Lodestar Private Asset Management LLC Purchases in Q4 2024

Lodestar Private Asset Management LLC

  • $795 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.24K
+ 4.39%
$221.69 - $259.02 $1.38M - $1.62M
148K $37.1M
IVV
Ishares Core S&P 500 ETF

ETFs
3.57K
+ 3.11%
$570.51 - $610.59 $2.04M - $2.18M
118K $69.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
394
+ 0.55%
$481.22 - $538.17 $190K - $212K
72K $36.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.83K
+ 2.17%
$198.04 - $221.51 $559K - $626K
133K $28M
CRM
Salesforce, Inc.

Technology
5.21K
+ 376.08%
$270.87 - $367.87 $1.41M - $1.91M
6.59K $2.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
45K
+ 23.05%
$45.07 - $47.1 $2.03M - $2.12M
240K $10.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
93.4K
+ 10.12%
$24.94 - $26.14 $2.33M - $2.44M
1.02M $25.4M
JPIE
J P Morgan Exchange Traded Fd
28.8K
+ 14.89%
$45.59 - $46.25 $1.31M - $1.33M
222K $10.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.2K
+ 8.29%
$113.92 - $127.38 $1.16M - $1.3M
133K $15.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
26.1K
+ 12.86%
$40.97 - $42.66 $1.07M - $1.11M
229K $9.47M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
250K
+ 218.68%
$27.54 - $83.04 $6.9M - $20.8M
365K $10.1M
BNDX
Vanguard Total International B

ETFs
13.7K
+ 9.63%
$48.91 - $50.61 $669K - $693K
156K $7.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
214
+ 0.74%
$521.84 - $558.82 $112K - $120K
29.3K $15.8M
CGXU
Capital Group Intl Focus Equit

ETFs
15.3K
+ 86.41%
$24.67 - $26.94 $377K - $412K
33K $813K
AOM
Ishares Tr Core Moderate Alloc

ETFs
10.9K
+ 12.99%
$43.44 - $45.05 $476K - $493K
95.2K $4.14M
NVDA
Nvidia Corp

Technology
264
+ 1.28%
$117.0 - $148.88 $30.9K - $39.3K
20.9K $2.81M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.8K
+ 6.85%
$74.5 - $78.37 $1.03M - $1.08M
215K $16.1M
XLI
Industrial Sector Spdr

ETFs
2.19K
New
$131.76 - $143.99 $288K - $315K
2.19K $288K
GOOGL
Alphabet Inc.

Communication Services
327
+ 3.42%
$161.86 - $196.66 $52.9K - $64.3K
9.88K $1.87M
AVGO
Broadcom Inc.

Technology
1.14K
New
$159.67 - $250.0 $181K - $284K
1.14K $263K
BMY
Bristol Myers Squibb CO

Healthcare
4.55K
New
$51.92 - $59.94 $236K - $273K
4.55K $257K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.69K
New
$77.02 - $78.58 $207K - $211K
2.69K $207K
CRWD
Crowd Strike Holdings, Inc.

Technology
603
New
$275.15 - $388.2 $166K - $234K
603 $206K
GLDM
World Gold Trust

ETFs
4.1K
+ 5.56%
$50.76 - $55.23 $208K - $226K
77.7K $4.04M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
339
+ 3.35%
$563.99 - $620.12 $191K - $210K
10.5K $5.96M
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
+ 0.84%
N/A
124K $22.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
60.2K
+ 306.39%
$25.93 - $105.3 $1.56M - $6.34M
79.8K $2.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
296
+ 17.22%
$370.24 - $418.94 $110K - $124K
2.02K $809K
HYG
Ishares Tr

ETFs
2.96K
+ 7.05%
$78.09 - $80.04 $231K - $237K
44.9K $3.53M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$205.18 - $250.29 $205 - $250
5.49K $1.32M
IWM
Ishares Russell 2000 ETF

ETFs
644
+ 1.23%
$216.13 - $242.4 $139K - $156K
53.1K $11.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.04K
+ 5.93%
$51.54 - $52.55 $208K - $212K
72.2K $3.73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
715
+ 45.8%
$174.22 - $187.62 $125K - $134K
2.28K $398K
SCHA
Schwab Strategic Tr Us Small C

ETFs
78.3K
+ 104.91%
$25.33 - $51.16 $1.98M - $4.01M
153K $3.96M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.25K
+ 1.21%
$87.42 - $98.06 $109K - $122K
105K $9.35M
META
Meta Platforms, Inc.

Communication Services
73
+ 2.87%
$554.08 - $632.68 $40.4K - $46.2K
2.61K $1.54M
AOA
Ishares Tr Core Aggressive All

ETFs
1.31K
+ 11.6%
$76.61 - $79.88 $100K - $105K
12.6K $964K
SCHX
Schwab Strategic Tr Us Large C

ETFs
327K
+ 194.3%
$22.4 - $68.28 $7.32M - $22.3M
495K $11.5M
IEMG
Ishares Inc

ETFs
1.13K
+ 6.48%
N/A
18.5K $993K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.29%
$873.59 - $994.69 $4.37K - $4.97K
1.74K $1.6M
SCHO
Schwab Short Term Us Treasury

ETFs
46.2K
+ 108.03%
$24.06 - $48.88 $1.11M - $2.26M
89K $2.14M
VB
Vanguard Small Cap ETF

ETFs
117
+ 2.92%
$233.76 - $261.58 $27.3K - $30.6K
4.13K $991K
PWZ
Invesco California Amt Free Mu

ETFs
2.53K
+ 4.35%
$24.49 - $25.25 $61.9K - $63.8K
60.7K $1.5M
VXF
Vanguard Extended Market ETF

ETFs
142
+ 9.45%
$179.17 - $207.15 $25.4K - $29.4K
1.65K $312K
ITOT
Ishares Core S&P Total U.S. St

ETFs
197
+ 5.23%
$124.26 - $134.12 $24.5K - $26.4K
3.96K $509K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
365
+ 1.96%
$126.68 - $134.74 $46.2K - $49.2K
19K $2.42M
IWD
Ishares Russell 1000 Val ETF

ETFs
240
+ 10.92%
$183.23 - $199.79 $44K - $47.9K
2.44K $451K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.8K
+ 9.26%
$31.23 - $33.51 $87.4K - $93.7K
33K $1.04M
BAC
Bank Of America Corp

Financial Services
15
+ 0.2%
$39.22 - $47.77 $588 - $717
7.69K $337K
Activity Summary
Buys All Purchases 110 New Holdings 8 Increased Positions 102 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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