Lodestone-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  "MPLX",
  "ACN",
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "ASML",
  "T",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MAC",
  "EBAY",
  null,
  null,
  null,
  "FITB",
  "HD",
  null,
  "MCD",
  null,
  "QCOM",
  "LEN",
  "META",
  null,
  "UHAL",
  null,
  null,
  "LRCX",
  null,
  "MRVL",
  "MA",
  "APA",
  "MSFT",
  "OXY",
  "PCAR",
  null,
  "BX",
  "ANET",
  "ORCL",
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  null,
  "PG",
  "MRK",
  "AMGN",
  null,
  null,
  null,
  "SPG",
  "SPDW",
  "GLD",
  null,
  "TGT",
  "TM",
  "UPS",
  "VNQ",
  "VO",
  "UHAL-B",
  "VV",
  "VOE",
  "SCHW",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ULTA",
  "TSM",
  null,
  null,
  null,
  "AFL",
  "AMD",
  "WEC",
  "FTNT",
  "DHI",
  "AMZN",
  null,
  "SIRI",
  null,
  "OVV",
  "VGT",
  "VEA",
  "BNDX",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WAL",
  null,
  null,
  null,
  null,
  "MTB",
  "SCHD",
  "CACC",
  "MKL",
  "MTUM",
  "MCK",
  null,
  "FDX",
  "KMB",
  "BAC",
  "BRK-B",
  "BA",
  "CVE",
  "CVX",
  "CSCO",
  "NET",
  "KO",
  "COP",
  "COST",
  "DVN",
  null,
  null,
  "DFAC",
  "DPZ",
  "RSP",
  "USMV",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 192
Total Value: 187970564
Accession Number: 0001950158-25-000005
Form Type: 13F-HR
CIK: lodestone-wealth-management
Manager Name: Lodestone-Wealth-Management

Data Enrichment

76% identified

146 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

192 positions • $188.0M total value

192 positions • $188.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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NVIDIA CORP

Shares:23.6K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$188.0M)

922020805

Shares:50.0K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$188.0M)

BANK OF AMERICA CORP /DE/

Shares:58.4K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$188.0M)

14020Y508

Shares:87.5K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$188.0M)

CISCO SYSTEMS, INC.

Shares:35.5K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$188.0M)

25434V203

Shares:68.8K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$188.0M)

VISA INC.

Shares:6.1K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$188.0M)

25434V302

Shares:82.8K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$188.0M)

MACERICH CO

Shares:124.5K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$188.0M)

OCCIDENTAL PETROLEUM CORP /DE/

Shares:42.4K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$188.0M)

14020Y300

Shares:75.3K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$188.0M)

HORTON D R INC /DE/

Shares:15.4K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$188.0M)

14020V108

Shares:60.4K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$188.0M)

QUALCOMM INC/DE

Shares:13.0K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$188.0M)

AMAZON COM INC

Shares:10.5K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$188.0M)

Meta Platforms, Inc.

Shares:3.4K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$188.0M)

LENNAR CORP /NEW/

Shares:17.2K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$188.0M)

NVR INC

Shares:264

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$188.0M)

CHEVRON CORP

Shares:11.1K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$188.0M)

25434V807

Shares:45.7K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$188.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	23.6K	QoQ +1.69% (-394) YoY +919.30% (+21.3K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$188.0M)	QoQ -17.92% (-$558.7K) YoY +22.26% (+$465.9K)
(cusip922020805)✕	50.0K	QoQ -1.14% (-580) YoY +45.57% (+15.6K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$188.0M)	QoQ +1.87% (-$45.9K) YoY +51.68% (+$849.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	58.4K	QoQ -13.64% (-9.2K) YoY -17.46% (-12.4K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$188.0M)	QoQ -18.00% (-$535.6K) YoY -9.17% (-$246.3K)
(cusip14020Y508)✕	87.5K	QoQ +9.90% (+7.9K) YoY +152.33% (+52.8K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$188.0M)	QoQ +11.98% (+$246.2K) YoY +155.11% (+$1.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	35.5K	QoQ +0.88% (+310) YoY +1.50% (+527)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$188.0M)	QoQ +5.16% (+$107.5K) YoY +25.50% (+$445.1K)
(cusip25434V203)✕	68.8K	QoQ +0.39% (+273) YoY +2.29% (+1.5K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$188.0M)	QoQ +7.37% (+$147.6K) YoY +5.71% (+$116.1K)
VISA INC.(Vcusip92826C839)	6.1K	QoQ +0.29% (+18) YoY -15.28% (-1.1K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$188.0M)	QoQ +11.22% (+$216.5K) YoY +6.37% (-$128.5K)
(cusip25434V302)✕	82.8K	QoQ -2.54% (-2.2K) YoY -5.37% (-4.7K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$188.0M)	QoQ -0.54% (-$11.7K) YoY -0.89% (-$19.3K)
MACERICH CO(MACcusip554382101)	124.5K	QoQ -18.02% (-27.4K) YoY -24.12% (-39.6K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$188.0M)	QoQ -29.34% (-$887.8K) YoY -24.38% (-$689.5K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	42.4K	QoQ -16.17% (-8.2K) YoY -15.58% (-7.8K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$188.0M)	QoQ -16.25% (-$406.6K) YoY -35.88% (-$1.2M)
(cusip14020Y300)✕	75.3K	QoQ +3.30% (+2.4K) YoY +86.02% (+34.8K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$188.0M)	QoQ +3.37% (+$67.2K) YoY +87.81% (+$961.7K)
HORTON D R INC /DE/(DHIcusip23331A109)	15.4K	QoQ -14.30% (-2.6K) YoY -24.83% (-5.1K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$188.0M)	QoQ -19.07% (-$478.0K) YoY -39.67% (-$1.3M)
(cusip14020V108)✕	60.4K	QoQ -1.27% (-778) YoY +44.12% (+18.5K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$188.0M)	QoQ -5.70% (-$122.0K) YoY +54.48% (+$711.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	13.0K	QoQ -3.12% (-421) YoY -14.79% (-2.3K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$188.0M)	QoQ -3.12% (-$64.8K) YoY -22.68% (-$588.1K)
AMAZON COM INC(AMZNcusip023135106)	10.5K	QoQ +4.29% (-430) YoY +15.17% (+1.4K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$188.0M)	QoQ -9.55% (-$210.1K) YoY +21.48% (+$351.6K)
Meta Platforms, Inc.(METAcusip30303M102)	3.4K	QoQ +0.05% (-2) YoY NEW(+3.4K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$188.0M)	QoQ -1.47% (-$29.7K) YoY NEW(+$2.0M)
LENNAR CORP /NEW/(LENcusip526057104)	17.2K	QoQ -15.60% (-3.2K) YoY -24.33% (-5.5K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$188.0M)	QoQ -28.96% (-$804.2K) YoY -49.50% (-$1.9M)
NVR INC(NVRcusip62944T105)	264	QoQ -14.56% (-45) YoY -21.89% (-74)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$188.0M)	QoQ -24.32% (-$614.8K) YoY -30.14% (-$825.3K)
CHEVRON CORP(CVXcusip166764100)	11.1K	QoQ +0.84% (+93) YoY +2.58% (+279)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$188.0M)	QoQ +16.47% (+$261.7K) YoY +8.79% (+$149.5K)
(cusip25434V807)✕	45.7K	QoQ -1.26% (-587) YoY -7.72% (-3.8K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$188.0M)	QoQ +9.52% (-$156.4K) YoY -1.16% (-$21.2K)