| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q2 2024 | 4.5% |
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 4.7% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 4.2% |
| MICROSOFT CORP | 7 | Q2 2024 | 3.4% |
| AMGEN INC | 7 | Q2 2024 | 2.9% |
| MERCK & CO INC | 7 | Q2 2024 | 2.8% |
| JPMORGAN CHASE & CO. | 7 | Q2 2024 | 2.3% |
| OCCIDENTAL PETE CORP | 7 | Q2 2024 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 2.1% |
| LENNAR CORP | 7 | Q2 2024 | 2.2% |
View Lodestone Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-18 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
View Lodestone Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.