Portfolio (Quarterly)
Guide ↗
Lodestone Wealth Management LLC
· CIK 0001950158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LYV | LIVE NATION ENTERTAINMENT INC COM | Communication Services | 6 | $915.0 | — | SOLD |
| 22 | WEN | WENDYS CO COM | Consumer Cyclical | 97 | $674.0 | — | SOLD |
| 23 | ATOM | ATOMERA INC COM | Technology | 170 | $648.0 | — | SOLD |
| 24 | VUZI | VUZIX CORP COM NEW | Technology | 40 | $92.0 | — | SOLD |
| 25 | EAOA | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | — | 1 | $21.0 | — | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
17.8%
Consumer Cyclical
11.9%
Healthcare
10.6%
Energy
9.1%
Real Estate
4.7%
Industrials
4.2%
Communication Services
4.0%
Consumer Defensive
4.0%
Utilities
0.9%