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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.41K
+ 3.3%
$48.33 - $49.08 $68.2K - $69.3K
44.2K $2.14M
SCHP
Schwab Strategic Us Tips ETF

ETFs
57.1K
+ 109.71%
$25.74 - $53.78 $1.47M - $3.07M
109K $2.82M
PANW
Palo Alto Networks Inc

Technology
1.25K
+ 100.0%
$181.96 - $405.9 $227K - $506K
2.49K $453K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
103
+ 5.38%
$124.61 - $133.96 $12.8K - $13.8K
2.02K $259K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.06%
$100.18 - $109.1 $301 - $327
5.06K $530K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
670
+ 3.68%
$46.63 - $47.41 $31.2K - $31.8K
18.9K $881K
JNK
Spdr Bloomberg High Yield Bond

ETFs
314
+ 4.36%
$94.77 - $97.36 $29.8K - $30.6K
7.52K $717K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
126
+ 2.34%
$238.25 - $261.28 $30K - $32.9K
5.51K $1.33M
FNDA
Schwab Fundamental U S Small C

ETFs
7.22K
+ 105.88%
$29.26 - $59.11 $211K - $427K
14K $416K
VGSH
Vanguard

ETFs
219
+ 5.41%
$58.02 - $58.88 $12.7K - $12.9K
4.27K $248K
HEFA
Ishares Currency Hedged Msci E

ETFs
350
+ 2.93%
$34.42 - $35.88 $12K - $12.6K
12.3K $427K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
422
+ 2.25%
$49.79 - $51.14 $21K - $21.6K
19.2K $960K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
197
+ 2.54%
$50.02 - $51.24 $9.85K - $10.1K
7.95K $398K
Trust For Professional Manag
10.5K
+ 82.51%
N/A
23.3K $0
Wisdomtree Tr
1.56K
+ 35.28%
N/A
6K $0
Lam Research Corp
5.11K
New
N/A
5.11K $0
J P Morgan Exchange Traded F
9.05K
New
N/A
9.05K $0
Blackrock Inc
407
New
N/A
407 $0
WOOD
Ishares Global Timber & Forest
3
+ 0.05%
N/A
6.6K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
383
+ 6.02%
N/A
6.75K $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
150
+ 2.81%
$57.53 - $60.83 $8.63K - $9.12K
5.48K $315K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9
+ 0.35%
$77.86 - $79.27 $701 - $713
2.6K $202K
VOE
Vanguard Mid Cap Value Index F

ETFs
88
+ 3.08%
$160.89 - $176.18 $14.2K - $15.5K
2.95K $476K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.8K
+ 8.5%
$44.04 - $49.49 $606K - $681K
176K $7.73M
HDV
Ishares Core High Dividend ETF

ETFs
27
+ 1.0%
$110.82 - $121.28 $2.99K - $3.27K
2.72K $305K
XLE
Energy Sector Spdr

ETFs
51
+ 0.66%
$83.32 - $97.27 $4.25K - $4.96K
7.81K $669K
DVY
Ishares Tr

ETFs
21
+ 0.42%
$129.55 - $143.41 $2.72K - $3.01K
5.06K $663K
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.7K
+ 200.08%
$25.79 - $80.4 $456K - $1.42M
26.5K $690K
EEMA
Ishares Msci Emerging Markets

ETFs
23
+ 0.72%
$71.65 - $82.07 $1.65K - $1.89K
3.23K $231K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.89K
+ 2.74%
$57.32 - $59.66 $108K - $112K
70.7K $4.05M
FNDC
Schwab Fundamental Intl Small

ETFs
220
+ 2.63%
$33.92 - $38.03 $7.46K - $8.37K
8.58K $292K
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.95K
+ 4.28%
$46.07 - $48.17 $274K - $287K
145K $6.68M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.38K
+ 3.22%
$49.87 - $52.46 $168K - $177K
108K $5.41M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
35
+ 0.51%
$56.61 - $61.63 $1.98K - $2.16K
6.93K $392K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
664
+ 2.88%
$20.55 - $23.26 $13.6K - $15.4K
23.7K $499K
CEG
Constellation Energy Corp

Utilities
19
+ 1.51%
$224.28 - $285.52 $4.26K - $5.42K
1.28K $287K
HD
Home Depot, Inc.

Consumer Cyclical
100
+ 1.99%
$385.02 - $431.37 $38.5K - $43.1K
5.12K $1.99M
JPIN
Jp Morgan Diversified Return I

ETFs
60
+ 0.77%
$53.56 - $59.9 $3.21K - $3.59K
7.84K $419K
FNDX
Schwab Fundamental U S Large C

ETFs
74.8K
+ 197.58%
$23.49 - $71.77 $1.76M - $5.37M
113K $2.67M
EEM
Ishares Msci Emerging Markets

ETFs
16
+ 0.12%
$41.82 - $47.36 $669 - $758
13.9K $580K
AMGN
Amgen Inc

Healthcare
1
+ 0.1%
$258.78 - $328.31 $259 - $328
976 $254K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.83K
+ 5.56%
$26.63 - $30.23 $102K - $116K
72.7K $1.94M
TIP
Ishares Tr Tips Bd ETF

ETFs
581
+ 1.61%
$106.33 - $110.69 $61.8K - $64.3K
36.6K $3.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
772K
+ 208.3%
$26.93 - $84.95 $20.8M - $65.6M
1.14M $31.2M
VNQ
Vanguard Specialized Funds Van

ETFs
1.44K
+ 4.96%
$87.85 - $98.6 $126K - $142K
30.4K $2.7M
FREL
Fidelity Covington Tr Msci Rea

ETFs
834
+ 1.27%
$26.61 - $29.85 $22.2K - $24.9K
66.3K $1.79M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
53
+ 0.08%
$80.93 - $85.66 $4.29K - $4.54K
68.3K $5.53M
XLV
Select Sector Spdr Fund Health

ETFs
17
+ 0.17%
$136.28 - $154.74 $2.32K - $2.63K
10.1K $1.39M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
419K
+ 189.69%
$22.01 - $66.82 $9.23M - $28M
640K $14.5M
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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