StockDriftsStockDriftsTop 50 Lodestone Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 3.26% | 368.5K | $8.2M | +19.49%(+60.10K) | $22.45(-0.54%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.13% | 31.1K | $7.9M | -0.08%(-26) | $136.35(+119.20%) | 2026-03-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 2.79% | 139.0K | $7.0M | +1.31%(+1.80K) | $50.25(+0.53%) | 2026-03-31 | |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | 2.63% | 257.3K | $6.6M | +9.40%(+22.10K) | $25.64(+0.72%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.21% | 19.4K | $5.6M | -0.13%(-26) | $94.37(+322.85%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 2.2% | 130.8K | $5.6M | +7.11%(+8.68K) | $29.65(+61.23%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.95% | 13.3K | $4.9M | +4.84%(+614) | $253.54(+59.82%) | 2026-03-31 | |
| AMGN | AMGEN INC COM | 1.88% | 13.4K | $4.7M | +0.42%(+56) | $246.23(+36.64%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 1.75% | 25.3K | $4.4M | -0.06%(-14) | $34.24(+559.47%) | 2026-03-31 | |
| COWZ | PACER US CASH COWS 100 ETF | 1.71% | 69.2K | $4.3M | +4.30%(+2.85K) | $48.27(+30.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.71% | +39.41% |
| Top 20 Holdings Unweighted | +12.75% | +43.34% |
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