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Home > Institutional Investor > Lodestone Wealth Management Llc > Profile

Instuitional Investor - Lodestone Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Lodestone Wealth Management Llc
Portfolio Value $199,388,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 33,102 $8,289,279 4.15%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 131,513 $6,624,291 3.32%
3.
Microsoft Corp
 MSFT 13,919 $5,866,796 2.94%
4.
Capital Grp Fixed Incm Etf T
 218,427 $4,849,090 2.43%
5.
Pacer Fds Tr
 91,178 $4,810,419 2.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)