Cornerstone Wealth Group, LLC Incresed Positions in Q1 2025

Cornerstone Wealth Group, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
95
+ 8.06%
$201.62 - $250.59 $19.2K - $23.8K
1.27K $261K
LMT
Lockheed Martin Corp

Industrials
117
+ 7.46%
$423.19 - $506.29 $49.5K - $59.2K
1.69K $752K
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
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
CAT
Caterpillar Inc

Industrials
36
+ 0.78%
$326.75 - $407.63 $11.8K - $14.7K
4.64K $1.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
157
+ 0.41%
$120.29 - $134.6 $18.9K - $21.1K
38.3K $4.67M
TTD
Trade Desk, Inc.

Technology
205
+ 4.96%
$53.59 - $126.58 $11K - $25.9K
4.34K $237K
PANW
Palo Alto Networks Inc

Technology
310
+ 1.16%
$167.82 - $208.28 $52K - $64.6K
27.1K $4.63M
MTB
M&T Bank Corp

Financial Services
19
+ 0.07%
$170.47 - $201.98 $3.24K - $3.84K
27.9K $4.99M
ORCL
Oracle Corp

Technology
464
+ 2.81%
$139.81 - $186.47 $64.9K - $86.5K
17K $2.37M
GOOG
Alphabet Inc.

Communication Services
590
+ 3.46%
$156.06 - $207.71 $92.1K - $123K
17.6K $2.75M
VTI
Vanguard Total Stock Market Et

ETFs
149
+ 0.24%
$271.18 - $303.12 $40.4K - $45.2K
62.3K $17.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
68
+ 0.18%
$507.05 - $563.67 $34.5K - $38.3K
37.3K $19.1M
BX
Blackstone Inc.

Financial Services
178
+ 0.62%
$136.53 - $186.74 $24.3K - $33.2K
28.9K $4.04M
TSLA
Tesla, Inc.

Consumer Cyclical
766
+ 9.34%
$222.15 - $428.22 $170K - $328K
8.97K $2.32M
NOW
Service Now, Inc.

Technology
240
+ 4.84%
$783.83 - $1170.39 $188K - $281K
5.19K $4.14M
GOOGL
Alphabet Inc.

Communication Services
5.97K
+ 8.06%
$154.33 - $206.19 $921K - $1.23M
80K $12.4M
MSFT
Microsoft Corp

Technology
3.17K
+ 4.6%
$375.39 - $447.2 $1.19M - $1.42M
72.1K $27.1M
AMZN
Amazon Com Inc

Consumer Cyclical
988
+ 1.23%
$190.26 - $242.06 $188K - $239K
81.2K $15.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
515
+ 0.38%
$551.42 - $612.93 $284K - $316K
135K $75.4M
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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