Stock Taper

LODESTONE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
WEX Inc.WEX74$10.44K
Bank OZKOZK75$3.91K
Sprouts Farmers Market, Inc.SFM76$6.43K
NCR Voyix CorporationVYX79$645
ONEOK, Inc.OKE80$6.96K
AstraZeneca PLCAZN81$15.41K
Veeva Systems Inc.VEEV82$14.55K
Illumina, Inc.ILMN83$14.59K
Norwegian Cruise Line Holdings Ltd.NCLH84$1.77K
Maplebear Inc.CART85$4.03K
Intuit Inc.INTU86$22.45K
Royal Bank of CanadaRY86$17.8K
CMS Energy CorporationCMS87$6.66K
Regeneron Pharmaceuticals, Inc.REGN87$53.94K
EQT CorporationEQT88$4.68K
The Hershey CompanyHSY88$15.44K
EMCOR Group, Inc.EME89$73.86K
Realty Income CorporationO90$5.58K
Deutsche Bank AGDB90$3.04K
Trump Media & Technology Group Corp.DJT92$712