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
Gsk PLC
1.09K
+ 11.44%
N/A
10.6K $0
XLP
Consumer Staples Sector Spdr

ETFs
3
+ 0.09%
N/A
3.38K $256K
DGRO
Ishares Core Dividend Growth E

ETFs
500
+ 0.31%
$60.46 - $64.42 $30.2K - $32.2K
164K $10M
FDVV
Fidelity High Dividend ETF

ETFs
1
+ 0.02%
$48.86 - $52.28 $48.9 - $52.3
4.6K $228K
BNDX
Vanguard Total International B

ETFs
8
+ 0.17%
$48.33 - $49.5 $387 - $396
4.62K $225K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
16
+ 0.94%
$120.5 - $145.97 $1.93K - $2.34K
1.71K $223K
TTC
Toro CO

Industrials
240
+ 9.14%
$71.86 - $87.28 $17.2K - $20.9K
2.87K $208K
ITOT
Ishares Core S&P Total U.S. St

ETFs
80
+ 4.15%
$120.29 - $134.6 $9.62K - $10.8K
2.01K $244K
NVO
Novo Nordisk A S

Healthcare
1.28K
+ 22.81%
$69.3 - $90.95 $88.4K - $116K
6.86K $476K
MRVL
Marvell Technology, Inc.

Technology
2.58K
+ 77.15%
$61.57 - $126.06 $159K - $326K
5.93K $365K
IJS
Ishares S&P Smallcap 600 Value

ETFs
530
+ 9.93%
$96.3 - $112.23 $51K - $59.5K
5.87K $570K
SPG
Simon Property Group Inc

Real Estate
4
+ 0.25%
$159.48 - $187.78 $638 - $751
1.63K $270K
XLI
Industrial Sector Spdr

ETFs
127
+ 0.76%
$128.78 - $141.67 $16.4K - $18K
16.8K $2.19M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
39
+ 0.35%
$13.21 - $14.63 $515 - $571
11.1K $147K
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.03%
$76.17 - $85.05 $76.2 - $85.1
3.27K $251K
MS
Morgan Stanley

Financial Services
204
+ 4.76%
$111.68 - $141.08 $22.8K - $28.8K
4.49K $523K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
437
+ 0.59%
$47.47 - $48.84 $20.7K - $21.3K
74.5K $3.56M
MGK
Vanguard Mega Cap Growth ETF

ETFs
86
+ 6.99%
$307.43 - $357.48 $26.4K - $30.7K
1.32K $405K
FITB
Fifth Third Bancorp

Financial Services
5
+ 0.09%
$37.48 - $44.96 $187 - $225
5.86K $229K
PKW
Invesco Exchange Traded Fd Tr

ETFs
162
+ 1.4%
$109.15 - $120.99 $17.7K - $19.6K
11.7K $1.32M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
11
+ 0.13%
$58.38 - $64.16 $642 - $706
8.49K $500K
PNC
Pnc Financial Services Group, Inc.

Financial Services
11
+ 0.89%
$168.84 - $202.89 $1.86K - $2.23K
1.24K $218K
DHI
Horton D R Inc

Consumer Cyclical
3
+ 0.19%
$125.29 - $147.65 $376 - $443
1.61K $204K
IWB
Ishares Tr Russell 1000 ETF

ETFs
16
+ 1.11%
$302.31 - $337.54 $4.84K - $5.4K
1.46K $446K
NURE
Nuveen Short Term Reit ETF

ETFs
392
+ 1.03%
$30.4 - $32.64 $11.9K - $12.8K
38.3K $1.19M
CARR
Carrier Global Corp

Industrials
100
+ 1.74%
$62.07 - $70.55 $6.21K - $7.06K
5.85K $371K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
4
+ 0.05%
$51.6 - $58.13 $206 - $233
8.19K $430K
LEG
Leggett & Platt Inc

Consumer Cyclical
67
+ 0.47%
$7.91 - $11.06 $530 - $741
14.3K $113K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
235
+ 5.43%
$62.43 - $84.12 $14.7K - $19.8K
4.56K $297K
FXR
First Trust Industrials/Produc

ETFs
2
+ 0.04%
$68.3 - $79.81 $137 - $160
5.03K $350K
IWR
Ishares Russell Mid Cap ETF

ETFs
375
+ 2.12%
$82.81 - $92.93 $31.1K - $34.8K
18.1K $1.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
867
+ 2.53%
$25.58 - $29.24 $22.2K - $25.4K
35.1K $919K
SKYY
First Trust Cloud Computing Et

ETFs
231
+ 6.55%
$102.23 - $131.18 $23.6K - $30.3K
3.76K $389K
CMI
Cummins Inc

Industrials
259
+ 7.83%
$312.92 - $386.07 $81K - $100K
3.57K $1.12M
EFSC
Enterprise Financial Services Corp

Financial Services
9
+ 0.07%
$53.74 - $61.95 $484 - $558
13.5K $726K
HON
Honeywell International Inc

Industrials
3
+ 0.1%
$202.75 - $226.52 $608 - $680
2.86K $606K
DELL
Dell Technologies Inc.

Technology
1.52K
+ 20.44%
$90.34 - $124.66 $137K - $189K
8.94K $815K
TROW
Price T Rowe Group Inc

Financial Services
75
+ 3.25%
$91.57 - $116.93 $6.87K - $8.77K
2.39K $219K
NKE
Nike, Inc.

Consumer Cyclical
135
+ 3.22%
$63.29 - $81.72 $8.54K - $11K
4.33K $275K
VTWO
Vanguard Russell 2000 ETF

ETFs
375
+ 4.13%
$80.08 - $92.93 $30K - $34.8K
9.45K $765K
IWP
Ishares Russell Mid Cap Growth

ETFs
12
+ 0.22%
$114.9 - $139.6 $1.38K - $1.68K
5.43K $639K
META
Meta Platforms, Inc.

Communication Services
157
+ 1.48%
$576.36 - $736.67 $90.5K - $116K
10.8K $6.21M
IRM
Iron Mountain Inc

Real Estate
288
+ 6.99%
$82.79 - $111.31 $23.8K - $32.1K
4.41K $379K
SRE
Sempra Energy

Utilities
242
+ 5.59%
$67.85 - $87.67 $16.4K - $21.2K
4.57K $326K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
203
+ 0.86%
$21.85 - $25.19 $4.44K - $5.11K
23.9K $528K
AMAT
Applied Materials Inc

Technology
21
+ 0.58%
$145.06 - $195.51 $3.05K - $4.11K
3.65K $529K
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.6K
+ 5.02%
$94.5 - $110.71 $340K - $398K
75.2K $7.22M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
159
+ 0.15%
$65.27 - $71.18 $10.4K - $11.3K
107K $7.07M
AVUV
American Centy ETF Tr Avantis

ETFs
520
+ 4.37%
$84.95 - $100.62 $44.2K - $52.3K
12.4K $1.08M
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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