Lodestone Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 16, 2024
Value $
$187M
Signature - Title
Daniel Murphy - Chief Compliance Officer
Location
9 S Washington St Ste 211, Spokane, WA
Holdings Value

List of Other Managers Reporting for Lodestone Wealth Management LLC:

Name Holdings Value Location File Number
JENSEN INVESTMENT MANAGEMENT INC $12.2B Lake Oswego, OR 028-03495
Atria Investments, Inc $7.72B Charlotte, NC 028-14921
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$3.94M +$4.34M MSFT, AAPL, JPST, VTV, MRK 13F-HR 4/30/2024, 03:54 PM
Q4 2023 140 $172M +$24.1M -$8.7M +$15.4M AAPL, JPST, MSFT, VTV, AMGN 13F-HR 1/24/2024, 05:37 PM
Q3 2023 126 $142M +$11.3M -$10.8M +$464K AAPL, JPST, VTV, MSFT, AMGN 13F-HR 10/20/2023, 05:30 PM
Q2 2023 128 $144M +$16.2M -$11M +$5.16M AAPL, JPST, VTV, MSFT, MRK 13F-HR 7/25/2023, 04:12 PM
Q1 2023 124 $124M +$6.37M -$4.74M +$1.64M 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