Notify me when LODESTAR PRIVATE ASSET MANAGEMENT LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 224 | $996,629,240 | +$58,376,919 | -$30,153,490 | +$28,223,429 | IVV, QQQ, AAPL, QQQM, SPAB | 13F-HR | 27 Jan 2026, 12:13 |
| Q3 2025 | 225 | $957,739,123 | +$44,792,557 | -$13,033,609 | +$31,758,948 | IVV, QQQ, AAPL, QQQM, SCHD | 13F-HR | 28 Oct 2025, 16:54 |
| Q2 2025 | 222 | $867,877,231 | +$32,142,812 | -$16,403,836 | +$15,738,976 | IVV, QQQ, QQQM, SCHD, AAPL | 13F-HR | 25 Jul 2025, 11:26 |
| Q1 2025 | 216 | $795,404,033 | +$23,001,749 | -$8,236,993 | +$14,764,756 | IVV, QQQ, SCHD, AAPL, QQQM | 13F-HR | 25 Apr 2025, 16:14 |
| Q4 2024 | 212 | $799,679,188 | +$85,563,289 | -$8,045,562 | +$77,517,727 | IVV, AAPL, QQQ, SCHD, QQQM | 13F-HR | 28 Jan 2025, 10:06 |
| Q3 2024 | 214 | $785,125,546 | +$23,526,080 | -$6,370,764 | +$17,155,316 | IVV, QQQ, AAPL, SCHD, QQQM | 13F-HR | 25 Oct 2024, 12:55 |
| Q2 2024 | 206 | $726,593,027 | +$21,391,180 | -$6,574,900 | +$14,816,280 | IVV, QQQ, AAPL, SCHD, QQQM | 13F-HR | 30 Jul 2024, 14:00 |
| Q1 2024 | 212 | $700,811,887 | +$32,354,585 | -$6,066,700 | +$26,287,885 | IVV, QQQ, SCHD, AAPL, VIG | 13F-HR | 25 Apr 2024, 14:55 |
| Q4 2023 | 205 | $652,114,109 | +$33,231,886 | -$22,672,767 | +$10,559,119 | IVV, QQQ, AAPL, SCHD, SPAB | 13F-HR | 29 Jan 2024, 15:51 |
| Q3 2023 | 196 | $584,134,492 | +$32,753,006 | -$19,724,831 | +$13,028,175 | IVV, SCHD, QQQ, AAPL, SPAB | 13F-HR | 31 Oct 2023, 15:29 |
| Q2 2023 | 192 | $595,975,202 | +$23,718,812 | -$17,425,749 | +$6,293,063 | IVV, AAPL, SCHD, QQQ, SPAB | 13F-HR | 27 Jul 2023, 13:20 |
| Q1 2023 | 190 | $560,276,826 | +$37,243,971 | -$29,866,641 | +$7,377,330 | IVV, SCHD, AAPL, QQQ, CWI | 13F-HR | 25 Apr 2023, 15:31 |
| Q4 2022 | 190 | $521,437,529 | $0 | $0 | $0 | IVV, SCHD, QQQ, CWI, AAPL | 13F-HR | 02 Feb 2023, 15:46 |