Cornerstone Financial Group, LLC /Ne/ Purchases in Q3 2025

Cornerstone Financial Group, LLC /Ne/

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.89K
+ 4.38%
$74.93 - $80.73 $441K - $475K
140K $11.3B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.5K
+ 13.19%
$39.8 - $42.86 $775K - $835K
167K $7.15B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
12K
+ 32.04%
$67.48 - $71.55 $809K - $858K
49.4K $3.5B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.33K
+ 9.9%
$68.24 - $73.73 $500K - $540K
81.3K $5.97B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
537
+ 2.36%
$225.11 - $247.9 $121K - $133K
23.2K $5.74B
PFF
Ishares Trust Ishares Pfd And

ETFs
13.1K
+ 8.17%
$30.67 - $32.13 $400K - $419K
173K $5.46B
VTI
Vanguard Total Stock Market Et

ETFs
922
+ 10.42%
$303.93 - $329.86 $280K - $304K
9.77K $3.21B
REET
Ishares Global Reit ETF

ETFs
16.3K
+ 21.33%
$24.45 - $25.91 $400K - $423K
93K $2.38B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.26K
+ 32.72%
$81.75 - $84.54 $430K - $444K
21.3K $1.79B
VO
Vanguard Mid Cap ETF

ETFs
930
+ 91.0%
$279.83 - $293.74 $260K - $273K
1.95K $573M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.83K
+ 9.08%
$78.11 - $79.07 $221K - $224K
34K $2.68B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.68K
+ 5.86%
$49.43 - $54.52 $83.1K - $91.7K
30.4K $1.65B
NVDA
Nvidia Corp

Technology
230
+ 3.83%
$153.3 - $186.58 $35.3K - $42.9K
6.23K $1.16B
EFV
Msci Eafe Value ETF

ETFs
3.07K
New
$62.79 - $68.42 $193K - $210K
3.07K $208M
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.35K
New
$26.84 - $28.32 $197K - $208K
7.35K $204M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 2.01%
$567.77 - $614.76 $40.9K - $44.3K
3.65K $2.23B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.35K
+ 8.33%
$67.91 - $74.71 $91.5K - $101K
17.5K $1.29B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.47K
+ 8.22%
$47.11 - $48.77 $163K - $169K
45.6K $2.21B
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.75K
+ 4.54%
$33.26 - $34.01 $158K - $162K
110K $3.71B
VT
Vanguard Total World Stk Index

ETFs
416
+ 3.06%
$128.41 - $138.03 $53.4K - $57.4K
14K $1.93B
AAPL
Apple Inc.

Technology
1
+ 0.04%
$202.38 - $256.87 $202 - $257
2.83K $721M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
973
+ 2.02%
$102.4 - $103.88 $99.6K - $101K
49.3K $5.09B
FNDB
Schwab Fundamental U S Broad M

ETFs
1.39K
+ 2.89%
$23.83 - $25.77 $33.2K - $35.9K
49.7K $1.28B
MGV
Vanguard Mega Cap Value

ETFs
568
+ 8.83%
$129.46 - $137.85 $73.5K - $78.3K
7K $964M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.02%
$459.11 - $506.91 $459 - $507
4.7K $2.36B
MUB
Ishares National Muni Bond ETF

ETFs
516
+ 7.91%
$103.24 - $106.68 $53.3K - $55K
7.04K $750M
FLQH
Franklin Templeton Libertyq In

ETFs
1.39K
+ 18.69%
N/A
8.83K $330M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.2K
+ 6.58%
$31.78 - $33.69 $38.1K - $40.4K
19.4K $641M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
86
+ 0.69%
$64.58 - $69.94 $5.55K - $6.01K
12.6K $876M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
80
+ 0.44%
$41.91 - $44.87 $3.35K - $3.59K
18.2K $812M
ILCG
Ishares Morningstar Growth ETF
7
+ 0.14%
N/A
5.03K $524M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.3%
$42.88 - $49.1 $943 - $1.08K
7.33K $354M
XLK
Technology Sector Spdr

ETFs
2
+ 0.16%
$250.97 - $282.66 $502 - $565
1.25K $352M
IWS
Ishares Russell Midcap Value E

ETFs
8
+ 0.19%
$132.83 - $140.61 $1.06K - $1.12K
4.28K $597M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4
+ 0.21%
$236.25 - $257.69 $945 - $1.03K
1.9K $487M
VTV
Vanguard Value ETF

ETFs
7
+ 0.3%
$175.51 - $186.57 $1.23K - $1.31K
2.32K $433M
FNX
First Tr Mid Cap Core Alphadex

ETFs
3
+ 0.16%
$115.08 - $126.88 $345 - $381
1.91K $239M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
198
+ 0.77%
$25.09 - $25.19 $4.97K - $4.99K
25.9K $653M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
118
+ 1.09%
$24.14 - $24.34 $2.85K - $2.87K
11K $267M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
37
+ 0.85%
$49.78 - $50.75 $1.84K - $1.88K
4.39K $222M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
106
+ 1.06%
N/A
10.1K $245M
Activity Summary
Buys All Purchases 42 New Holdings 2 Increased Positions 40 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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