Cornerstone Wealth Management, LLC Reduced Holdings in Q3 2024

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
-16
- 0.34%
$85.48 - $98.39 $1.37K - $1.57K
4.69K $452K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-392
- 4.48%
$50.67 - $56.52 $19.9K - $22.2K
8.36K $463K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-14
- 0.71%
$100.75 - $111.62 $1.41K - $1.56K
1.96K $214K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-13
- 0.67%
$113.41 - $125.62 $1.47K - $1.63K
1.92K $241K
VDC
Vanguard Consumer Staples ETF

ETFs
-58
- 3.41%
$201.77 - $221.32 $11.7K - $12.8K
1.64K $358K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-82
- 0.83%
$56.04 - $62.99 $4.6K - $5.17K
9.84K $601K
PRU
Prudential Financial Inc

Financial Services
-1
- 0.03%
$105.53 - $127.32 $106 - $127
3.69K $446K
EFG
Msci Eafe Growth ETF

ETFs
-74
- 1.75%
$96.84 - $108.77 $7.17K - $8.05K
4.16K $447K
O
Realty Income Corp

Real Estate
-403
- 10.23%
$52.36 - $63.42 $21.1K - $25.6K
3.54K $224K
SLV
I Shares Silver Trust

ETFs
-1.95K
- 4.89%
$24.33 - $29.38 $47.4K - $57.2K
37.9K $1.08M
XLY
Select Sector Spdr Consumer Di

ETFs
-6
- 0.53%
$170.05 - $200.86 $1.02K - $1.21K
1.12K $223K
GS
Goldman Sachs Group Inc

Financial Services
-33
- 3.88%
$459.02 - $510.25 $15.1K - $16.8K
817 $404K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 0.66%
$283.28 - $314.39 $2.55K - $2.83K
1.35K $425K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-24
- 0.49%
$56.83 - $62.44 $1.36K - $1.5K
4.88K $304K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-158
- 1.62%
$54.38 - $59.77 $8.59K - $9.44K
9.59K $567K
SKYY
First Trust Cloud Computing Et

ETFs
-24
- 0.67%
$86.45 - $102.48 $2.07K - $2.46K
3.58K $365K
ITM
Vaneck Intermediate Muni ETF

ETFs
-956
- 1.58%
$45.67 - $47.0 $43.7K - $44.9K
59.4K $2.79M
EVRG
Evergy, Inc.

Utilities
-335
- 7.05%
$52.46 - $62.01 $17.6K - $20.8K
4.42K $273K
PAVE
Global X Fds Us Infrastructure

ETFs
-712
- 5.64%
$36.39 - $41.16 $25.9K - $29.3K
11.9K $490K
KR
Kroger CO

Consumer Defensive
-200
- 4.26%
$50.43 - $57.3 $10.1K - $11.5K
4.5K $257K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-135
- 1.23%
$52.1 - $59.66 $7.03K - $8.05K
10.9K $644K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-42
- 1.0%
$113.45 - $126.18 $4.76K - $5.3K
4.16K $524K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-45
- 1.26%
$58.35 - $66.29 $2.63K - $2.98K
3.53K $234K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-51
- 0.95%
$71.86 - $78.56 $3.66K - $4.01K
5.31K $416K
IWP
Ishares Russell Mid Cap Growth

ETFs
-90
- 1.67%
$103.87 - $117.59 $9.35K - $10.6K
5.3K $621K
JCI
Johnson Controls International PLC

Industrials
-78
- 2.56%
$65.52 - $77.61 $5.11K - $6.05K
2.97K $230K
VAW
Vanguard Materials ETF

ETFs
-64
- 2.9%
$189.89 - $213.71 $12.2K - $13.7K
2.15K $453K
COST
Costco Wholesale Corp

Consumer Defensive
-161
- 3.46%
$801.83 - $917.05 $129K - $148K
4.49K $3.98M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-418
- 4.43%
$144.27 - $157.55 $60.3K - $65.9K
9.01K $1.42M
HLN
Haleon PLC

Healthcare
-645
- 4.21%
$8.32 - $10.7 $5.37K - $6.9K
14.7K $155K
TDIV
First Trust Nasdaq Technology

ETFs
-113
- 1.36%
$70.51 - $81.07 $7.97K - $9.16K
8.17K $656K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-20
- 3.08%
$531.86 - $624.21 $10.6K - $12.5K
629 $389K
FDL
First Tr Morningstar Dividend

ETFs
-1.22K
- 5.89%
$37.66 - $42.06 $45.9K - $51.3K
19.5K $817K
AWK
American Water Works Company, Inc.

Utilities
-3
- 0.15%
$127.76 - $149.9 $383 - $450
1.94K $283K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-269
- 1.43%
$92.63 - $105.69 $24.9K - $28.4K
18.5K $1.93M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-99
- 0.92%
$40.93 - $46.6 $4.05K - $4.61K
10.7K $491K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-546
- 1.93%
$33.68 - $39.31 $18.4K - $21.5K
27.8K $1.09M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-8
- 0.16%
$86.85 - $95.74 $695 - $766
4.94K $472K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-512
- 5.57%
$64.35 - $75.71 $32.9K - $38.8K
8.68K $639K
CVS
Cvs Health Corp

Healthcare
-418
- 2.43%
$55.81 - $63.18 $23.3K - $26.4K
16.8K $1.05M
NOW
Service Now, Inc.

Technology
-1
- 0.28%
$730.87 - $937.36 $731 - $937
362 $323K
FXR
First Trust Industrials/Produc

ETFs
-8
- 0.16%
$66.85 - $75.76 $535 - $606
5.03K $381K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-21
- 1.42%
$523.84 - $572.02 $11K - $12K
1.45K $827K
SR
Spire Inc

Utilities
-86
- 1.23%
$59.15 - $67.77 $5.09K - $5.83K
6.89K $463K
JHMM
John Hancock Multifactor Mid C

ETFs
-225
- 2.07%
$54.25 - $60.2 $12.2K - $13.5K
10.6K $640K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-23
- 0.23%
$55.06 - $62.25 $1.27K - $1.43K
10.1K $618K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-158
- 1.42%
$75.47 - $83.18 $11.9K - $13.1K
11K $914K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-159
- 1.94%
$69.31 - $77.34 $11K - $12.3K
8.03K $615K
FPX
First Trust Us Equity Opportun

ETFs
-150
- 2.42%
$92.33 - $110.55 $13.8K - $16.6K
6.05K $666K
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
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email