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
CSWC
Capital Southwest Corp

Financial Services
1.56K
+ 4.14%
$20.85 - $25.85 $32.5K - $40.2K
39.2K $854K
AMD
Advanced Micro Devices Inc

Technology
2.05K
+ 25.68%
$118.88 - $172.8 $244K - $354K
10K $1.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.21K
+ 2.86%
$44.04 - $49.49 $53.3K - $59.9K
43.5K $1.91M
WPC
W. P. Carey Inc.

Real Estate
1.1K
+ 4.81%
$53.44 - $61.33 $59K - $67.7K
24K $1.31M
OHI
Omega Healthcare Investors Inc

Real Estate
1.08K
+ 1.89%
$37.51 - $42.56 $40.5K - $46K
58.3K $2.21M
GD
General Dynamics Corp

Industrials
388
+ 6.72%
$260.28 - $314.03 $101K - $122K
6.16K $1.62M
CSL
Carlisle Companies Inc

Industrials
55
+ 3.15%
$368.67 - $480.91 $20.3K - $26.5K
1.8K $663K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
6.12K
+ 3.44%
$25.79 - $27.56 $158K - $169K
184K $4.8M
DVN
Devon Energy Corp

Energy
326
+ 1.56%
$30.52 - $42.96 $9.95K - $14K
21.2K $695K
VTV
Vanguard Value ETF

ETFs
686
+ 1.29%
$168.32 - $181.87 $115K - $125K
53.8K $9.11M
DGRO
Ishares Core Dividend Growth E

ETFs
473
+ 0.29%
$60.73 - $64.94 $28.7K - $30.7K
163K $10M
ABBV
Abb Vie Inc.

Healthcare
316
+ 2.49%
$164.99 - $203.87 $52.1K - $64.4K
13K $2.31M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.93K
+ 6.34%
$79.93 - $88.06 $314K - $346K
66K $5.28M
LMT
Lockheed Martin Corp

Industrials
120
+ 4.36%
$479.66 - $614.62 $57.6K - $73.8K
2.87K $1.39M
MRK
Merck & Co., Inc.

Healthcare
821
+ 3.86%
$96.31 - $114.76 $79.1K - $94.2K
22.1K $2.2M
AWR
American States Water CO

Utilities
449
+ 0.96%
$77.72 - $87.27 $34.9K - $39.2K
47.4K $3.69M
IXUS
Ishares Tr

ETFs
27
+ 0.07%
$65.95 - $72.56 $1.78K - $1.96K
37.4K $2.47M
PG
Procter & Gamble CO

Consumer Defensive
1.23K
+ 1.23%
$161.05 - $179.7 $197K - $220K
101K $16.9M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
3.48K
+ 2.37%
$28.33 - $31.77 $98.4K - $110K
150K $4.25M
JNJ
Johnson & Johnson

Healthcare
2.36K
+ 4.99%
$143.34 - $165.86 $339K - $392K
49.7K $7.19M
RODM
Hartford Multifactor Developed

ETFs
3.4K
+ 1.21%
$28.36 - $30.42 $96.5K - $104K
285K $8.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
487
+ 0.87%
$131.66 - $144.0 $64.1K - $70.1K
56.3K $7.43M
ED
Consolidated Edison Inc

Utilities
1.28K
+ 2.75%
$88.87 - $107.38 $114K - $137K
47.7K $4.26M
XOM
Exxon Mobil Corp

Energy
1.13K
+ 1.54%
$105.51 - $125.37 $120K - $142K
75K $8.07M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.45K
+ 1.3%
$43.84 - $48.76 $195K - $217K
346K $15.2M
NDSN
Nordson Corp

Industrials
367
+ 2.32%
$208.83 - $264.36 $76.6K - $97K
16.2K $3.39M
KO
Coca Cola CO

Consumer Defensive
4.29K
+ 3.79%
$61.74 - $71.71 $265K - $307K
117K $7.31M
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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