Cornerstone Financial Group, LLC /Ne/ Incresed Positions in Q1 2025

Cornerstone Financial Group, LLC /Ne/

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
39.1K
+ 41.84%
$67.03 - $74.61 $2.62M - $2.92M
133K $9.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31.2K
+ 27.47%
$33.84 - $37.77 $1.05M - $1.18M
145K $5.58B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.86K
+ 4.22%
$58.01 - $64.46 $166K - $185K
70.7K $4.64B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.15K
+ 39.07%
$66.9 - $71.57 $612K - $655K
32.6K $2.2B
RFG
Invesco Exchange Traded Fd Tr

ETFs
12.8K
+ 92.33%
$43.07 - $51.51 $549K - $657K
26.6K $1.27B
DFAX
Dimensional ETF Tr
6.44K
+ 4.48%
$24.45 - $27.2 $157K - $175K
150K $4.16B
VTI
Vanguard Total Stock Market Et

ETFs
1.26K
+ 18.0%
$271.18 - $303.12 $341K - $381K
8.24K $2.37B
PFF
Ishares Trust Ishares Pfd And

ETFs
15.3K
+ 10.73%
$30.73 - $32.26 $471K - $495K
158K $4.8B
REET
Ishares Global Reit ETF

ETFs
9.69K
+ 15.6%
$23.24 - $25.16 $225K - $244K
71.8K $1.77B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.12K
+ 14.52%
$46.18 - $47.84 $236K - $245K
40.4K $1.89B
MOTI
Vaneck Morningstar Internation

ETFs
1.52K
+ 3.71%
$29.35 - $35.37 $44.7K - $53.9K
42.5K $1.46B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.51K
+ 27.78%
$61.55 - $71.27 $216K - $250K
16.1K $1.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
356
+ 11.05%
$507.05 - $563.67 $181K - $201K
3.58K $1.92B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.03K
+ 7.25%
$76.94 - $78.28 $156K - $159K
30K $2.34B
VT
Vanguard Total World Stk Index

ETFs
841
+ 6.58%
$115.08 - $123.97 $96.8K - $104K
13.6K $1.66B
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.13K
+ 4.26%
$32.5 - $33.3 $134K - $137K
101K $3.33B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.28K
+ 2.18%
$59.61 - $66.71 $195K - $218K
153K $9.71B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
325
+ 0.69%
$100.59 - $103.47 $32.7K - $33.6K
47.6K $4.86B
VEA
Vanguard Ftse Developed Market

ETFs
534
+ 4.92%
$47.4 - $52.99 $25.3K - $28.3K
11.4K $614M
MGV
Vanguard Mega Cap Value

ETFs
542
+ 11.32%
$123.61 - $133.01 $67K - $72.1K
5.33K $677M
VCIT
Vanguard Intermediate Term Cor

ETFs
661
+ 4.43%
$79.17 - $82.04 $52.3K - $54.2K
15.6K $1.26B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
469
+ 8.33%
$120.24 - $134.3 $56.4K - $63K
6.1K $777M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
369
+ 10.09%
$126.11 - $135.06 $46.5K - $49.8K
4.03K $518M
MSFT
Microsoft Corp

Technology
4
+ 0.23%
$375.39 - $447.2 $1.5K - $1.79K
1.78K $798M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2.18K
+ 13.93%
$32.39 - $34.01 $70.7K - $74.2K
17.8K $565M
MUB
Ishares National Muni Bond ETF

ETFs
587
+ 9.9%
$104.71 - $107.69 $61.5K - $63.2K
6.52K $679M
FLQH
Franklin Templeton Libertyq In

ETFs
3
+ 0.04%
N/A
7.41K $255M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
508
+ 4.28%
N/A
12.4K $1.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
129
+ 0.37%
$71.17 - $73.66 $9.18K - $9.5K
35.2K $2.55B
SPYG
Spdr Portfolio

ETFs
196
+ 6.22%
$80.05 - $92.39 $15.7K - $18.1K
3.35K $292M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
72
+ 0.4%
$39.96 - $43.3 $2.88K - $3.12K
18K $742M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
214
+ 0.84%
$25.05 - $25.16 $5.36K - $5.38K
25.7K $645M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
157
+ 1.47%
$23.9 - $24.18 $3.75K - $3.8K
10.8K $260M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
138
+ 1.41%
N/A
9.95K $240M
IWS
Ishares Russell Midcap Value E

ETFs
7
+ 0.16%
$122.59 - $135.24 $858 - $947
4.26K $550M
ILCG
Ishares Morningstar Growth ETF
6
+ 0.12%
N/A
5.01K $446M
FNX
First Tr Mid Cap Core Alphadex

ETFs
5
+ 0.26%
$105.28 - $121.93 $526 - $610
1.9K $213M
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.3%
$158.56 - $176.26 $793 - $881
1.65K $266M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.3%
$40.15 - $47.73 $883 - $1.05K
7.29K $306M
Activity Summary
Buys All Purchases 41 New Holdings 1 Increased Positions 40 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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