Cornerstone Wealth Management, LLC Purchases in Q4 2024

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.72K
+ 64.69%
$91.29 - $91.8 $431K - $433K
12K $1.1M
NURE
Nuveen Short Term Reit ETF

ETFs
14K
+ 58.38%
$31.13 - $34.56 $435K - $483K
37.9K $1.21M
VV
Vanguard Large Cap ETF

ETFs
1.43K
New
$260.27 - $280.65 $372K - $401K
1.43K $385K
VONE
Vanguard Russell 1000 ETF

ETFs
1.41K
New
$257.18 - $277.76 $363K - $392K
1.41K $376K
MRVL
Marvell Technology, Inc.

Technology
3.35K
New
$70.31 - $124.78 $235K - $418K
3.35K $369K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
403
+ 1.42%
$198.04 - $221.51 $79.8K - $89.3K
28.8K $6.05M
BMY
Bristol Myers Squibb CO

Healthcare
4.5K
+ 21.03%
$51.92 - $59.94 $233K - $269K
25.9K $1.46M
KHC
Kraft Heinz CO

Consumer Defensive
11.5K
New
$30.1 - $36.02 $347K - $416K
11.5K $354K
JIG
J P Morgan Exchange Traded Fd

ETFs
10.1K
+ 17.95%
$62.5 - $67.55 $629K - $679K
66.1K $4.13M
GLD
Spdr Gold Trust

ETFs
1.43K
+ 17.17%
$236.59 - $257.5 $337K - $367K
9.72K $2.35M
ITM
Vaneck Intermediate Muni ETF

ETFs
8.32K
+ 14.0%
$45.56 - $46.97 $379K - $391K
67.7K $3.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.22K
+ 41.04%
$77.25 - $91.3 $249K - $294K
11.1K $944K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.13K
New
$54.15 - $58.81 $332K - $360K
6.13K $332K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.2K
+ 61.43%
$23.03 - $23.33 $327K - $331K
37.3K $864K
MO
Altria Group, Inc.

Consumer Defensive
4.93K
+ 10.4%
$49.06 - $57.74 $242K - $285K
52.3K $2.74M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.91K
+ 6.18%
$50.02 - $51.24 $496K - $508K
170K $8.54M
AEE
Ameren Corp

Utilities
3.09K
+ 13.24%
$85.81 - $94.98 $265K - $294K
26.5K $2.36M
CRWD
Crowd Strike Holdings, Inc.

Technology
695
+ 59.5%
$275.15 - $388.2 $191K - $270K
1.86K $637K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.57K
New
$119.34 - $127.78 $307K - $328K
2.57K $306K
JPSE
J P Morgan Diversified Return

ETFs
6.94K
+ 32.41%
$46.77 - $51.7 $325K - $359K
28.4K $1.33M
XLF
Financial Sector Spdr

ETFs
1.92K
+ 2.79%
$44.89 - $51.34 $86.3K - $98.7K
70.9K $3.43M
HEFA
Ishares Currency Hedged Msci E

ETFs
9.59K
+ 18.6%
$34.42 - $35.88 $330K - $344K
61.1K $2.12M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.16K
New
$57.78 - $60.4 $298K - $312K
5.16K $299K
MSFT
Microsoft Corp

Technology
2K
+ 3.15%
$406.35 - $454.46 $811K - $908K
65.4K $27.6M
VB
Vanguard Small Cap ETF

ETFs
954
+ 5.36%
$233.76 - $261.58 $223K - $250K
18.8K $4.51M
BAC
Bank Of America Corp

Financial Services
365
+ 0.58%
$39.22 - $47.77 $14.3K - $17.4K
62.9K $2.77M
VO
Vanguard Mid Cap ETF

ETFs
1.03K
+ 7.63%
$261.5 - $284.63 $269K - $292K
14.5K $3.83M
USMC
Principal ETF U S Mega Cap

ETFs
4.57K
New
$56.37 - $61.98 $258K - $283K
4.57K $274K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
372
+ 5.8%
$521.84 - $558.82 $194K - $208K
6.79K $3.66M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28.1K
+ 14.04%
$34.13 - $37.35 $960K - $1.05M
228K $7.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.69K
+ 6.15%
$44.33 - $49.55 $341K - $381K
133K $5.96M
FIW
First Trust Water ETF

ETFs
3.06K
+ 48.09%
$102.02 - $110.91 $313K - $340K
9.44K $962K
C
Citigroup Inc

Financial Services
2.93K
+ 41.31%
$61.31 - $72.5 $179K - $212K
10K $704K
AXON
Axon Enterprise, Inc.

Industrials
438
New
$399.22 - $689.78 $175K - $302K
438 $260K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
3.62K
+ 4.2%
$57.47 - $61.21 $208K - $222K
89.9K $5.27M
CGDV
Capital Group Divid Value ETF

ETFs
7.4K
+ 56.01%
$35.16 - $37.12 $260K - $275K
20.6K $727K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.97K
+ 9.94%
$49.79 - $51.14 $297K - $305K
66K $3.31M
COST
Costco Wholesale Corp

Consumer Defensive
113
+ 2.51%
$873.59 - $994.69 $98.7K - $112K
4.61K $4.22M
SLV
I Shares Silver Trust

ETFs
12K
+ 31.63%
$26.33 - $31.74 $316K - $381K
49.9K $1.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
59.1K
+ 319.42%
$25.93 - $105.3 $1.53M - $6.22M
77.6K $2.16M
HMOP
Hartford Fds Exchange Traded T

ETFs
6.4K
+ 36.17%
$38.56 - $39.45 $247K - $253K
24.1K $932K
WFC
Wells Fargo & Company

Financial Services
255
+ 1.62%
$54.98 - $77.35 $14K - $19.7K
16K $1.12M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.73K
+ 15.32%
N/A
20.5K $1.76M
SPOT
Spotify Technology S.A.

Communication Services
520
New
$362.95 - $502.38 $189K - $261K
520 $232K
TMDX
Trans Medics Group, Inc.

Healthcare
3.71K
New
$59.28 - $144.9 $220K - $537K
3.71K $231K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.82K
+ 22.84%
$47.5 - $47.86 $229K - $230K
25.9K $1.23M
UAL
United Airlines Holdings, Inc.

Industrials
2.3K
New
$55.62 - $102.44 $128K - $236K
2.3K $223K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
297
+ 4.35%
$172.07 - $207.36 $51.1K - $61.6K
7.12K $1.41M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.03K
New
$108.28 - $117.54 $220K - $239K
2.03K $221K
Activity Summary
Buys All Purchases 378 New Holdings 46 Increased Positions 332 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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