Cornerstone Wealth Group, LLC Purchases in Q3 2025

Cornerstone Wealth Group, LLC

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
763
+ 10.01%
$132.9 - $142.03 $101K - $108K
8.38K $1.18M
DHR
Danaher Corp

Healthcare
728
+ 3.64%
$181.46 - $212.2 $132K - $154K
20.7K $4.11M
MS
Morgan Stanley

Financial Services
433
+ 9.79%
$139.09 - $161.16 $60.2K - $69.8K
4.86K $772K
MNST
Monster Beverage Corp

Consumer Defensive
1.94K
+ 50.65%
$58.65 - $67.31 $114K - $131K
5.78K $388K
RTX
Raytheon Technologies Corp

Industrials
63
+ 0.99%
$144.19 - $167.33 $9.08K - $10.5K
6.42K $1.07M
TMUS
T Mobile Us, Inc.

Communication Services
526
+ 3.02%
$226.02 - $259.01 $119K - $136K
18K $4.3M
DUK
Duke Energy Corp

Utilities
135
+ 0.6%
$116.31 - $125.93 $15.7K - $17K
22.8K $2.82M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
87
+ 4.05%
$224.68 - $282.71 $19.5K - $24.6K
2.23K $623K
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.43K
+ 4.54%
$40.45 - $42.49 $57.7K - $60.6K
32.8K $1.39M
SCHG
Schwab Strategic Tr Us Large C

ETFs
486
+ 1.21%
$28.92 - $32.19 $14.1K - $15.6K
40.7K $1.3M
NU
Nu Holdings Ltd.

Financial Services
5
+ 0.01%
$11.92 - $16.3 $59.6 - $81.5
51.1K $818K
GLD
Spdr Gold Trust

ETFs
26
+ 1.24%
$300.96 - $355.47 $7.82K - $9.24K
2.12K $752K
OHI
Omega Healthcare Investors Inc

Real Estate
1.44K
+ 16.01%
$36.29 - $43.34 $52.3K - $62.5K
10.5K $441K
CVS
Cvs Health Corp

Healthcare
1.06K
+ 27.62%
$58.75 - $76.5 $62.5K - $81.4K
4.92K $370K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
2.25K
+ 28.75%
$37.4 - $39.31 $84.3K - $88.6K
10.1K $396K
ADSK
Autodesk, Inc.

Technology
412
+ 62.42%
N/A
1.07K $263K
SHW
Sherwin Williams CO

Basic Materials
272
+ 31.26%
$330.88 - $375.23 $90K - $102K
1.14K $395K
MDT
Medtronic PLC

Healthcare
721
+ 22.85%
$87.67 - $95.74 $63.2K - $69K
3.88K $369K
GD
General Dynamics Corp

Industrials
131
+ 13.45%
$293.92 - $341.0 $38.5K - $44.7K
1.11K $376K
TMO
Thermo Fisher Scientific Inc.

Healthcare
54
+ 6.59%
$404.94 - $499.99 $21.9K - $27K
874 $423K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.13K
+ 1.14%
$55.61 - $57.37 $62.6K - $64.5K
100K $5.72M
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.7%
$3649.42 - $4354.54 $3.65K - $4.35K
144 $617K
PSX
Phillips 66

Energy
9
+ 0.18%
$118.37 - $139.46 $1.07K - $1.26K
5.09K $692K
URI
United Rentals, Inc.

Industrials
15
+ 4.17%
$774.14 - $975.23 $11.6K - $14.6K
375 $357K
D
Dominion Energy, Inc

Utilities
139
+ 0.84%
$56.32 - $62.1 $7.83K - $8.63K
16.8K $1.03M
PFE
Pfizer Inc

Healthcare
2.48K
+ 13.87%
$23.29 - $25.88 $57.8K - $64.2K
20.4K $518K
MA
Mastercard Inc

Financial Services
69
+ 1.18%
$550.18 - $598.96 $38K - $41.3K
5.91K $3.36M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
26
+ 0.6%
$89.32 - $107.82 $2.32K - $2.8K
4.34K $467K
KLAC
Kla Corp

Technology
18
+ 6.25%
$843.9 - $1078.6 $15.2K - $19.4K
306 $330K
DD
Du Pont De Nemours, Inc.

Basic Materials
367
+ 7.69%
$69.9 - $78.26 $25.7K - $28.7K
5.14K $400K
ASML
Asml Holding Nv

Technology
15
+ 4.4%
$689.63 - $968.09 $10.3K - $14.5K
356 $344K
STLD
Steel Dynamics Inc

Basic Materials
698
+ 2.49%
N/A
28.7K $2.82M
AXP
American Express CO

Financial Services
76
+ 2.39%
$294.27 - $342.31 $22.4K - $26K
3.25K $1.08M
SCHW
Schwab Charles Corp

Financial Services
435
+ 13.19%
$91.03 - $98.69 $39.6K - $42.9K
3.73K $356K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
89
+ 0.61%
$30.13 - $33.37 $2.68K - $2.97K
14.6K $488K
RJF
Raymond James Financial Inc

Financial Services
6
+ 0.24%
$154.64 - $176.43 $928 - $1.06K
2.5K $432K
GIS
General Mills Inc

Consumer Defensive
1.07K
+ 27.6%
$48.44 - $53.83 $52K - $57.8K
4.97K $250K
WELL
Welltower Inc.

Real Estate
77
+ 5.27%
$150.71 - $178.14 $11.6K - $13.7K
1.54K $273K
EMB
Ishares Tr

ETFs
74
+ 0.46%
$91.52 - $95.59 $6.77K - $7.07K
16.1K $1.53M
HMOP
Hartford Fds Exchange Traded T

ETFs
580
+ 1.79%
$37.94 - $39.14 $22K - $22.7K
32.9K $1.28M
CDNS
Cadence Design Systems Inc

Technology
32
+ 4.3%
$309.46 - $373.37 $9.9K - $11.9K
777 $272K
HDV
Ishares Core High Dividend ETF

ETFs
250
+ 11.88%
$118.16 - $123.66 $29.5K - $30.9K
2.35K $288K
PH
Parker Hannifin Corp

Industrials
11
+ 2.24%
$697.13 - $769.67 $7.67K - $8.47K
503 $381K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
210
+ 5.55%
$82.96 - $95.7 $17.4K - $20.1K
4K $358K
ADI
Analog Devices Inc

Technology
117
+ 13.28%
$220.68 - $255.63 $25.8K - $29.9K
998 $245K
SYY
Sysco Corp

Consumer Defensive
191
+ 6.31%
$76.33 - $82.51 $14.6K - $15.8K
3.22K $264K
COF
Capital One Financial Corp

Financial Services
170
+ 9.29%
$207.29 - $229.74 $35.2K - $39.1K
2K $424K
NLOK
Norton Life Lock Inc.

Technology
1.65K
+ 10.51%
N/A
17.4K $372K
DBND
Doubleline ETF Tr Opportunisti

ETFs
391
+ 0.85%
$45.57 - $46.76 $17.8K - $18.3K
46.3K $2.15M
Activity Summary
Buys All Purchases 222 New Holdings 41 Increased Positions 181 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cornerstone Wealth Group, LLC Portfolio

Follow Cornerstone Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email