| |
|
|
| Name: |
Lodestone Wealth Management LLC |
| City: |
SPOKANE |
| State: |
WA |
| Zip: |
99201 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
8 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CVE |
Cenovus Energy Inc |
|
New |
$20.53 |
$580,000 |
29,023 |
% |
580,000 |
29,023 |
0 |
N/A |
|
|
CGMU |
Capital Group Municipal Inc... |
|
New |
$0.00 |
$331,000 |
12,259 |
% |
331,000 |
12,259 |
0 |
N/A |
|
|
ANET |
Arista Networks, Inc. |
|
New |
$314.03 |
$242,000 |
833 |
% |
242,000 |
833 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
|
New |
$151.92 |
$238,000 |
1,321 |
% |
238,000 |
1,321 |
0 |
N/A |
|
|
PLTR |
Palantir Technologies Inc |
|
New |
$20.60 |
$230,000 |
9,974 |
% |
230,000 |
9,974 |
0 |
N/A |
|
|
FTNT |
Fortinet Inc |
|
New |
$58.16 |
$226,000 |
3,310 |
% |
226,000 |
3,310 |
0 |
N/A |
|
|
CGBL |
Capital Group Core Balanced... |
|
New |
$0.00 |
$208,000 |
7,130 |
% |
208,000 |
7,130 |
0 |
N/A |
|
|
NXE |
NexGen Energy Ltd |
|
New |
$7.20 |
$1,000 |
11,667 |
% |
1,000 |
11,667 |
0 |
N/A |
|
