Stock Taper

LODESTONE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McDonald's CorporationMCD2.53K$684.73K
Toyota Motor CorporationTM2.66K$448K
The Boeing CompanyBA2.71K$585.98K
Fastenal CompanyFAST2.71K$130.35K
Advanced Micro Devices, Inc.AMD2.75K$1.6M
WEC Energy Group, Inc.WEC2.79K$325.44K
M&T Bank CorporationMTB2.83K$672.54K
Warner Bros. Discovery, Inc.WBD3.1K$82.75K
UnitedHealth Group IncorporatedUNH3.21K$1.33M
Taiwan Semiconductor Manufacturing Company LimitedTSM3.23K$1.54M
Uber Technologies, Inc.UBER3.25K$234.66K
Broadcom Inc.AVGO3.31K$1.25M
Lam Research CorporationLRCX3.36K$1.46M
The Walt Disney CompanyDIS3.48K$334.99K
Pfizer Inc.PFE3.5K$84.35K
Meta Platforms, Inc.META3.53K$1.99M
IonQ, Inc.IONQ3.64K$193.92K
CION Investment CorporationCION3.69K$22.98K
United Parcel Service, Inc.UPS3.73K$401K
Marvell Technology, Inc.MRVL3.76K$1.12M