Lodestar Private Asset Management LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $795 Million distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $69.7M, Apple Inc. with a value of $37.1M, Invesco Qqq Trust, Series 1 with a value of $36.8M, Schwab Strategic Tr Us Dividen with a value of $31.2M, and Invesco Exchange Traded Fd Tr with a value of $28M.
Examining the 13F form we can see an decrease of $35.7M in the current position value, from $830M to 795M.
Lodestar Private Asset Management LLC is based out at Alamo, CA
Below you can find more details about Lodestar Private Asset Management LLC portfolio as well as his latest detailed transactions.
