Lodestone Wealth Management LLC Portfolio Holdings

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

Lodestone Wealth Management LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $199 Billion distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.29B, Jp Morgan ETF Tr Ultra Short I with a value of $6.62B, Microsoft Corp with a value of $5.87B, Capital Group Core Plus Income with a value of $4.85B, and Pacer Fds Tr Us Cash Cows 100 with a value of $4.81B.

Examining the 13F form we can see an decrease of $444M in the current position value, from $200B to 199B.

Lodestone Wealth Management LLC is based out at Spokane, WA

Below you can find more details about Lodestone Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
ETFs: $76.5 Billion
Technology: $26 Billion
Financial Services: $24.7 Billion
Consumer Cyclical: $16.4 Billion
Energy: $10.6 Billion
Healthcare: $8.79 Billion
Communication Services: $8.27 Billion
Real Estate: $6.36 Billion
Other: $8.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$8.29 Billion 4.16% of portfolio
33,102
Q4 2024 Reduced 0.58%
$0
$6.62 Billion 3.32% of portfolio
131,513
Q4 2024 Added 2.24%
$3.06T
$5.87 Billion 2.94% of portfolio
13,919
Q4 2024 Reduced 0.22%
$0
$4.85 Billion 2.43% of portfolio
218,427
Q4 2024 Added 2.38%
$0
$4.81 Billion 2.41% of portfolio
91,178
Q4 2024 Added 42.87%
$783B
$4.64 Billion 2.33% of portfolio
19,354
Q4 2024 Reduced 10.24%
-
$4.41 Billion 2.21% of portfolio
-
Q4 2024 Added 2.19%
$0
$4.16 Billion 2.08% of portfolio
24,544
Q4 2024 Reduced 11.18%
$0
$4.1 Billion 2.06% of portfolio
116,407
Q4 2024 Added 0.59%
$237B
$4.06 Billion 2.04% of portfolio
13,684
Q4 2024 Reduced 2.14%
$1.23T
$3.95 Billion 1.98% of portfolio
20,753
Q4 2024 Reduced 0.28%
$155B
$3.71 Billion 1.86% of portfolio
14,253
Q4 2024 Reduced 2.6%
$610B
$3.61 Billion 1.81% of portfolio
7,959
Q4 2024 Reduced 3.2%
$253B
$3.41 Billion 1.71% of portfolio
34,328
Q4 2024 Added 6.71%
$56.8B
$3.33 Billion 1.67% of portfolio
19,335
Q4 2024 Reduced 1.37%
$0
$3.21 Billion 1.61% of portfolio
41,516
Q4 2024 Added 0.31%
$0
$3.08 Billion 1.55% of portfolio
48,373
Q4 2024 Reduced 0.29%
$0
$3.07 Billion 1.54% of portfolio
10,602
Q3 2024 Reduced 1.64%
$4.39B
$3.03 Billion 1.52% of portfolio
151,890
Q4 2024 Reduced 1.42%
$371B
$2.97 Billion 1.49% of portfolio
67,672
Q4 2024 Reduced 4.87%
$0
$2.8 Billion 1.4% of portfolio
4,771
Q4 2024 Added 463.28%
$32.1B
$2.78 Billion 1.39% of portfolio
20,357
Q4 2024 Reduced 7.19%
$0
$2.75 Billion 1.38% of portfolio
57,409
Q4 2024 Reduced 0.02%
$0
$2.66 Billion 1.34% of portfolio
107,940
Q4 2024 Reduced 0.3%
$24.9B
$2.53 Billion 1.27% of portfolio
309
Q4 2024 Reduced 1.9%
$47.8B
$2.51 Billion 1.26% of portfolio
17,926
Q4 2024 Reduced 7.14%
$43.2B
$2.5 Billion 1.25% of portfolio
50,610
Q4 2024 Added 3.36%
$0
$2.45 Billion 1.23% of portfolio
50,550
Q4 2024 Added 3.38%
$123B
$2.22 Billion 1.11% of portfolio
12,889
Q4 2024 Added 0.24%
$2.42T
$2.2 Billion 1.1% of portfolio
10,021
Q4 2024 Reduced 0.28%
$0
$2.16 Billion 1.08% of portfolio
84,960
Q4 2024 Added 0.28%
$0
$2.14 Billion 1.07% of portfolio
61,145
Q4 2024 Added 0.02%
$191B
$2.07 Billion 1.04% of portfolio
13,470
Q4 2024 Reduced 2.31%
$251B
$2.08 Billion 1.04% of portfolio
35,181
Q4 2024 Added 3.17%
Capital Grp Fixed Incm ETF T
-
$2.05 Billion 1.03% of portfolio
-
Q4 2024 Added 23.44%
$1.55T
$2.01 Billion 1.01% of portfolio
3,426
Q4 2024 New
$0
$2 Billion 1.0% of portfolio
68,518
Q4 2024 Added 0.87%
-
$1.99 Billion 1.0% of portfolio
-
Q4 2024 Added 14.69%
$418B
$1.96 Billion 0.99% of portfolio
5,049
Q4 2024 Added 3.87%
$565B
$1.93 Billion 0.97% of portfolio
6,104
Q4 2024 Reduced 0.23%
$37.9B
$1.69 Billion 0.85% of portfolio
16,222
Q4 2024 Reduced 15.06%
$36.9B
$1.66 Billion 0.83% of portfolio
26,722
Q4 2024 Reduced 1.85%
$1.22T
$1.65 Billion 0.83% of portfolio
8,697
Q4 2024 Reduced 0.38%
$0
$1.64 Billion 0.82% of portfolio
46,247
Q4 2024 Reduced 0.26%
$292B
$1.59 Billion 0.8% of portfolio
10,963
Q4 2024 Reduced 0.16%
$445B
$1.5 Billion 0.75% of portfolio
1,641
Q4 2024 Reduced 0.06%
$61.7B
$1.44 Billion 0.72% of portfolio
10,621
Q4 2024 Reduced 4.58%
$125B
$1.44 Billion 0.72% of portfolio
14,557
Q4 2024 Reduced 12.95%
$7.16B
$1.43 Billion 0.72% of portfolio
62,054
Q4 2024 Reduced 4.06%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $199 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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