Cornerstone Wealth Advisors, Inc. Reduced Holdings in Q3 2024

Cornerstone Wealth Advisors, Inc.

  • $360 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-425K
- 35.0%
$57.74 - $59.13 $24.5M - $25.1M
789K $46.6M
SCHO
Schwab Short Term Us Treasury

ETFs
-43.5K
- 42.52%
$47.93 - $49.06 $2.08M - $2.13M
58.8K $2.88M
LLY
Eli Lilly & CO

Healthcare
-19
- 5.4%
$772.14 - $960.02 $14.7K - $18.2K
333 $295K
AMZN
Amazon Com Inc

Consumer Cyclical
-59
- 3.85%
$161.02 - $200.0 $9.5K - $11.8K
1.48K $274K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-545
- 7.44%
$60.13 - $68.17 $32.8K - $37.2K
6.79K $459K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-122
- 1.8%
$42.38 - $47.25 $5.17K - $5.76K
6.66K $314K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-50
- 1.28%
$75.32 - $84.37 $3.77K - $4.22K
3.86K $322K
EEM
Ishares Msci Emerging Markets

ETFs
-25
- 0.36%
$40.42 - $46.7 $1.01K - $1.17K
6.98K $320K
EFG
Msci Eafe Growth ETF

ETFs
-55
- 0.75%
$96.84 - $108.77 $5.33K - $5.98K
7.28K $783K
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 1.33%
$255.18 - $283.2 $12.8K - $14.2K
3.7K $1.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-186
- 1.28%
$332.02 - $382.76 $61.8K - $71.2K
14.4K $5.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-170
- 4.17%
$405.19 - $478.57 $68.9K - $81.4K
3.91K $1.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-9
- 0.13%
$256.4 - $289.78 $2.31K - $2.61K
6.73K $1.91M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.22K
- 2.7%
$34.48 - $38.87 $76.6K - $86.3K
80.1K $3.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-447
- 2.76%
$173.36 - $189.8 $77.5K - $84.8K
15.8K $2.99M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.42K
- 2.49%
$61.11 - $67.85 $148K - $164K
94.8K $6.43M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-745
- 0.39%
$73.43 - $80.37 $54.7K - $59.9K
189K $15.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-537
- 0.12%
$92.63 - $105.69 $49.7K - $56.8K
441K $46M
Activity Summary
Buys All Purchases 18 New Holdings 1 Increased Positions 17 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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