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| Lodestone Wealth Management LLC
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| |
|---|---|
| CRD # | 151115 |
| SEC # | 801-120040 |
| CIK # | 0001950158 |
| AUM | $274.4 MM (2024-02-28) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 509-413-2386 |
| Address | 9 S Washington St Spokane, WA 99201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001950158 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 7.2 | |
| Microsoft Corp | 1,918,222.4 | 6.4 | |
| Amgen Inc | 130,083.0 | 4.5 | |
| J P Morgan Chase & Co | 340,169.2 | 4.4 | |
| Merck & Co Inc | 232,371.9 | 4.1 | |
| Alphabet Inc | 1,482,566.4 | 3.8 | |
| Lennar Corp /New/ | 20,607.5 | 3.3 | |
| American Express Co | 107,077.6 | 3.3 | |
| Occidental Petroleum Corp /DE/ | 57,834.1 | 3.2 | |
| Simon Property Group Inc /DE/ | 32,618.2 | 3.0 | |
| Nvidia Corp | 399,550.0 | 2.9 | |
| Qualcomm Inc/DE | 147,392.0 | 2.8 | |
| Bank of America Corp /DE/ | 278,315.2 | 2.8 | |
| Horton D R Inc /DE/ | 23,191.8 | 2.8 | |
| NVR Inc | 12,998.5 | 2.4 | |
| Macerich Co | 1,964.0 | 2.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 26.0 |
| (b) Individuals (high net worth individuals) | 88 | 234.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 0 | 11.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 644 | 274.4 |
| By Discretionary | ||
| Discretionary | 644 | 274.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 644 | 274.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.4 | |
| Total | 644 | 274.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001950158] |
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