Cornerstone Wealth Group, LLC Purchases in Q4 2024

Cornerstone Wealth Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
13
+ 0.33%
$101.62 - $128.14 $1.32K - $1.67K
3.9K $410K
CEG
Constellation Energy Corp

Utilities
44
+ 2.43%
$224.28 - $285.52 $9.87K - $12.6K
1.86K $417K
PSX
Phillips 66

Energy
120
+ 2.53%
$110.35 - $138.93 $13.2K - $16.7K
4.87K $555K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.31K
+ 1.75%
$57.53 - $60.83 $75.5K - $79.9K
76.4K $4.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
44
+ 4.21%
$501.29 - $612.85 $22.1K - $27K
1.09K $566K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
222
+ 0.37%
$113.92 - $127.38 $25.3K - $28.3K
60.9K $7.02M
DUK
Duke Energy Corp

Utilities
610
+ 3.02%
$105.76 - $120.76 $64.5K - $73.7K
20.8K $2.24M
COP
Conocophillips

Energy
1.81K
+ 4.07%
$95.12 - $114.72 $172K - $207K
46.2K $4.58M
CAT
Caterpillar Inc

Industrials
85
+ 1.88%
$360.37 - $416.88 $30.6K - $35.4K
4.6K $1.67M
FIS
Fidelity National Information Services, Inc.

Technology
1.18K
+ 1.81%
$80.14 - $90.95 $94.7K - $108K
66.3K $5.36M
LVHI
Franklin International Low Vol

ETFs
2.08K
+ 0.59%
$29.98 - $31.57 $62.4K - $65.8K
357K $10.9M
MCD
Mcdonalds Corp

Consumer Cyclical
633
+ 2.64%
$288.47 - $316.54 $183K - $200K
24.6K $7.14M
KO
Coca Cola CO

Consumer Defensive
401
+ 1.75%
$61.74 - $71.71 $24.8K - $28.8K
23.4K $1.46M
CI
Cigna Corp

Healthcare
31
+ 1.01%
$265.59 - $358.58 $8.23K - $11.1K
3.11K $857K
QCOM
Qualcomm Inc

Technology
1.45K
+ 4.79%
$150.4 - $178.04 $219K - $259K
31.8K $4.88M
LHX
L3 Harris Technologies, Inc.

Industrials
429
+ 3.05%
$208.94 - $264.22 $89.6K - $113K
14.5K $3.05M
FE
Firstenergy Corp

Utilities
2.01K
+ 2.26%
$39.14 - $44.52 $78.7K - $89.6K
91.1K $3.62M
NVS
Novartis Ag

Healthcare
1.55K
+ 5.51%
$96.78 - $117.18 $150K - $182K
29.7K $2.89M
CL
Colgate Palmolive CO

Consumer Defensive
1.6K
+ 3.96%
$90.22 - $102.31 $144K - $164K
42K $3.82M
SO
Southern CO

Utilities
3.08K
+ 3.31%
$81.5 - $94.15 $251K - $290K
96.1K $7.91M
LOW
Lowes Companies Inc

Consumer Cyclical
214
+ 0.83%
$244.52 - $284.07 $52.3K - $60.8K
26.1K $6.43M
XOM
Exxon Mobil Corp

Energy
2.05K
+ 2.48%
$105.51 - $125.37 $216K - $256K
84.5K $9.09M
AMGN
Amgen Inc

Healthcare
363
+ 2.8%
$258.78 - $328.31 $93.9K - $119K
13.3K $3.47M
UBER
Uber Technologies, Inc

Technology
147
+ 0.26%
$59.93 - $86.34 $8.81K - $12.7K
56.4K $3.4M
UNH
Unitedhealth Group Inc

Healthcare
190
+ 1.58%
$485.52 - $625.25 $92.2K - $119K
12.2K $6.19M
ABBV
Abb Vie Inc.

Healthcare
1.13K
+ 1.67%
$164.99 - $203.87 $186K - $230K
68.8K $12.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
137
+ 3.67%
$701.85 - $1046.91 $96.2K - $143K
3.87K $2.75M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.87K
+ 1.32%
$87.1 - $98.49 $163K - $184K
143K $12.5M
LLY
Eli Lilly & CO

Healthcare
85
+ 0.68%
$727.2 - $932.06 $61.8K - $79.2K
12.6K $9.76M
Activity Summary
Buys All Purchases 180 New Holdings 29 Increased Positions 151 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 1
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