Stock Taper

LODESTONE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Synaptics IncorporatedSYNA830$103.11K
ServiceNow, Inc.NOW846$83.99K
RTX CorporationRTX860$163.17K
Forgent Power Solutions, Inc.FPS866$48.38K
KKR & Co. Inc.KKR884$81.1K
Gilead Sciences, Inc.GILD886$111.92K
Starbucks CorporationSBUX907$92.69K
Ford Motor CompanyF908$12.63K
NIKE, Inc.NKE962$39.49K
CrowdStrike Holdings, Inc.CRWD973$742.53K
Archer Aviation Inc.ACHR1.02K$4.84K
The Williams Companies, Inc.WMB1.07K$79.62K
Bitmine Immersion Technologies, Inc.BMNR1.09K$14.47K
Weyerhaeuser CompanyWY1.11K$26.47K
Phillips 66PSX1.11K$187.17K
Ulta Beauty, Inc.ULTA1.11K$500.59K
U.S. BancorpUSB1.11K$67.35K
Aflac IncorporatedAFL1.14K$134.1K
Abbott LaboratoriesABT1.16K$105.07K
AecomACM1.18K$82.62K