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
HTGC
Hercules Capital, Inc.

Financial Services
1.57K
+ 7.89%
$18.53 - $20.22 $29.1K - $31.7K
21.4K $430K
VOD
Vodafone Group Public LTD CO

Communication Services
7.01K
+ 52.75%
$8.37 - $9.95 $58.6K - $69.7K
20.3K $172K
VTWO
Vanguard Russell 2000 ETF

ETFs
442
+ 5.12%
$87.42 - $98.06 $38.6K - $43.3K
9.07K $810K
TRIN
Trinity Capital Inc.

Financial Services
1.3K
+ 5.71%
$13.11 - $14.87 $17.1K - $19.4K
24.1K $348K
YUM
Yum Brands Inc

Consumer Cyclical
363
+ 20.57%
$130.36 - $139.54 $47.3K - $50.7K
2.13K $285K
VTWG
Vanguard Russell 2000 Growth E

ETFs
161
+ 10.93%
$202.91 - $229.76 $32.7K - $37K
1.63K $343K
ATO
Atmos Energy Corp

Utilities
248
+ 6.05%
$136.41 - $151.43 $33.8K - $37.6K
4.35K $605K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
21K
New
$1.62 - $2.34 $33.9K - $49K
21K $36K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.3K
+ 211.27%
$27.54 - $83.04 $640K - $1.93M
34.3K $949K
TJX
Tjx Companies Inc

Consumer Cyclical
110
+ 1.85%
$112.15 - $127.2 $12.3K - $14K
6.06K $732K
VONG
Vanguard Russell 1000 Growth E

ETFs
8
+ 0.17%
$95.27 - $107.82 $762 - $863
4.7K $485K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
364
+ 4.04%
$154.42 - $163.91 $56.2K - $59.7K
9.38K $1.45M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.31K
+ 3.22%
$47.98 - $49.47 $111K - $114K
74.1K $3.58M
TXN
Texas Instruments Inc

Technology
165
+ 4.6%
N/A
3.75K $729K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 4.76%
$471.27 - $550.62 $11.8K - $13.8K
550 $287K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.12K
+ 4.71%
$71.75 - $75.11 $511K - $535K
158K $11.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
293
+ 8.17%
$84.34 - $95.14 $24.7K - $27.9K
3.88K $338K
DG
Dollar General Corp

Consumer Defensive
827
+ 19.75%
$73.27 - $84.47 $60.6K - $69.9K
5.01K $380K
GLW
Corning Inc

Technology
301
+ 6.36%
$44.11 - $49.76 $13.3K - $15K
5.03K $239K
ORCC
Owl Rock Capital Corp

Financial Services
1.83K
+ 5.33%
N/A
36.2K $484K
TDIV
First Trust Nasdaq Technology

ETFs
489
+ 5.98%
$78.03 - $82.13 $38.2K - $40.2K
8.66K $679K
DVY
Ishares Tr

ETFs
312
+ 6.0%
$129.55 - $143.41 $40.4K - $44.7K
5.52K $724K
HSBC
Hsbc Holdings PLC

Financial Services
15
+ 0.31%
$43.83 - $49.51 $657 - $743
4.91K $242K
BSX
Boston Scientific Corp

Healthcare
9
+ 0.26%
$83.62 - $91.5 $753 - $824
3.41K $304K
PM
Philip Morris International Inc.

Consumer Defensive
264
+ 2.22%
$118.38 - $133.06 $31.3K - $35.1K
12.2K $1.46M
SRE
Sempra Energy

Utilities
5
+ 0.12%
$80.81 - $94.77 $404 - $474
4.33K $380K
NOC
Northrop Grumman Corp

Industrials
210
+ 15.17%
$466.52 - $543.88 $98K - $114K
1.59K $748K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
454
+ 4.74%
$57.38 - $61.11 $26.1K - $27.7K
10K $585K
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.07%
$89.66 - $102.16 $179 - $204
2.84K $274K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.05%
$107.89 - $125.33 $108 - $125
2.19K $259K
ABM
Abm Industries Inc

Industrials
630
+ 6.22%
$50.32 - $58.61 $31.7K - $36.9K
10.8K $550K
HDV
Ishares Core High Dividend ETF

ETFs
368
+ 7.62%
$110.82 - $121.28 $40.8K - $44.6K
5.2K $583K
UPS
United Parcel Service Inc

Industrials
852
+ 9.3%
$122.65 - $138.35 $104K - $118K
10K $1.26M
PNC
Pnc Financial Services Group, Inc.

Financial Services
28
+ 2.33%
$178.39 - $215.0 $4.99K - $6.02K
1.23K $237K
UITB
Usaa ETF Tr Core Intermediate

ETFs
967
+ 6.36%
$45.83 - $48.07 $44.3K - $46.5K
16.2K $743K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.31%
$1146.59 - $1270.6 $1.15K - $1.27K
321 $380K
MCD
Mcdonalds Corp

Consumer Cyclical
497
+ 5.51%
$288.47 - $316.54 $143K - $157K
9.51K $2.76M
TROW
Price T Rowe Group Inc

Financial Services
12
+ 0.52%
$106.48 - $124.69 $1.28K - $1.5K
2.31K $261K
FYC
First Trust Small Cap Growth A

ETFs
2
+ 0.06%
$72.19 - $84.64 $144 - $169
3.46K $267K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
100
+ 7.27%
$164.89 - $177.66 $16.5K - $17.8K
1.48K $243K
VDC
Vanguard Consumer Staples ETF

ETFs
108
+ 6.58%
$210.96 - $223.62 $22.8K - $24.2K
1.75K $369K
IOT
Samsara Inc.

Technology
722
+ 15.23%
$42.67 - $56.35 $30.8K - $40.7K
5.46K $238K
NVS
Novartis Ag

Healthcare
580
+ 21.81%
$96.78 - $117.18 $56.1K - $68K
3.24K $315K
GNRC
Generac Holdings Inc.

Industrials
90
+ 6.3%
$154.28 - $195.11 $13.9K - $17.6K
1.52K $235K
CGUS
Capital Group Core Equity ETF
9
+ 0.08%
$33.96 - $36.24 $306 - $326
11K $383K
VIS
Vanguard Industrial ETF

ETFs
50
+ 6.39%
$254.39 - $279.7 $12.7K - $14K
832 $211K
TGT
Target Corp

Consumer Defensive
1K
+ 16.15%
$121.59 - $160.69 $122K - $161K
7.22K $975K
APD
Air Products & Chemicals, Inc.

Basic Materials
89
+ 3.6%
$285.5 - $335.62 $25.4K - $29.9K
2.56K $741K
BNS
Bank Of Nova Scotia

Financial Services
401
+ 2.04%
$51.5 - $57.02 $20.7K - $22.9K
20K $1.08M
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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