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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 $172,811,613
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 33,885 $6,523,848 3.77%
2.
J P Morgan Exchange Traded F
 107,832 $5,416,409 3.13%
3.
Microsoft Corp
 MSFT 14,088 $5,297,712 3.06%
4.
Vanguard Index Fds
 32,637 $4,879,217 2.82%
5.
Amgen Inc
 AMGN 14,218 $4,095,111 2.36%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)