Cornerstone Wealth Management, LLC Reduced Holdings in Q4 2024

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-293
- 7.05%
$96.83 - $106.88 $28.4K - $31.3K
3.86K $374K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-11
- 0.32%
$82.28 - $117.52 $905 - $1.29K
3.39K $287K
NKE
Nike, Inc.

Consumer Cyclical
-211
- 4.79%
$73.36 - $89.13 $15.5K - $18.8K
4.2K $317K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-390
- 1.6%
$46.33 - $48.6 $18.1K - $19K
23.9K $1.11M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-622
- 14.97%
$124.61 - $133.96 $77.5K - $83.3K
3.53K $455K
ADI
Analog Devices Inc

Technology
-102
- 3.94%
$206.35 - $236.48 $21K - $24.1K
2.49K $528K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-344
- 9.65%
$77.43 - $89.47 $26.6K - $30.8K
3.22K $250K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-284
- 2.83%
$56.61 - $61.63 $16.1K - $17.5K
9.77K $553K
IYH
Ishares Tr

ETFs
-326
- 4.87%
$57.53 - $65.24 $18.8K - $21.3K
6.37K $371K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.15K
- 2.33%
$23.63 - $26.47 $27.2K - $30.4K
48.1K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-133
- 0.5%
$113.92 - $127.38 $15.2K - $16.9K
26.7K $3.08M
EVRG
Evergy, Inc.

Utilities
-965
- 21.85%
$59.06 - $65.0 $57K - $62.7K
3.45K $212K
AEP
American Electric Power CO Inc

Utilities
-75
- 1.47%
$90.91 - $102.21 $6.82K - $7.67K
5.02K $463K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-8
- 0.02%
$45.38 - $46.88 $363 - $375
48.3K $2.2M
CNC
Centene Corp

Healthcare
-11
- 0.28%
$56.71 - $73.94 $624 - $813
3.88K $234K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.16K
- 5.43%
$100.18 - $109.1 $116K - $127K
20.2K $2.12M
ON
On Semiconductor Corp

Technology
-32
- 0.62%
$63.05 - $74.7 $2.02K - $2.39K
5.16K $325K
SBUX
Starbucks Corp

Consumer Cyclical
-158
- 2.79%
$87.44 - $102.5 $13.8K - $16.2K
5.51K $502K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-584
- 8.77%
$63.23 - $66.65 $36.9K - $38.9K
6.07K $384K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-316
- 2.16%
$77.02 - $78.58 $24.3K - $24.8K
14.3K $1.11M
AWK
American Water Works Company, Inc.

Utilities
-13
- 0.67%
$123.83 - $146.07 $1.61K - $1.9K
1.92K $239K
CMCSA
Comcast Corp

Communication Services
-182
- 2.19%
$37.39 - $45.14 $6.8K - $8.22K
8.12K $304K
SYY
Sysco Corp

Consumer Defensive
-353
- 3.7%
$73.63 - $81.77 $26K - $28.9K
9.19K $702K
IWD
Ishares Russell 1000 Val ETF

ETFs
-69
- 1.22%
$183.23 - $199.79 $12.6K - $13.8K
5.61K $1.04M
XLB
Select Sector Spdr Fd Material

ETFs
-96
- 3.65%
$83.8 - $97.58 $8.04K - $9.37K
2.53K $213K
LUMN
Lumen Technologies, Inc.

Communication Services
-1
- -0.0%
$5.31 - $10.12 $5.31 - $10.1
21.9K $116K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-302
- 4.97%
$83.21 - $88.08 $25.1K - $26.6K
5.77K $492K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.02K
- 0.79%
$40.82 - $45.39 $41.4K - $46.1K
128K $5.34M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-446
- 12.5%
$78.43 - $87.17 $35K - $38.9K
3.12K $250K
IYW
Ishares Dj Us Tech ETF

ETFs
-457
- 8.89%
$148.14 - $166.23 $67.7K - $76K
4.69K $747K
LDSF
First Tr ETF Viii Low Duration

ETFs
-1.43K
- 10.39%
$18.74 - $19.18 $26.8K - $27.4K
12.3K $231K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-389
- 6.83%
$43.02 - $47.32 $16.7K - $18.4K
5.3K $229K
OEF
Ishares S&P 100 ETF

ETFs
-112
- 9.4%
N/A
1.08K $287K
IWM
Ishares Russell 2000 ETF

ETFs
-133
- 1.61%
$216.13 - $242.4 $28.7K - $32.2K
8.12K $1.79M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-44
- 0.85%
$96.64 - $101.23 $4.25K - $4.45K
5.15K $499K
CSX
Csx Corp

Industrials
-44
- 0.41%
$31.58 - $36.88 $1.39K - $1.62K
10.6K $341K
SPGI
S&P Global Inc.

Financial Services
-18
- 1.95%
$480.36 - $529.17 $8.65K - $9.53K
905 $450K
IWN
Ishares Russell2000 Val ETF

ETFs
-27
- 0.34%
$162.69 - $181.35 $4.39K - $4.9K
7.83K $1.29M
RLY
Ssga Active ETF Tr

ETFs
-155
- 1.29%
$26.85 - $29.18 $4.16K - $4.52K
11.8K $319K
TTC
Toro CO

Industrials
-82
- 3.03%
$80.1 - $88.44 $6.57K - $7.25K
2.63K $210K
HLN
Haleon PLC

Healthcare
-740
- 5.04%
$9.23 - $10.71 $6.83K - $7.93K
13.9K $133K
FITB
Fifth Third Bancorp

Financial Services
-383
- 6.14%
$41.76 - $48.44 $16K - $18.6K
5.85K $247K
PGR
Progressive Corp

Financial Services
-27
- 3.08%
$239.6 - $268.88 $6.47K - $7.26K
851 $203K
HAL
Halliburton CO

Energy
-37
- 0.4%
$25.77 - $31.99 $953 - $1.18K
9.28K $252K
FDVV
Fidelity High Dividend ETF

ETFs
-285
- 5.84%
$49.66 - $52.63 $14.2K - $15K
4.6K $229K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-281
- 4.14%
$48.96 - $52.85 $13.8K - $14.9K
6.51K $320K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-325
- 15.78%
$151.89 - $190.48 $49.4K - $61.9K
1.73K $302K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-50
- 0.98%
$80.93 - $85.66 $4.05K - $4.28K
5.04K $407K
DKNG
Draft Kings Inc.

Consumer Cyclical
-29
- 0.38%
$35.32 - $44.84 $1.02K - $1.3K
7.56K $281K
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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