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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46138E354

Shares:3.2K

Value:$235.7K

% of Portfolio:0.1% ($235.7K/$188.0M)

Arista Networks, Inc.

ANET|040413205

Shares:3.0K

Value:$234.8K

% of Portfolio:0.1% ($234.8K/$188.0M)

46429B697

USMV|46429B697

Shares:2.5K

Value:$234.7K

% of Portfolio:0.1% ($234.7K/$188.0M)

922908512

VOE|922908512

Shares:1.4K

Value:$232.6K

% of Portfolio:0.1% ($232.6K/$188.0M)

U-Haul Holding Co /NV/

UHAL|023586100

Shares:3.5K

Value:$230.4K

% of Portfolio:0.1% ($230.4K/$188.0M)

AFLAC INC

AFL|001055102

Shares:2.0K

Value:$226.4K

% of Portfolio:0.1% ($226.4K/$188.0M)

25434V708

DFAC|25434V708

Shares:6.7K

Value:$221.2K

% of Portfolio:0.1% ($221.2K/$188.0M)

922908553

VNQ|922908553

Shares:2.4K

Value:$219.6K

% of Portfolio:0.1% ($219.6K/$188.0M)

601137102

Shares:8.1K

Value:$214.9K

% of Portfolio:0.1% ($214.9K/$188.0M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:1.9K

Value:$208.4K

% of Portfolio:0.1% ($208.4K/$188.0M)

Cloudflare, Inc.

NET|18915M107

Shares:1.8K

Value:$205.4K

% of Portfolio:0.1% ($205.4K/$188.0M)

46137V464

Shares:1.8K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$188.0M)

ASML HOLDING NV

ASML|N07059210

Shares:302

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$188.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E354)✕	3.2K	QoQ +1.08% (+34) YoY -34.83% (-1.7K)	All Managers (Combined)	$235.7K	0.1% ($235.7K/$188.0M)	QoQ +7.90% (+$17.3K) YoY -26.06% (-$83.1K)
Arista Networks, Inc.(ANETcusip040413205)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$234.8K	0.1% ($234.8K/$188.0M)	QoQ NEW(+$234.8K) YoY NEW(+$234.8K)
(USMVcusip46429B697)	2.5K	QoQ 0.00% (+0) YoY -40.97% (-1.7K)	All Managers (Combined)	$234.7K	0.1% ($234.7K/$188.0M)	QoQ +5.48% (+$12.2K) YoY -33.86% (-$120.2K)
(VOEcusip922908512)	1.4K	QoQ -0.41% (-6) YoY -44.52% (-1.2K)	All Managers (Combined)	$232.6K	0.1% ($232.6K/$188.0M)	QoQ -1.20% (-$2.8K) YoY -42.89% (-$174.7K)
U-Haul Holding Co /NV/(UHALcusip023586100)	3.5K	QoQ -18.23% (-786) YoY -17.23% (-734)	All Managers (Combined)	$230.4K	0.1% ($230.4K/$188.0M)	QoQ -22.64% (-$67.5K) YoY -19.90% (-$57.3K)
AFLAC INC(AFLcusip001055102)	2.0K	QoQ +4.46% (+87) YoY NEW(+2.0K)	All Managers (Combined)	$226.4K	0.1% ($226.4K/$188.0M)	QoQ +12.33% (+$24.9K) YoY NEW(+$226.4K)
(DFACcusip25434V708)	6.7K	QoQ -71.74% (-17.0K) YoY NEW(+6.7K)	All Managers (Combined)	$221.2K	0.1% ($221.2K/$188.0M)	QoQ -69.71% (-$509.3K) YoY NEW(+$221.2K)
(VNQcusip922908553)	2.4K	QoQ -2.17% (-54) YoY -60.27% (-3.7K)	All Managers (Combined)	$219.6K	0.1% ($219.6K/$188.0M)	QoQ -0.56% (-$1.2K) YoY -58.40% (-$308.3K)
(cusip601137102)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$214.9K	0.1% ($214.9K/$188.0M)	QoQ NEW(+$214.9K) YoY NEW(+$214.9K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	1.9K	QoQ +6.22% (-111) YoY +5.16% (-93)	All Managers (Combined)	$208.4K	0.1% ($208.4K/$188.0M)	QoQ -7.32% (-$16.5K) YoY -22.18% (-$59.4K)
Cloudflare, Inc.(NETcusip18915M107)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$205.4K	0.1% ($205.4K/$188.0M)	QoQ NEW(+$205.4K) YoY NEW(+$205.4K)
(cusip46137V464)✕	1.8K	QoQ +3.56% (-61) YoY NEW(+1.8K)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$188.0M)	QoQ -4.62% (-$9.8K) YoY NEW(+$201.4K)
ASML HOLDING NV(ASMLcusipN07059210)	302	QoQ NEW(+302) YoY NEW(+302)	All Managers (Combined)	$200.1K	0.1% ($200.1K/$188.0M)	QoQ NEW(+$200.1K) YoY NEW(+$200.1K)