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Lodestar Private Asset Management

Latest statistics and disclosures from Lodestar Private Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, QQQ, SCHD, AAPL, QQQM, and represent 24.33% of Lodestar Private Asset Management's stock portfolio.
Added to shares of these 10 stocks: JPIE, IVV, VTI, SCHD, IXUS, QQQM, BIV, BRK.A, IUSB, AOM.
Started 7 new stock positions in IYE, RTX, VONE, FNDF, WCBR, OZEM, BRK.A.
Reduced shares in these 10 stocks: TSLA, AAPL, TLT, AMZN, CMF, INTC, , SCHB, , SPY.
Sold out of its positions in MRK, TGT, VAW.
Lodestar Private Asset Management was a net buyer of stock by $15M.
Lodestar Private Asset Management has $795M in assets under management (AUM), dropping by -0.53%.
Central Index Key (CIK): 0001963040

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Portfolio Holdings for Lodestar Private Asset Management

Lodestar Private Asset Management holds 216 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.5	$68M	+2%	121k	561.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$34M		72k	468.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.2	$33M	+3%	1.2M	27.96	View chart
Apple (AAPL)	4.1	$32M		146k	222.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.3	$27M	+3%	138k	193.02	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	3.3	$26M		1.0M	25.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.1	$24M		126k	193.99	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.8	$22M		747k	29.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$19M	+7%	68k	274.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.2	$17M	+4%	226k	76.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$16M		28k	559.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$15M	+2%	30k	513.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$15M	+2%	260k	58.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$14M	+2%	137k	104.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$14M		629k	21.53	View chart
Ishares Tr Core Msci Total (IXUS)	1.6	$13M	+8%	183k	69.81	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$12M	+20%	269k	46.07	View chart
Ishares Tr Core Total Usd (IUSB)	1.5	$12M	+6%	257k	46.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$11M	+4%	515k	22.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$11M		218k	50.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$11M	+2%	54k	199.49	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$11M	+2%	62k	172.74	View chart
Select Sector Spdr Tr Technology (XLK)	1.3	$11M		52k	206.48	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.3	$11M	+5%	242k	43.30	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	1.3	$10M		350k	29.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$10M	+4%	381k	26.20	View chart
Amazon (AMZN)	1.1	$9.1M	-5%	48k	190.26	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$9.0M	+6%	112k	80.65	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$8.9M		89k	100.00	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.1	$8.8M		284k	30.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$8.1M		179k	45.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.0	$7.9M		93k	85.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$7.9M		400k	19.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$7.8M	+2%	159k	48.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$6.9M		114k	60.66	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$6.8M		146k	47.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$6.4M	+10%	78k	81.73	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$5.9M	+9%	119k	49.99	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$5.9M	+7%	73k	79.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$5.8M		23k	257.03	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$5.6M		10k	533.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$5.0M	+3%	81k	61.89	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.6	$4.9M	+16%	111k	43.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$4.8M	-2%	8.9k	532.58	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.6	$4.4M	+7%	76k	57.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$4.3M		15k	288.14	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$4.2M	+3%	38k	111.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$4.1M		14k	306.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$3.9M	+2%	74k	52.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$3.8M	+6%	48k	78.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$3.7M	+3%	158k	23.43	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$3.6M	-10%	65k	56.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$3.6M		9.7k	370.83	View chart
Microsoft Corporation (MSFT)	0.4	$3.6M	-2%	9.5k	375.40	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$3.1M	+5%	115k	26.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$2.9M	+5%	32k	90.54	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$2.9M		81k	35.64	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$2.9M		31k	93.66	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$2.9M	+5%	35k	82.94	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$2.7M		114k	23.61	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.3	$2.5M	-7%	32k	77.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.4M		19k	128.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.4M		4.4k	542.32	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$2.3M	+6%	95k	24.34	View chart
