Cornerstone Wealth Advisors, Inc. Reduced Holdings in Q2 2025

Cornerstone Wealth Advisors, Inc.

  • $387 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-10.5K
- 5.54%
$153.67 - $176.74 $1.61M - $1.85M
178K $31.5M
AAPL
Apple Inc.

Technology
-2.7K
- 29.14%
$172.42 - $223.89 $466K - $605K
6.57K $1.35M
NVDA
Nvidia Corp

Technology
-4.25K
- 75.15%
$94.31 - $157.99 $401K - $672K
1.41K $222K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 0.3%
$483.48 - $539.8 $5.32K - $5.94K
3.68K $1.79M
VTI
Vanguard Total Stock Market Et

ETFs
-690
- 19.83%
$243.75 - $303.93 $168K - $210K
2.79K $847K
IWD
Ishares Russell 1000 Val ETF

ETFs
-987
- 6.42%
$166.82 - $194.23 $165K - $192K
14.4K $2.79M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.48K
- 5.59%
$162.76 - $195.77 $404K - $486K
42K $8.18M
IWN
Ishares Russell2000 Val ETF

ETFs
-800
- 8.5%
$131.84 - $157.76 $105K - $126K
8.61K $1.36M
TSLA
Tesla, Inc.

Consumer Cyclical
-913
- 20.01%
$221.86 - $362.89 $203K - $331K
3.65K $1.16M
SPGI
S&P Global Inc.

Financial Services
-4
- 0.42%
$438.31 - $527.29 $1.75K - $2.11K
955 $503K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-75
- 2.12%
$86.93 - $109.64 $6.52K - $8.22K
3.46K $378K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-275
- 4.41%
$57.14 - $72.68 $15.7K - $20K
5.97K $433K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-372
- 6.24%
$224.16 - $285.86 $83.4K - $106K
5.59K $1.6M
EFG
Msci Eafe Growth ETF

ETFs
-225
- 2.51%
$89.8 - $112.0 $20.2K - $25.2K
8.75K $979K
MSFT
Microsoft Corp

Technology
-17
- 2.0%
$354.56 - $497.45 $6.03K - $8.46K
834 $414K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.96K
- 2.42%
$24.38 - $30.18 $121K - $150K
200K $6.01M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.2K
- 3.9%
$32.41 - $42.59 $104K - $136K
78.8K $3.36M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-142
- 0.55%
$104.23 - $134.39 $14.8K - $19.1K
25.7K $3.46M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.47K
- 2.55%
$19.6 - $24.44 $127K - $158K
247K $6.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-303
- 2.39%
$320.42 - $421.7 $97.1K - $128K
12.4K $5.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
-793
- 2.02%
$219.76 - $276.94 $174K - $220K
38.4K $10.6M
VEA
Vanguard Ftse Developed Market

ETFs
-7.49K
- 2.4%
$45.65 - $57.01 $342K - $427K
305K $17.4M
Activity Summary
Buys All Purchases 18 New Holdings 4 Increased Positions 14 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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