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
SQ
Block, Inc.

Technology
256
New
N/A
256 $16.7M
XLU
Utilities Sector Spdr

ETFs
4.7K
+ 113.74%
$87.89 - $92.9 $413K - $436K
8.82K $377M
URI
United Rentals, Inc.

Industrials
20
New
$806.61 - $1020.0 $16.1K - $20.4K
20 $16.5M
JBL
Jabil Inc

Technology
72
New
$193.99 - $222.32 $14K - $16K
72 $16.4M
XLI
Industrial Sector Spdr

ETFs
105
New
$149.9 - $155.79 $15.7K - $16.4K
105 $16.3M
EWJ
Ishares Msci Japan ETF

ETFs
197
New
$78.36 - $84.34 $15.4K - $16.6K
197 $15.9M
Circle Internet Group Inc Com Cl A
200
New
N/A
200 $15.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
130
New
$118.2 - $126.51 $15.4K - $16.4K
130 $15.8M
AEP
American Electric Power CO Inc

Utilities
137
New
$112.75 - $122.73 $15.4K - $16.8K
137 $15.8M
EPD
Enterprise Products Partners L.P.

Energy
492
New
$30.19 - $32.26 $14.9K - $15.9K
492 $15.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
27
New
$524.58 - $588.02 $14.2K - $15.9K
27 $15.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
64
+ 4.23%
$169.53 - $176.53 $10.8K - $11.3K
1.58K $280M
RIO
Rio Tinto PLC

Basic Materials
194
New
$65.44 - $72.58 $12.7K - $14.1K
194 $15.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
200
New
$75.19 - $77.98 $15K - $15.6K
200 $15.5M
AZN
Astrazeneca PLC

Healthcare
165
New
$81.15 - $89.4 $13.4K - $14.8K
165 $15.2M
FFIV
F5, Inc.

Technology
59
New
$234.0 - $343.17 $13.8K - $20.2K
59 $15.1M
MMM
3 M CO

Industrials
94
New
$148.75 - $171.6 $14K - $16.1K
94 $15M
JPEM
Jp Morgan Diversified Return

ETFs
85
+ 1.49%
$57.59 - $61.34 $4.9K - $5.21K
5.78K $351M
BTU
Peabody Energy Corp

Energy
504
New
$25.87 - $34.88 $13K - $17.6K
504 $15M
VONV
Vanguard Russell 1000 Value Et

ETFs
162
New
$87.55 - $91.32 $14.2K - $14.8K
162 $15M
DEO
Diageo PLC

Consumer Defensive
172
New
$87.26 - $98.67 $15K - $17K
172 $14.8M
IBB
Ishares Biotechnology ETF

ETFs
87
New
$148.51 - $164.96 $12.9K - $14.4K
87 $14.7M
RY
Royal Bank Of Canada

Financial Services
86
New
$143.64 - $149.05 $12.4K - $12.8K
86 $14.7M
RBLX
Roblox Corp

Communication Services
179
New
$101.27 - $138.56 $18.1K - $24.8K
179 $14.5M
XLC
Select Sector Spdr Tr Communic

ETFs
123
New
$111.33 - $117.16 $13.7K - $14.4K
123 $14.5M
AON
Aon PLC

Financial Services
41
New
$326.07 - $366.93 $13.4K - $15K
41 $14.5M
ALCC
Alt C Acquisition Corp.

Financial Services
200
New
N/A
200 $14.4M
FNDF
Schwab Fundamental Intl Large

ETFs
316
New
$42.35 - $45.18 $13.4K - $14.3K
316 $14.3M
EXC
Exelon Corp

Utilities
325
New
$44.97 - $48.24 $14.6K - $15.7K
325 $14.2M
CCI
Crown Castle International Corp

Real Estate
159
New
$87.81 - $98.87 $14K - $15.7K
159 $14.1M
TROW
Price T Rowe Group Inc

Financial Services
136
New
$101.07 - $106.13 $13.7K - $14.4K
136 $13.9M
COF
Capital One Financial Corp

Financial Services
57
New
$201.01 - $225.01 $11.5K - $12.8K
57 $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
210
New
$63.25 - $66.24 $13.3K - $13.9K
210 $13.9M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
1.39K
New
$9.2 - $9.74 $12.8K - $13.6K
1.39K $13.6M
ALK
Alaska Air Group, Inc.

Industrials
266
New
$40.42 - $49.42 $10.8K - $13.1K
266 $13.4M
Coreweave Inc Com Cl A
185
New
N/A
185 $13.2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
44
+ 1.99%
$132.67 - $138.39 $5.84K - $6.09K
2.26K $312M
Capital Group Conservative Equity ETF
275
+ 2.19%
N/A
12.8K $391M
Nebius Group N.V. Shs Class A
155
New
N/A
155 $13M
HSY
Hershey CO

Consumer Defensive
70
New
$162.31 - $195.56 $11.4K - $13.7K
70 $12.8M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
592
New
$21.35 - $21.61 $12.6K - $12.8K
592 $12.7M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
576
New
$21.91 - $22.1 $12.6K - $12.7K
576 $12.7M
GNL
Global Net Lease, Inc.

Real Estate
1.47K
New
$7.55 - $8.19 $11.1K - $12.1K
1.47K $12.7M
CMI
Cummins Inc

Industrials
25
New
$407.98 - $484.34 $10.2K - $12.1K
25 $12.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
92
New
$117.6 - $129.07 $10.8K - $11.9K
92 $12.5M
CVS
Cvs Health Corp

Healthcare
156
New
$76.69 - $83.04 $12K - $13K
156 $12.4M
CORP
Pimco Investment Grade Corp Bd

ETFs
126
New
$97.88 - $99.61 $12.3K - $12.6K
126 $12.3M
FIW
First Trust Water ETF

ETFs
111
New
$110.5 - $115.7 $12.3K - $12.8K
111 $12.1M
COP
Conocophillips

Energy
267
+ 1.99%
$85.66 - $95.46 $22.9K - $25.5K
13.7K $1.28B
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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