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
APH
Amphenol Corp

Technology
893
+ 22.18%
$61.62 - $78.55 $55K - $70.1K
4.92K $322K
UNP
Union Pacific Corp

Industrials
69
+ 2.46%
$225.21 - $254.42 $15.5K - $17.6K
2.87K $678K
PAYX
Paychex Inc

Industrials
101
+ 6.06%
$136.06 - $154.52 $13.7K - $15.6K
1.77K $272K
FISV
Fiserv Inc

Technology
303
+ 12.74%
N/A
2.68K $335K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
1.17K
+ 17.5%
$34.08 - $35.99 $39.9K - $42.1K
7.86K $269K
CSCO
Cisco Systems, Inc.

Technology
142
+ 1.48%
$58.74 - $64.87 $8.34K - $9.21K
9.71K $599K
F
Ford Motor CO

Consumer Cyclical
3.06K
+ 26.76%
$9.12 - $10.43 $27.9K - $31.9K
14.5K $145K
CMCSA
Comcast Corp

Communication Services
782
+ 7.45%
$33.19 - $38.23 $26K - $29.9K
11.3K $416K
HDV
Ishares Core High Dividend ETF

ETFs
44
+ 2.14%
$110.86 - $121.12 $4.88K - $5.33K
2.1K $253K
LNG
Cheniere Energy, Inc.

Energy
16
+ 1.43%
$209.32 - $253.66 $3.35K - $4.06K
1.14K $262K
EEM
Ishares Msci Emerging Markets

ETFs
6
+ 0.06%
$40.81 - $45.34 $245 - $272
9.65K $421K
COF
Capital One Financial Corp

Financial Services
84
+ 6.95%
$163.87 - $209.82 $13.8K - $17.6K
1.29K $231K
SYY
Sysco Corp

Consumer Defensive
126
+ 4.58%
$70.0 - $77.13 $8.82K - $9.72K
2.88K $216K
OHI
Omega Healthcare Investors Inc

Real Estate
121
+ 1.67%
$35.7 - $38.33 $4.32K - $4.64K
7.38K $280K
TXN
Texas Instruments Inc

Technology
14
+ 0.76%
N/A
1.86K $361K
MSI
Motorola Solutions, Inc.

Technology
37
+ 6.07%
$411.73 - $482.1 $15.2K - $17.8K
647 $283K
BRP
Brp Group, Inc.

Financial Services
3
+ 0.02%
N/A
16.7K $669K
Vanguard Malvern Fds
277K
New
N/A
277K $0
FJAN
First Exc Trd Viii Cboe Vest U
4.61K
New
N/A
4.61K $0
Blackrock ETF Trust
7.35K
New
N/A
7.35K $0
Blackrock Inc
5.48K
+ 1164.12%
N/A
5.95K $0
TAFI
Ab Active Etfs Inc Tax Aware S
8.52K
+ 16.75%
N/A
59.4K $0
Thornburg ETF Tr
14.6K
New
N/A
14.6K $0
Blackrock ETF Trust Ii
78K
New
N/A
78K $0
Ge Vernova Inc
11
+ 0.94%
N/A
1.18K $0
Linde PLC
79
+ 13.88%
N/A
648 $0
Lam Research Corp
539
+ 18.41%
N/A
3.47K $0
Innovator Etfs Trust
21.4K
New
N/A
21.4K $0
Innovator Etfs Trust
7.17K
New
N/A
7.17K $0
Janus Detroit Str Tr
112K
New
N/A
112K $0
Thornburg ETF Tr
94.5K
New
N/A
94.5K $0
MS
Morgan Stanley

Financial Services
297
+ 7.81%
$111.68 - $141.08 $33.2K - $41.9K
4.1K $478K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
22
+ 0.22%
$20.96 - $26.08 $461 - $574
10K $226K
LMT
Lockheed Martin Corp

Industrials
117
+ 7.46%
$423.19 - $506.29 $49.5K - $59.2K
1.69K $752K
DHR
Danaher Corp

Healthcare
95
+ 8.06%
$201.62 - $250.59 $19.2K - $23.8K
1.27K $261K
PFE
Pfizer Inc

Healthcare
268
+ 1.6%
$25.01 - $27.13 $6.7K - $7.27K
17K $430K
POCT
Innovator U.S. Equity Power Bu

ETFs
116
+ 0.44%
$38.53 - $40.49 $4.47K - $4.7K
26.7K $1.04M
HON
Honeywell International Inc

Industrials
1.55K
+ 6.32%
$202.75 - $226.52 $314K - $351K
26.1K $5.52M
AMP
Ameriprise Financial Inc

Financial Services
17
+ 2.91%
$472.29 - $575.13 $8.03K - $9.78K
602 $291K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
45
+ 1.17%
$62.43 - $84.12 $2.81K - $3.79K
3.89K $253K
RJF
Raymond James Financial Inc

Financial Services
36
+ 1.54%
$137.62 - $172.64 $4.95K - $6.22K
2.37K $329K
LEN
Lennar Corp

Consumer Cyclical
123
+ 4.89%
$113.93 - $141.54 $14K - $17.4K
2.64K $302K
CEG
Constellation Energy Corp

Utilities
17
+ 0.92%
$201.63 - $347.44 $3.43K - $5.91K
1.87K $377K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
96
+ 5.0%
$165.25 - $224.62 $15.9K - $21.6K
2.02K $334K
AMD
Advanced Micro Devices Inc

Technology
403
+ 8.16%
$96.63 - $129.55 $38.9K - $52.2K
5.34K $548K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
316
+ 1.82%
$57.21 - $65.8 $18.1K - $20.8K
17.7K $1.03M
PYPL
Pay Pal Holdings, Inc.

Financial Services
133
+ 3.7%
$65.15 - $91.81 $8.66K - $12.2K
3.73K $243K
NWL
Newell Brands Inc.

Consumer Defensive
5
+ 0.03%
$6.2 - $10.66 $31 - $53.3
18.7K $116K
IRM
Iron Mountain Inc

Real Estate
4
+ 0.1%
$82.79 - $111.31 $331 - $445
3.91K $335K
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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