Lodestar Private Asset Management LLC Portfolio Holdings
Lodestar Private Asset Management LLC
- $795 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 212
- Current Value $795 Million
- Prior Value $830 Million
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 8 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks