Lodestone Wealth Management LLC holdings history

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143 is the total number of securities Lodestone Wealth Management LLC has owned. The longest Lodestone Wealth Management LLC has owned a single stock is 4 quarters.

Lodestone Wealth Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
JPST J P MORGAN EXCHANGE TR...443.97%4.28%4.74%Q4 2022Q3 20234
AAPL APPLE INC443.76%4.16%4.48%Q4 2022Q3 20234
VTV VANGUARD INDEX FDS443.14%3.68%4.20%Q4 2022Q3 20234
MRK MERCK & CO INC442.49%2.65%2.78%Q4 2022Q3 20234
AMGN AMGEN INC442.31%2.63%2.90%Q4 2022Q3 20234
MSFT MICROSOFT CORP440.91%2.61%3.28%Q4 2022Q3 20234
OXY OCCIDENTAL PETE CORP442.36%2.46%2.57%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO441.52%2.04%2.22%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...441.94%2.01%2.08%Q4 2022Q3 20234
LEN LENNAR CORP441.57%1.87%2.23%Q4 2022Q3 20234
AXP AMERICAN EXPRESS CO441.76%1.86%2.07%Q4 2022Q3 20234
GOOG ALPHABET INC441.56%1.78%2.00%Q4 2022Q3 20234
VTI VANGUARD INDEX FDS441.62%1.76%1.84%Q4 2022Q3 20234
DHI D R HORTON INC441.50%1.74%2.10%Q4 2022Q3 20234
DFAE DIMENSIONAL ETF TRUST441.43%1.72%1.97%Q4 2022Q3 20234
NVR NVR INC441.52%1.62%1.75%Q4 2022Q3 20234
SPG SIMON PPTY GROUP INC NEW441.46%1.57%1.66%Q4 2022Q3 20234
COP CONOCOPHILLIPS441.34%1.56%1.68%Q4 2022Q3 20234
COWZ PACER FDS TR441.10%1.54%2.46%Q4 2022Q3 20234
VSS VANGUARD INTL EQUITY I...441.30%1.43%1.57%Q4 2022Q3 20234
BAC BANK AMERICA CORP441.23%1.37%1.57%Q4 2022Q3 20234
CSCO CISCO SYS INC441.29%1.36%1.43%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.78%1.35%2.35%Q4 2022Q3 20234
VEA VANGUARD TAX-MANAGED FDS441.27%1.33%1.40%Q4 2022Q3 20234
QCOM QUALCOMM INC441.23%1.32%1.44%Q4 2022Q3 20234
PCAR PACCAR INC441.25%1.31%1.36%Q4 2022Q3 20234
DFAI DIMENSIONAL ETF TRUST441.24%1.30%1.37%Q4 2022Q3 20234
MAC MACERICH CO441.14%1.30%1.42%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON441.00%1.20%1.43%Q4 2022Q3 20234
V VISA INC441.14%1.20%1.27%Q4 2022Q3 20234
TGT TARGET CORP440.91%1.15%1.32%Q4 2022Q3 20234
VTIP VANGUARD MALVERN FDS440.87%1.07%1.24%Q4 2022Q3 20234
HD HOME DEPOT INC440.98%1.05%1.11%Q4 2022Q3 20234
OVV OVINTIV INC440.84%1.05%1.21%Q4 2022Q3 20234
BX BLACKSTONE INC440.84%0.94%1.06%Q4 2022Q3 20234
USMV ISHARES TR440.24%0.91%1.46%Q4 2022Q3 20234
QUAL ISHARES TR440.33%0.90%1.38%Q4 2022Q3 20234
EBAY EBAY INC.440.85%0.88%0.94%Q4 2022Q3 20234
WARNER BROS DISCOVERY INC440.61%0.83%1.07%Q4 2022Q3 20234
EFV ISHARES TR440.38%0.83%1.19%Q4 2022Q3 20234
GOOGL ALPHABET INC440.69%0.80%0.91%Q4 2022Q3 20234
JSCP J P MORGAN EXCHANGE TR...440.68%0.79%0.98%Q4 2022Q3 20234
XSMO INVESCO EXCHANGE TRADE...440.76%0.78%0.80%Q4 2022Q3 20234
CAPITAL GROUP DIVIDEND...440.32%0.77%1.39%Q4 2022Q3 20234
PFE PFIZER INC440.57%0.72%0.97%Q4 2022Q3 20234
AMZN AMAZON COM INC440.60%0.72%0.79%Q4 2022Q3 20234
JAGG J P MORGAN EXCHANGE TR...440.15%0.69%2.28%Q4 2022Q3 20234
