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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
60
+ 0.84%
$45.17 - $47.23 $2.71K - $2.83K
7.22K $327K
MDIV
First Trust Multi Asset Divers

ETFs
872
+ 1.56%
$15.95 - $16.94 $13.9K - $14.8K
56.6K $914K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
821
+ 5.44%
$28.89 - $31.63 $23.7K - $26K
15.9K $464K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
170
+ 0.12%
$50.53 - $55.55 $8.59K - $9.44K
136K $6.95M
MDT
Medtronic PLC

Healthcare
1.46K
+ 11.46%
$79.61 - $92.24 $117K - $135K
14.2K $1.14M
SOXX
Ishares Semiconductor ETF

ETFs
6
+ 0.61%
$211.27 - $239.8 $1.27K - $1.44K
996 $214K
IWS
Ishares Russell Midcap Value E

ETFs
59
+ 0.8%
$128.08 - $140.32 $7.56K - $8.28K
7.45K $963K
ADM
Archer Daniels Midland CO

Consumer Defensive
676
+ 12.77%
$49.38 - $59.52 $33.4K - $40.2K
5.97K $301K
BP
Bp PLC

Energy
657
+ 3.48%
$28.16 - $33.14 $18.5K - $21.8K
19.5K $577K
DOW
Dow Inc.

Basic Materials
1.1K
+ 24.98%
$39.1 - $55.34 $42.9K - $60.7K
5.49K $220K
TSCO
Tractor Supply CO

Consumer Cyclical
3.76K
+ 399.57%
$52.59 - $303.74 $198K - $1.14M
4.7K $249K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
330
+ 2.46%
$27.88 - $30.51 $9.2K - $10.1K
13.7K $384K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.01%
$69.58 - $74.87 $69.6 - $74.9
14.9K $1.04M
AOS
Smith A O Corp

Industrials
1.16K
+ 24.16%
$68.02 - $88.94 $78.6K - $103K
5.94K $404K
CGXU
Capital Group Intl Focus Equit

ETFs
3.05K
+ 6.96%
$24.67 - $26.94 $75.3K - $82.2K
46.9K $1.16M
D
Dominion Energy, Inc

Utilities
60
+ 0.79%
$52.63 - $60.92 $3.16K - $3.66K
7.62K $410K
ITW
Illinois Tool Works Inc

Industrials
11
+ 0.32%
$253.56 - $278.5 $2.79K - $3.06K
3.45K $875K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
99
+ 0.64%
$47.77 - $51.75 $4.73K - $5.12K
15.7K $756K
SO
Southern CO

Utilities
83
+ 1.76%
$81.5 - $94.15 $6.76K - $7.81K
4.8K $394K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
465
+ 1.06%
$51.58 - $52.91 $24K - $24.6K
44.4K $2.3M
UBER
Uber Technologies, Inc

Technology
420
+ 11.07%
$59.93 - $86.34 $25.2K - $36.3K
4.21K $254K
PSX
Phillips 66

Energy
686
+ 10.86%
$110.35 - $138.93 $75.7K - $95.3K
7K $797K
FDL
First Tr Morningstar Dividend

ETFs
3
+ 0.02%
$39.59 - $43.95 $119 - $132
19.5K $784K
MUB
Ishares National Muni Bond ETF

ETFs
199
+ 0.74%
$105.78 - $108.7 $21.1K - $21.6K
27K $2.88M
AMAT
Applied Materials Inc

Technology
526
+ 16.94%
$161.44 - $213.89 $84.9K - $113K
3.63K $590K
DOV
Dover Corp

Industrials
381
+ 1.46%
$184.72 - $206.51 $70.4K - $78.7K
26.5K $4.97M
CL
Colgate Palmolive CO

Consumer Defensive
699
+ 8.5%
$90.22 - $102.31 $63.1K - $71.5K
8.93K $811K
NVO
Novo Nordisk A S

Healthcare
1.18K
+ 26.85%
$85.0 - $120.04 $101K - $142K
5.59K $480K
CAT
Caterpillar Inc

Industrials
179
+ 4.59%
$360.37 - $416.88 $64.5K - $74.6K
4.08K $1.48M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1
+ 0.01%
$70.1 - $76.53 $70.1 - $76.5
8.03K $567K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.14K
+ 5.84%
$26.05 - $29.17 $55.6K - $62.3K
38.7K $1.01M
INDA
Ishares Msci India Index Fund

ETFs
925
+ 5.56%
$52.64 - $58.16 $48.7K - $53.8K
17.6K $924K
NUE
Nucor Corp

Basic Materials
192
+ 8.83%
$115.78 - $167.74 $22.2K - $32.2K
2.37K $276K
XLI
Industrial Sector Spdr

ETFs
58
+ 0.35%
$131.76 - $143.99 $7.64K - $8.35K
16.7K $2.2M
MMM
3 M CO

Industrials
185
+ 1.74%
$124.74 - $137.12 $23.1K - $25.4K
10.8K $1.39M
RTX
Raytheon Technologies Corp

Industrials
1.89K
+ 3.71%
$114.45 - $127.21 $216K - $240K
52.7K $6.1M
LEG
Leggett & Platt Inc

Consumer Cyclical
54
+ 0.38%
$9.5 - $13.67 $513 - $738
14.3K $136K
MU
Micron Technology Inc

Technology
289
+ 6.73%
$84.16 - $113.41 $24.3K - $32.8K
4.59K $385K
PFE
Pfizer Inc

Healthcare
4.48K
+ 5.75%
$24.8 - $30.19 $111K - $135K
82.4K $2.19M
SHW
Sherwin Williams CO

Basic Materials
14
+ 0.77%
$338.75 - $399.71 $4.74K - $5.6K
1.84K $624K
AMT
American Tower Corp

Real Estate
35
+ 2.18%
$179.4 - $232.01 $6.28K - $8.12K
1.64K $300K
LLY
Eli Lilly & CO

Healthcare
405
+ 11.85%
$727.2 - $932.06 $295K - $377K
3.82K $2.95M
XLRE
Select Sector Spdr Tr Real Est

ETFs
438
+ 1.84%
$40.06 - $45.21 $17.5K - $19.8K
24.3K $987K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.06%
$137.24 - $194.56 $137 - $195
1.6K $224K
ADBE
Adobe Inc.

Technology
24
+ 1.84%
$437.39 - $552.96 $10.5K - $13.3K
1.33K $590K
VEA
Vanguard Ftse Developed Market

ETFs
2.92K
+ 6.36%
$47.57 - $52.44 $139K - $153K
48.7K $2.33M
AMGN
Amgen Inc

Healthcare
183
+ 8.06%
$258.78 - $328.31 $47.4K - $60.1K
2.45K $639K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 3.33%
$701.85 - $1046.91 $7.02K - $10.5K
310 $220K
CI
Cigna Corp

Healthcare
57
+ 3.61%
$265.59 - $358.58 $15.1K - $20.4K
1.64K $451K
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
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email