NVIDIA Corporation (NVDA)	0.3	$2.3M		21k	108.38	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$2.2M		45k	49.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.1M	+10%	8.1k	258.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.0M		73k	27.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.0M	-2%	78k	25.04	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.9M		21k	93.78	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$1.9M	+31%	80k	23.85	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$1.9M	+4%	69k	27.47	View chart
Home Depot (HD)	0.2	$1.9M		5.1k	366.46	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$1.8M		65k	28.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$1.8M		12k	153.10	View chart
salesforce (CRM)	0.2	$1.8M		6.6k	268.34	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.8M	-8%	76k	23.16	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.6M		20k	82.73	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$1.6M	-4%	12k	135.68	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M		1.7k	945.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.5M		9.8k	154.64	View chart
Wells Fargo & Company (WFC)	0.2	$1.5M	+43%	21k	71.79	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$1.4M	-2%	9.8k	146.02	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.4M		13k	105.44	View chart
Meta Platforms Cl A (META)	0.2	$1.4M	-7%	2.4k	576.27	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.3M		5.5k	245.32	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.3M	-28%	15k	91.03	View chart
Intel Corporation (INTC)	0.2	$1.3M	-24%	56k	22.71	View chart
Pepsi (PEP)	0.2	$1.2M		8.0k	149.94	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M	+16%	22k	53.97	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$1.2M	-4%	15k	78.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M		9.6k	118.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.1M	-2%	5.4k	211.48	View chart
Abbvie (ABBV)	0.1	$1.1M	-3%	5.4k	209.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M		14k	74.72	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.1M	+5%	35k	30.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.0M		5.4k	190.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.0M	+6%	20k	49.62	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$998k		39k	25.38	View chart
Wal-Mart Stores (WMT)	0.1	$985k		11k	87.79	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$979k		13k	76.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$931k		4.2k	221.74	View chart
Tesla Motors (TSLA)	0.1	$923k	-58%	3.6k	259.16	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$890k		19k	47.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$875k		8.8k	98.92	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$824k	+2%	34k	24.48	View chart
Chevron Corporation (CVX)	0.1	$811k	-4%	4.8k	167.28	View chart
Visa Com Cl A (V)	0.1	$800k	-4%	2.3k	350.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$798k	NEW	1.00	798442.00	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$793k		20k	40.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$783k	-6%	5.0k	156.22	View chart
HEICO Corporation (HEI)	0.1	$735k	-21%	2.8k	267.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$728k		2.0k	361.01	View chart
McDonald's Corporation (MCD)	0.1	$704k		2.3k	312.37	View chart
Netflix (NFLX)	0.1	$704k		755.00	932.53	View chart
Procter & Gamble Company (PG)	0.1	$702k	-4%	4.1k	170.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$695k		6.7k	103.47	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$683k	-4%	7.2k	95.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$675k		5.0k	134.28	View chart
Eli Lilly & Co. (LLY)	0.1	$670k	-2%	812.00	825.62	View chart
Adobe Systems Incorporated (ADBE)	0.1	$668k	-17%	1.7k	383.53	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$658k	-9%	7.0k	93.45	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$656k	-6%	25k	26.58	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$653k	-4%	1.6k	419.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$607k		14k	43.70	View chart
Oracle Corporation (ORCL)	0.1	$600k	-3%	4.3k	139.81	View chart
Johnson & Johnson (JNJ)	0.1	$570k	-8%	3.4k	165.84	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$565k		4.7k	119.74	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$550k		17k	32.45	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$549k	+2%	20k	27.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$546k	-4%	11k	50.63	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$543k	+14%	9.1k	59.84	View chart
Microstrategy Cl A New (MSTR)	0.1	$539k		1.9k	288.27	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$538k	+20%	15k	36.29	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$508k	-11%	8.0k	63.66	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$502k		23k	21.51	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.1	$498k		6.6k	75.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$497k	+26%	2.9k	173.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$496k		5.1k	97.95	View chart
International Business Machines (IBM)	0.1	$491k	-8%	2.0k	248.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$484k		4.0k	122.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$473k		2.9k	160.54	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$470k		2.8k	166.00	View chart
Abbott Laboratories (ABT)	0.1	$463k		3.5k	132.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$460k		2.4k	188.12	View chart
