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
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.59K
+ 30.09%
$60.1 - $66.4 $95.3K - $105K
6.85K $414K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.18K
+ 4.4%
$50.37 - $50.6 $110K - $110K
51.7K $2.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
968
+ 5.79%
$87.25 - $95.52 $84.5K - $92.5K
17.7K $1.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
387
+ 3.12%
$442.29 - $483.08 $171K - $187K
12.8K $5.8M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
4.04K
+ 10.52%
$23.48 - $23.73 $94.9K - $95.9K
42.5K $1M
ABT
Abbott Laboratories

Healthcare
906
+ 5.6%
$111.93 - $119.39 $101K - $108K
17.1K $1.93M
VFH
Vanguard Financial ETF

ETFs
178
+ 2.32%
$108.87 - $126.2 $19.4K - $22.5K
7.84K $925K
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.03K
+ 12.08%
$20.25 - $20.87 $102K - $105K
46.7K $947K
IJS
Ishares S&P Smallcap 600 Value

ETFs
689
+ 14.82%
$104.59 - $118.05 $72.1K - $81.3K
5.34K $579K
BEN
Franklin Resources Inc

Financial Services
3.75K
+ 32.19%
$19.35 - $22.76 $72.6K - $85.4K
15.4K $312K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.47K
+ 5.27%
$56.06 - $61.35 $138K - $151K
49.3K $2.78M
EPD
Enterprise Products Partners L.P.

Energy
760
+ 3.42%
$28.66 - $34.43 $21.8K - $26.2K
23K $720K
XLE
Energy Sector Spdr

ETFs
1.34K
+ 7.01%
$83.32 - $97.27 $112K - $131K
20.5K $1.76M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
6.2K
+ 5.97%
$12.51 - $13.59 $77.5K - $84.2K
110K $1.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.28K
+ 10.92%
$38.37 - $42.82 $241K - $269K
63.8K $2.45M
FDUS
Fidus Investment Corp

Financial Services
1.99K
+ 10.23%
$19.1 - $21.49 $38K - $42.7K
21.4K $450K
EFSC
Enterprise Financial Services Corp

Financial Services
7
+ 0.05%
$49.0 - $61.38 $343 - $430
13.5K $762K
DE
Deere & CO

Industrials
112
+ 3.62%
$389.45 - $466.0 $43.6K - $52.2K
3.21K $1.36M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1.73K
+ 6.39%
$29.46 - $32.64 $50.9K - $56.4K
28.8K $888K
AVUV
American Centy ETF Tr Avantis

ETFs
613
+ 5.43%
$94.37 - $106.41 $57.8K - $65.2K
11.9K $1.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
125
+ 2.36%
$116.4 - $138.52 $14.6K - $17.3K
5.42K $687K
GILD
Gilead Sciences, Inc.

Healthcare
15
+ 0.2%
$83.95 - $97.9 $1.26K - $1.47K
7.66K $707K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
11.1K
New
$5.84 - $6.96 $64.6K - $77K
11.1K $65K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.15K
+ 5.09%
$22.75 - $25.31 $26.1K - $29.1K
23.7K $583K
ENB
Enbridge Inc

Energy
227
+ 0.78%
$40.4 - $43.92 $9.17K - $9.97K
29.5K $1.25M
NOW
Service Now, Inc.

Technology
1
+ 0.28%
$867.18 - $1148.42 $867 - $1.15K
363 $384K
SR
Spire Inc

Utilities
850
+ 12.34%
$62.24 - $73.38 $52.9K - $62.4K
7.74K $524K
FPX
First Trust Us Equity Opportun

ETFs
14
+ 0.23%
$109.38 - $131.9 $1.53K - $1.85K
6.07K $725K
DUK
Duke Energy Corp

Utilities
1.44K
+ 11.36%
$105.76 - $120.76 $152K - $173K
14.1K $1.52M
XAR
Spdr S&P Aerospace & Defense E

ETFs
217
+ 10.05%
$153.8 - $176.52 $33.4K - $38.3K
2.38K $394K
ARCC
Ares Capital Corp

Financial Services
1.16K
+ 3.77%
$20.74 - $22.27 $24K - $25.8K
31.9K $698K
PAVE
Global X Fds Us Infrastructure

ETFs
1.51K
+ 12.67%
$40.41 - $45.95 $61K - $69.4K
13.4K $542K
OXY
Occidental Petroleum Corp

Energy
1.21K
+ 24.08%
$45.36 - $55.91 $54.7K - $67.4K
6.21K $306K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
621
+ 1.36%
$19.79 - $21.6 $12.3K - $13.4K
46.2K $983K
RSP
Invesco S&P 500 Equal Weight E

ETFs
437
+ 5.98%
$174.22 - $187.62 $76.1K - $82K
7.75K $1.36M
KMB
Kimberly Clark Corp

Consumer Defensive
645
+ 19.33%
$130.37 - $146.09 $84.1K - $94.2K
3.98K $521K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.1K
+ 7.39%
$7.33 - $12.37 $8.07K - $13.6K
16K $169K
APH
Amphenol Corp

Technology
200
+ 2.71%
$62.07 - $75.35 $12.4K - $15.1K
7.59K $527K
VOT
Vanguard Mid Cap Growth Index

ETFs
29
+ 0.8%
$241.48 - $274.89 $7K - $7.97K
3.65K $926K
COP
Conocophillips

Energy
1.24K
+ 9.75%
$95.12 - $114.72 $118K - $142K
13.9K $1.38M
PANW
Palo Alto Networks Inc

Technology
1.15K
+ 112.12%
$181.96 - $405.9 $209K - $466K
2.17K $394K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.1%
$340.59 - $380.5 $681 - $761
2.08K $760K
VTWV
Vanguard Russell 2000 Value Et

ETFs
342
+ 15.23%
$143.69 - $159.92 $49.1K - $54.7K
2.59K $374K
VDE
Vanguard Energy ETF

ETFs
420
+ 6.67%
$116.67 - $136.78 $49K - $57.4K
6.72K $814K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
4.48K
+ 3.75%
$12.66 - $13.39 $56.7K - $59.9K
124K $1.59M
LNC
Lincoln National Corp

Financial Services
1.16K
+ 4.0%
$30.46 - $36.84 $35.3K - $42.7K
30.1K $954K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
16
+ 2.11%
$338.38 - $446.21 $5.41K - $7.14K
775 $337K
IWB
Ishares Tr Russell 1000 ETF

ETFs
94
+ 6.95%
$311.11 - $335.64 $29.2K - $31.6K
1.45K $466K
TRV
Travelers Companies, Inc.

Financial Services
127
+ 7.8%
$225.97 - $266.66 $28.7K - $33.9K
1.76K $422K
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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