Stock Taper

LODESTONE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Trade Desk, Inc.TTD57$1.03K
The Magnum Ice Cream Company N.V.MICC58$1.01K
F5, Inc.FFIV59$24.54K
American Tower CorporationAMT59$9.65K
American Water Works Company, Inc.AWK59$7.76K
Kyndryl Holdings, Inc.KD60$679
GE HealthCare Technologies Inc.GEHC60$3.86K
RELX PlcRELX60$1.9K
Capital One Financial CorporationCOF61$12.21K
Johnson Controls International plcJCI61$8.91K
American Financial Group, Inc.AFG65$9.1K
Truist Financial CorporationTFC65$3.24K
The Goldman Sachs Group, Inc.GS66$67.21K
Watsco, Inc.WSO67$27.92K
IDACORP, Inc.IDA69$10.48K
Delta Air Lines, Inc.DAL69$6.49K
Sphere Entertainment Co.SPHR70$12.11K
Dow Inc.DOW70$1.92K
Jabil Inc.JBL72$27.75K
IDEXX Laboratories, Inc.IDXX73$38.43K