Cornerstone Wealth Group, LLC Purchases in Q3 2024

Cornerstone Wealth Group, LLC

  • $1.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
1.03M
New
$18.74 - $20.92 $19.2M - $21.5M
1.03M $20.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
118K
+ 22.29%
$96.25 - $101.98 $11.3M - $12M
646K $65.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
141K
New
$89.91 - $101.33 $12.7M - $14.3M
141K $13.9M
LVHI
Franklin International Low Vol

ETFs
221K
+ 163.98%
$28.72 - $31.28 $6.34M - $6.9M
355K $11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
32.1K
+ 412.23%
$162.83 - $179.16 $5.23M - $5.75M
39.9K $7.15M
ACN
Accenture PLC

Technology
15.2K
+ 662.48%
$295.44 - $355.81 $4.48M - $5.39M
17.4K $6.16M
AAPL
Apple Inc.

Technology
1.04K
+ 0.45%
$207.23 - $234.82 $216K - $245K
233K $54.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
40.1K
New
$113.41 - $125.62 $4.54M - $5.03M
40.1K $5.03M
PM
Philip Morris International Inc.

Consumer Defensive
31.6K
+ 450.41%
$101.25 - $127.45 $3.2M - $4.03M
38.6K $4.69M
XLRE
Select Sector Spdr Tr Real Est

ETFs
88.3K
New
$38.04 - $45.36 $3.36M - $4.01M
88.3K $3.94M
HD
Home Depot, Inc.

Consumer Cyclical
690
+ 1.88%
$333.64 - $405.2 $230K - $280K
37.4K $15.2M
ABBV
Abb Vie Inc.

Healthcare
126
+ 0.19%
$163.84 - $199.33 $20.6K - $25.1K
67.7K $13.4M
CMI
Cummins Inc

Industrials
187
+ 0.54%
$266.63 - $326.4 $49.9K - $61K
34.8K $11.3M
WMB
Williams Companies, Inc.

Energy
27.1K
+ 35.98%
$41.24 - $46.22 $1.12M - $1.25M
102K $4.68M
META
Meta Platforms, Inc.

Communication Services
133
+ 0.71%
$453.41 - $572.44 $60.3K - $76.1K
18.9K $10.8M
SO
Southern CO

Utilities
2.28K
+ 2.52%
$77.0 - $90.52 $176K - $207K
93K $8.38M
LOW
Lowes Companies Inc

Consumer Cyclical
195
+ 0.76%
$213.3 - $270.78 $41.6K - $52.8K
25.9K $7M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.5K
+ 0.66%
$63.46 - $71.43 $95K - $107K
227K $16.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
151
+ 0.69%
$405.19 - $478.57 $61.2K - $72.3K
22.1K $10.2M
MCD
Mcdonalds Corp

Consumer Cyclical
157
+ 0.66%
$245.82 - $304.51 $38.6K - $47.8K
24K $7.31M
AVGO
Broadcom Inc.

Technology
84.4K
+ 896.98%
$136.27 - $1745.86 $11.5M - $147M
93.8K $16.2M
UNH
Unitedhealth Group Inc

Healthcare
209
+ 1.77%
$488.01 - $604.18 $102K - $126K
12K $7.04M
ADP
Automatic Data Processing Inc

Industrials
237
+ 1.03%
$233.44 - $279.45 $55.3K - $66.2K
23.3K $6.45M
JNJ
Johnson & Johnson

Healthcare
687
+ 1.31%
$145.48 - $167.38 $99.9K - $115K
53K $8.59M
T
At&T Inc.

Communication Services
2.4K
+ 0.82%
$18.21 - $22.28 $43.7K - $53.5K
295K $6.5M
PEP
Pepsico Inc

Consumer Defensive
3.09K
+ 4.45%
$161.9 - $179.3 $500K - $554K
72.5K $12.3M
MTB
M&T Bank Corp

Financial Services
266
+ 0.96%
$146.49 - $179.85 $39K - $47.8K
28K $4.99M
V
Visa Inc.

Financial Services
952
+ 2.48%
$253.74 - $291.56 $242K - $278K
39.3K $10.8M
ABT
Abbott Laboratories

Healthcare
807
+ 1.27%
$100.07 - $118.13 $80.8K - $95.3K
64.4K $7.34M
TMUS
T Mobile Us, Inc.

Communication Services
273
+ 1.27%
$175.14 - $206.36 $47.8K - $56.3K
21.8K $4.49M
JPM
Jpmorgan Chase & CO

Financial Services
798
+ 1.34%
$194.9 - $224.8 $156K - $179K
60.4K $12.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
400
+ 0.66%
$105.53 - $118.34 $42.2K - $47.3K
60.7K $7.1M
PG
Procter & Gamble CO

Consumer Defensive
1.12K
+ 2.16%
$160.76 - $177.82 $181K - $200K
53.3K $9.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.9K
+ 174.93%
$60.84 - $67.51 $542K - $601K
14K $944K
ISRG
Intuitive Surgical Inc

Healthcare
23
+ 0.18%
$416.14 - $494.01 $9.57K - $11.4K
12.8K $6.3M
NOW
Service Now, Inc.

Technology
90
+ 1.86%
$730.87 - $937.36 $65.8K - $84.4K
4.92K $4.4M
FE
Firstenergy Corp

Utilities
1.42K
+ 1.61%
$38.25 - $44.54 $54.1K - $63K
89.1K $3.95M
MO
Altria Group, Inc.

Consumer Defensive
1.45K
+ 1.68%
$45.95 - $54.71 $66.5K - $79.2K
87.7K $4.48M
TFC
Truist Financial Corp

Financial Services
1.13K
+ 0.93%
$38.22 - $44.94 $43K - $50.6K
122K $5.22M
ORCL
Oracle Corp

Technology
87
+ 0.53%
$125.9 - $170.35 $11K - $14.8K
16.4K $2.79M
SPG
Simon Property Group Inc

Real Estate
423
+ 1.9%
$146.09 - $170.11 $61.8K - $72K
22.7K $3.83M
MA
Mastercard Inc

Financial Services
286
+ 5.3%
$429.6 - $500.99 $123K - $143K
5.68K $2.8M
ETN
Eaton Corp PLC

Industrials
465
+ 3.09%
$272.52 - $333.02 $127K - $155K
15.5K $5.13M
GS
Goldman Sachs Group Inc

Financial Services
31
+ 0.34%
$459.02 - $510.25 $14.2K - $15.8K
9.23K $4.57M
SRE
Sempra Energy

Utilities
199
+ 0.5%
$74.97 - $84.04 $14.9K - $16.7K
39.6K $3.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
502
+ 4.6%
$332.02 - $382.76 $167K - $192K
11.4K $4.29M
DRI
Darden Restaurants Inc

Consumer Cyclical
500
+ 2.95%
$138.06 - $172.74 $69K - $86.4K
17.4K $2.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.24K
+ 1.67%
$54.98 - $59.51 $67.9K - $73.5K
75.1K $4.47M
LHX
L3 Harris Technologies, Inc.

Industrials
408
+ 2.99%
$221.96 - $243.27 $90.6K - $99.3K
14.1K $3.35M
Activity Summary
Buys All Purchases 151 New Holdings 26 Increased Positions 125 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 1
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