Lodestone Wealth Management LLC Sells in Q4 2024

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
-1.58K
- 7.19%
$136.2 - $188.96 $215K - $298K
20.4K $2.78B
DHI
Horton D R Inc

Consumer Cyclical
-1.38K
- 7.14%
$137.24 - $194.56 $189K - $268K
17.9K $2.51B
DVN
Devon Energy Corp

Energy
-23K
- 56.72%
$30.52 - $42.96 $702K - $988K
17.5K $574M
AMGN
Amgen Inc

Healthcare
-380
- 2.6%
$258.78 - $328.31 $98.3K - $125K
14.3K $3.71B
OVV
Ovintiv Inc.

Energy
-22K
- 48.89%
$37.74 - $46.71 $829K - $1.03M
23K $930M
VTV
Vanguard Value ETF

ETFs
-3.09K
- 11.18%
$168.32 - $181.87 $520K - $562K
24.5K $4.16B
NVR
Nvr Inc

Consumer Cyclical
-6
- 1.9%
$8101.21 - $9940.51 $48.6K - $59.6K
309 $2.53B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.46K
- 21.69%
$71.75 - $75.11 $320K - $335K
16.1K $1.16B
COP
Conocophillips

Energy
-2.17K
- 12.95%
$95.12 - $114.72 $206K - $248K
14.6K $1.44B
TGT
Target Corp

Consumer Defensive
-510
- 4.58%
$121.59 - $160.69 $62K - $82K
10.6K $1.44B
VEA
Vanguard Ftse Developed Market

ETFs
-14
- 0.02%
$47.57 - $52.44 $666 - $734
57.4K $2.75B
QCOM
Qualcomm Inc

Technology
-318
- 2.31%
$150.4 - $178.04 $47.8K - $56.6K
13.5K $2.07B
CGXU
Capital Group Intl Focus Equit

ETFs
-324
- 0.3%
$24.67 - $26.94 $7.99K - $8.73K
108K $2.66B
PCAR
Paccar Inc

Industrials
-2.88K
- 15.06%
$97.92 - $118.41 $282K - $341K
16.2K $1.69B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-263
- 3.2%
$442.29 - $483.08 $116K - $127K
7.96K $3.61B
JNJ
Johnson & Johnson

Healthcare
-349
- 5.29%
$143.34 - $165.86 $50K - $57.9K
6.25K $904M
BNDX
Vanguard Total International B

ETFs
-2.69K
- 14.89%
$48.91 - $50.61 $131K - $136K
15.4K $753M
APA
Apa Corp

Energy
-2.62K
- 4.06%
$20.47 - $27.07 $53.7K - $71K
62.1K $1.43B
MSFT
Microsoft Corp

Technology
-30
- 0.22%
$406.35 - $454.46 $12.2K - $13.6K
13.9K $5.87B
DFIV
Dimensional ETF Tr

ETFs
-122
- 0.26%
$34.86 - $37.97 $4.25K - $4.63K
46.2K $1.64B
EBAY
Ebay Inc

Consumer Cyclical
-503
- 1.85%
$57.51 - $67.17 $28.9K - $33.8K
26.7K $1.66B
INTC
Intel Corp

Technology
-1.55K
- 8.69%
$19.07 - $26.23 $29.6K - $40.7K
16.3K $327M
LLY
Eli Lilly & CO

Healthcare
-53
- 12.47%
$727.2 - $932.06 $38.5K - $49.4K
372 $287M
Pimco ETF Tr
-434
- 7.84%
N/A
5.1K $514M
JPEM
Jp Morgan Diversified Return

ETFs
-297
- 4.73%
$51.88 - $57.84 $15.4K - $17.2K
5.98K $310M
WAL
Western Alliance Bancorporation

Financial Services
-196
- 2.01%
$80.51 - $96.1 $15.8K - $18.8K
9.56K $799M
UHAL
Amerco

Industrials
-96
- 2.18%
$67.46 - $78.4 $6.48K - $7.53K
4.31K $298M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-397
- 1.78%
$46.63 - $47.41 $18.5K - $18.8K
21.9K $1.02B
VNQ
Vanguard Specialized Funds Van

ETFs
-131
- 5.02%
$87.85 - $98.6 $11.5K - $12.9K
2.48K $221M
AFL
Aflac Inc

Financial Services
-123
- 5.94%
$100.37 - $115.27 $12.3K - $14.2K
1.95K $202M
CVX
Chevron Corp

Energy
-18
- 0.16%
$141.15 - $162.53 $2.54K - $2.93K
11K $1.59B
GLD
Spdr Gold Trust

ETFs
-100
- 2.95%
$236.59 - $257.5 $23.7K - $25.8K
3.3K $798M
ORCL
Oracle Corp

Technology
-56
- 1.2%
$165.41 - $192.43 $9.26K - $10.8K
4.61K $769M
TAXF
American Centy ETF Tr Diversif

ETFs
-229
- 2.06%
$49.94 - $51.44 $11.4K - $11.8K
10.9K $545M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-275
- 8.1%
$69.58 - $74.87 $19.1K - $20.6K
3.12K $218M
VIG
Vanguard Dividend Appreciation

ETFs
-109
- 7.65%
N/A
1.32K $258M
ACN
Accenture PLC

Technology
-56
- 4.64%
$343.9 - $376.86 $19.3K - $21.1K
1.15K $405M
FITB
Fifth Third Bancorp

Financial Services
-288
- 1.79%
$41.76 - $48.44 $12K - $14K
15.8K $667M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-18
- 0.28%
$37.33 - $40.39 $672 - $727
6.36K $238M
CGMU
Capital Group Core Plus Income
-322
- 2.65%
N/A
11.8K $319M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-91
- 1.74%
$100.24 - $101.35 $9.12K - $9.22K
5.13K $516M
CACC
Credit Acceptance Corp

Financial Services
-101
- 6.85%
$417.33 - $497.7 $42.2K - $50.3K
1.37K $645M
KEYS
Keysight Technologies, Inc.

Technology
-33
- 2.36%
$149.01 - $172.53 $4.92K - $5.69K
1.36K $219M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-100
- 3.65%
$77.25 - $91.3 $7.73K - $9.13K
2.64K $225M
XLF
Financial Sector Spdr

ETFs
-319
- 3.19%
$44.89 - $51.34 $14.3K - $16.4K
9.68K $468M
SPG
Simon Property Group Inc

Real Estate
-268
- 1.37%
$167.23 - $183.84 $44.8K - $49.3K
19.3K $3.33B
MKL
Markel Corp

Financial Services
-1
- 0.62%
$1542.01 - $1785.11 $1.54K - $1.79K
160 $277M
MTB
M&T Bank Corp

Financial Services
-64
- 1.77%
$172.48 - $221.95 $11K - $14.2K
3.56K $669M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-17
- 0.25%
$201.32 - $217.44 $3.42K - $3.7K
6.88K $1.42B
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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