Stock Taper

LODESTONE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
IonQ, Inc.IONQ3.64K$193.92K
Meta Platforms, Inc.META3.53K$1.99M
Pfizer Inc.PFE3.5K$84.35K
The Walt Disney CompanyDIS3.48K$334.99K
Lam Research CorporationLRCX3.36K$1.46M
Broadcom Inc.AVGO3.31K$1.25M
Uber Technologies, Inc.UBER3.25K$234.66K
Taiwan Semiconductor Manufacturing Company LimitedTSM3.23K$1.54M
UnitedHealth Group IncorporatedUNH3.21K$1.33M
Warner Bros. Discovery, Inc.WBD3.1K$82.75K
M&T Bank CorporationMTB2.83K$672.54K
WEC Energy Group, Inc.WEC2.79K$325.44K
Advanced Micro Devices, Inc.AMD2.75K$1.6M
Fastenal CompanyFAST2.71K$130.35K
The Boeing CompanyBA2.71K$585.98K
Toyota Motor CorporationTM2.66K$448K
McDonald's CorporationMCD2.53K$684.73K
Aehr Test SystemsAEHR2.4K$230.83K
SempraSRE2.38K$220.65K
American Superconductor CorporationAMSC2.3K$95.35K