Lodestone Wealth Management LLC Portfolio Holdings

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

Lodestone Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.43B, Jp Morgan ETF Tr Ultra Short I with a value of $6.59B, Microsoft Corp with a value of $5.29B, Capital Group Core Plus Income with a value of $5.03B, and Capital Grp Core Plus Income E with a value of $4.47B.

Examining the 13F form we can see an decrease of $11.4B in the current position value, from $199B to 188B.

Lodestone Wealth Management LLC is based out at Spokane, WA

Below you can find more details about Lodestone Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Billion
ETFs: $73.9 Billion
Technology: $23.5 Billion
Financial Services: $22.3 Billion
Consumer Cyclical: $13.4 Billion
Energy: $11.4 Billion
Healthcare: $8.85 Billion
Communication Services: $7.27 Billion
Real Estate: $4.76 Billion
Other: $7.42 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$430 Million 0.23% of portfolio
1,940
Q1 2025 Added 0.1%
$0
$433 Million 0.23% of portfolio
2,324
Q1 2025 Added 0.04%
$0
$409 Million 0.22% of portfolio
2,393
Q3 2024 Reduced 16.71%
$56.5B
$396 Million 0.21% of portfolio
1,624
Q1 2025 Reduced 0.85%
Capital Group Core Balanced
-
$399 Million 0.21% of portfolio
-
Q1 2025 Added 30.72%
$194B
$360 Million 0.19% of portfolio
1,154
Q1 2025 Added 0.17%
$0
$361 Million 0.19% of portfolio
2,081
Q1 2025 Added 0.24%
Siriusxm Holdings Inc
-
$358 Million 0.19% of portfolio
-
Q1 2025 New
$168B
$354 Million 0.19% of portfolio
3,589
Q1 2025 Added 0.11%
$83.2B
$338 Million 0.18% of portfolio
14,884
Q1 2025 Reduced 8.64%
$0
$342 Million 0.18% of portfolio
13,870
Q4 2024 Added 100.0%
Pimco ETF Tr
-
$347 Million 0.18% of portfolio
-
Q1 2025 Added 8.9%
$196B
$331 Million 0.18% of portfolio
11,714
Q1 2025 Added 0.08%
$85.7B
$346 Million 0.18% of portfolio
3,592
Q1 2025 Added 6.08%
$0
$311 Million 0.17% of portfolio
1,606
Q1 2025 Added 22.13%
Capital Group Dividend Growe
-
$317 Million 0.17% of portfolio
-
Q1 2025 Added 18.44%
$44.2B
$317 Million 0.17% of portfolio
2,228
Q1 2025 Added 0.09%
$0
$323 Million 0.17% of portfolio
2,210
Q1 2025 Added 0.05%
$781B
$305 Million 0.16% of portfolio
369
Q1 2025 Reduced 0.81%
-
$307 Million 0.16% of portfolio
-
Q1 2025 Reduced 3.44%
$0
$298 Million 0.16% of portfolio
3,652
Q1 2025 Added 1.11%
$0
$300 Million 0.16% of portfolio
5,688
Q1 2025 Reduced 4.87%
$376B
$278 Million 0.15% of portfolio
1,631
Q1 2025 Added 0.62%
$52.8B
$288 Million 0.15% of portfolio
4,684
Q1 2025 Added 0.62%
$25.3B
$282 Million 0.15% of portfolio
151
Q1 2025 Reduced 5.63%
$0
$255 Million 0.14% of portfolio
6,376
Q1 2025 Added 0.33%
$0
$271 Million 0.14% of portfolio
1,109
Q1 2025 Added 2.69%
Capital Group Conservative E
-
$263 Million 0.14% of portfolio
-
Q1 2025 New
Capital Group New Geography
-
$256 Million 0.14% of portfolio
-
Q1 2025 Added 4.74%
$0
$269 Million 0.14% of portfolio
3,417
Q1 2025 Added 4.37%
$0
$262 Million 0.14% of portfolio
9,354
Q1 2025 Added 17.88%
$0
$258 Million 0.14% of portfolio
475
Q1 2025 Reduced 18.38%
$162B
$271 Million 0.14% of portfolio
2,638
Q1 2025 Added 21.45%
$16.9B
$270 Million 0.14% of portfolio
587
Q1 2025 Added 4.45%
$0
$236 Million 0.13% of portfolio
3,154
Q1 2025 Added 1.09%
Lam Research Corp
-
$236 Million 0.13% of portfolio
-
Q1 2025 New
$0
$244 Million 0.13% of portfolio
6,709
Q3 2024 Reduced 15.55%
$54.1B
$238 Million 0.13% of portfolio
1,152
Q1 2025 Reduced 7.84%
$0
$248 Million 0.13% of portfolio
5,479
Q3 2024 Reduced 13.54%
$50.9B
$238 Million 0.13% of portfolio
4,441
Q1 2025 Added 1.79%
$66.8B
$226 Million 0.12% of portfolio
2,036
Q1 2025 Added 4.46%
Arista Networks Inc
-
$235 Million 0.12% of portfolio
-
Q1 2025 New
$0
$220 Million 0.12% of portfolio
2,425
Q1 2025 Reduced 2.18%
$1.25B
$230 Million 0.12% of portfolio
3,525
Q1 2025 Reduced 18.23%
$0
$221 Million 0.12% of portfolio
6,705
Q1 2025 Reduced 77.97%
$0
$235 Million 0.12% of portfolio
2,506
Q3 2024 Reduced 27.97%
$0
$233 Million 0.12% of portfolio
1,449
Q1 2025 Reduced 0.41%
$69.7B
$208 Million 0.11% of portfolio
1,895
Q1 2025 Added 6.22%
$35.3B
$205 Million 0.11% of portfolio
1,823
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $188 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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