Cornerstone Wealth Management, LLC Sells in Q3 2025

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KEY
Keycorp

Financial Services
-1.39K
- 8.89%
$17.37 - $19.39 $24.2K - $27K
14.3K $266K
OEF
Ishares S&P 100 ETF

ETFs
-18
- 1.82%
N/A
972 $258K
LUV
Southwest Airlines CO

Industrials
-36
- 0.54%
$29.06 - $37.7 $1.05K - $1.36K
6.69K $213K
ORCC
Owl Rock Capital Corp

Financial Services
-336
- 0.9%
N/A
36.8K $492K
FXG
First Tr Exchange Traded First

ETFs
-58
- 1.58%
$61.54 - $65.93 $3.57K - $3.82K
3.61K $226K
VNQ
Vanguard Specialized Funds Van

ETFs
-557
- 2.86%
$88.47 - $93.24 $49.3K - $51.9K
18.9K $1.73M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-187
- 5.89%
$78.88 - $85.2 $14.8K - $15.9K
2.99K $249K
EFG
Msci Eafe Growth ETF

ETFs
-86
- 2.55%
$106.99 - $114.46 $9.2K - $9.84K
3.29K $374K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-165
- 1.05%
$72.01 - $74.44 $11.9K - $12.3K
15.6K $1.15M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-801
- 3.72%
$18.82 - $19.8 $15.1K - $15.9K
20.7K $402K
AMGN
Amgen Inc

Healthcare
-27
- 1.26%
$271.18 - $309.22 $7.32K - $8.35K
2.11K $595K
XLU
Utilities Sector Spdr

ETFs
-182
- 6.95%
$81.14 - $87.32 $14.8K - $15.9K
2.44K $212K
MET
Metlife Inc

Financial Services
-113
- 2.77%
$73.82 - $82.37 $8.34K - $9.31K
3.96K $326K
Pacer Fds Tr
-11.2K
- 4.95%
N/A
215K $0
T Rowe Price ETF Inc
-1.12K
- 3.95%
N/A
27.2K $0
Victory Portfolios Ii
-250
- 0.27%
N/A
91.7K $0
NVS
Novartis Ag

Healthcare
-214
- 5.81%
$113.5 - $129.73 $24.3K - $27.8K
3.47K $445K
Nano Nuclear Energy Inc
-750
- 7.57%
N/A
9.16K $0
ILCG
Ishares Morningstar Growth ETF
-512
- 0.46%
N/A
111K $0
Celestica Inc
-230
- 6.04%
N/A
3.58K $0
YEAR
Ab Active Etfs Inc Ultra Short
-5.95K
- 54.08%
N/A
5.05K $0
Fidelity Covington Trust
-6.07K
- 14.87%
N/A
34.7K $0
Atmus Filtration Technologie
-723
- 8.6%
N/A
7.68K $0
Blackrock Inc
-10
- 4.35%
N/A
220 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-68
- 1.07%
$97.75 - $100.75 $6.65K - $6.85K
6.26K $627K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-2.49K
- 33.46%
N/A
4.96K $0
NFTY
First Tr Alphadex Fd Ii India
-727
- 12.98%
N/A
4.87K $0
Coreweave Inc
-1.23K
- 20.86%
N/A
4.65K $0
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-311
- 2.56%
$13.62 - $14.27 $4.24K - $4.44K
11.8K $168K
FXR
First Trust Industrials/Produc

ETFs
-245
- 4.86%
$75.64 - $80.06 $18.5K - $19.6K
4.79K $373K
Amplify ETF Tr
-100
- 2.81%
N/A
3.45K $0
Super Micro Computer Inc
-136
- 0.87%
N/A
15.5K $0
Cervomed Inc
-4.38K
- 24.54%
N/A
13.5K $0
EMLP
First Tr Exchange Traded Iv

ETFs
-781
- 1.94%
$36.99 - $38.38 $28.9K - $30K
39.5K $1.51M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-39
- 0.5%
$81.76 - $86.36 $3.19K - $3.37K
7.76K $657K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-57
- 0.78%
$49.32 - $50.93 $2.81K - $2.9K
7.29K $369K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-50
- 2.69%
$301.44 - $365.84 $15.1K - $18.3K
1.81K $584K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.53K
- 0.96%
$72.57 - $74.72 $111K - $115K
158K $11.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-108
- 5.63%
$135.0 - $146.02 $14.6K - $15.8K
1.81K $263K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-519
- 9.32%
$98.99 - $112.2 $51.4K - $58.2K
5.05K $558K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-195
- 3.02%
$49.0 - $52.0 $9.56K - $10.1K
6.26K $323K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-308
- 5.29%
$95.86 - $104.94 $29.5K - $32.3K
5.51K $571K
VALE
Vale S.A.

Basic Materials
-1.41K
- 7.7%
$9.53 - $10.95 $13.4K - $15.4K
16.8K $182K
UNP
Union Pacific Corp

Industrials
-123
- 2.22%
$214.91 - $237.16 $26.4K - $29.2K
5.42K $1.28M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-483
- 1.41%
$17.81 - $18.39 $8.6K - $8.88K
33.7K $614K
CEG
Constellation Energy Corp

Utilities
-24
- 1.01%
$298.82 - $354.89 $7.17K - $8.52K
2.36K $776K
FITB
Fifth Third Bancorp

Financial Services
-164
- 3.19%
$40.91 - $46.28 $6.71K - $7.59K
4.98K $221K
OZK
Bank Ozk

Financial Services
-251
- 3.94%
$47.4 - $53.14 $11.9K - $13.3K
6.13K $312K
DFAU
Dimensional ETF Tr

ETFs
-171
- 2.9%
$42.42 - $45.96 $7.25K - $7.86K
5.72K $261K
Activity Summary
Buys All Purchases 402 New Holdings 52 Increased Positions 350 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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