Deere & Company (DE)	0.1	$453k		965.00	469.35	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$440k	+10%	8.8k	50.00	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$435k	-2%	7.6k	57.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$429k	-6%	2.3k	188.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$429k		3.6k	117.49	View chart
McKesson Corporation (MCK)	0.1	$426k		633.00	672.99	View chart
Palo Alto Networks (PANW)	0.1	$421k		2.5k	170.64	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$413k		7.0k	58.98	View chart
Fiserv (FI)	0.1	$404k		1.8k	220.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$402k	-2%	5.5k	73.45	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.0	$398k	-20%	18k	21.61	View chart
Starbucks Corporation (SBUX)	0.0	$391k	+5%	4.0k	98.10	View chart
Cisco Systems (CSCO)	0.0	$387k		6.3k	61.71	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$385k		14k	27.39	View chart
Lam Research Corp Com New (LRCX)	0.0	$372k		5.1k	72.70	View chart
General Dynamics Corporation (GD)	0.0	$364k	-12%	1.3k	272.58	View chart
Philip Morris International (PM)	0.0	$352k	-7%	2.2k	158.73	View chart
Fresenius Medical Care Sponsored Adr (FMS)	0.0	$347k		14k	24.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$337k		1.8k	186.27	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$331k		2.7k	121.10	View chart
Mettler-Toledo International (MTD)	0.0	$331k		280.00	1180.91	View chart
Ultra Clean Holdings (UCTT)	0.0	$327k	-11%	15k	21.41	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$326k	-2%	3.8k	85.98	View chart
Bank of America Corporation (BAC)	0.0	$322k		7.7k	41.73	View chart
Gilead Sciences (GILD)	0.0	$318k	+3%	2.8k	112.06	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$318k	+2%	8.8k	36.20	View chart
Walt Disney Company (DIS)	0.0	$315k	+4%	3.2k	98.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$313k		5.5k	57.14	View chart
Bristol Myers Squibb (BMY)	0.0	$311k	+11%	5.1k	60.99	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$306k		17k	17.59	View chart
Sprott Focus Tr (FUND)	0.0	$297k		40k	7.41	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$292k	+16%	5.0k	58.69	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$292k	+18%	2.4k	121.90	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$287k		2.2k	131.07	View chart
AutoZone (AZO)	0.0	$286k		75.00	3812.79	View chart
Blackrock (BLK)	0.0	$283k	-26%	299.00	946.48	View chart
Charles Schwab Corporation (SCHW)	0.0	$282k	-5%	3.6k	78.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$279k		1.6k	172.26	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.0	$279k	-15%	6.3k	44.01	View chart
Ford Motor Company (F)	0.0	$278k	+6%	28k	10.03	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$278k		3.4k	81.69	View chart
Caterpillar (CAT)	0.0	$278k	-2%	842.00	329.80	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$274k	-8%	5.3k	51.48	View chart
Honeywell International (HON)	0.0	$274k		1.3k	211.75	View chart
Amgen (AMGN)	0.0	$274k	-9%	879.00	311.55	View chart
Advanced Micro Devices (AMD)	0.0	$271k	-14%	2.6k	102.74	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$263k	+23%	747.00	352.58	View chart
Union Pacific Corporation (UNP)	0.0	$259k	-4%	1.1k	236.24	View chart
Constellation Energy (CEG)	0.0	$258k		1.3k	201.63	View chart
UnitedHealth (UNH)	0.0	$254k		484.00	523.82	View chart
Roundhill Etf Trust Glp 1 & Weight L (OZEM)	0.0	$249k	NEW	11k	23.66	View chart
BP Sponsored Adr (BP)	0.0	$244k		7.2k	33.79	View chart
Ishares Msci Em Asia Etf (EEMA)	0.0	$243k		3.3k	74.07	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$240k		4.6k	51.78	View chart
Broadcom (AVGO)	0.0	$237k	+24%	1.4k	167.43	View chart
Vanguard World Health Car Etf (VHT)	0.0	$233k	-2%	881.00	264.77	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$230k		1.3k	184.19	View chart
Labcorp Holdings Com Shs (LH)	0.0	$228k		981.00	232.74	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$224k		2.6k	84.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$224k	+6%	2.9k	78.29	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$223k	-3%	1.1k	197.46	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$223k	-15%	5.1k	43.90	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$222k	NEW	6.1k	36.14	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$222k		2.3k	95.81	View chart
Raytheon Technologies Corp (RTX)	0.0	$216k	NEW	1.6k	132.46	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.0	$214k	NEW	7.9k	27.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$210k	-8%	6.2k	34.20	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$209k	NEW	4.2k	49.30	View chart
Travelers Companies (TRV)	0.0	$206k	-9%	777.00	264.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$205k		2.6k	78.93	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$205k	NEW	806.00	253.86	View chart

Past Filings by Lodestar Private Asset Management

SEC 13F filings are viewable for Lodestar Private Asset Management going back to 2022

Lodestar Private Asset Management 2025 Q1 filed April 25, 2025
Lodestar Private Asset Management 2024 Q4 filed Jan. 28, 2025
Lodestar Private Asset Management 2024 Q3 filed Oct. 25, 2024
Lodestar Private Asset Management 2024 Q2 filed July 30, 2024
Lodestar Private Asset Management 2024 Q1 filed April 25, 2024
Lodestar Private Asset Management 2023 Q4 filed Jan. 29, 2024
Lodestar Private Asset Management 2023 Q3 filed Oct. 31, 2023
Lodestar Private Asset Management 2023 Q2 filed July 27, 2023
Lodestar Private Asset Management 2023 Q1 filed April 25, 2023
Lodestar Private Asset Management 2022 Q4 filed Feb. 2, 2023

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