Portfolio (Quarterly)
Guide ↗
Lodestone Wealth Management LLC
· CIK 0001950158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | UTI | UNIVERSAL TECHNICAL INST INC COM | Consumer Defensive | 16 | $418.0 | — | SOLD |
| 42 | XPO | XPO INC COM | Industrials | 3 | $408.0 | — | SOLD |
| 43 | HRTX | HERON THERAPEUTICS INC COM | Healthcare | 250 | $325.0 | — | SOLD |
| 44 | BDX | BECTON DICKINSON & CO COM | Healthcare | 1 | $194.0 | — | SOLD |
| 45 | — | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | — | 2 | $179.0 | — | SOLD |
| 46 | VRP | INVESCO VARIABLE RATE PREFERRED ETF | — | 7 | $170.0 | — | SOLD |
| 47 | SMR | NUSCALE PWR CORP CL A COM | Utilities | 10 | $142.0 | — | SOLD |
| 48 | PBR | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | Energy | 1 | $12.0 | — | 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%