Cornerstone Wealth Group, LLC Incresed Positions in Q3 2024

Cornerstone Wealth Group, LLC

  • $1.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
118K
+ 22.29%
$96.25 - $101.98 $11.3M - $12M
646K $65.4M
LVHI
Franklin International Low Vol

ETFs
221K
+ 163.98%
$28.72 - $31.28 $6.34M - $6.9M
355K $11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
32.1K
+ 412.23%
$162.83 - $179.16 $5.23M - $5.75M
39.9K $7.15M
ACN
Accenture PLC

Technology
15.2K
+ 662.48%
$295.44 - $355.81 $4.48M - $5.39M
17.4K $6.16M
AAPL
Apple Inc.

Technology
1.04K
+ 0.45%
$207.23 - $234.82 $216K - $245K
233K $54.2M
PM
Philip Morris International Inc.

Consumer Defensive
31.6K
+ 450.41%
$101.25 - $127.45 $3.2M - $4.03M
38.6K $4.69M
HD
Home Depot, Inc.

Consumer Cyclical
690
+ 1.88%
$333.64 - $405.2 $230K - $280K
37.4K $15.2M
ABBV
Abb Vie Inc.

Healthcare
126
+ 0.19%
$163.84 - $199.33 $20.6K - $25.1K
67.7K $13.4M
CMI
Cummins Inc

Industrials
187
+ 0.54%
$266.63 - $326.4 $49.9K - $61K
34.8K $11.3M
WMB
Williams Companies, Inc.

Energy
27.1K
+ 35.98%
$41.24 - $46.22 $1.12M - $1.25M
102K $4.68M
SO
Southern CO

Utilities
2.28K
+ 2.52%
$77.0 - $90.52 $176K - $207K
93K $8.38M
LOW
Lowes Companies Inc

Consumer Cyclical
195
+ 0.76%
$213.3 - $270.78 $41.6K - $52.8K
25.9K $7M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.5K
+ 0.66%
$63.46 - $71.43 $95K - $107K
227K $16.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
151
+ 0.69%
$405.19 - $478.57 $61.2K - $72.3K
22.1K $10.2M
MCD
Mcdonalds Corp

Consumer Cyclical
157
+ 0.66%
$245.82 - $304.51 $38.6K - $47.8K
24K $7.31M
AVGO
Broadcom Inc.

Technology
84.4K
+ 896.98%
$136.27 - $1745.86 $11.5M - $147M
93.8K $16.2M
UNH
Unitedhealth Group Inc

Healthcare
209
+ 1.77%
$488.01 - $604.18 $102K - $126K
12K $7.04M
JNJ
Johnson & Johnson

Healthcare
687
+ 1.31%
$145.48 - $167.38 $99.9K - $115K
53K $8.59M
ADP
Automatic Data Processing Inc

Industrials
237
+ 1.03%
$233.44 - $279.45 $55.3K - $66.2K
23.3K $6.45M
T
At&T Inc.

Communication Services
2.4K
+ 0.82%
$18.21 - $22.28 $43.7K - $53.5K
295K $6.5M
PEP
Pepsico Inc

Consumer Defensive
3.09K
+ 4.45%
$161.9 - $179.3 $500K - $554K
72.5K $12.3M
MTB
M&T Bank Corp

Financial Services
266
+ 0.96%
$146.49 - $179.85 $39K - $47.8K
28K $4.99M
V
Visa Inc.

Financial Services
952
+ 2.48%
$253.74 - $291.56 $242K - $278K
39.3K $10.8M
ABT
Abbott Laboratories

Healthcare
807
+ 1.27%
$100.07 - $118.13 $80.8K - $95.3K
64.4K $7.34M
TMUS
T Mobile Us, Inc.

Communication Services
273
+ 1.27%
$175.14 - $206.36 $47.8K - $56.3K
21.8K $4.49M
JPM
Jpmorgan Chase & CO

Financial Services
798
+ 1.34%
$194.9 - $224.8 $156K - $179K
60.4K $12.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
400
+ 0.66%
$105.53 - $118.34 $42.2K - $47.3K
60.7K $7.1M
PG
Procter & Gamble CO

Consumer Defensive
1.12K
+ 2.16%
$160.76 - $177.82 $181K - $200K
53.3K $9.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.9K
+ 174.93%
$60.84 - $67.51 $542K - $601K
14K $944K
ISRG
Intuitive Surgical Inc

Healthcare
23
+ 0.18%
$416.14 - $494.01 $9.57K - $11.4K
12.8K $6.3M
NOW
Service Now, Inc.

Technology
90
+ 1.86%
$730.87 - $937.36 $65.8K - $84.4K
4.92K $4.4M
FE
Firstenergy Corp

Utilities
1.42K
+ 1.61%
$38.25 - $44.54 $54.1K - $63K
89.1K $3.95M
MO
Altria Group, Inc.

Consumer Defensive
1.45K
+ 1.68%
$45.95 - $54.71 $66.5K - $79.2K
87.7K $4.48M
TFC
Truist Financial Corp

Financial Services
1.13K
+ 0.93%
$38.22 - $44.94 $43K - $50.6K
122K $5.22M
ORCL
Oracle Corp

Technology
87
+ 0.53%
$125.9 - $170.35 $11K - $14.8K
16.4K $2.79M
SPG
Simon Property Group Inc

Real Estate
423
+ 1.9%
$146.09 - $170.11 $61.8K - $72K
22.7K $3.83M
MA
Mastercard Inc

Financial Services
286
+ 5.3%
$429.6 - $500.99 $123K - $143K
5.68K $2.8M
ETN
Eaton Corp PLC

Industrials
465
+ 3.09%
$272.52 - $333.02 $127K - $155K
15.5K $5.13M
GS
Goldman Sachs Group Inc

Financial Services
31
+ 0.34%
$459.02 - $510.25 $14.2K - $15.8K
9.23K $4.57M
SRE
Sempra Energy

Utilities
199
+ 0.5%
$74.97 - $84.04 $14.9K - $16.7K
39.6K $3.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
502
+ 4.6%
$332.02 - $382.76 $167K - $192K
11.4K $4.29M
DRI
Darden Restaurants Inc

Consumer Cyclical
500
+ 2.95%
$138.06 - $172.74 $69K - $86.4K
17.4K $2.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.24K
+ 1.67%
$54.98 - $59.51 $67.9K - $73.5K
75.1K $4.47M
LHX
L3 Harris Technologies, Inc.

Industrials
408
+ 2.99%
$221.96 - $243.27 $90.6K - $99.3K
14.1K $3.35M
PJUL
Innovator U.S. Equity Power Bu

ETFs
6.53K
+ 81.61%
$37.89 - $40.48 $248K - $264K
14.5K $588K
PRU
Prudential Financial Inc

Financial Services
481
+ 0.86%
$105.53 - $127.32 $50.8K - $61.2K
56.1K $6.79M
XOM
Exxon Mobil Corp

Energy
791
+ 0.97%
$109.72 - $119.0 $86.8K - $94.1K
82.5K $9.67M
NVS
Novartis Ag

Healthcare
204
+ 0.73%
$106.13 - $120.89 $21.7K - $24.7K
28.1K $3.23M
RLY
Ssga Active ETF Tr

ETFs
1.98K
+ 1.17%
$26.98 - $28.77 $53.3K - $56.8K
171K $4.91M
Activity Summary
Buys All Purchases 151 New Holdings 26 Increased Positions 125 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 1
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