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CIK: 0001950158
Total reported value
$283.3M
$283.3M
150 檔
10.7%
During the Q4 2024 filing period, Lodestone Wealth Management LLC (CIK: 0001950158) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $283.3M across 150 reported positions.
In Q4 2024, Lodestone Wealth Management LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.16% | -0.09% | -0.58% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.32% | -0.24% | +2.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | -0.20% | -0.22% | |
| 4 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.43% | +0.86% | +2.38% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.41% | -0.11% | +42.87% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.11% | -10.24% | |
| 7 | CGSD | Cap Group Short Duration | ETF-Other | 2.21% | +0.36% | +2.19% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.08% | -0.06% | -11.18% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 2.06% | +0.08% | +0.59% | |
| 10 | AXP | American Express Co | Stock-Financials | 2.04% | -0.03% | -2.14% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.98% | +0.14% | -0.28% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.86% | -0.16% | -2.60% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.09% | -3.20% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.71% | -0.06% | +6.71% | |
| 15 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.67% | +0.07% | -1.37% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.61% | -0.16% | +0.31% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.05% | +8.25% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.55% | -0.10% | -0.29% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.54% | +0.01% | — | |
| 20 | MAC | Macerich Co/the | Stock-Other | 1.52% | +0.16% | -1.42% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.49% | -0.02% | -4.87% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | +0.14% | +463.28% | |
| 23 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.39% | -0.09% | -7.19% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | -0.03% | -0.02% | |
| 25 | CGXU | Cap Group Intl Focus | ETF-Other | 1.34% | +0.02% | -0.30% | |
| 26 | NVR | Nvr Inc | Stock-Consumer Disc | 1.27% | -0.07% | -1.90% | |
| 27 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.26% | +0.05% | -7.14% | |
| 28 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.25% | -0.36% | +3.36% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.23% | -0.10% | +3.38% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 1.11% | -0.05% | +0.24% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.06% | -0.28% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.08% | +0.06% | +0.28% | |
| 33 | CGUS | Cap Group Core Equity | ETF-Other | 1.07% | +0.06% | +0.02% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | +0.37% | +3.17% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 1.04% | -0.10% | -2.31% | |
| 36 | CGCB | Cap Group Core Bond | ETF-Other | 1.03% | -0.18% | +23.44% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.11% | — | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 1.00% | -0.05% | +0.87% | |
| 39 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.00% | +0.16% | +14.69% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.08% | +3.87% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | -0.01% | -0.23% | |
| 42 | PCAR | Paccar Inc | Stock-Industrials | 0.85% | -0.05% | -15.06% | |
| 43 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.83% | -0.12% | -1.85% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.02% | -0.38% | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.82% | -0.12% | -0.26% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.29% | -0.16% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.09% | -0.06% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.72% | -0.20% | -12.95% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.72% | — | -4.58% | |
| 50 | APA | Apa CORP | Stock-Energy | 0.72% | -0.37% | -4.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +463.28% | Add |
| 2 | META | Meta Platforms Inc-class A | +1% | NEW | New buy |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.7% | NEW | New buy |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | +0.6% | +42.87% | Add |
| 5 | UHAL-B | U-haul Holding Co-non Voting | +0.5% | NEW | New buy |
| 6 | DFAC | Dimensional US Core Equity 2 | +0.5% | NEW | New buy |
| 7 | DEM | Wisdomtree Emerging Markets | +0.4% | NEW | New buy |
| 8 | ULTA | Ulta Beauty Inc | +0.3% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.3% | +8.25% | Add |
| 10 | AAPL | Apple Inc | +0.2% | -0.58% | Trim |
| 11 | FDX | Fedex CORP | +0.2% | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -0.28% | Trim |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | -6.77% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.2% | -0.28% | Trim |
| 15 | CGCB | Cap Group Core Bond | +0.2% | +23.44% | Add |
| 16 | AXP | American Express Co | +0.1% | -2.14% | Trim |
| 17 | CGDG | Cap Group Dividend Growers | +0.1% | NEW | New buy |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +3.17% | Add |
| 19 | BX | Blackstone Inc | +0.1% | +0.24% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | -0.23% | Trim |
| 21 | TSLA | Tesla Inc | +0.1% | -3.47% | Trim |
| 22 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +14.69% | Add |
| 23 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | New buy |
| 24 | MAC | Macerich Co/the | +0.1% | -1.42% | Trim |
| 25 | SRE | Sempra | +0.1% | NEW | New buy |
| 26 | MPLX | Mplx LP | +0.1% | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.38% | Trim |
| 28 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | EXIT | Sold out |
| 29 | PCAR | Paccar Inc | -0.1% | -15.06% | Trim |
| 30 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 31 | LMT | Lockheed Martin CORP | -0.1% | EXIT | Sold out |
| 32 | CGXU | Cap Group Intl Focus | -0.1% | -0.30% | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +6.71% | Add |
| 34 | QCOM | Qualcomm Inc | -0.1% | -2.31% | Trim |
| 35 | CVE | Cenovus Energy Inc | -0.2% | -13.71% | Trim |
| 36 | VEA | Vanguard Ftse Developed ETF | -0.2% | -0.02% | Trim |
| 37 | TGT | Target CORP | -0.2% | -4.58% | Trim |
| 38 | COP | Conocophillips | -0.2% | -12.95% | Trim |
| 39 | BND | Vanguard Total Bond Market | -0.2% | -21.69% | Trim |
| 40 | NVR | Nvr Inc | -0.3% | -1.90% | Trim |
| 41 | VTV | Vanguard Value ETF | -0.4% | -11.18% | Trim |
| 42 | DFAR | Dimensional US Real Est ETF | -0.4% | EXIT | Sold out |
| 43 | OVV | Ovintiv Inc | -0.4% | -48.89% | Trim |
| 44 | DGS | Wisdomtree Em Small Cap | -0.5% | EXIT | Sold out |
| 45 | DVN | Devon Energy CORP | -0.5% | -56.72% | Trim |
| 46 | AMGN | Amgen Inc | -0.5% | -2.60% | Trim |
| 47 | DHI | Dr Horton Inc | -0.6% | -7.14% | Trim |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.6% | EXIT | Sold out |
| 49 | LEN | Lennar Corp-a | -0.7% | -7.19% | Trim |
| 50 | DEHP | Dimensional Emrg Mrk Hi Prof | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Lodestone Wealth Management LLC reported a total U.S. public equity portfolio value of $283.3M across 150 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, JPST, MSFT) accounted for 10.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
META
市值: $2.0M
Top Position Liquidated / Trimmed
DEHP
前期市值: $1.4M
During Q4 2024, Lodestone Wealth Management LLC's top holdings by market value included AAPL (4.2%)、JPST (3.3%)、MSFT (2.9%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q4 2024, Lodestone Wealth Management LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 8 positions, trimming 24 holdings, and fully liquidating 7 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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