Cornerstone Wealth Management, LLC Sells in Q1 2025

Cornerstone Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.54K
- 1.87%
$209.68 - $247.1 $1.37M - $1.62M
342K $76.1M
MSFT
Microsoft Corp

Technology
-45
- 0.07%
$375.39 - $447.2 $16.9K - $20.1K
65.3K $24.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.84K
- 12.68%
$551.42 - $612.93 $2.12M - $2.35M
26.4K $14.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.27K
- 1.59%
$554.06 - $615.85 $701K - $779K
78K $43.9M
VTI
Vanguard Total Stock Market Et

ETFs
-3.29K
- 5.41%
$271.18 - $303.12 $891K - $996K
57.4K $15.7M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-12.6K
- 16.62%
$89.18 - $104.04 $1.12M - $1.31M
63.1K $5.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-91
- 0.25%
$468.34 - $539.52 $42.6K - $49.1K
36K $16.9M
VUG
Vanguard Growth ETF

ETFs
-855
- 3.59%
$369.1 - $427.61 $316K - $366K
23K $8.51M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.96K
- 2.23%
$40.03 - $46.81 $118K - $138K
130K $5.27M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-6.95K
- 7.73%
$55.58 - $62.24 $387K - $433K
83K $4.68M
VB
Vanguard Small Cap ETF

ETFs
-682
- 3.63%
$217.89 - $252.64 $149K - $172K
18.1K $4.01M
ITW
Illinois Tool Works Inc

Industrials
-1.71K
- 49.41%
$244.9 - $274.48 $418K - $468K
1.75K $433K
VBK
Vanguard Small Cap Growth ETF

ETFs
-197
- 1.69%
$247.97 - $296.33 $48.9K - $58.4K
11.4K $2.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-294
- 0.34%
$57.21 - $65.8 $16.8K - $19.3K
87.2K $5.09M
FVD
First Tr Value Line Divid Inde

ETFs
-9.68K
- 9.29%
$42.61 - $45.51 $412K - $440K
94.5K $4.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-215
- 0.8%
$102.49 - $119.96 $22K - $25.8K
26.5K $2.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.58K
- 20.44%
$169.43 - $182.84 $268K - $289K
6.16K $1.07M
PEP
Pepsico Inc

Consumer Defensive
-1.7K
- 12.49%
$142.64 - $156.42 $242K - $265K
11.9K $1.78M
DIS
Walt Disney CO

Communication Services
-337
- 1.72%
$96.87 - $114.0 $32.6K - $38.4K
19.3K $1.9M
FDN
First Tr Fd Dow Jones

ETFs
-739
- 13.86%
$221.38 - $266.86 $164K - $197K
4.59K $1.02M
IWM
Ishares Russell 2000 ETF

ETFs
-450
- 5.54%
$198.1 - $229.79 $89.1K - $103K
7.67K $1.53M
VO
Vanguard Mid Cap ETF

ETFs
-615
- 4.24%
$251.87 - $277.95 $155K - $171K
13.9K $3.57M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.49K
- 1.92%
$24.91 - $29.02 $37.1K - $43.2K
76.1K $1.9M
MRK
Merck & Co., Inc.

Healthcare
-365
- 1.65%
$83.01 - $101.02 $30.3K - $36.9K
21.7K $1.95M
PH
Parker Hannifin Corp

Industrials
-38
- 0.48%
$591.65 - $707.05 $22.5K - $26.9K
7.89K $4.8M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-446
- 1.86%
$101.98 - $115.66 $45.5K - $51.6K
23.6K $2.4M
FPX
First Trust Us Equity Opportun

ETFs
-1.74K
- 28.63%
$106.21 - $143.53 $184K - $249K
4.33K $483K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-116
- 1.71%
$507.05 - $563.67 $58.8K - $65.4K
6.67K $3.43M
GME
Game Stop Corp.

Consumer Cyclical
-2
- 0.01%
$21.73 - $33.37 $43.5 - $66.7
23.4K $522K
GM
General Motors CO

Consumer Cyclical
-2.88K
- 28.79%
$45.22 - $54.92 $130K - $158K
7.13K $335K
MUB
Ishares National Muni Bond ETF

ETFs
-1.55K
- 5.74%
$104.71 - $107.69 $163K - $167K
25.5K $2.69M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-386
- 1.91%
$96.93 - $109.51 $37.4K - $42.3K
19.8K $1.93M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-366
- 1.87%
$113.22 - $126.36 $41.4K - $46.2K
19.2K $2.19M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-131
- 0.58%
$168.16 - $186.21 $22K - $24.4K
22.4K $3.84M
HD
Home Depot, Inc.

Consumer Cyclical
-73
- 1.06%
$347.25 - $424.87 $25.3K - $31K
6.84K $2.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
-46
- 0.23%
$92.45 - $106.69 $4.25K - $4.91K
20K $1.86M
FDX
Fedex Corp

Industrials
-352
- 15.41%
$230.33 - $281.53 $81.1K - $99.1K
1.93K $470K
BAC
Bank Of America Corp

Financial Services
-267
- 0.42%
$39.61 - $47.74 $10.6K - $12.7K
62.7K $2.61M
CAT
Caterpillar Inc

Industrials
-52
- 1.27%
$326.75 - $407.63 $17K - $21.2K
4.03K $1.33M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.09K
- 3.07%
$89.27 - $92.9 $454K - $473K
161K $14.9M
JPSE
J P Morgan Diversified Return

ETFs
-1.27K
- 4.46%
$42.78 - $48.51 $54.1K - $61.4K
27.1K $1.18M
FTCS
First Trust Capital Strength E

ETFs
-2.29K
- 7.27%
$86.39 - $91.35 $198K - $209K
29.3K $2.62M
JHMM
John Hancock Multifactor Mid C

ETFs
-1.63K
- 8.8%
$55.69 - $63.12 $90.6K - $103K
16.9K $965K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-276
- 2.02%
$47.25 - $67.02 $13K - $18.5K
13.4K $636K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.42K
- 5.29%
$37.33 - $45.03 $52.9K - $63.8K
25.4K $967K
ACN
Accenture PLC

Technology
-162
- 7.39%
$300.91 - $398.25 $48.7K - $64.5K
2.03K $633K
PNR
Pentair PLC

Industrials
-234
- 2.67%
$84.0 - $105.35 $19.7K - $24.7K
8.52K $745K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-811
- 8.65%
$152.57 - $163.66 $124K - $133K
8.57K $1.33M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-755
- 21.37%
$120.24 - $134.3 $90.8K - $101K
2.78K $338K
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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