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
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.26%
$124.26 - $134.12 $621 - $671
1.93K $247K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
18
+ 0.37%
$46.48 - $51.32 $837 - $924
4.88K $234K
CB
Chubb LTD

Financial Services
184
+ 4.6%
$271.57 - $301.89 $50K - $55.5K
4.19K $1.16M
WM
Waste Management Inc

Industrials
114
+ 3.31%
$201.79 - $228.46 $23K - $26K
3.56K $717K
PRU
Prudential Financial Inc

Financial Services
99
+ 2.69%
$114.59 - $129.52 $11.3K - $12.8K
3.78K $448K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
236
+ 7.73%
$99.2 - $108.47 $23.4K - $25.6K
3.29K $327K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.06%
$125.5 - $148.67 $126 - $149
1.7K $224K
IEMG
Ishares Inc

ETFs
41
+ 0.29%
N/A
14.2K $760K
NLOK
Norton Life Lock Inc.

Technology
38
+ 0.42%
N/A
9.13K $196K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
94
+ 0.63%
N/A
14.9K $290K
NFTY
First Tr Alphadex Fd Ii India
696
+ 13.79%
N/A
5.74K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
57
+ 1.67%
$77.86 - $79.27 $4.44K - $4.52K
3.48K $271K
LNT
Alliant Energy Corp

Utilities
95
+ 2.42%
$56.24 - $63.63 $5.34K - $6.04K
4.03K $238K
YEAR
Ab Active Etfs Inc Ultra Short
507
+ 4.79%
N/A
11.1K $0
Super Micro Computer Inc
7.17K
New
N/A
7.17K $0
Ab Active Etfs Inc
37
+ 0.45%
N/A
8.33K $0
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4
+ 0.03%
N/A
13.6K $1.02M
FLLV
Franklin Templeton ETF Tr
621
+ 5.32%
N/A
12.3K $0
Victory Portfolios Ii
8.33K
+ 29.07%
N/A
37K $0
Arista Networks Inc
2.28K
New
N/A
2.28K $0
T Rowe Price ETF Inc
3.44K
+ 17.91%
N/A
22.6K $0
Cervomed Inc
20.7K
New
N/A
20.7K $0
Celestica Inc
4.17K
New
N/A
4.17K $0
CGMS
Capital Grp Core Plus Income E
1.11K
+ 13.58%
N/A
9.24K $0
Capital Grp Fixed Incm ETF T
13.9K
New
N/A
13.9K $0
Fidelity Covington Trust
6.5K
New
N/A
6.5K $0
Blackrock Inc
295
New
N/A
295 $0
Blackrock ETF Trust
96K
New
N/A
96K $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.54K
+ 12.05%
N/A
23.6K $0
FSCO
Fs Cr Opportunities Corp Com
13.9K
+ 5.6%
N/A
262K $0
ILCG
Ishares Morningstar Growth ETF
502
+ 0.42%
N/A
121K $0
Goldman Sachs ETF Tr
5.6K
New
N/A
5.6K $0
American Healthcare Reit Inc
7.44K
New
N/A
7.44K $0
Pacer Fds Tr
6.11K
+ 3.13%
N/A
201K $0
Linde PLC
232
+ 2.64%
N/A
9.01K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.52K
New
N/A
4.52K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 5.49%
N/A
19.9K $0
MET
Metlife Inc

Financial Services
14
+ 0.34%
$78.15 - $88.25 $1.09K - $1.24K
4.13K $338K
LEN
Lennar Corp

Consumer Cyclical
501
+ 36.07%
$136.2 - $188.96 $68.2K - $94.7K
1.89K $257K
FMB
First Tr Exchange Traded Fd Ii

ETFs
67
+ 0.88%
$50.62 - $52.07 $3.39K - $3.49K
7.69K $392K
FXR
First Trust Industrials/Produc

ETFs
2
+ 0.04%
$74.81 - $83.27 $150 - $167
5.03K $376K
SPFF
Global X Superincome Preferred

ETFs
139
+ 1.05%
$9.26 - $9.83 $1.29K - $1.37K
13.4K $123K
O
Realty Income Corp

Real Estate
546
+ 15.44%
$51.76 - $64.71 $28.3K - $35.3K
4.08K $218K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
10
+ 0.09%
$23.75 - $25.68 $238 - $257
11.7K $281K
PDI
Pimco Dynamic Income Fund

Financial Services
1.69K
+ 8.45%
$18.33 - $20.85 $30.9K - $35.2K
21.6K $396K
CEG
Constellation Energy Corp

Utilities
206
+ 13.3%
$224.28 - $285.52 $46.2K - $58.8K
1.76K $394K
HD
Home Depot, Inc.

Consumer Cyclical
259
+ 3.89%
$385.02 - $431.37 $99.7K - $112K
6.92K $2.69M
XYL
Xylem Inc.

Industrials
188
+ 11.85%
$116.02 - $137.45 $21.8K - $25.8K
1.77K $205K
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 16.06%
$501.29 - $612.85 $50.6K - $61.9K
730 $379K
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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