Lodestone Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Spokane, WA
CIK
0001950158
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 140 172,811 AAPL, JPST, MSFT, VTV 13F-HR 1/24/2024 000195015824000001
Q3 2023 127 142,831 AAPL, JPST, VTV, MSFT 13F-HR 10/20/2023 000195015823000004
Q2 2023 128 145,956 AAPL, JPST, VTV, MSFT 13F-HR 7/25/2023 000195015823000003
Q1 2023 124 129,730 JPST, AAPL, VTV, MSFT 13F-HR 5/15/2023 000195015823000002
Q4 2022 119 123,965 VTV, JPST, AAPL, AMGN 13F-HR 2/9/2023 000195015823000001