Lodestone Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$198M
Signature - Title
Daniel Murphy - Chief Compliance Officer
Location
Spokane, WA
Summary
This page shows a list of all the recent 13F filings made by Lodestone Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lodestone Wealth Management LLC reported 148 stock holdings with total value $198M as of Q3 2024. Top holdings included AAPL, JPST, MSFT, CGCP, and VTV.
Holdings Value

List of Other Managers Reporting for Lodestone Wealth Management LLC:

Name Holdings Value Location File Number
JENSEN INVESTMENT MANAGEMENT INC $12B Lake Oswego, OR 028-03495
Atria Investments, Inc $8.05B Charlotte, NC 028-14921
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 148 $198M +$15M -$13.7M +$1.27M AAPL, JPST, MSFT, CGCP, VTV 13F-HR 10/29/2024, 05:30 PM
Q2 2024 147 $187M +$8.51M -$7.33M +$1.18M AAPL, MSFT, JPST, AMGN, VTV 13F-HR 7/16/2024, 01:44 PM
Q1 2024 148 $188M +$8.28M -$3.91M +$4.37M MSFT, AAPL, JPST, VTV, MRK 13F-HR 4/30/2024, 03:54 PM
Q4 2023 140 $171M +$23.6M -$8.68M +$14.9M AAPL, JPST, MSFT, VTV, AMGN 13F-HR 1/24/2024, 05:37 PM
Q3 2023 126 $142M +$11.3M -$10.7M +$532K AAPL, JPST, VTV, MSFT, AMGN 13F-HR 10/20/2023, 05:30 PM
Q2 2023 128 $144M +$23.3M -$10.9M +$12.3M AAPL, JPST, VTV, MSFT, MRK 13F-HR 7/25/2023, 04:12 PM
Q1 2023 128 $126M +$6.02M -$11.1M -$5.09M JPST, AAPL, VTV, MSFT, MRK 13F-HR 5/15/2023, 02:08 PM
Q4 2022 119 $123M $0 $0 VTV, JPST, AAPL, AMGN, MRK 13F-HR 2/9/2023, 02:23 PM