LW

Lodestone Wealth Management LLC

13F
Lodestone Wealth Management LLC
Last update 2025-04-28 153 Stocks (9 new)
Value $188.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(3.95%)JPST(3.51%)MSFT(2.81%)CGCP(2.67%)CGSD(2.38%)
Summary Stock Picks Current Portfolio
Lodestone Wealth Management LL... 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
AAPL 		Apple Inc
33,459
7,432.2
+1.08%
3.950
+0.04%
0.000
-13.98%
-18.87%
3,027,043.9
Hardware
JPST 		JPMorgan Ultra-Short Income ETF
130,211
6,592.6
-0.99%
3.510
-0.03%
0.020
+1.15%
+2.12%
31,025.0
 
MSFT 		Microsoft Corp
14,089
5,288.7
+1.22%
2.810
+0.03%
0.000
+19.56%
+10.45%
3,447,065.2
Software
CGCP 		Capital Group Core Plus Income ETF
223,863
5,025.7
+2.49%
2.670
+0.06%
0.110
-0.16%
+2.38%
4,892.3
 
CGSD 		Capital Group Short Duration Income ETF
173,060
4,466.7
+0.72%
2.380
+0.02%
0.510
+1.21%
+2.63%
1,228.1
 
JPM 		JPMorgan Chase & Co
17,678
4,336.5
-8.66%
2.310
-0.20%
0.000
+6.39%
+11.65%
735,404.0
Banks
VTV 		Vanguard Value ETF
24,649
4,257.9
+0.43%
2.270
+0.01%
0.000
+0.26%
+2.41%
130,335.9
 
CGDV 		Capital Group Dividend Value ETF
119,364
4,254.1
+2.54%
2.260
+0.06%
0.030
+4.95%
+7.51%
16,638.3
 
BRK.B 		Berkshire Hathaway Inc
7,756
4,130.4
-2.55%
2.200
-0.05%
0.000
-0.49%
+8.86%
1,064,200.6
Insurance
AMGN 		Amgen Inc
13,201
4,112.8
-7.38%
2.190
-0.14%
0.000
-6.20%
+13.26%
156,085.3
Drug Manufacturers

Lodestone Wealth Management LLC's Historical Top Holdings Breakdowns

Lodestone Wealth 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
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-1.15%
●
551.42 ($587.78) 612.93
$596.18
1.43%
Reduce -81.85%
866
-3,905
COWZ 		Pacer US Cash Cows 100 ETF2025-03-31Reduce
-0.68%
●
53.6 ($56.92) 58.97
$54.19
-4.80%
Reduce -28.1%
65,556
-25,622
CALF 		Pacer US Small Cap Cash Cows ETF2025-03-31New Buy
+0.62%
●
36.64 ($41.46) 45.76
$39.01
-5.92%
New holding
31,319
31,319
DGS 		WisdomTree Emerging Markets SmallCap Dividend Fund2025-03-31New Buy
+0.43%
●
47.4 ($49.05) 50.24
$53.73
9.53%
New holding
16,542
16,542
DEM 		WisdomTree Emerging Markets High Dividend Fund2025-03-31Sold Out
-0.41%
●
39.65 ($41.66) 43.35
$44.30
6.34%
Sold Out
0
-16,537
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Reduce
-0.37%
●
32.42 ($34.71) 36.1
$34.66
-0.14%
Reduce -77.97%
6,705
-23,732
DFSV 		Dimensional US Small Cap Value ETF2025-03-31New Buy
+0.36%
●
27.56 ($30.26) 32.1
$28.46
-5.95%
New holding
23,800
23,800
AXP 		American Express Co2025-03-31Reduce
-0.32%
●
255.39 ($295.58) 325.87
$296.38
0.27%
Reduce -15.49%
11,565
-2,119
SPG 		Simon Property Group Inc2025-03-31Reduce
-0.31%
●
159.48 ($174.79) 187.78
$161.76
-7.45%
Reduce -18.34%
15,788
-3,547
MAC 		Macerich Co2025-03-31Reduce
-0.27%
●
15.88 ($19.13) 20.87
$15.75
-17.67%
Reduce -18.03%
124,510
-27,380

Lodestone Wealth Management LLC Total Holding History ($B)

To

Lodestone Wealth Management LLC's Asset Allocation

To

Lodestone Wealth Management LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

Lodestone Wealth Management LLC's Holdings Bubble Chart

Lodestone Wealth Management LLC News

  • 1

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