Cornerstone Wealth Management, LLC Incresed Positions in Q1 2025

Cornerstone Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
2.44K
+ 24.34%
$109.66 - $136.26 $267K - $332K
12.5K $1.37M
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.62K
+ 12.04%
$20.08 - $20.62 $113K - $116K
52.3K $1.05M
NOC
Northrop Grumman Corp

Industrials
75
+ 4.71%
$433.45 - $513.82 $32.5K - $38.5K
1.67K $854K
YOU
Clear Secure, Inc.

Technology
4.98K
+ 14.79%
$22.12 - $27.62 $110K - $138K
38.7K $1M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.53K
+ 9.02%
$23.49 - $23.77 $106K - $108K
54.8K $1.29M
HDV
Ishares Core High Dividend ETF

ETFs
463
+ 8.91%
$110.86 - $121.12 $51.3K - $56.1K
5.66K $685K
NVS
Novartis Ag

Healthcare
498
+ 15.38%
$97.14 - $115.57 $48.4K - $57.6K
3.74K $416K
SO
Southern CO

Utilities
578
+ 12.05%
$80.96 - $92.96 $46.8K - $53.7K
5.38K $494K
TRIN
Trinity Capital Inc.

Financial Services
5.28K
+ 21.89%
$14.26 - $16.56 $75.2K - $87.4K
29.4K $445K
OXY
Occidental Petroleum Corp

Energy
1.97K
+ 31.69%
$45.45 - $52.7 $89.4K - $104K
8.18K $403K
EPD
Enterprise Products Partners L.P.

Energy
813
+ 3.54%
$31.75 - $34.14 $25.8K - $27.8K
23.8K $812K
SR
Spire Inc

Utilities
133
+ 1.72%
$65.62 - $78.25 $8.73K - $10.4K
7.87K $615K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.25K
+ 24.87%
$78.0 - $84.37 $97.7K - $106K
6.29K $497K
CSWC
Capital Southwest Corp

Financial Services
3.15K
+ 8.05%
$21.69 - $23.81 $68.4K - $75.1K
42.3K $944K
PAA
Plains All American Pipeline LP

Energy
1
+ 0.0%
$17.32 - $20.96 $17.3 - $21
30K $600K
FDL
First Tr Morningstar Dividend

ETFs
598
+ 3.07%
$39.69 - $43.83 $23.7K - $26.2K
20.1K $872K
WMT
Walmart Inc.

Consumer Defensive
5.93K
+ 3.5%
$84.5 - $105.05 $501K - $623K
175K $15.4M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
3.68K
+ 8.68%
$23.55 - $23.74 $86.8K - $87.5K
46.1K $1.09M
BP
Bp PLC

Energy
23
+ 0.12%
$29.93 - $35.31 $688 - $812
19.6K $661K
CSX
Csx Corp

Industrials
3.78K
+ 35.71%
$29.11 - $33.67 $110K - $127K
14.4K $423K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.09K
+ 1.23%
$49.69 - $50.76 $104K - $106K
172K $8.62M
ENB
Enbridge Inc

Energy
540
+ 1.83%
$41.54 - $45.45 $22.4K - $24.5K
30K $1.33M
TS
Tenaris Sa

Energy
1.24K
+ 5.85%
$35.73 - $40.28 $44.3K - $49.9K
22.4K $877K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.81K
+ 18.69%
$94.32 - $110.46 $171K - $200K
11.5K $1.1M
CTRA
Coterra Energy Inc.

Energy
1.62K
+ 19.57%
$25.51 - $29.83 $41.3K - $48.3K
9.89K $285K
INDA
Ishares Msci India Index Fund

ETFs
1.84K
+ 10.45%
$47.8 - $53.4 $87.7K - $98K
19.4K $998K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
393
+ 0.9%
$42.5 - $46.71 $16.7K - $18.4K
43.9K $1.99M
RLY
Ssga Active ETF Tr

ETFs
1.94K
+ 16.39%
$27.21 - $28.6 $52.8K - $55.5K
13.8K $391K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
312
+ 9.69%
$74.5 - $92.3 $23.2K - $28.8K
3.53K $322K
PFE
Pfizer Inc

Healthcare
6.59K
+ 8.0%
$25.01 - $27.13 $165K - $179K
89K $2.25M
PSX
Phillips 66

Energy
16
+ 0.23%
$113.93 - $131.55 $1.82K - $2.1K
7.02K $866K
OHI
Omega Healthcare Investors Inc

Real Estate
1.47K
+ 2.52%
$35.7 - $38.33 $52.4K - $56.3K
59.8K $2.28M
UBER
Uber Technologies, Inc

Technology
210
+ 4.98%
$63.17 - $81.49 $13.3K - $17.1K
4.42K $322K
MU
Micron Technology Inc

Technology
586
+ 12.78%
$86.89 - $109.38 $50.9K - $64.1K
5.17K $449K
FDUS
Fidus Investment Corp

Financial Services
3.78K
+ 17.65%
$20.39 - $23.37 $77.1K - $88.4K
25.2K $513K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.52K
+ 12.08%
$32.49 - $37.99 $147K - $172K
41.9K $1.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
121
+ 6.49%
$308.86 - $455.36 $37.4K - $55.1K
1.98K $699K
O
Realty Income Corp

Real Estate
758
+ 18.57%
$51.67 - $58.49 $39.2K - $44.3K
4.84K $280K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
548
+ 1.19%
$20.96 - $23.51 $11.5K - $12.9K
46.7K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
55
+ 3.0%
$461.52 - $548.18 $25.4K - $30.1K
1.89K $989K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.01K
+ 6.25%
$45.41 - $47.18 $45.9K - $47.7K
17.2K $804K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
970
+ 2.41%
$49.22 - $51.73 $47.7K - $50.2K
41.2K $2.08M
ITA
Ishares Tr

ETFs
2
+ 0.03%
$144.84 - $159.5 $290 - $319
7.73K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
494
+ 9.59%
$95.85 - $99.25 $47.3K - $49K
5.65K $557K
URI
United Rentals, Inc.

Industrials
158
+ 28.88%
$594.17 - $789.56 $93.9K - $125K
705 $441K
KMB
Kimberly Clark Corp

Consumer Defensive
74
+ 1.86%
$124.46 - $147.4 $9.21K - $10.9K
4.06K $576K
AVGO
Broadcom Inc.

Technology
4.18K
+ 41.47%
$167.43 - $244.7 $700K - $1.02M
14.3K $2.39M
VDE
Vanguard Energy ETF

ETFs
20
+ 0.3%
$119.14 - $132.76 $2.38K - $2.66K
6.74K $865K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
5.11K
+ 4.13%
$12.61 - $13.36 $64.4K - $68.3K
129K $1.64M
Activity Summary
Buys All Purchases 374 New Holdings 40 Increased Positions 334 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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