Cornerstone Wealth Group, LLC Incresed Positions in Q3 2025

Cornerstone Wealth Group, LLC

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RJF
Raymond James Financial Inc

Financial Services
6
+ 0.24%
$154.64 - $176.43 $928 - $1.06K
2.5K $432K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
89
+ 0.61%
$30.13 - $33.37 $2.68K - $2.97K
14.6K $488K
GIS
General Mills Inc

Consumer Defensive
1.07K
+ 27.6%
$48.44 - $53.83 $52K - $57.8K
4.97K $250K
EMB
Ishares Tr

ETFs
74
+ 0.46%
$91.52 - $95.59 $6.77K - $7.07K
16.1K $1.53M
WELL
Welltower Inc.

Real Estate
77
+ 5.27%
$150.71 - $178.14 $11.6K - $13.7K
1.54K $273K
HMOP
Hartford Fds Exchange Traded T

ETFs
580
+ 1.79%
$37.94 - $39.14 $22K - $22.7K
32.9K $1.28M
CDNS
Cadence Design Systems Inc

Technology
32
+ 4.3%
$309.46 - $373.37 $9.9K - $11.9K
777 $272K
HDV
Ishares Core High Dividend ETF

ETFs
250
+ 11.88%
$118.16 - $123.66 $29.5K - $30.9K
2.35K $288K
PH
Parker Hannifin Corp

Industrials
11
+ 2.24%
$697.13 - $769.67 $7.67K - $8.47K
503 $381K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
210
+ 5.55%
$82.96 - $95.7 $17.4K - $20.1K
4K $358K
COF
Capital One Financial Corp

Financial Services
170
+ 9.29%
$207.29 - $229.74 $35.2K - $39.1K
2K $424K
NLOK
Norton Life Lock Inc.

Technology
1.65K
+ 10.51%
N/A
17.4K $372K
SYY
Sysco Corp

Consumer Defensive
191
+ 6.31%
$76.33 - $82.51 $14.6K - $15.8K
3.22K $264K
MMM
3 M CO

Industrials
174
+ 12.4%
$144.41 - $160.2 $25.1K - $27.9K
1.58K $244K
DBND
Doubleline ETF Tr Opportunisti

ETFs
391
+ 0.85%
$45.57 - $46.76 $17.8K - $18.3K
46.3K $2.15M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 16.39%
$5364.25 - $5815.92 $53.6K - $58.2K
71 $383K
HCA
Hca Healthcare, Inc.

Healthcare
8
+ 1.32%
$334.32 - $426.2 $2.67K - $3.41K
613 $261K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
62
+ 9.64%
$301.44 - $365.84 $18.7K - $22.7K
705 $228K
BCS
Barclays PLC

Financial Services
182
+ 1.64%
$17.88 - $21.05 $3.25K - $3.83K
11.3K $232K
YUM
Yum Brands Inc

Consumer Cyclical
106
+ 4.22%
$139.5 - $153.94 $14.8K - $16.3K
2.62K $398K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
37
+ 1.19%
$90.62 - $107.71 $3.35K - $3.99K
3.15K $310K
NI
Nisource Inc.

Utilities
225
+ 4.08%
$39.0 - $43.33 $8.78K - $9.75K
5.74K $248K
HMN
Horace Mann Educators Corp

Financial Services
3
+ 0.03%
$40.17 - $47.59 $121 - $143
10.7K $483K
QUAL
Ishares Msci Usa Quality Facto

ETFs
20
+ 1.23%
$182.33 - $194.5 $3.65K - $3.89K
1.64K $319K
ITW
Illinois Tool Works Inc

Industrials
41
+ 4.59%
$252.31 - $269.41 $10.3K - $11K
934 $243K
F
Ford Motor CO

Consumer Cyclical
332
+ 2.41%
$10.82 - $12.09 $3.59K - $4.01K
14.1K $168K
BA
Boeing CO

Industrials
35
+ 2.28%
$209.79 - $237.38 $7.34K - $8.31K
1.57K $338K
MET
Metlife Inc

Financial Services
130
+ 4.89%
$73.82 - $82.37 $9.6K - $10.7K
2.79K $229K
VEA
Vanguard Ftse Developed Market

ETFs
29
+ 0.65%
$56.02 - $60.3 $1.62K - $1.75K
4.48K $268K
VRSN
Verisign Inc

Technology
76
+ 10.4%
$263.02 - $305.98 $20K - $23.3K
807 $225K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9
+ 0.33%
$79.76 - $85.78 $718 - $772
2.76K $233K
ABT
Abbott Laboratories

Healthcare
1.13K
+ 1.68%
$120.51 - $136.62 $137K - $155K
68.6K $9.19M
CCL
Carnival Corp

Consumer Cyclical
147
+ 1.52%
$28.37 - $32.49 $4.17K - $4.78K
9.83K $284K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
141
+ 1.41%
$25.09 - $30.99 $3.54K - $4.37K
10.1K $262K
GILD
Gilead Sciences, Inc.

Healthcare
69
+ 2.45%
$108.22 - $120.47 $7.47K - $8.31K
2.89K $320K
VIG
Vanguard Dividend Appreciation

ETFs
47
+ 3.24%
N/A
1.5K $272K
KMB
Kimberly Clark Corp

Consumer Defensive
196
+ 5.23%
$121.72 - $136.77 $23.9K - $26.8K
3.94K $490K
ABC
Amerisourcebergen Corp

Healthcare
30
+ 1.27%
N/A
2.38K $441K
TXN
Texas Instruments Inc

Technology
24
+ 1.05%
N/A
2.31K $448K
ADBE
Adobe Inc.

Technology
146
+ 10.34%
$333.65 - $392.1 $48.7K - $57.2K
1.56K $549K
Thornburg ETF Tr
25.3K
+ 23.9%
N/A
131K $0
Arista Networks Inc
471
+ 12.67%
N/A
4.19K $0
Vanguard Malvern Fds
7.77K
+ 2.79%
N/A
286K $0
TAFI
Ab Active Etfs Inc Tax Aware S
1.95K
+ 3.24%
N/A
62.2K $0
Blackrock ETF Trust Ii
7.03K
+ 8.23%
N/A
92.4K $0
Thornburg ETF Tr
15.2K
+ 44.07%
N/A
49.6K $0
Lam Research Corp
458
+ 11.99%
N/A
4.28K $0
Linde PLC
24
+ 3.12%
N/A
793 $0
Janus Detroit Str Tr
4.43K
+ 3.9%
N/A
118K $0
Activity Summary
Buys All Purchases 222 New Holdings 41 Increased Positions 181 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cornerstone Wealth Group, LLC Portfolio

Follow Cornerstone Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email