.9K - $38.2K
123 $31.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
1.07K
New
$29.48 - $31.93 $31.5K - $34.1K
1.07K $31.5M
SHOP
Shopify Inc.

Technology
193
New
$146.04 - $179.01 $28.2K - $34.5K
193 $31.1M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
640
New
$47.92 - $48.5 $30.7K - $31K
640 $30.7M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2K
New
$15.41 - $15.87 $30.8K - $31.7K
2K $30.7M
AMSC
American Superconductor Corp

Industrials
1.05K
New
$33.63 - $66.68 $35.4K - $70.3K
1.05K $30.3M
CDNS
Cadence Design Systems Inc

Technology
97
New
$314.93 - $353.36 $30.5K - $34.3K
97 $30.3M
ZTS
Zoetis Inc.

Healthcare
238
New
$118.8 - $147.53 $28.3K - $35.1K
238 $29.9M
DUK
Duke Energy Corp

Utilities
254
New
$121.57 - $129.03 $30.9K - $32.8K
254 $29.8M
Bitmine Immersion Tecnologies Com New
1.09K
New
N/A
1.09K $29.5M
EFX
Equifax Inc

Industrials
134
New
$204.19 - $253.84 $27.4K - $34K
134 $29.1M
LUV
Southwest Airlines CO

Industrials
698
New
$29.67 - $34.68 $20.7K - $24.2K
698 $28.9M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1.36K
New
$12.44 - $16.02 $16.9K - $21.7K
1.36K $28.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
347
New
$82.69 - $83.12 $28.7K - $28.8K
347 $28.7M
EXPE
Expedia Group, Inc.

Consumer Cyclical
101
New
$210.33 - $273.65 $21.2K - $27.6K
101 $28.6M
CTSH
Cognizant Technology Solutions Corp

Technology
343
New
$65.47 - $74.66 $22.5K - $25.6K
343 $28.5M
NEM
Newmont Corp

Basic Materials
284
New
$78.63 - $98.27 $22.3K - $27.9K
284 $28.4M
MS
Morgan Stanley

Financial Services
159
New
$151.86 - $169.92 $24.1K - $27K
159 $28.2M
HL
Hecla Mining CO

Basic Materials
1.47K
New
$11.9 - $15.53 $17.5K - $22.8K
1.47K $28.2M
PRU
Prudential Financial Inc

Financial Services
250
New
$99.13 - $107.85 $24.8K - $27K
250 $28.2M
EQX
Equinox Gold Corp.

Basic Materials
2K
New
$10.37 - $13.14 $20.7K - $26.3K
2K $28.1M
ITW
Illinois Tool Works Inc

Industrials
114
New
$242.03 - $260.73 $27.6K - $29.7K
114 $28.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
852
New
$32.35 - $34.37 $27.6K - $29.3K
852 $27.9M
RYH
Invesco S&P 500 Equal Weight H

ETFs
873
New
N/A
873 $27.8M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
846
New
$31.49 - $33.1 $26.6K - $28K
846 $27.7M
MDT
Medtronic PLC

Healthcare
283
New
$90.06 - $98.43 $25.5K - $27.9K
283 $27.2M
Capital Group Dividend Growers ETF
327
+ 2.16%
N/A
15.5K $551M
CACC
Credit Acceptance Corp

Financial Services
124
+ 10.06%
$416.46 - $513.14 $51.6K - $63.6K
1.36K $601M
NOW
Service Now, Inc.

Technology
170
New
$835.79 - $946.29 $142K - $161K
170 $26M
MXI
Ishares Global Materials ETF

ETFs
267
New
$87.96 - $93.19 $23.5K - $24.9K
267 $25.8M
CPRT
Copart Inc

Consumer Cyclical
648
New
$39.98 - $45.76 $25.9K - $29.7K
648 $25.4M
DTEC
Alps ETF Tr Disruptive Technol

ETFs
522
New
$48.87 - $52.76 $25.5K - $27.5K
522 $25.4M
AVSF
American Centy ETF Tr Avantis

ETFs
537
New
$46.97 - $47.33 $25.2K - $25.4K
537 $25.3M
AVIG
American Centy ETF Tr Avantis

ETFs
603
New
$41.84 - $42.48 $25.2K - $25.6K
603 $25.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
279
+ 3.46%
$100.33 - $100.69 $28K - $28.1K
8.35K $838M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
242
New
$90.08 - $108.94 $21.8K - $26.4K
242 $25.1M
ES
Eversource Energy

Utilities
372
New
$70.59 - $74.88 $26.3K - $27.9K
372 $25M
AG
First Majestic Silver Corp

Basic Materials
1.5K
New
$10.67 - $15.33 $16K - $23K
1.5K $25M
CINF
Cincinnati Financial Corp

Financial Services
150
New
$151.39 - $166.89 $22.7K - $25K
150 $24.5M
AOM
Ishares Tr Core Moderate Alloc

ETFs
513
New
$47.0 - $48.26 $24.1K - $24.8K
513 $24.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
177
New
$122.36 - $133.85 $21.7K - $23.7K
177 $24.4M
VOX
Vanguard Communication Service

ETFs
125
New
$180.26 - $190.8 $22.5K - $23.9K
125 $24.2M
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
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email