Lodestone Wealth Management LLC Purchases in Q4 2024

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.92K
+ 463.28%
$567.81 - $607.81 $2.23M - $2.39M
4.77K $2.8B
META
Meta Platforms, Inc.

Communication Services
3.43K
New
$554.08 - $632.68 $1.9M - $2.17M
3.43K $2.01B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
49.2K
New
$26.16 - $28.82 $1.29M - $1.42M
49.2K $1.29B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
27.4K
+ 42.87%
$56.06 - $61.35 $1.53M - $1.68M
91.2K $4.81B
UHALB
Amerco Com Ser N
16.5K
New
N/A
16.5K $1.05B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
30.4K
New
$33.92 - $36.6 $1.03M - $1.11M
30.4K $962M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
16.5K
New
$40.41 - $45.12 $668K - $746K
16.5K $809M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.5K
New
$338.38 - $446.21 $507K - $669K
1.5K $652M
NVDA
Nvidia Corp

Technology
1.77K
+ 8.25%
$117.0 - $148.88 $207K - $263K
23.2K $3.12B
FDX
Fedex Corp

Industrials
1.64K
New
$260.5 - $305.15 $427K - $500K
1.64K $461M
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 3.17%
$52.45 - $60.02 $56.8K - $64.9K
35.2K $2.08B
Capital Group Dividend Growe
8.65K
New
N/A
8.65K $256M
BX
Blackstone Inc.

Financial Services
31
+ 0.24%
$148.45 - $199.05 $4.6K - $6.17K
12.9K $2.22B
CGMS
Capital Grp Core Plus Income E
9.34K
+ 14.69%
N/A
72.9K $1.99B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.71K
New
$119.61 - $136.3 $204K - $233K
1.71K $211M
SRE
Sempra Energy

Utilities
2.38K
New
$80.81 - $94.77 $193K - $226K
2.38K $209M
MPLX
Mplx LP

Energy
4.36K
New
$43.77 - $51.66 $191K - $225K
4.36K $209M
MRVL
Marvell Technology, Inc.

Technology
93
+ 2.04%
$70.31 - $124.78 $6.54K - $11.6K
4.66K $514M
DIS
Walt Disney CO

Communication Services
850
+ 31.08%
$92.39 - $117.6 $78.5K - $100K
3.59K $399M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.39K
+ 19.02%
$54.54 - $61.04 $130K - $146K
15K $833M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
172
+ 4.98%
$172.07 - $207.36 $29.6K - $35.7K
3.63K $717M
SCHW
Schwab Charles Corp

Financial Services
36
+ 0.31%
$63.31 - $82.85 $2.28K - $2.98K
11.6K $862M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.88K
+ 2.24%
$50.37 - $50.6 $145K - $146K
132K $6.62B
XLE
Energy Sector Spdr

ETFs
1.15K
+ 26.63%
$83.32 - $97.27 $96K - $112K
5.48K $469M
WMT
Walmart Inc.

Consumer Defensive
265
+ 4.28%
$79.1 - $95.7 $21K - $25.4K
6.46K $584M
BA
Boeing CO

Industrials
2
+ 0.07%
$138.14 - $180.72 $276 - $361
2.95K $522M
ANET
Arista Networks, Inc.

Technology
2.23K
+ 313.52%
$104.78 - $431.02 $233K - $959K
2.94K $325M
CGSD
Capital Grp Core Plus Income E
3.67K
+ 2.19%
N/A
172K $4.41B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
500
+ 6.66%
$100.22 - $100.73 $50.1K - $50.4K
8K $803M
Pimco ETF Tr
2.07K
+ 20.6%
N/A
12.1K $314M
AMD
Advanced Micro Devices Inc

Technology
844
+ 63.55%
$118.88 - $172.8 $100K - $146K
2.17K $262M
CGUS
Capital Group Core Equity ETF
13
+ 0.02%
$33.96 - $36.24 $441 - $471
61.1K $2.14B
TM
Toyota Motor Corp

Consumer Cyclical
1
+ 0.04%
$169.2 - $199.52 $169 - $200
2.62K $509M
VV
Vanguard Large Cap ETF

ETFs
29
+ 0.61%
$260.27 - $280.65 $7.55K - $8.14K
4.78K $1.29B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.65K
+ 3.38%
$48.33 - $49.08 $79.8K - $81K
50.6K $2.45B
MA
Mastercard Inc

Financial Services
10
+ 1.21%
$491.3 - $536.15 $4.91K - $5.36K
835 $440M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.1%
$481.22 - $538.17 $481 - $538
1.03K $525M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.17%
$571.78 - $647.97 $572 - $648
582 $362M
T
At&T Inc.

Communication Services
541
+ 4.85%
$21.22 - $23.88 $11.5K - $12.9K
11.7K $267M
CGGO
Capital Group Global Growth Eq

ETFs
1.29K
+ 6.81%
$29.21 - $30.67 $37.6K - $39.4K
20.2K $589M
Capital Group Core Balanced
549
+ 5.9%
N/A
9.86K $308M
XLK
Technology Sector Spdr

ETFs
2
+ 0.08%
$220.26 - $241.44 $441 - $483
2.49K $578M
XSMO
Invesco S&P Smallcap Momentum

ETFs
261
+ 1.23%
$65.08 - $73.72 $17K - $19.2K
21.5K $1.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.57%
$521.84 - $558.82 $3.13K - $3.35K
1.06K $570M
VOT
Vanguard Mid Cap Growth Index

ETFs
8
+ 0.75%
$241.48 - $274.89 $1.93K - $2.2K
1.08K $274M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.16%
$233.76 - $261.58 $701 - $785
1.94K $466M
DFAU
Dimensional ETF Tr

ETFs
20
+ 0.39%
$39.27 - $42.38 $785 - $848
5.19K $210M
ALL
Allstate Corp

Financial Services
4
+ 0.32%
$181.25 - $208.2 $725 - $833
1.25K $241M
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.24%
$261.5 - $284.63 $1.31K - $1.42K
2.06K $545M
Activity Summary
Buys All Purchases 69 New Holdings 11 Increased Positions 58 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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