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| Name: |
Lodestone Wealth Management LLC |
| City: |
SPOKANE |
| State: |
WA |
| Zip: |
99201 |
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data |
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| Holdings
Found :
8 |
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Menu
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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 |
76 |
New |
$20.53 |
$580,000 |
29,023 |
0.3% |
580,000 |
29,023 |
0.002 |
Oil & Gas Drilling & ... |
|
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CGMU |
Capital Group Municipal Inc... |
117 |
New |
$0.00 |
$331,000 |
12,259 |
0.17% |
331,000 |
12,259 |
0.014 |
N/A |
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ANET |
Arista Networks, Inc. |
135 |
New |
$314.03 |
$242,000 |
833 |
0.13% |
242,000 |
833 |
0 |
Diversified Computer ... |
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AMD |
Advanced Micro Devices Inc |
138 |
New |
$151.92 |
$238,000 |
1,321 |
0.12% |
238,000 |
1,321 |
0 |
Semiconductor- Broad... |
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PLTR |
Palantir Technologies Inc |
142 |
New |
$20.60 |
$230,000 |
9,974 |
0.12% |
230,000 |
9,974 |
0.001 |
N/A |
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FTNT |
Fortinet Inc |
143 |
New |
$58.16 |
$226,000 |
3,310 |
0.12% |
226,000 |
3,310 |
0 |
Computer Peripherals |
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CGBL |
Capital Group Core Balanced... |
146 |
New |
$0.00 |
$208,000 |
7,130 |
0.11% |
208,000 |
7,130 |
0.079 |
N/A |
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NXE |
NexGen Energy Ltd |
147 |
New |
$7.20 |
$1,000 |
11,667 |
0% |
1,000 |
11,667 |
0.003 |
N/A |
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