Lodestar Private Asset Management LLC Incresed Positions in Q3 2025

Lodestar Private Asset Management LLC

  • $948 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
1.07K
+ 54.2%
$234.77 - $292.47 $251K - $313K
3.04K $858K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.21K
+ 1.79%
$30.13 - $33.37 $36.4K - $40.3K
68.9K $2.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.27K
+ 104.24%
$68.24 - $73.73 $223K - $241K
6.41K $470K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.3K
+ 61.85%
$72.57 - $74.72 $239K - $246K
8.63K $641K
CSCO
Cisco Systems, Inc.

Technology
3.68K
+ 58.77%
$66.2 - $71.79 $244K - $264K
9.95K $680K
JNJ
Johnson & Johnson

Healthcare
729
+ 23.01%
$155.17 - $185.42 $113K - $135K
3.9K $722K
MSFT
Microsoft Corp

Technology
32
+ 0.34%
$491.09 - $535.64 $15.7K - $17.1K
9.42K $4.88M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
212
+ 7.55%
$224.68 - $282.71 $47.6K - $59.9K
3.02K $843K
VB
Vanguard Small Cap ETF

ETFs
427
+ 7.96%
$237.58 - $259.17 $101K - $111K
5.79K $1.47M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.39%
$357.4 - $423.42 $6.79K - $8.04K
4.85K $1.97M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.36K
+ 2.73%
$50.85 - $51.35 $171K - $172K
126K $6.47M
CAT
Caterpillar Inc

Industrials
237
+ 28.15%
$390.92 - $477.15 $92.6K - $113K
1.08K $514K
VO
Vanguard Mid Cap ETF

ETFs
244
+ 3.02%
$279.83 - $293.74 $68.3K - $71.7K
8.32K $2.44M
LLY
Eli Lilly & CO

Healthcare
254
+ 33.25%
$625.65 - $812.69 $159K - $206K
1.02K $776K
PANW
Palo Alto Networks Inc

Technology
840
+ 49.18%
$167.06 - $208.19 $140K - $175K
2.55K $518K
CVX
Chevron Corp

Energy
725
+ 16.47%
$145.57 - $161.83 $106K - $117K
5.13K $796K
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.15K
+ 4.39%
$26.84 - $28.32 $84.6K - $89.3K
74.9K $2.08M
EEM
Ishares Msci Emerging Markets

ETFs
1.24K
+ 8.51%
$48.07 - $53.4 $59.5K - $66.1K
15.8K $842K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.46K
+ 1.01%
$46.37 - $47.77 $67.5K - $69.6K
145K $6.9M
RTX
Raytheon Technologies Corp

Industrials
540
+ 30.2%
$144.19 - $167.33 $77.9K - $90.4K
2.33K $389K
AVGO
Broadcom Inc.

Technology
108
+ 7.4%
$264.74 - $369.57 $28.6K - $39.9K
1.57K $517K
IWF
Ishares Russell 1000 Gr ETF

ETFs
51
+ 2.7%
$420.11 - $472.68 $21.4K - $24.1K
1.94K $909K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.59K
+ 2.24%
$26.44 - $27.1 $68.4K - $70.1K
118K $3.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.27K
+ 49.65%
$78.11 - $79.07 $99.3K - $100K
3.83K $302K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.43K
+ 3.13%
$49.78 - $50.75 $71.2K - $72.6K
47.2K $2.39M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.02K
+ 2.99%
$86.07 - $90.74 $87.8K - $92.6K
35.1K $3.14M
PWZ
Invesco California Amt Free Mu

ETFs
1.35K
+ 2.15%
$22.77 - $24.07 $30.8K - $32.5K
64.2K $1.53M
HDV
Ishares Core High Dividend ETF

ETFs
408
+ 11.4%
$118.16 - $123.66 $48.2K - $50.5K
3.99K $488K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
1.31K
+ 6.91%
$47.02 - $47.71 $61.6K - $62.5K
20.3K $965K
HEFA
Ishares Currency Hedged Msci E

ETFs
1K
+ 6.66%
$37.2 - $39.61 $37.2K - $39.6K
16K $634K
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.31%
$94.4 - $104.27 $3.21K - $3.55K
11K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
525
+ 15.92%
$150.47 - $161.22 $79K - $84.6K
3.82K $587K
HON
Honeywell International Inc

Industrials
445
+ 29.57%
$207.7 - $240.4 $92.4K - $107K
1.95K $410K
FNDA
Schwab Fundamental U S Small C

ETFs
724
+ 4.8%
$28.75 - $31.93 $20.8K - $23.1K
15.8K $492K
PRF
Invesco Exchange Traded Fd Tr

ETFs
26
+ 0.14%
$42.04 - $45.23 $1.09K - $1.18K
18.9K $852K
IWD
Ishares Russell 1000 Val ETF

ETFs
165
+ 7.03%
$192.76 - $203.86 $31.8K - $33.6K
2.51K $511K
AMGN
Amgen Inc

Healthcare
185
+ 21.05%
$271.18 - $309.22 $50.2K - $57.2K
1.06K $300K
SCHV
Schwab Strategic Tr Us Large C

ETFs
203
+ 0.64%
$27.61 - $29.15 $5.6K - $5.92K
32K $930K
PFF
Ishares Trust Ishares Pfd And

ETFs
540
+ 1.69%
$30.67 - $32.13 $16.6K - $17.4K
32.4K $1.02M
DVY
Ishares Tr

ETFs
3
+ 0.06%
$133.88 - $142.57 $402 - $428
5.03K $715K
CEG
Constellation Energy Corp

Utilities
110
+ 8.95%
$298.82 - $354.89 $32.9K - $39K
1.34K $440K
FNDF
Schwab Fundamental Intl Large

ETFs
516
+ 7.16%
$39.84 - $43.15 $20.6K - $22.3K
7.72K $331K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
90
+ 1.79%
$122.57 - $132.57 $11K - $11.9K
5.13K $665K
VIG
Vanguard Dividend Appreciation

ETFs
202
+ 0.16%
N/A
124K $22.7M
BP
Bp PLC

Energy
45
+ 0.64%
$30.25 - $35.69 $1.36K - $1.61K
7.09K $244K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
165
+ 2.14%
$97.75 - $100.75 $16.1K - $16.6K
7.87K $788K
JNK
Spdr Bloomberg High Yield Bond

ETFs
180
+ 2.48%
$96.22 - $98.19 $17.3K - $17.7K
7.44K $728K
IWP
Ishares Russell Mid Cap Growth

ETFs
42
+ 1.16%
$137.51 - $145.26 $5.78K - $6.1K
3.67K $523K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
102
+ 0.15%
$22.9 - $23.58 $2.34K - $2.41K
69.6K $1.63M
Activity Summary
Buys All Purchases 123 New Holdings 9 Increased Positions 114 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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