Cornerstone Wealth Group, LLC Incresed Positions in Q2 2025

Cornerstone Wealth Group, LLC

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
18.6K
+ 25.84%
$354.56 - $497.45 $6.6M - $9.27M
90.7K $45.1M
AVGO
Broadcom Inc.

Technology
5.93K
+ 6.85%
$146.29 - $275.65 $868K - $1.64M
92.5K $25.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
67.5K
+ 13.81%
$96.84 - $99.46 $6.53M - $6.71M
556K $55.2M
AMAT
Applied Materials Inc

Technology
34.2K
+ 1500.66%
$126.95 - $183.52 $4.35M - $6.28M
36.5K $6.68M
IDEV
Ishares Core Msci Intl Develop

ETFs
37.3K
+ 15.53%
$61.79 - $76.67 $2.31M - $2.86M
278K $21.1M
GOOGL
Alphabet Inc.

Communication Services
14.7K
+ 18.35%
$144.7 - $178.6 $2.12M - $2.62M
94.6K $16.7M
BX
Blackstone Inc.

Financial Services
26.8K
+ 92.8%
$120.07 - $151.11 $3.22M - $4.05M
55.7K $8.34M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.48K
+ 11.09%
$272.36 - $339.57 $1.76M - $2.2M
64.9K $22M
DHR
Danaher Corp

Healthcare
18.7K
+ 1469.07%
$174.64 - $205.16 $3.27M - $3.84M
20K $3.95M
META
Meta Platforms, Inc.

Communication Services
882
+ 4.87%
$484.66 - $738.09 $427K - $651K
19K $14M
AMZN
Amazon Com Inc

Consumer Cyclical
4.63K
+ 5.71%
$167.32 - $223.3 $775K - $1.03M
85.8K $18.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.8K
+ 41.1%
$58.41 - $72.69 $2.15M - $2.67M
126K $9.18M
JPM
Jpmorgan Chase & CO

Financial Services
1.21K
+ 2.0%
$210.28 - $289.91 $253K - $349K
61.6K $17.8M
AMGN
Amgen Inc

Healthcare
12.8K
+ 67.84%
$262.28 - $309.85 $3.36M - $3.97M
31.7K $8.85M
DG
Dollar General Corp

Consumer Defensive
5.39K
+ 6.12%
$86.02 - $114.95 $464K - $620K
93.5K $10.7M
ETN
Eaton Corp PLC

Industrials
958
+ 3.69%
$246.52 - $356.99 $236K - $342K
26.9K $9.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
474
+ 1.27%
$456.74 - $568.03 $216K - $269K
37.7K $21.4M
BAC
Bank Of America Corp

Financial Services
5.92K
+ 2.18%
$34.39 - $47.46 $204K - $281K
277K $13.1M
GS
Goldman Sachs Group Inc

Financial Services
334
+ 4.07%
$462.22 - $707.75 $154K - $236K
8.55K $6.05M
ORCL
Oracle Corp

Technology
979
+ 5.78%
$122.82 - $218.63 $120K - $214K
17.9K $3.92M
NOW
Service Now, Inc.

Technology
203
+ 3.91%
$721.65 - $1040.18 $146K - $211K
5.4K $5.55M
TSLA
Tesla, Inc.

Consumer Cyclical
1.53K
+ 17.02%
$221.86 - $362.89 $339K - $554K
10.5K $3.33M
PM
Philip Morris International Inc.

Consumer Defensive
1.36K
+ 4.2%
$149.23 - $184.95 $203K - $252K
33.8K $6.16M
PANW
Palo Alto Networks Inc

Technology
294
+ 1.08%
$152.44 - $204.64 $44.8K - $60.2K
27.4K $5.61M
CMI
Cummins Inc

Industrials
1.52K
+ 4.55%
$267.12 - $336.65 $407K - $513K
35K $11.5M
C
Citigroup Inc

Financial Services
2.07K
+ 3.83%
$58.13 - $85.12 $120K - $176K
56.1K $4.78M
PLTR
Palantir Technologies Inc.

Technology
5.22K
+ 120.16%
$74.01 - $144.25 $386K - $752K
9.56K $1.3M
WMT
Walmart Inc.

Consumer Defensive
2.6K
+ 4.02%
$81.79 - $99.98 $213K - $260K
67.4K $6.59M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.97K
+ 6.14%
$43.53 - $54.46 $260K - $325K
103K $5.62M
LECO
Lincoln Electric Holdings Inc

Industrials
260
+ 0.58%
$167.18 - $211.38 $43.5K - $55K
44.9K $9.3M
SPYG
Spdr Portfolio

ETFs
7.26K
+ 68.55%
$71.83 - $95.32 $522K - $692K
17.9K $1.7M
NFLX
Netflix Inc

Communication Services
158
+ 11.35%
$855.86 - $1339.13 $135K - $212K
1.55K $2.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
679
+ 17.28%
$416.06 - $551.64 $283K - $375K
4.61K $2.54M
HON
Honeywell International Inc

Industrials
618
+ 2.37%
$182.86 - $232.88 $113K - $144K
26.7K $6.22M
WMB
Williams Companies, Inc.

Energy
2.12K
+ 1.25%
$54.33 - $62.87 $115K - $133K
171K $10.8M
GOOG
Alphabet Inc.

Communication Services
1.53K
+ 8.67%
$146.58 - $180.01 $224K - $275K
19.1K $3.4M
MTB
M&T Bank Corp

Financial Services
1.12K
+ 3.99%
$156.58 - $193.99 $175K - $216K
29.1K $5.64M
QCOM
Qualcomm Inc

Technology
2.1K
+ 5.81%
$124.66 - $159.48 $262K - $335K
38.2K $6.09M
V
Visa Inc.

Financial Services
1.1K
+ 4.16%
$308.27 - $373.31 $338K - $410K
27.5K $9.77M
ABT
Abbott Laboratories

Healthcare
1.9K
+ 2.89%
$123.95 - $138.08 $235K - $262K
67.5K $9.18M
NVS
Novartis Ag

Healthcare
1.17K
+ 3.73%
$101.96 - $121.01 $120K - $142K
32.6K $3.95M
GE
General Electric CO

Industrials
690
+ 15.14%
$166.81 - $257.39 $115K - $178K
5.25K $1.35M
COST
Costco Wholesale Corp

Consumer Defensive
153
+ 2.62%
$908.13 - $1056.85 $139K - $162K
6K $5.94M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.22K
+ 40.92%
$45.11 - $52.34 $326K - $378K
24.9K $1.3M
FIS
Fidelity National Information Services, Inc.

Technology
494
+ 1.02%
$68.14 - $82.13 $33.7K - $40.6K
48.9K $3.98M
TFC
Truist Financial Corp

Financial Services
2.59K
+ 1.88%
$34.79 - $42.99 $90.1K - $111K
140K $6.03M
IBM
International Business Machines Corp

Technology
539
+ 13.28%
$221.03 - $294.78 $119K - $159K
4.6K $1.36M
IEMG
Ishares Inc

ETFs
6.1K
+ 3.41%
N/A
185K $9.92M
NU
Nu Holdings Ltd.

Financial Services
13.4K
+ 35.65%
$9.6 - $13.72 $129K - $184K
51.1K $701K
Activity Summary
Buys All Purchases 217 New Holdings 46 Increased Positions 171 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 2
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