XOM EXXON MOBIL CORP440.58%0.63%0.67%Q4 2022Q3 20234
SPLV INVESCO EXCH TRADED FD...440.20%0.60%0.94%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION440.30%0.56%0.72%Q4 2022Q3 20234
VCSH VANGUARD SCOTTSDALE FDS440.23%0.56%0.81%Q4 2022Q3 20234
SCHW SCHWAB CHARLES CORP440.44%0.52%0.74%Q4 2022Q3 20234
IMTM ISHARES TR440.24%0.51%0.73%Q4 2022Q3 20234
INTC INTEL CORP440.44%0.51%0.57%Q4 2022Q3 20234
TAXF AMERICAN CENTY ETF TR440.45%0.50%0.56%Q4 2022Q3 20234
XLV SELECT SECTOR SPDR TR440.39%0.50%0.62%Q4 2022Q3 20234
VBR VANGUARD INDEX FDS440.31%0.46%0.58%Q4 2022Q3 20234
GLD SPDR GOLD TR440.42%0.45%0.49%Q4 2022Q3 20234
STIP ISHARES TR440.42%0.45%0.48%Q4 2022Q3 20234
CACC CREDIT ACCEP CORP MICH440.35%0.42%0.48%Q4 2022Q3 20234
PFF ISHARES TR440.33%0.40%0.45%Q4 2022Q3 20234
KO COCA COLA CO440.33%0.39%0.45%Q4 2022Q3 20234
BA BOEING CO440.34%0.39%0.43%Q4 2022Q3 20234
TM TOYOTA MOTOR CORP440.36%0.38%0.42%Q4 2022Q3 20234
XLK SELECT SECTOR SPDR TR440.30%0.37%0.42%Q4 2022Q3 20234
CAPITAL GRP FIXED INCM...440.33%0.34%0.37%Q4 2022Q3 20234
COST COSTCO WHSL CORP NEW440.33%0.34%0.36%Q4 2022Q3 20234
VNQ VANGUARD INDEX FDS440.30%0.34%0.38%Q4 2022Q3 20234
VWO VANGUARD INTL EQUITY I...440.21%0.33%0.43%Q4 2022Q3 20234
XLP SELECT SECTOR SPDR TR440.28%0.32%0.35%Q4 2022Q3 20234
JPEM J P MORGAN EXCHANGE TR...440.28%0.30%0.33%Q4 2022Q3 20234
MINT PIMCO ETF TR440.16%0.30%0.35%Q4 2022Q3 20234
IVV ISHARES TR440.27%0.29%0.30%Q4 2022Q3 20234
VOE VANGUARD INDEX FDS440.24%0.29%0.34%Q4 2022Q3 20234
FDX FEDEX CORP440.25%0.29%0.32%Q4 2022Q3 20234
SCHD SCHWAB STRATEGIC TR440.24%0.29%0.32%Q4 2022Q3 20234
FTEC FIDELITY COVINGTON TRUST440.16%0.28%0.37%Q4 2022Q3 20234
MCK MCKESSON CORP440.26%0.27%0.30%Q4 2022Q3 20234
IRBO ISHARES TR440.25%0.27%0.31%Q4 2022Q3 20234
MCD MCDONALDS CORP440.26%0.27%0.28%Q4 2022Q3 20234
XLF SELECT SECTOR SPDR TR440.24%0.27%0.30%Q4 2022Q3 20234
SCHJ SCHWAB STRATEGIC TR440.25%0.27%0.29%Q4 2022Q3 20234
MA MASTERCARD INCORPORATED440.24%0.26%0.27%Q4 2022Q3 20234
XLE SELECT SECTOR SPDR TR440.22%0.25%0.30%Q4 2022Q3 20234
VB VANGUARD INDEX FDS440.22%0.24%0.26%Q4 2022Q3 20234
QQQ INVESCO QQQ TR440.22%0.24%0.25%Q4 2022Q3 20234
ACN ACCENTURE PLC IRELAND440.22%0.23%0.24%Q4 2022Q3 20234
TSM TAIWAN SEMICONDUCTOR M...440.21%0.23%0.25%Q4 2022Q3 20234
VZ VERIZON COMMUNICATIONS...440.20%0.23%0.26%Q4 2022Q3 20234
RSP INVESCO EXCHANGE TRADE...440.21%0.23%0.25%Q4 2022Q3 20234
VOO VANGUARD INDEX FDS440.22%0.23%0.24%Q4 2022Q3 20234
UPS UNITED PARCEL SERVICE INC440.19%0.22%0.25%Q4 2022Q3 20234
KMB KIMBERLY-CLARK CORP440.19%0.22%0.24%Q4 2022Q3 20234
WMT WALMART INC440.20%0.21%0.21%Q4 2022Q3 20234
MMM 3M CO440.16%0.20%0.26%Q4 2022Q3 20234
VO VANGUARD INDEX FDS440.15%0.20%0.22%Q4 2022Q3 20234
WEC WEC ENERGY GROUP INC440.16%0.20%0.23%Q4 2022Q3 20234
MRVL MARVELL TECHNOLOGY INC440.16%0.19%0.22%Q4 2022Q3 20234
