LP

LODESTAR PRIVATE ASSET MANAGEMENT LLC

13F
LODESTAR PRIVATE ASSET MANAGEMENT LLC
Last update 2025-04-25 216 Stocks (7 new)
Value $795.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(8.53%)QQQ(4.23%)SCHD(4.17%)AAPL(4.06%)QQQM(3.34%)
Summary Stock Picks Current Portfolio
LODESTAR PRIVATE ASSET MANAGEM... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
120,798
67,876.5
+2.02%
8.530
+0.17%
0.010
+4.92%
+2.58%
591,319.0
 
QQQ 		INVESCO QQQ Trust
71,686
33,615.2
-0.50%
4.230
-0.02%
0.010
+8.71%
+3.81%
337,188.1
 
SCHD 		Schwab US Dividend Equity ETF
1,185,871
33,157.0
+3.76%
4.170
+0.15%
0.050
-4.60%
-1.98%
69,049.1
 
AAPL 		Apple Inc
145,484
32,316.3
-1.84%
4.060
-0.09%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
QQQM 		Invesco NASDAQ 100 ETF
137,597
26,559.0
+3.39%
3.340
+0.11%
0.070
+8.68%
+3.83%
48,643.1
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
1,024,752
26,172.2
+0.79%
3.290
+0.03%
0.310
-0.23%
+2.12%
8,699.7
 
VIG 		Vanguard Dividend Appreciation FTF
125,616
24,368.3
+1.15%
3.060
+0.03%
0.030
+1.85%
+2.85%
87,312.3
 
CWI 		SPDR MSCI ACWI ex-US ETF
747,201
22,102.2
+0.89%
2.780
+0.02%
1.290
+7.53%
+15.84%
1,847.6
 
VTI 		Vanguard Total Stock Market ETF
68,360
18,788.2
+7.26%
2.360
+0.16%
0.000
+5.02%
+2.19%
450,908.3
 
BIV 		Vanguard Intermediate-Term Bond ETF
226,125
17,314.4
+4.95%
2.180
+0.10%
0.080
+0.53%
+2.95%
23,022.0
 

LODESTAR PRIVATE ASSET MANAGEMENT LLC's Historical Top Holdings Breakdowns

LODESTAR PRIVATE ASSET MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPIE 		JPMorgan Income ETF2025-03-31Add
+0.27%
●
45.46 ($45.88) 46.18
$45.78
-0.22%
Add 20.9%
268,975
46,500
TSLA 		Tesla Inc2025-03-31Reduce
-0.25%
●
222.15 ($333.26) 428.22
$295.14
-11.44%
Reduce -58.64%
3,561
-5,048
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.17%
●
554.06 ($590.51) 615.85
$602.00
1.95%
Add 2.02%
120,798
2,390
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.16%
●
271.18 ($290.53) 303.12
$295.12
1.58%
Add 7.26%
68,360
4,626
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.15%
●
27.01 ($27.88) 28.54
$26.54
-4.81%
Add 3.76%
1,185,871
42,978
IXUS 		iShares Core MSCI Total International Stock ETF2025-03-31Add
+0.12%
●
65.06 ($69.34) 72.31
$76.74
10.67%
Add 8.22%
182,956
13,894
QQQM 		Invesco NASDAQ 100 ETF2025-03-31Add
+0.11%
●
192.82 ($209.18) 222.1
$218.16
4.29%
Add 3.39%
137,597
4,506
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.10%
●
663000 ($729331) 801950
$740,395.50
1.52%
New holding
1
1
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.10%
●
73.78 ($75.44) 76.59
$75.67
0.30%
Add 4.95%
226,125
10,674
AAPL 		Apple Inc2025-03-31Reduce
-0.09%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Reduce -1.84%
145,484
-2,725

LODESTAR PRIVATE ASSET MANAGEMENT LLC Total Holding History ($B)

To

LODESTAR PRIVATE ASSET MANAGEMENT LLC's Asset Allocation

To

LODESTAR PRIVATE ASSET MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LODESTAR PRIVATE ASSET MANAGEMENT LLC's Hypothetical Growth since 2025-03-31

LODESTAR PRIVATE ASSET MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LODESTAR PRIVATE ASSET MANAGEMENT LLC's Holdings Heat Map

Size field:

LODESTAR PRIVATE ASSET MANAGEMENT LLC's Holdings Bubble Chart

LODESTAR PRIVATE ASSET MANAGEMENT LLC News

  • 1

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