Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 4.7% |
APPLE INC | 4 | Q3 2023 | 4.5% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 4.2% |
MERCK & CO INC | 4 | Q3 2023 | 2.8% |
AMGEN INC | 4 | Q3 2023 | 2.9% |
MICROSOFT CORP | 4 | Q3 2023 | 3.3% |
OCCIDENTAL PETE CORP | 4 | Q3 2023 | 2.6% |
JPMORGAN CHASE & CO | 4 | Q3 2023 | 2.2% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 2.1% |
LENNAR CORP | 4 | Q3 2023 | 2.2% |
View Lodestone Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.