Cornerstone Wealth Group, LLC Reduced Holdings in Q3 2024

Cornerstone Wealth Group, LLC

  • $1.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-237K
- 68.23%
$50.52 - $50.95 $12M - $12.1M
110K $5.62M
NVDA
Nvidia Corp

Technology
-29.8K
- 3.08%
$98.91 - $134.91 $2.95M - $4.02M
939K $114M
XLU
Utilities Sector Spdr

ETFs
-67.5K
- 50.96%
$67.67 - $80.78 $4.57M - $5.46M
65K $5.25M
COP
Conocophillips

Energy
-21.9K
- 33.01%
$102.3 - $116.61 $2.24M - $2.55M
44.4K $4.67M
NKE
Nike, Inc.

Consumer Cyclical
-27.5K
- 91.97%
$71.09 - $89.44 $1.96M - $2.46M
2.4K $212K
QCOM
Qualcomm Inc

Technology
-117
- 0.38%
$156.12 - $209.64 $18.3K - $24.5K
30.3K $5.16M
CVX
Chevron Corp

Energy
-1.76K
- 3.61%
$137.88 - $161.97 $243K - $285K
47K $6.92M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-24.1K
- 30.44%
$28.11 - $29.42 $676K - $708K
55K $1.62M
XLK
Technology Sector Spdr

ETFs
-2.23K
- 3.56%
$197.34 - $237.68 $440K - $531K
60.4K $13.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.67K
- 26.2%
$79.29 - $84.02 $450K - $477K
16K $1.34M
DOW
Dow Inc.

Basic Materials
-4.41K
- 52.84%
$50.15 - $55.41 $221K - $244K
3.93K $214K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.08K
- 24.99%
$114.73 - $120.23 $238K - $250K
6.24K $746K
XLP
Consumer Staples Sector Spdr

ETFs
-2.27K
- 3.1%
$76.04 - $76.04 $172K - $172K
70.9K $5.39M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-4.82K
- 14.09%
$45.6 - $46.83 $220K - $226K
29.4K $1.38M
MUB
Ishares National Muni Bond ETF

ETFs
-1.97K
- 12.25%
$106.13 - $108.7 $209K - $214K
14.1K $1.54M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.29K
- 2.19%
$85.84 - $85.84 $111K - $111K
57.6K $4.94M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.39K
- 20.08%
$106.11 - $113.72 $148K - $158K
5.54K $626K
MCK
Mckesson Corp

Healthcare
-61
- 9.04%
$479.06 - $630.38 $29.2K - $38.5K
614 $303K
SYK
Stryker Corp

Healthcare
-368
- 15.27%
$315.94 - $371.96 $116K - $137K
2.04K $737K
AMAT
Applied Materials Inc

Technology
-94
- 5.43%
$174.88 - $254.97 $16.4K - $24K
1.64K $330K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.88K
- 7.35%
$36.89 - $39.25 $106K - $113K
36.3K $1.42M
ADBE
Adobe Inc.

Technology
-23
- 1.84%
$508.13 - $586.55 $11.7K - $13.5K
1.23K $635K
WPC
W. P. Carey Inc.

Real Estate
-1.38K
- 28.26%
$54.63 - $63.96 $75.5K - $88.4K
3.51K $218K
WFC
Wells Fargo & Company

Financial Services
-430
- 7.31%
$51.58 - $60.97 $22.2K - $26.2K
5.45K $307K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-362
- 9.22%
$81.31 - $83.29 $29.4K - $30.2K
3.56K $296K
F
Ford Motor CO

Consumer Cyclical
-320
- 3.0%
$9.71 - $14.55 $3.11K - $4.66K
10.3K $109K
CNI
Canadian National Railway CO

Industrials
-40
- 2.16%
$110.1 - $123.65 $4.4K - $4.95K
1.82K $212K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-34
- 1.05%
$104.47 - $116.17 $3.55K - $3.95K
3.2K $345K
RJF
Raymond James Financial Inc

Financial Services
-10
- 0.43%
$106.39 - $125.13 $1.06K - $1.25K
2.32K $284K
ROP
Roper Technologies Inc

Industrials
-2
- 0.52%
$515.25 - $576.55 $1.03K - $1.15K
381 $211K
Kenvue Inc
-357K
- 96.56%
N/A
12.7K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-8.33K
- 14.08%
N/A
50.8K $0
PDEC
Innovator U.S. Equity Power Bu
-6
- 0.04%
N/A
15.5K $0
POCT
Innovator U.S. Equity Power Bu

ETFs
-410
- 1.69%
$37.79 - $38.95 $15.5K - $16K
23.8K $927K
CSX
Csx Corp

Industrials
-236
- 3.34%
$32.48 - $35.45 $7.67K - $8.37K
6.84K $236K
FCX
Freeport Mcmoran Inc

Basic Materials
-105
- 2.4%
$39.52 - $51.92 $4.15K - $5.45K
4.28K $213K
YUM
Yum Brands Inc

Consumer Cyclical
-77
- 3.46%
$125.95 - $139.96 $9.7K - $10.8K
2.15K $300K
LEN
Lennar Corp

Consumer Cyclical
-594
- 19.07%
$142.5 - $192.45 $84.6K - $114K
2.52K $472K
VVX
V2 X, Inc.

Industrials
-1K
- 12.93%
$45.75 - $57.09 $45.8K - $57.1K
6.73K $376K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-104
- 1.16%
$51.02 - $52.74 $5.31K - $5.48K
8.84K $465K
BSX
Boston Scientific Corp

Healthcare
-132
- 4.91%
$72.96 - $84.0 $9.63K - $11.1K
2.56K $214K
CRM
Salesforce, Inc.

Technology
-107
- 4.48%
$238.42 - $276.53 $25.5K - $29.6K
2.28K $625K
CMCSA
Comcast Corp

Communication Services
-344
- 3.11%
$37.33 - $41.78 $12.8K - $14.4K
10.7K $447K
STX
Seagate Technology Holdings PLC

Technology
-42
- 1.3%
$92.1 - $110.76 $3.87K - $4.65K
3.2K $350K
EEM
Ishares Msci Emerging Markets

ETFs
-332
- 3.04%
$40.42 - $46.7 $13.4K - $15.5K
10.6K $486K
MS
Morgan Stanley

Financial Services
-8
- 0.22%
$92.07 - $106.96 $737 - $856
3.71K $386K
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
-38
- 0.15%
$25.58 - $27.39 $972 - $1.04K
25.3K $693K
NEE
Nextera Energy Inc

Utilities
-2.44K
- 14.34%
$69.9 - $84.97 $170K - $207K
14.6K $1.23M
UCBI
United Community Banks Inc

Financial Services
-2
- 0.02%
$24.56 - $31.51 $49.1 - $63
8.41K $246K
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
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