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CIK: 0001950158
Total reported value
$283.3M
$283.3M
148 檔
9.4%
As reported in its official Q1 2024 Form 13F filing, Lodestone Wealth Management LLC's tracked investment portfolio stood at $283.3M with 148 total positions.
During Q1 2024, Lodestone Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.20% | +1.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.10% | -0.09% | +0.89% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.78% | -0.24% | -3.28% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.60% | -0.06% | -7.57% | |
| 5 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.39% | -0.06% | -0.77% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.11% | -0.14% | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 2.14% | -0.16% | +0.08% | |
| 8 | LEN | Lennar Corp-a | Stock-Consumer Disc | 2.06% | -0.09% | -0.68% | |
| 9 | AXP | American Express Co | Stock-Financials | 1.99% | -0.03% | -0.86% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.98% | -0.06% | +0.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | -0.09% | -0.32% | |
| 12 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.78% | +0.05% | -6.03% | |
| 13 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.77% | +0.86% | +29.59% | |
| 14 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.73% | -0.36% | +0.41% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | +0.14% | -1.09% | |
| 16 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.64% | +0.07% | +0.01% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.59% | -0.11% | +5.32% | |
| 18 | MAC | Macerich Co/the | Stock-Other | 1.49% | +0.16% | -0.49% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-Other | 1.49% | +0.08% | +7.51% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | +0.01% | -0.23% | |
| 21 | NVR | Nvr Inc | Stock-Consumer Disc | 1.45% | -0.07% | -9.14% | |
| 22 | PCAR | Paccar Inc | Stock-Industrials | 1.44% | -0.05% | -3.12% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.42% | -0.02% | -1.26% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.37% | -0.10% | -1.80% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.37% | -0.01% | +4.45% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.35% | -0.03% | +2.73% | |
| 27 | CGXU | Cap Group Intl Focus | ETF-Other | 1.34% | +0.02% | +4.68% | |
| 28 | CGSD | Cap Group Short Duration | ETF-Other | 1.28% | +0.36% | +0.24% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.28% | -0.02% | +0.26% | |
| 30 | OVV | Ovintiv Inc | Stock-Energy | 1.18% | — | +0.40% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.17% | -0.16% | -3.58% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.14% | +0.06% | +0.12% | |
| 33 | COP | Conocophillips | Stock-Energy | 1.13% | -0.20% | -3.41% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.05% | -0.04% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 1.07% | -0.05% | +0.13% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | -0.01% | +0.21% | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 1.05% | — | -3.04% | |
| 38 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.04% | -0.10% | +7.09% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.08% | -0.63% | |
| 40 | DFIV | Dimensional International Va | ETF-Other | 0.96% | -0.12% | +4.56% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.94% | -0.05% | -1.12% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.14% | +104.68% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.37% | -4.52% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.29% | +0.29% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.87% | -0.10% | -0.29% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.06% | +0.08% | |
| 47 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.80% | -0.12% | -0.47% | |
| 48 | APA | Apa CORP | Stock-Energy | 0.79% | -0.37% | +31.40% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.02% | -1.83% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.07% | +0.08% |
According to official SEC Form 13F filings, Lodestone Wealth Management LLC reported a total U.S. public equity portfolio value of $283.3M across 148 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPST) accounted for 9.4% of total reported equity market value during Q1 2024.
During Q1 2024, Lodestone Wealth Management LLC's top holdings by market value included MSFT (3.2%)、AAPL (3.1%)、JPST (2.8%). The largest single position, MSFT, represented 3.2% of total portfolio value.
In Q1 2024, Lodestone Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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