DIS DISNEY WALT CO440.16%0.19%0.22%Q4 2022Q3 20234
SPDW SPDR INDEX SHS FDS440.17%0.19%0.20%Q4 2022Q3 20234
VGT VANGUARD WORLD FDS440.16%0.18%0.19%Q4 2022Q3 20234
T AT&T INC440.17%0.18%0.19%Q4 2022Q3 20234
DPZ DOMINOS PIZZA INC440.16%0.18%0.19%Q4 2022Q3 20234
APA APA CORPORATION330.65%0.88%1.09%Q1 2023Q3 20233
CAPITAL GROUP INTL FOC...330.20%0.80%1.32%Q1 2023Q3 20233
DVN DEVON ENERGY CORP NEW330.32%0.68%0.95%Q1 2023Q3 20233
DIMENSIONAL ETF TRUST330.18%0.65%1.05%Q1 2023Q3 20233
CALF PACER FDS TR330.57%0.62%0.72%Q4 2022Q2 20233
DFUS DIMENSIONAL ETF TRUST210.19%0.47%0.99%Q4 2022Q3 20233
ORCL ORACLE CORP330.32%0.35%0.39%Q4 2022Q2 20233
TSLA TESLA INC330.25%0.27%0.28%Q1 2023Q3 20233
MKL MARKEL GROUP INC330.26%0.27%0.29%Q1 2023Q3 20233
PG PROCTER AND GAMBLE CO210.18%0.19%0.21%Q4 2022Q3 20233
KEYS KEYSIGHT TECHNOLOGIES INC330.17%0.18%0.20%Q4 2022Q2 20233
CAPITAL GRP FIXED INCM...330.18%0.18%0.19%Q1 2023Q3 20233
PYPL PAYPAL HLDGS INC330.15%0.18%0.20%Q4 2022Q2 20233
LLY LILLY ELI & CO210.16%0.17%0.19%Q4 2022Q3 20233
LMT LOCKHEED MARTIN CORP330.14%0.16%0.18%Q4 2022Q2 20233
BSV VANGUARD BD INDEX FDS220.72%0.88%1.03%Q2 2023Q3 20232
U HAUL HOLDING COMPANY220.69%0.72%0.76%Q4 2022Q1 20232
CASH PATHWARD FINANCIAL INC220.68%0.70%0.73%Q2 2023Q3 20232
CAPITAL GRP FIXED INCM...220.29%0.55%0.82%Q1 2023Q2 20232
CAPITAL GROUP CORE EQU...220.42%0.53%0.65%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST220.39%0.47%0.56%Q2 2023Q3 20232
FB META PLATFORMS INC220.34%0.46%0.58%Q4 2022Q1 20232
XSLV INVESCO EXCH TRADED FD...220.37%0.38%0.40%Q4 2022Q1 20232
MTUM ISHARES TR220.32%0.38%0.45%Q2 2023Q3 20232
WY WEYERHAEUSER CO MTN BE220.33%0.36%0.39%Q4 2022Q1 20232
IDV ISHARES TR220.30%0.30%0.31%Q4 2022Q1 20232
CAPITAL GROUP GROWTH ETF220.23%0.26%0.30%Q2 2023Q3 20232
XLU SELECT SECTOR SPDR TR220.24%0.25%0.26%Q4 2022Q1 20232
DIMENSIONAL ETF TRUST220.20%0.24%0.28%Q2 2023Q3 20232
FM ISHARES INC220.23%0.24%0.24%Q4 2022Q1 20232
IDNA ISHARES TR220.18%0.20%0.23%Q2 2023Q3 20232
SPY SPDR S&P 500 ETF TR111.17%1.17%1.17%Q3 2023Q3 20231
CAPITAL GRP FIXED INCM...111.11%1.11%1.11%Q3 2023Q3 20231
DFAC DIMENSIONAL ETF TRUST110.69%0.69%0.69%Q2 2023Q2 20231
BLK BLACKROCK INC110.17%0.17%0.17%Q4 2022Q4 20221
UHAL U HAUL HOLDING COMPANY110.16%0.16%0.16%Q3 2023Q3 20231
HMC HONDA MOTOR LTD110.15%0.15%0.15%Q3 2023Q3 20231
XLY SELECT SECTOR SPDR TR110.14%0.14%0.14%Q3 2023Q3 20231
WFC WELLS FARGO CO NEW110.14%0.14%0.14%Q2 2023Q2 20231
ALTO ALTO INGREDIENTS INC110.00%0.00%0.00%Q3 2023Q3 20231
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The securities at the top of the list , including J P MORGAN EXCHANGE TRADED F, APPLE INC, and VANGUARD INDEX FDS, are the highest-conviction holdings of Lodestone Wealth Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Lodestone Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Lodestone Wealth Management LLC owns currently or has owned in the past.