Lodestone Wealth Management LLC

Q4 2023 13F Holdings

Location
Spokane, WA
Holdings as of
12/31/2023
Value ($000)
$172,812
Num holdings
140
Date filed
1/24/2024
Form type
13F-HR
Prev filing
10/20/2023
Next filing
4/30/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type