Cornerstone Wealth Group, LLC Incresed Positions in Q4 2024

Cornerstone Wealth Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
31
+ 0.97%
$101.77 - $113.02 $3.15K - $3.5K
3.23K $341K
RTX
Raytheon Technologies Corp

Industrials
88
+ 3.1%
$114.45 - $127.21 $10.1K - $11.2K
2.92K $338K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 2.0%
$209.89 - $233.24 $5.25K - $5.83K
1.28K $270K
CSX
Csx Corp

Industrials
208
+ 3.04%
$31.58 - $36.88 $6.57K - $7.67K
7.05K $227K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
200
+ 4.45%
$44.04 - $49.49 $8.81K - $9.9K
4.7K $206K
YUM
Yum Brands Inc

Consumer Cyclical
24
+ 1.12%
$130.36 - $139.54 $3.13K - $3.35K
2.18K $291K
STWD
Starwood Property Trust, Inc.

Real Estate
25
+ 0.25%
$18.95 - $20.37 $474 - $509
10.1K $190K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
852
+ 5.86%
$26.63 - $30.23 $22.7K - $25.8K
15.4K $410K
AFL
Aflac Inc

Financial Services
147
+ 4.1%
$100.37 - $115.27 $14.8K - $16.9K
3.74K $386K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
306
+ 1.38%
$442.29 - $483.08 $135K - $148K
22.4K $10.2M
UNP
Union Pacific Corp

Industrials
114
+ 4.24%
$223.15 - $249.32 $25.4K - $28.4K
2.8K $638K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.5K
+ 111.77%
$18.41 - $40.87 $248K - $550K
25.5K $471K
DVY
Ishares Tr

ETFs
62
+ 0.73%
$129.55 - $143.41 $8.03K - $8.89K
8.57K $1.12M
DHR
Danaher Corp

Healthcare
98
+ 9.07%
$226.16 - $274.52 $22.2K - $26.9K
1.18K $270K
KMB
Kimberly Clark Corp

Consumer Defensive
25
+ 0.7%
$130.37 - $146.09 $3.26K - $3.65K
3.58K $468K
D
Dominion Energy, Inc

Utilities
572
+ 3.28%
$52.63 - $60.92 $30.1K - $34.8K
18K $970K
ORCL
Oracle Corp

Technology
105
+ 0.64%
$165.41 - $192.43 $17.4K - $20.2K
16.5K $2.75M
VZ
Verizon Communications Inc

Communication Services
492
+ 3.89%
$39.6 - $45.21 $19.5K - $22.2K
13.2K $525K
UL
Unilever PLC

Consumer Defensive
138
+ 2.17%
$56.7 - $64.64 $7.82K - $8.92K
6.51K $369K
AMAT
Applied Materials Inc

Technology
109
+ 6.66%
$161.44 - $213.89 $17.6K - $23.3K
1.75K $283K
IRM
Iron Mountain Inc

Real Estate
13
+ 0.33%
$101.62 - $128.14 $1.32K - $1.67K
3.9K $410K
CEG
Constellation Energy Corp

Utilities
44
+ 2.43%
$224.28 - $285.52 $9.87K - $12.6K
1.86K $417K
PSX
Phillips 66

Energy
120
+ 2.53%
$110.35 - $138.93 $13.2K - $16.7K
4.87K $555K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.31K
+ 1.75%
$57.53 - $60.83 $75.5K - $79.9K
76.4K $4.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
44
+ 4.21%
$501.29 - $612.85 $22.1K - $27K
1.09K $566K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
222
+ 0.37%
$113.92 - $127.38 $25.3K - $28.3K
60.9K $7.02M
DUK
Duke Energy Corp

Utilities
610
+ 3.02%
$105.76 - $120.76 $64.5K - $73.7K
20.8K $2.24M
COP
Conocophillips

Energy
1.81K
+ 4.07%
$95.12 - $114.72 $172K - $207K
46.2K $4.58M
CAT
Caterpillar Inc

Industrials
85
+ 1.88%
$360.37 - $416.88 $30.6K - $35.4K
4.6K $1.67M
FIS
Fidelity National Information Services, Inc.

Technology
1.18K
+ 1.81%
$80.14 - $90.95 $94.7K - $108K
66.3K $5.36M
NU
Nu Holdings Ltd.

Financial Services
24
+ 0.06%
$10.24 - $15.89 $246 - $381
37.7K $390K
LVHI
Franklin International Low Vol

ETFs
2.08K
+ 0.59%
$29.98 - $31.57 $62.4K - $65.8K
357K $10.9M
MCD
Mcdonalds Corp

Consumer Cyclical
633
+ 2.64%
$288.47 - $316.54 $183K - $200K
24.6K $7.14M
KO
Coca Cola CO

Consumer Defensive
401
+ 1.75%
$61.74 - $71.71 $24.8K - $28.8K
23.4K $1.46M
CI
Cigna Corp

Healthcare
31
+ 1.01%
$265.59 - $358.58 $8.23K - $11.1K
3.11K $857K
QCOM
Qualcomm Inc

Technology
1.45K
+ 4.79%
$150.4 - $178.04 $219K - $259K
31.8K $4.88M
LHX
L3 Harris Technologies, Inc.

Industrials
429
+ 3.05%
$208.94 - $264.22 $89.6K - $113K
14.5K $3.05M
FE
Firstenergy Corp

Utilities
2.01K
+ 2.26%
$39.14 - $44.52 $78.7K - $89.6K
91.1K $3.62M
NVS
Novartis Ag

Healthcare
1.55K
+ 5.51%
$96.78 - $117.18 $150K - $182K
29.7K $2.89M
CL
Colgate Palmolive CO

Consumer Defensive
1.6K
+ 3.96%
$90.22 - $102.31 $144K - $164K
42K $3.82M
SO
Southern CO

Utilities
3.08K
+ 3.31%
$81.5 - $94.15 $251K - $290K
96.1K $7.91M
LOW
Lowes Companies Inc

Consumer Cyclical
214
+ 0.83%
$244.52 - $284.07 $52.3K - $60.8K
26.1K $6.43M
XOM
Exxon Mobil Corp

Energy
2.05K
+ 2.48%
$105.51 - $125.37 $216K - $256K
84.5K $9.09M
AMGN
Amgen Inc

Healthcare
363
+ 2.8%
$258.78 - $328.31 $93.9K - $119K
13.3K $3.47M
UBER
Uber Technologies, Inc

Technology
147
+ 0.26%
$59.93 - $86.34 $8.81K - $12.7K
56.4K $3.4M
UNH
Unitedhealth Group Inc

Healthcare
190
+ 1.58%
$485.52 - $625.25 $92.2K - $119K
12.2K $6.19M
ABBV
Abb Vie Inc.

Healthcare
1.13K
+ 1.67%
$164.99 - $203.87 $186K - $230K
68.8K $12.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
137
+ 3.67%
$701.85 - $1046.91 $96.2K - $143K
3.87K $2.75M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.87K
+ 1.32%
$87.1 - $98.49 $163K - $184K
143K $12.5M
Activity Summary
Buys All Purchases 180 New Holdings 29 Increased Positions 151 Sells All Sells 71 Reductions 71 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