News + Filings Holdings
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LODESTAR PRIVATE ASSET MANAGEMENT LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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WisdomTree Trust
| WCLD | Common | 21,809 | 21,809 | 691,345,000 | 691,345,000 | 0.12 | |
Hist
| 06/30/2023 |
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ABBOTT LABORATORIES
| ABT | Common | 4,034 | 4,034 | 439,787,000 | 439,787,000 | 0.07 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDA | Common | 6,183 | 6,183 | 311,910,000 | 311,910,000 | 0.05 | |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 1,451 | 1,451 | 306,538,000 | 306,538,000 | 0.05 | |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 1,197 | 1,197 | 305,845,000 | 305,845,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 2,483 | 2,483 | 282,839,000 | 282,839,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 2,711 | 2,711 | 273,594,000 | 273,594,000 | 0.05 | |
Hist
| 06/30/2023 |
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FISERV INC
| FISV | Common | 1,830 | 1,830 | 230,855,000 | 230,855,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 3,002 | 3,002 | 218,228,000 | 218,228,000 | 0.04 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 1,258 | 1,258 | 208,108,000 | 208,108,000 | 0.03 | |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 909 | 909 | 205,161,000 | 205,161,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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