Portfolio (Quarterly)
Guide ↗
Lodestone Wealth Management LLC
· CIK 0001950158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | NUVEEN S&P 500 BUY-WRITE INCOM COM | — | 228 | $3K | 0.00% | SOLD |
| 22 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | — | 35 | $3K | 0.00% | SOLD |
| 23 | COIN | COINBASE GLOBAL INC COM CL A | Financial Services | 10 | $2K | 0.00% | SOLD |
| 24 | SNA | SNAP ON INC COM | Industrials | 5 | $2K | 0.00% | SOLD |
| 25 | JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | — | 35 | $2K | 0.00% | SOLD |
| 26 | — | NUBURU INC COM NEW | — | 10,000 | $2K | 0.00% | SOLD |
| 27 | — | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | — | 13 | $1K | 0.00% | SOLD |
| 28 | DOCS | DOXIMITY INC CL A | Healthcare | 27 | $1K | — | SOLD |
| 29 | DOCU | DOCUSIGN INC COM | Technology | 16 | $1K | — | SOLD |
| 30 | TEAM | ATLASSIAN CORPORATION CL A | Technology | 6 | $973.0 | — | SOLD |
| 31 | L | LOEWS CORP COM | Financial Services | 8 | $842.0 | — | SOLD |
| 32 | MDB | MONGODB INC CL A | Technology | 2 | $839.0 | — | SOLD |
| 33 | ELF | E L F BEAUTY INC COM | Consumer Defensive | 11 | $836.0 | — | SOLD |
| 34 | NTES | NETEASE INC SPONSORED ADS | Technology | 6 | $826.0 | — | SOLD |
| 35 | ODFL | OLD DOMINION FREIGHT LINE INC COM | Industrials | 5 | $784.0 | — | SOLD |
| 36 | EFA | ISHARES MSCI EAFE ETF | — | 8 | $768.0 | — | SOLD |
| 37 | — | FUBOTV INC CLASS A COM SHS | — | 300 | $756.0 | — | SOLD |
| 38 | RACE | FERRARI N V COM | Consumer Cyclical | 2 | $739.0 | — | SOLD |
| 39 | BLDR | BUILDERS FIRSTSOURCE INC COM | Industrials | 7 | $720.0 | — | SOLD |
| 40 | NTRA | NATERA INC COM | Healthcare | 2 | $458.0 | — | SOLD |
Sector Allocation
Technology
26.1%
Financial Services
16.9%
Energy
12.7%
Consumer Cyclical
12.1%
Healthcare
10.1%
Communication Services
8.4%
Consumer Defensive
4.2%
Industrials
4.1%
Real Estate
4.1%
Utilities
0.9%