LW
| |
Lodestone Wealth Management LLC13F | |
| Lodestone Wealth Management LLC | |
| Last update 2025-04-28 | 153 Stocks (9 new) |
| Value $188.00 Mil | Turnover 4 % |
Lodestone Wealth Management LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 33,459 | 7,432.2 | +1.08% | 3.950 | +0.04% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
JPST | JPMorgan Ultra-Short Income ETF | 130,211 | 6,592.6 | -0.99% | 3.510 | -0.03% | 0.020 | +1.33% | +2.76% | 32,246.2 | ||
MSFT | Microsoft Corp | 14,089 | 5,288.7 | +1.22% | 2.810 | +0.03% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
CGCP | Capital Group Core Plus Income ETF | 223,863 | 5,025.7 | +2.49% | 2.670 | +0.06% | 0.110 | +2.73% | +3.58% | 5,235.1 | ||
CGSD |
Capital Group Short Duration Income ETF
Capital Group Short Duration Income ETF
| 173,060 | 4,466.7 | +0.72% | 2.380 | +0.02% | 0.510 | +1.79% | +3.35% | 1,413.0 | ||
JPM | JPMorgan Chase & Co | 17,678 | 4,336.5 | -8.66% | 2.310 | -0.20% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
VTV | Vanguard Value ETF | 24,649 | 4,257.9 | +0.43% | 2.270 | +0.01% | 0.000 | +11.15% | +7.87% | 135,521.3 | ||
CGDV | Capital Group Dividend Value ETF | 119,364 | 4,254.1 | +2.54% | 2.260 | +0.06% | 0.030 | +21.55% | +17.04% | 19,876.2 | ||
BRK.B | Berkshire Hathaway Inc | 7,756 | 4,130.4 | -2.55% | 2.200 | -0.05% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
AMGN | Amgen Inc | 13,201 | 4,112.8 | -7.38% | 2.190 | -0.14% | 0.000 | +12.25% | +20.65% | 166,269.5 | Drug Manufacturers |
Lodestone Wealth Management LLC's Historical Top Holdings Breakdowns
Lodestone Wealth Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -1.15% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -81.85% | 866 | -3,905 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -0.68% | 53.6 ($56.92) 58.97 | $57.41 | 0.86% | Reduce -28.1% | 65,556 | -25,622 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | New Buy New Buy | +0.62% | 36.64 ($41.46) 45.76 | $41.95 | 1.18% | New holding | 31,319 | 31,319 | |
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 2025-03-31 | New Buy New Buy | +0.43% | 47.4 ($49.05) 50.24 | $56.80 | 15.80% | New holding | 16,542 | 16,542 | |
DEM |
WisdomTree Emerging Markets High Dividend Fund
WisdomTree Emerging Markets High Dividend Fund
| 2025-03-31 | Sold Out Sold Out | -0.41% | 39.65 ($41.66) 43.35 | $46.65 | 11.98% | Sold Out | 0 | -16,537 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.37% | 32.42 ($34.71) 36.1 | $36.98 | 6.54% | Reduce -77.97% | 6,705 | -23,732 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | New Buy New Buy | +0.36% | 27.56 ($30.26) 32.1 | $31.17 | 3.01% | New holding | 23,800 | 23,800 | |
AXP | American Express Co | 2025-03-31 | Reduce Reduce | -0.32% | 255.39 ($295.58) 325.87 | $308.66 | 4.43% | Reduce -15.49% | 11,565 | -2,119 | |
SPG | Simon Property Group Inc | 2025-03-31 | Reduce Reduce | -0.31% | 159.48 ($174.79) 187.78 | $165.74 | -5.18% | Reduce -18.34% | 15,788 | -3,547 | |
MAC | Macerich Co | 2025-03-31 | Reduce Reduce | -0.27% | 15.88 ($19.13) 20.87 | $17.71 | -7.42% | Reduce -18.03% | 124,510 | -27,380 |
Lodestone Wealth Management LLC Total Holding History ($B)
Lodestone Wealth Management LLC's Asset Allocation
Lodestone Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lodestone Wealth Management LLC's Hypothetical Growth since 2025-03-31
Lodestone Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lodestone Wealth Management LLC's Holdings Heat Map
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Lodestone Wealth Management LLC's Holdings Bubble Chart
Lodestone Wealth Management LLC News
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