Cornerstone Wealth Management, LLC Incresed Positions in Q3 2024

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
993
+ 0.29%
$207.23 - $234.82 $206K - $233K
349K $81.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
29.2K
+ 4.51%
$93.22 - $103.58 $2.72M - $3.03M
677K $70.2M
IBM
International Business Machines Corp

Technology
21.3K
+ 104.56%
$175.1 - $223.38 $3.72M - $4.75M
41.6K $9.19M
SPMD
Spdr Portfolio

ETFs
44.3K
+ 4.9%
$50.29 - $54.92 $2.23M - $2.43M
948K $51.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.31K
+ 1.66%
$520.18 - $576.82 $683K - $757K
80.4K $46.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.74K
+ 1.27%
$60.84 - $67.51 $410K - $455K
536K $36.2M
WMT
Walmart Inc.

Consumer Defensive
8.2K
+ 6.52%
$66.91 - $81.4 $549K - $668K
134K $10.8M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
24.4K
+ 7.69%
$42.22 - $48.62 $1.03M - $1.18M
341K $15.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
18.7K
+ 13.96%
$100.09 - $100.69 $1.87M - $1.88M
152K $15.4M
VTV
Vanguard Value ETF

ETFs
4.43K
+ 9.1%
$159.75 - $174.57 $708K - $774K
53.1K $9.27M
LLY
Eli Lilly & CO

Healthcare
1.53K
+ 81.13%
$772.14 - $960.02 $1.18M - $1.47M
3.42K $3.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.8K
+ 8.49%
$71.45 - $75.64 $845K - $894K
151K $11.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.39K
+ 15.23%
$94.31 - $103.26 $885K - $969K
71K $7.29M
BOND
Pimco Active Bond Exchange Tra

ETFs
9.91K
+ 10.27%
$90.01 - $95.32 $892K - $945K
106K $10.1M
PG
Procter & Gamble CO

Consumer Defensive
2.39K
+ 2.46%
$160.76 - $177.82 $385K - $426K
99.6K $17.2M
LOW
Lowes Companies Inc

Consumer Cyclical
217
+ 0.98%
$213.3 - $270.78 $46.3K - $58.8K
22.5K $6.08M
PH
Parker Hannifin Corp

Industrials
124
+ 1.42%
$501.01 - $635.92 $62.1K - $78.9K
8.84K $5.58M
JNJ
Johnson & Johnson

Healthcare
2.81K
+ 6.3%
$145.48 - $167.38 $408K - $470K
47.4K $7.68M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17K
+ 9.29%
$33.74 - $37.96 $575K - $647K
200K $7.52M
RODM
Hartford Multifactor Developed

ETFs
8.82K
+ 3.23%
$27.35 - $30.82 $241K - $272K
282K $8.59M
KO
Coca Cola CO

Consumer Defensive
1.15K
+ 1.03%
$62.69 - $73.01 $72.1K - $84K
113K $8.13M
VBR
Vanguard Small Cap Value ETF

ETFs
655
+ 1.39%
$179.99 - $201.6 $118K - $132K
47.8K $9.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16.4K
+ 11.43%
$50.15 - $51.27 $825K - $843K
160K $8.22M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
971
+ 1.77%
$125.95 - $142.04 $122K - $138K
55.8K $7.93M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.88K
+ 4.84%
$37.33 - $40.63 $369K - $401K
214K $8.7M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
38.5K
+ 8.22%
$19.2 - $19.63 $739K - $756K
507K $9.91M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
649
+ 3.28%
$386.81 - $423.12 $251K - $275K
20.4K $8.63M
SPIB
Spdr Portfolio Intermediate Te

ETFs
17.6K
+ 8.98%
$32.36 - $33.78 $569K - $594K
213K $7.19M
ED
Consolidated Edison Inc

Utilities
1.2K
+ 2.65%
$88.42 - $104.97 $106K - $126K
46.5K $4.84M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.04K
+ 5.97%
$41.02 - $46.01 $289K - $324K
125K $5.69M
CORP
Pimco Investment Grade Corp Bd

ETFs
2.66K
+ 2.27%
$94.36 - $100.01 $251K - $266K
120K $11.9M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.34K
+ 2.51%
$46.17 - $51.13 $154K - $171K
136K $6.96M
ORCL
Oracle Corp

Technology
3.54K
+ 89.45%
$125.9 - $170.35 $445K - $602K
7.49K $1.28M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.93K
+ 6.01%
$51.29 - $56.57 $304K - $335K
105K $5.91M
GWW
W.W. Grainger, Inc.

Industrials
53
+ 1.15%
$896.19 - $1044.18 $47.5K - $55.3K
4.68K $4.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 0.44%
$405.19 - $478.57 $21.9K - $25.8K
12.4K $5.72M
RDVY
First Trust Rising Dividend Ac

ETFs
4.76K
+ 5.51%
$53.68 - $59.24 $256K - $282K
91.2K $5.4M
NDSN
Nordson Corp

Industrials
693
+ 4.58%
$225.0 - $262.63 $156K - $182K
15.8K $4.15M
AWR
American States Water CO

Utilities
1.89K
+ 4.19%
$71.55 - $85.38 $135K - $161K
47K $3.91M
ABT
Abbott Laboratories

Healthcare
4.08K
+ 33.71%
$100.07 - $118.13 $408K - $482K
16.2K $1.85M
MCD
Mcdonalds Corp

Consumer Cyclical
525
+ 6.19%
$245.82 - $304.51 $129K - $160K
9.01K $2.74M
NVDA
Nvidia Corp

Technology
8.8K
+ 3.8%
$98.91 - $134.91 $871K - $1.19M
240K $29.2M
AVGO
Broadcom Inc.

Technology
9.06K
+ 1309.1%
$136.27 - $1745.86 $1.23M - $15.8M
9.75K $1.68M
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.11K
+ 5.12%
$86.85 - $98.91 $270K - $308K
64K $6.31M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.29K
+ 1.09%
$42.87 - $45.76 $98.2K - $105K
212K $9.61M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.99K
+ 8.22%
$39.37 - $41.68 $354K - $375K
118K $4.9M
AVUS
American Centy ETF Tr Avantis

ETFs
3.14K
+ 6.25%
$86.27 - $95.15 $271K - $299K
53.5K $5.09M
NEE
Nextera Energy Inc

Utilities
4K
+ 26.07%
$69.9 - $84.97 $279K - $340K
19.3K $1.63M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
931
+ 0.66%
$50.77 - $57.17 $47.3K - $53.2K
141K $8.06M
Activity Summary
Buys All Purchases 319 New Holdings 37 Increased Positions 282 Sells All Sells 206 Reductions 206 Sold out 0 Options Calls 3 Puts 1
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