Cornerstone Wealth Group, LLC Reduced Holdings in Q2 2025

Cornerstone Wealth Group, LLC

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-12.2K
- 83.89%
$274.35 - $599.47 $3.35M - $7.31M
2.34K $730K
XLP
Consumer Staples Sector Spdr

ETFs
-89.3K
- 90.98%
N/A
8.86K $673K
ADBE
Adobe Inc.

Technology
-14.2K
- 90.94%
$340.0 - $420.68 $4.82M - $5.96M
1.41K $546K
XLV
Select Sector Spdr Fund Health

ETFs
-17K
- 33.93%
$128.77 - $144.3 $2.19M - $2.45M
33K $4.45M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-50.9K
- 83.49%
$29.12 - $35.84 $1.48M - $1.82M
10.1K $360K
MUB
Ishares National Muni Bond ETF

ETFs
-14.7K
- 84.15%
$102.31 - $105.8 $1.51M - $1.56M
2.78K $290K
IWM
Ishares Russell 2000 ETF

ETFs
-6.8K
- 51.47%
$174.82 - $215.79 $1.19M - $1.47M
6.42K $1.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10.4K
- 12.63%
$152.93 - $181.74 $1.59M - $1.88M
71.7K $13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.5K
- 59.24%
$24.32 - $27.87 $644K - $738K
18.2K $482K
ICF
Ishares Tr

ETFs
-7.69K
- 9.45%
$54.56 - $62.47 $419K - $480K
73.7K $4.51M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-12.5K
- 24.64%
$27.29 - $29.28 $340K - $365K
38.1K $1.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.09K
- 8.46%
$90.56 - $109.49 $461K - $557K
55.1K $6.02M
LVHI
Franklin International Low Vol

ETFs
-9.19K
- 2.46%
$28.91 - $33.28 $266K - $306K
364K $11.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-5.37K
- 1.75%
$44.68 - $45.96 $240K - $247K
301K $13.8M
ALL
Allstate Corp

Financial Services
-626
- 4.13%
$180.53 - $212.64 $113K - $133K
14.5K $2.93M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-269
- 24.7%
$390.26 - $489.06 $105K - $132K
820 $332K
BMY
Bristol Myers Squibb CO

Healthcare
-175
- 1.32%
$44.12 - $59.6 $7.72K - $10.4K
13.1K $607K
XLU
Utilities Sector Spdr

ETFs
-5.21K
- 5.42%
$73.09 - $82.77 $381K - $431K
90.9K $7.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.15K
- 2.12%
$51.14 - $57.0 $110K - $122K
99.1K $5.63M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-3.07K
- 6.28%
$45.18 - $46.32 $139K - $142K
45.9K $2.12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.67K
- 12.96%
$22.92 - $28.05 $199K - $243K
58.2K $1.63M
UNP
Union Pacific Corp

Industrials
-332
- 11.57%
$208.27 - $238.46 $69.1K - $79.2K
2.54K $583K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-774
- 12.72%
$116.93 - $119.39 $90.5K - $92.4K
5.31K $632K
D
Dominion Energy, Inc

Utilities
-1.6K
- 8.78%
$49.66 - $58.0 $79.5K - $92.8K
16.6K $939K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3.26K
- 12.64%
$33.22 - $37.29 $108K - $122K
22.6K $841K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-74
- 2.32%
$90.21 - $112.66 $6.68K - $8.34K
3.12K $284K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.45K
- 1.13%
$49.79 - $50.75 $72K - $73.4K
126K $6.41M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-640
- 15.31%
$105.23 - $109.61 $67.3K - $70.2K
3.54K $387K
NEE
Nextera Energy Inc

Utilities
-404
- 1.56%
$64.11 - $75.0 $25.9K - $30.3K
25.5K $1.77M
EMB
Ishares Tr

ETFs
-1.05K
- 6.13%
$86.54 - $92.62 $90.4K - $96.8K
16K $1.48M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.86K
- 10.55%
$51.16 - $62.02 $95.4K - $116K
15.8K $980K
ROP
Roper Technologies Inc

Industrials
-52
- 11.71%
$519.19 - $590.78 $27K - $30.7K
392 $222K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-442
- 5.25%
N/A
7.98K $685K
DVY
Ishares Tr

ETFs
-182
- 2.44%
$118.37 - $134.86 $21.5K - $24.5K
7.29K $967K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-578
- 8.37%
$51.68 - $52.76 $29.9K - $30.5K
6.32K $333K
NOC
Northrop Grumman Corp

Industrials
-36
- 6.46%
$456.3 - $540.39 $16.4K - $19.5K
521 $260K
VIG
Vanguard Dividend Appreciation

ETFs
-77
- 5.04%
N/A
1.45K $264K
FISV
Fiserv Inc

Technology
-46
- 1.72%
N/A
2.64K $329K
BRP
Brp Group, Inc.

Financial Services
-12
- 0.07%
N/A
16.7K $668K
PSEP
Innovator U.S. Equity Power Bu
-95
- 0.57%
N/A
16.5K $0
ADI
Analog Devices Inc

Technology
-145
- 14.13%
$164.6 - $238.02 $23.9K - $34.5K
881 $209K
F
Ford Motor CO

Consumer Cyclical
-704
- 4.86%
$8.69 - $10.85 $6.12K - $7.64K
13.8K $149K
EEM
Ishares Msci Emerging Markets

ETFs
-811
- 8.4%
$38.52 - $48.28 $31.2K - $39.2K
8.84K $426K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.85K
- 8.54%
$17.76 - $22.1 $32.9K - $40.9K
19.8K $438K
XLC
Select Sector Spdr Tr Communic

ETFs
-99
- 4.58%
$86.13 - $108.53 $8.53K - $10.7K
2.06K $223K
SHOP
Shopify Inc.

Technology
-565
- 13.84%
$76.89 - $115.35 $43.4K - $65.2K
3.52K $405K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.7K
- 5.56%
$34.48 - $39.76 $58.7K - $67.6K
28.9K $1.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-17
- 1.04%
$152.42 - $182.82 $2.59K - $3.11K
1.62K $296K
CTVA
Corteva, Inc.

Basic Materials
-395
- 8.83%
$55.52 - $74.53 $21.9K - $29.4K
4.08K $304K
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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