Lodestone Wealth Management LLC Sells in Q4 2025

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.08%
$293.81 - $310.11 $588 - $620
2.41K $735M
NVT
N Vent Electric PLC

Industrials
-55
- 1.66%
$95.98 - $114.35 $5.28K - $6.29K
3.27K $333M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.32K
- 2.61%
$31.28 - $33.46 $41.4K - $44.2K
49.3K $1.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.97%
$589.5 - $635.77 $5.9K - $6.36K
1.02K $625M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.03K
- 2.11%
$71.0 - $74.64 $73.3K - $77.1K
48K $3.56B
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.04%
$401.99 - $468.37 $402 - $468
2.25K $1.01B
KO
Coca Cola CO

Consumer Defensive
-119
- 1.81%
$66.1 - $71.61 $7.87K - $8.52K
6.45K $451M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-326
- 1.29%
$30.55 - $32.35 $9.96K - $10.5K
25K $822M
MAC
Macerich CO

Real Estate
-864
- 0.69%
$16.49 - $18.04 $14.2K - $15.6K
124K $2.29B
AAPL
Apple Inc.

Technology
-1.96K
- 5.93%
$245.27 - $275.25 $482K - $541K
31.1K $8.46B
ASML
Asml Holding Nv

Technology
-5
- 1.12%
$936.19 - $1075.45 $4.68K - $5.38K
442 $473M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-167
- 4.26%
$280.66 - $305.09 $46.9K - $51K
3.75K $1.14B
INTC
Intel Corp

Technology
-71
- 0.48%
$34.71 - $41.53 $2.46K - $2.95K
14.6K $539M
WMT
Walmart Inc.

Consumer Defensive
-62
- 0.95%
$101.18 - $109.03 $6.27K - $6.76K
6.46K $719M
TM
Toyota Motor Corp

Consumer Cyclical
-27
- 1.04%
$185.22 - $211.24 $5K - $5.7K
2.56K $549M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-11
- 0.91%
$506.07 - $566.91 $5.57K - $6.24K
1.2K $724M
LLY
Eli Lilly & CO

Healthcare
-26
- 7.07%
$799.57 - $1025.28 $20.8K - $26.7K
342 $367M
VEA
Vanguard Ftse Developed Market

ETFs
-993
- 1.7%
$59.18 - $62.09 $58.8K - $61.7K
57.6K $3.6B
DFIV
Dimensional ETF Tr

ETFs
-1.71K
- 3.66%
$45.13 - $48.25 $77.4K - $82.7K
45.2K $2.25B
JNJ
Johnson & Johnson

Healthcare
-95
- 1.56%
$185.98 - $199.58 $17.7K - $19K
5.98K $1.24B
GLD
Spdr Gold Trust

ETFs
-28
- 0.84%
$354.79 - $403.15 $9.93K - $11.3K
3.31K $1.31B
Lam Research Corp Com New
-122
- 2.94%
N/A
4.02K $688M
CGDV
Capital Group Divid Value ETF

ETFs
-1.37K
- 1.11%
$41.33 - $43.47 $56.7K - $59.7K
122K $5.33B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-657
- 0.98%
$55.63 - $58.98 $36.5K - $38.7K
66.3K $3.99B
AXP
American Express CO

Financial Services
-269
- 2.84%
$316.26 - $372.77 $85.1K - $100K
9.2K $3.4B
GOOGL
Alphabet Inc.

Communication Services
-359
- 4.07%
$236.57 - $291.31 $84.9K - $105K
8.47K $2.65B
AMGN
Amgen Inc

Healthcare
-227
- 1.67%
$290.13 - $341.71 $65.9K - $77.6K
13.4K $4.38B
GOOG
Alphabet Inc.

Communication Services
-1.34K
- 6.45%
$237.49 - $291.74 $319K - $392K
19.5K $6.11B
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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