Lodestone Wealth Management LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$188.0B
Holdings
153
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (153 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VBRVANGUARD INDEX FDS | 2,324 | $433.0M | 0.23% | |
| 102 | VBVANGUARD INDEX FDS | 1,940 | $430.1M | 0.23% | |
| 103 | QUALISHARES TR | 2,393 | $408.9M | 0.22% | |
| 104 | CGBLCAPITAL GROUP CORE BALANCED | 12,886 | $399.2M | 0.21% | |
| 105 | FDXFEDEX CORP | 1,624 | $396.0M | 0.21% | |
| 106 | RSPINVESCO EXCHANGE TRADED FD T | 2,081 | $360.5M | 0.19% | |
| 107 | ACNACCENTURE PLC IRELAND | 1,154 | $360.0M | 0.19% | |
| 108 | SIRISIRIUSXM HOLDINGS INC | 15,879 | $358.0M | 0.19% | |
| 109 | DISDISNEY WALT CO | 3,589 | $354.2M | 0.19% | |
| 110 | PYLDPIMCO ETF TR | 13,177 | $347.2M | 0.18% | |
| 111 | FTNTFORTINET INC | 3,592 | $345.8M | 0.18% | |
| 112 | SCHJSCHWAB STRATEGIC TR | 13,870 | $341.8M | 0.18% | |
| 113 | INTCINTEL CORP | 14,884 | $338.0M | 0.18% | |
| 114 | TAT&T INC | 11,714 | $331.3M | 0.18% | |
| 115 | XLVSELECT SECTOR SPDR TR | 2,210 | $322.7M | 0.17% | |
| 116 | KMBKIMBERLY-CLARK CORP | 2,228 | $316.9M | 0.17% | |
| 117 | CGDGCAPITAL GROUP DIVIDEND GROWE | 10,243 | $316.5M | 0.17% | |
| 118 | WECWEC ENERGY GROUP INC | 2,888 | $314.7M | 0.17% | |
| 119 | VIGVANGUARD SPECIALIZED FUNDS | 1,606 | $311.5M | 0.17% | |
| 120 | CGMUCAPITAL GRP FIXED INCM ETF T | 11,430 | $306.5M | 0.16% | |
| 121 | LLYELI LILLY & CO | 369 | $305.0M | 0.16% | |
| 122 | JPEMJ P MORGAN EXCHANGE TRADED F | 5,688 | $299.9M | 0.16% | |
| 123 | XLFISELECT SECTOR SPDR TR | 3,652 | $298.3M | 0.16% | |
| 124 | MRVLMARVELL TECHNOLOGY INC | 4,684 | $288.4M | 0.15% | |
| 125 | MKLMARKEL GROUP INC | 151 | $282.3M | 0.15% | |
| 126 | PGPROCTER AND GAMBLE CO | 1,631 | $278.0M | 0.15% | |
| 127 | VOTVANGUARD INDEX FDS | 1,109 | $271.3M | 0.14% | |
| 128 | AMDADVANCED MICRO DEVICES INC | 2,638 | $271.0M | 0.14% | |
| 129 | DPZDOMINOS PIZZA INC | 587 | $269.9M | 0.14% | |
| 130 | XLUSELECT SECTOR SPDR TR | 3,417 | $269.4M | 0.14% | |
| 131 | CGCVCAPITAL GROUP CONSERVATIVE E | 9,682 | $262.5M | 0.14% | |
| 132 | SCHDSCHWAB STRATEGIC TR | 9,354 | $261.5M | 0.14% | |
| 133 | VGTVANGUARD WORLD FD | 475 | $257.8M | 0.14% | |
| 134 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 10,166 | $255.8M | 0.14% | |
| 135 | IMTMISHARES TR | 6,376 | $254.7M | 0.14% | |
| 136 | VWOVANGUARD INTL EQUITY INDEX F | 5,479 | $248.0M | 0.13% | |
| 137 | SPDWSPDR INDEX SHS FDS | 6,709 | $244.3M | 0.13% | |
| 138 | ALSALLSTATE CORP | 1,152 | $238.5M | 0.13% | |
| 139 | MPLXMPLX LP | 4,441 | $237.7M | 0.13% | |
| 140 | LRCXLAM RESEARCH CORP | 3,253 | $236.5M | 0.13% | |
| 141 | SPLVINVESCO EXCH TRADED FD TR II | 3,154 | $235.7M | 0.13% | |
| 142 | ANETARISTA NETWORKS INC | 3,030 | $234.8M | 0.12% | |
| 143 | USMVISHARES TR | 2,506 | $234.7M | 0.12% | |
| 144 | VOEVANGUARD INDEX FDS | 1,449 | $232.6M | 0.12% | |
| 145 | UHALU HAUL HOLDING COMPANY | 3,525 | $230.4M | 0.12% | |
| 146 | AFLAFLAC INC | 2,036 | $226.4M | 0.12% | |
| 147 | DFACDIMENSIONAL ETF TRUST | 6,705 | $221.2M | 0.12% | |
| 148 | VNQVANGUARD INDEX FDS | 2,425 | $219.6M | 0.12% | |
| 149 | MRPMILLROSE PPTYS INC | 8,108 | $214.9M | 0.11% | |
| 150 | UPSUNITED PARCEL SERVICE INC | 1,895 | $208.4M | 0.11% | |
| 151 | NETCLOUDFLARE INC | 1,823 | $205.4M | 0.11% | |
| 152 | XMMOINVESCO EXCHANGE TRADED FD T | 1,770 | $201.4M | 0.11% | |
| 153 | ASMLASML HOLDING N V | 302 | $200.1M | 0.11% |
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