Lodestone Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Lodestone Wealth Management LLC | Institutional Filer | ▲ 2.76% | $252.3M | 781 |
Current Portfolio Holdings
Showing all 781 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | — | 368K | $8.2M | 3.26% |
| 2 | AAPL | Apple Inc. | Technology | 31K | $7.9M | 3.13% |
| 3 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | — | 139K | $7.0M | 2.79% |
| 4 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | — | 257K | $6.6M | 2.63% |
| 5 | GOOG | Alphabet Inc. | Technology | 19K | $5.6M | 2.21% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | — | 131K | $5.6M | 2.20% |
| 7 | MSFT | Microsoft Corporation | Technology | 13K | $4.9M | 1.95% |
| 8 | AMGN | Amgen Inc. | Healthcare | 13K | $4.7M | 1.88% |
| 9 | NVDA | NVIDIA Corporation | Technology | 25K | $4.4M | 1.75% |
| 10 | COWZ | PACER US CASH COWS 100 ETF | — | 69K | $4.3M | 1.71% |
| 11 | VTV | VANGUARD VALUE ETF | — | 22K | $4.3M | 1.71% |
| 12 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | — | 142K | $4.2M | 1.66% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 14K | $4.2M | 1.65% |
| 14 | MRK | Merck & Co., Inc. | Healthcare | 33K | $3.9M | 1.55% |
| 15 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 59K | $3.8M | 1.51% |
Showing 1 to 15 of 781 holdings