| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 7 | Q2 2024 | 8.3% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 5.3% |
| INVESCO QQQ TR | 7 | Q2 2024 | 4.7% |
| APPLE INC | 7 | Q2 2024 | 4.7% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q2 2024 | 3.5% |
| SPDR INDEX SHS FDS | 7 | Q2 2024 | 3.7% |
| SPDR SER TR | 7 | Q2 2024 | 3.7% |
| INVESCO EXCH TRADED FD TR II | 7 | Q2 2024 | 3.4% |
| ISHARES TR | 7 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 2.3% |
View LODESTAR PRIVATE ASSET MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-02 |
View LODESTAR PRIVATE ASSET 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.