Cornerstone Wealth Group, LLC Purchases in Q1 2025

Cornerstone Wealth Group, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
259K
+ 541.92%
$44.41 - $45.98 $11.5M - $11.9M
307K $14M
XLU
Utilities Sector Spdr

ETFs
96.1K
New
$74.7 - $80.27 $7.18M - $7.71M
96.1K $7.58M
XLV
Select Sector Spdr Fund Health

ETFs
50K
New
$137.61 - $149.68 $6.88M - $7.49M
50K $7.3M
XLP
Consumer Staples Sector Spdr

ETFs
87.8K
+ 844.7%
N/A
98.2K $7.46M
JMBS
Janus Detroit Str Tr Henderson

ETFs
130K
New
$43.53 - $45.42 $5.67M - $5.92M
130K $5.89M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
18.4K
New
$283.06 - $421.16 $5.22M - $7.77M
18.4K $5.22M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
97.2K
New
$48.06 - $53.73 $4.67M - $5.22M
97.2K $4.74M
IDEV
Ishares Core Msci Intl Develop

ETFs
55.1K
+ 29.75%
$63.77 - $71.36 $3.51M - $3.93M
240K $16.6M
ACN
Accenture PLC

Technology
15.1K
+ 82.0%
$300.91 - $398.25 $4.53M - $6M
33.4K $10.4M
ETN
Eaton Corp PLC

Industrials
15.8K
+ 155.15%
$271.83 - $371.23 $4.29M - $5.86M
26K $7.06M
DPZ
Dominos Pizza Inc

Consumer Cyclical
5.94K
+ 41.02%
$402.33 - $489.71 $2.39M - $2.91M
20.4K $9.38M
ALL
Allstate Corp

Financial Services
15.2K
New
$180.99 - $210.18 $2.74M - $3.19M
15.2K $3.14M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
47.6K
+ 113.71%
$64.88 - $72.1 $3.09M - $3.43M
89.5K $5.89M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17.3K
+ 26.7%
$169.43 - $182.84 $2.93M - $3.16M
82.1K $14.2M
ADBE
Adobe Inc.

Technology
7.99K
+ 105.28%
$377.84 - $464.11 $3.02M - $3.71M
15.6K $5.98M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4.41K
+ 113.97%
$634.14 - $744.83 $2.79M - $3.28M
8.27K $5.25M
AMGN
Amgen Inc

Healthcare
5.58K
+ 41.96%
$258.59 - $327.36 $1.44M - $1.83M
18.9K $5.89M
XOM
Exxon Mobil Corp

Energy
12K
+ 14.2%
$105.44 - $118.93 $1.27M - $1.43M
96.5K $11.5M
ADP
Automatic Data Processing Inc

Industrials
6.07K
+ 25.7%
$286.85 - $318.64 $1.74M - $1.93M
29.7K $9.07M
CVX
Chevron Corp

Energy
5.69K
+ 11.69%
$146.71 - $167.97 $834K - $955K
54.3K $9.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.8K
+ 8.92%
$85.29 - $92.57 $1.09M - $1.18M
156K $14.2M
DG
Dollar General Corp

Consumer Defensive
6.78K
+ 8.34%
$68.44 - $87.93 $464K - $597K
88.1K $7.75M
UNH
Unitedhealth Group Inc

Healthcare
2.31K
+ 18.85%
$461.52 - $548.18 $1.06M - $1.26M
14.5K $7.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.8K
+ 32.43%
$56.17 - $59.71 $1.39M - $1.48M
101K $5.78M
COP
Conocophillips

Energy
9.85K
+ 21.31%
$88.6 - $105.85 $873K - $1.04M
56.1K $5.89M
LVHI
Franklin International Low Vol

ETFs
15.9K
+ 4.45%
$30.53 - $32.85 $485K - $522K
373K $12.1M
UBER
Uber Technologies, Inc

Technology
4.84K
+ 8.59%
$63.17 - $81.49 $306K - $395K
61.2K $4.46M
PEP
Pepsico Inc

Consumer Defensive
6.09K
+ 8.43%
$142.64 - $156.42 $869K - $953K
78.3K $11.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.6K
+ 134.77%
$27.01 - $28.54 $693K - $732K
44.7K $1.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.5K
+ 328.5%
$49.78 - $53.19 $674K - $720K
17.7K $901K
QCOM
Qualcomm Inc

Technology
4.33K
+ 13.61%
$151.94 - $175.86 $657K - $761K
36.1K $5.55M
CME
Cme Group Inc.

Financial Services
641
+ 4.62%
$225.82 - $266.54 $145K - $171K
14.5K $3.85M
SPYG
Spdr Portfolio

ETFs
8.01K
+ 310.26%
$80.05 - $92.39 $641K - $740K
10.6K $851K
NVS
Novartis Ag

Healthcare
1.77K
+ 5.96%
$97.14 - $115.57 $172K - $204K
31.4K $3.5M
MCD
Mcdonalds Corp

Consumer Cyclical
177
+ 0.72%
$279.74 - $321.29 $49.5K - $56.9K
24.8K $7.75M
PRU
Prudential Financial Inc

Financial Services
8.7K
+ 14.88%
$105.04 - $122.33 $913K - $1.06M
67.1K $7.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.7K
+ 9.15%
$50.48 - $51.04 $541K - $547K
128K $6.48M
AZO
Autozone Inc

Consumer Cyclical
141
New
$3193.96 - $3828.11 $450K - $540K
141 $537K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
15.7K
New
$32.13 - $33.82 $506K - $532K
15.7K $509K
PG
Procter & Gamble CO

Consumer Defensive
1.94K
+ 3.51%
$158.56 - $176.26 $307K - $341K
57.1K $9.73M
ABC
Amerisourcebergen Corp

Healthcare
2.28K
New
N/A
2.28K $422K
LOW
Lowes Companies Inc

Consumer Cyclical
3.3K
+ 12.64%
$222.66 - $268.42 $734K - $884K
29.4K $6.85M
RTX
Raytheon Technologies Corp

Industrials
2.28K
+ 78.1%
$114.1 - $135.66 $260K - $310K
5.21K $689K
HD
Home Depot, Inc.

Consumer Cyclical
2.73K
+ 9.29%
$347.25 - $424.87 $947K - $1.16M
32.1K $11.8M
FE
Firstenergy Corp

Utilities
6.57K
+ 7.22%
$37.95 - $43.5 $249K - $286K
97.7K $3.95M
DUK
Duke Energy Corp

Utilities
233
+ 1.12%
$105.87 - $121.97 $24.7K - $28.4K
21K $2.57M
CL
Colgate Palmolive CO

Consumer Defensive
2.12K
+ 5.04%
$85.68 - $97.5 $181K - $206K
44.1K $4.13M
NLOK
Norton Life Lock Inc.

Technology
14.2K
New
N/A
14.2K $305K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.64K
New
$168.16 - $186.21 $275K - $305K
1.64K $279K
Activity Summary
Buys All Purchases 166 New Holdings 34 Increased Positions 132 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 1
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