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
CLX
Clorox CO

Consumer Defensive
4.09K
+ 19.0%
$141.76 - $162.89 $579K - $665K
25.6K $3.77M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.77K
New
$39.02 - $42.89 $264K - $290K
6.77K $267K
ROP
Roper Technologies Inc

Industrials
444
New
$502.71 - $593.81 $223K - $264K
444 $261K
KO
Coca Cola CO

Consumer Defensive
461
+ 1.97%
$60.81 - $72.32 $28K - $33.3K
23.8K $1.71M
STLD
Steel Dynamics Inc

Basic Materials
2.48K
+ 9.95%
N/A
27.3K $2.68M
WM
Waste Management Inc

Industrials
958
New
$200.54 - $233.78 $192K - $224K
958 $221K
CI
Cigna Corp

Healthcare
170
+ 5.47%
$274.49 - $329.0 $46.7K - $55.9K
3.28K $1.08M
ASML
Asml Holding Nv

Technology
329
New
$662.63 - $776.99 $218K - $256K
329 $218K
NI
Nisource Inc.

Utilities
5.45K
New
$35.57 - $41.23 $194K - $224K
5.45K $218K
WELL
Welltower Inc.

Real Estate
1.39K
New
$124.05 - $156.86 $173K - $219K
1.39K $213K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.08K
+ 16.61%
$44.81 - $46.22 $228K - $235K
35.6K $1.61M
TDG
Trans Digm Group Inc

Industrials
153
New
$1251.32 - $1394.11 $191K - $213K
153 $211K
SCHW
Schwab Charles Corp

Financial Services
2.69K
New
$71.24 - $83.64 $192K - $225K
2.69K $210K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.5K
New
$16.57 - $18.85 $207K - $235K
12.5K $207K
ADI
Analog Devices Inc

Technology
1.03K
New
$201.56 - $243.82 $207K - $250K
1.03K $206K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
420
New
$402.49 - $513.76 $169K - $216K
420 $203K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.75K
New
$67.08 - $76.14 $184K - $209K
2.75K $202K
TFC
Truist Financial Corp

Financial Services
11.6K
+ 9.19%
$39.48 - $48.15 $458K - $558K
138K $5.66M
IBM
International Business Machines Corp

Technology
303
+ 8.06%
$217.4 - $264.74 $65.9K - $80.2K
4.06K $1.01M
IEMG
Ishares Inc

ETFs
3.4K
+ 1.93%
N/A
179K $9.6M
BAC
Bank Of America Corp

Financial Services
17.7K
+ 6.97%
$39.61 - $47.74 $701K - $844K
271K $11.3M
GE
General Electric CO

Industrials
60
+ 1.33%
$168.59 - $212.13 $10.1K - $12.7K
4.56K $911K
WMT
Walmart Inc.

Consumer Defensive
3.63K
+ 5.93%
$84.5 - $105.05 $306K - $381K
64.8K $5.69M
WFC
Wells Fargo & Company

Financial Services
1.74K
+ 30.01%
$66.78 - $81.42 $116K - $141K
7.52K $539K
DE
Deere & CO

Industrials
27
+ 1.15%
$408.57 - $509.27 $11K - $13.8K
2.38K $1.11M
VZ
Verizon Communications Inc

Communication Services
913
+ 6.94%
$37.81 - $46.49 $34.5K - $42.4K
14.1K $637K
DBND
Doubleline ETF Tr Opportunisti

ETFs
1.42K
+ 2.99%
$44.88 - $46.36 $63.8K - $65.9K
48.9K $2.26M
CARR
Carrier Global Corp

Industrials
1.93K
+ 57.37%
$62.07 - $70.55 $120K - $136K
5.28K $334K
INTU
Intuit Inc

Technology
180
+ 27.03%
$555.63 - $630.23 $100K - $113K
846 $519K
SPG
Simon Property Group Inc

Real Estate
1.36K
+ 5.87%
$159.48 - $187.78 $217K - $255K
24.5K $4.07M
NOC
Northrop Grumman Corp

Industrials
125
+ 28.94%
$433.45 - $513.82 $54.2K - $64.2K
557 $285K
MCK
Mckesson Corp

Healthcare
25
+ 3.91%
$566.21 - $672.99 $14.2K - $16.8K
664 $446K
MDLZ
Mondelez International, Inc.

Consumer Defensive
213
+ 2.82%
$56.12 - $68.15 $12K - $14.5K
7.77K $527K
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.77K
+ 28.89%
$41.09 - $43.24 $72.6K - $76.4K
7.88K $326K
MUB
Ishares National Muni Bond ETF

ETFs
807
+ 4.83%
$104.71 - $107.69 $84.5K - $86.9K
17.5K $1.85M
PLTR
Palantir Technologies Inc.

Technology
331
+ 8.25%
$64.98 - $124.62 $21.5K - $41.2K
4.34K $366K
KMB
Kimberly Clark Corp

Consumer Defensive
163
+ 4.56%
$124.46 - $147.4 $20.3K - $24K
3.74K $531K
GILD
Gilead Sciences, Inc.

Healthcare
184
+ 8.49%
$89.14 - $117.41 $16.4K - $21.6K
2.35K $263K
BSX
Boston Scientific Corp

Healthcare
267
+ 9.67%
$89.38 - $106.18 $23.9K - $28.4K
3.03K $305K
EMB
Ishares Tr

ETFs
340
+ 2.04%
$88.64 - $92.03 $30.1K - $31.3K
17K $1.54M
PSX
Phillips 66

Energy
84
+ 1.72%
$113.93 - $131.55 $9.57K - $11.1K
4.96K $611K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.39K
+ 8.07%
$35.54 - $37.44 $84.9K - $89.5K
32K $1.15M
INTC
Intel Corp

Technology
1.02K
+ 8.16%
$19.1 - $27.39 $19.5K - $28K
13.6K $307K
SYK
Stryker Corp

Healthcare
83
+ 4.09%
$355.18 - $399.9 $29.5K - $33.2K
2.11K $786K
AON
Aon PLC

Financial Services
44
+ 4.95%
$348.44 - $409.32 $15.3K - $18K
932 $371K
D
Dominion Energy, Inc

Utilities
202
+ 1.12%
$52.85 - $57.43 $10.7K - $11.6K
18.2K $1.02M
AMAT
Applied Materials Inc

Technology
535
+ 30.64%
$145.06 - $195.51 $77.6K - $105K
2.28K $331K
ZTS
Zoetis Inc.

Healthcare
254
+ 12.68%
$156.48 - $175.67 $39.7K - $44.6K
2.26K $371K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
+ 0.63%
$208.48 - $244.03 $1.67K - $1.95K
1.28K $313K
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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