Cornerstone Wealth Group, LLC Purchases in Q4 2024

Cornerstone Wealth Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
5.2K
New
$45.36 - $55.91 $236K - $291K
5.2K $256K
TFC
Truist Financial Corp

Financial Services
4.05K
+ 3.32%
$41.51 - $48.1 $168K - $195K
126K $5.47M
MUB
Ishares National Muni Bond ETF

ETFs
2.58K
+ 18.25%
$105.78 - $108.7 $273K - $280K
16.7K $1.78M
LNG
Cheniere Energy, Inc.

Energy
1.12K
New
$181.07 - $225.92 $203K - $253K
1.12K $240K
MO
Altria Group, Inc.

Consumer Defensive
2.43K
+ 2.77%
$49.06 - $57.74 $119K - $140K
90.1K $4.71M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
6.69K
New
$34.96 - $35.65 $234K - $238K
6.69K $234K
VDC
Vanguard Consumer Staples ETF

ETFs
1.11K
New
$210.96 - $223.62 $234K - $248K
1.11K $233K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
10K
New
$22.84 - $36.05 $228K - $361K
10K $232K
SPYG
Spdr Portfolio

ETFs
2.58K
New
$81.74 - $91.38 $211K - $236K
2.58K $226K
COF
Capital One Financial Corp

Financial Services
1.21K
New
$145.19 - $192.01 $176K - $232K
1.21K $215K
ROK
Rockwell Automation, Inc

Industrials
734
New
$264.65 - $302.92 $194K - $222K
734 $209K
VEA
Vanguard Ftse Developed Market

ETFs
4.36K
New
$47.57 - $52.44 $207K - $228K
4.36K $208K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.1K
+ 2.76%
$87.25 - $95.52 $183K - $200K
78.2K $6.92M
GILD
Gilead Sciences, Inc.

Healthcare
2.17K
New
$83.95 - $97.9 $182K - $212K
2.17K $200K
MET
Metlife Inc

Financial Services
2.45K
New
$78.15 - $88.25 $191K - $216K
2.45K $200K
SPG
Simon Property Group Inc

Real Estate
493
+ 2.18%
$167.23 - $183.84 $82.4K - $90.6K
23.2K $3.99M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.9K
+ 11.42%
$44.87 - $46.86 $220K - $230K
47.8K $2.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.5K
+ 318.8%
$26.93 - $84.95 $390K - $1.23M
19K $519K
DBND
Doubleline ETF Tr Opportunisti

ETFs
4.92K
+ 11.54%
$45.15 - $47.26 $222K - $232K
47.5K $2.15M
PRU
Prudential Financial Inc

Financial Services
2.33K
+ 4.15%
$114.59 - $129.52 $267K - $302K
58.4K $6.93M
CVX
Chevron Corp

Energy
1.65K
+ 3.51%
$141.15 - $162.53 $233K - $268K
48.6K $7.04M
POCT
Innovator U.S. Equity Power Bu

ETFs
2.79K
+ 11.7%
$38.63 - $40.03 $108K - $112K
26.6K $1.05M
CLX
Clorox CO

Consumer Defensive
801
+ 3.87%
$156.51 - $169.74 $125K - $136K
21.5K $3.49M
CSCO
Cisco Systems, Inc.

Technology
1.11K
+ 13.18%
$52.45 - $60.02 $58.4K - $66.9K
9.57K $566K
BMY
Bristol Myers Squibb CO

Healthcare
903
+ 6.84%
$51.92 - $59.94 $46.9K - $54.1K
14.1K $798K
SHOP
Shopify Inc.

Technology
22
+ 0.54%
$78.14 - $119.49 $1.72K - $2.63K
4.12K $438K
STLD
Steel Dynamics Inc

Basic Materials
1.12K
+ 4.71%
N/A
24.9K $2.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.69K
+ 10.78%
$61.68 - $67.87 $104K - $115K
17.4K $1.08M
WFC
Wells Fargo & Company

Financial Services
334
+ 6.13%
$54.98 - $77.35 $18.4K - $25.8K
5.79K $406K
MS
Morgan Stanley

Financial Services
99
+ 2.67%
$104.42 - $134.99 $10.3K - $13.4K
3.8K $478K
VB
Vanguard Small Cap ETF

ETFs
288
+ 5.06%
$233.76 - $261.58 $67.3K - $75.3K
5.98K $1.44M
ABT
Abbott Laboratories

Healthcare
1.28K
+ 1.99%
$111.93 - $119.39 $143K - $153K
65.6K $7.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
49.1K
+ 212.99%
$27.54 - $83.04 $1.35M - $4.08M
72.2K $2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
99.3K
+ 102.4%
$25.33 - $51.16 $2.52M - $5.08M
196K $5.08M
BA
Boeing CO

Industrials
267
+ 20.29%
$138.14 - $180.72 $36.9K - $48.3K
1.58K $280K
RJF
Raymond James Financial Inc

Financial Services
11
+ 0.47%
$123.0 - $170.1 $1.35K - $1.87K
2.33K $362K
EMB
Ishares Tr

ETFs
1.61K
+ 10.64%
$88.94 - $93.46 $143K - $150K
16.7K $1.49M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29.3K
+ 300.15%
$25.93 - $105.3 $759K - $3.08M
39K $1.09M
DE
Deere & CO

Industrials
122
+ 5.48%
$389.45 - $466.0 $47.5K - $56.9K
2.35K $994K
RSG
Republic Services, Inc.

Industrials
295
+ 1.52%
$198.0 - $218.75 $58.4K - $64.5K
19.8K $3.97M
MCK
Mckesson Corp

Healthcare
25
+ 4.07%
$482.27 - $628.5 $12.1K - $15.7K
639 $364K
APH
Amphenol Corp

Technology
604
+ 17.65%
$62.07 - $75.35 $37.5K - $45.5K
4.03K $279K
VGT
Vanguard Information Technolog

ETFs
61
+ 13.26%
$571.78 - $647.97 $34.9K - $39.5K
521 $323K
ENB
Enbridge Inc

Energy
595
+ 3.74%
$40.4 - $43.92 $24K - $26.1K
16.5K $699K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.34K
+ 8.41%
$80.13 - $83.77 $108K - $113K
17.3K $1.39M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
588
+ 16.56%
$55.73 - $66.16 $32.8K - $38.9K
4.14K $249K
CTVA
Corteva, Inc.

Basic Materials
899
+ 24.77%
$55.21 - $64.13 $49.6K - $57.7K
4.53K $257K
NWL
Newell Brands Inc.

Consumer Defensive
77
+ 0.41%
$7.18 - $11.63 $553 - $896
18.7K $186K
AMP
Ameriprise Financial Inc

Financial Services
11
+ 1.92%
$473.15 - $574.01 $5.2K - $6.31K
585 $311K
Activity Summary
Buys All Purchases 180 New Holdings 29 Increased Positions 151 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 1
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