Cornerstone Wealth Group, LLC Reduced Holdings in Q1 2025

Cornerstone Wealth Group, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-241K
- 26.26%
$106.98 - $149.43 $25.8M - $36.1M
678K $73.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-200K
- 29.01%
$95.85 - $99.25 $19.1M - $19.8M
489K $48.3M
AAPL
Apple Inc.

Technology
-20.9K
- 8.68%
$209.68 - $247.1 $4.37M - $5.16M
220K $48.8M
MRK
Merck & Co., Inc.

Healthcare
-99.3K
- 82.45%
$83.01 - $101.02 $8.25M - $10M
21.1K $1.9M
AVGO
Broadcom Inc.

Technology
-6.78K
- 7.26%
$167.43 - $244.7 $1.14M - $1.66M
86.6K $14.5M
ISRG
Intuitive Surgical Inc

Healthcare
-12.2K
- 95.05%
$476.63 - $610.45 $5.82M - $7.46M
636 $314K
XLK
Technology Sector Spdr

ETFs
-16.9K
- 29.14%
$206.38 - $242.18 $3.49M - $4.1M
41.2K $8.5M
XLC
Select Sector Spdr Tr Communic

ETFs
-50.5K
- 95.9%
$94.84 - $105.31 $4.79M - $5.32M
2.16K $208K
RLY
Ssga Active ETF Tr

ETFs
-160K
- 95.26%
$27.21 - $28.6 $4.34M - $4.56M
7.94K $226K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-47.1K
- 84.82%
N/A
8.43K $723K
IWM
Ishares Russell 2000 ETF

ETFs
-12.6K
- 48.71%
$198.1 - $229.79 $2.49M - $2.89M
13.2K $2.64M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.47K
- 1.84%
$554.06 - $615.85 $814K - $905K
78.4K $44.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-23.1K
- 1.67%
$21.75 - $24.28 $502K - $560K
1.36M $30M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.12K
- 5.07%
$302.31 - $337.54 $943K - $1.05M
58.4K $17.9M
FIS
Fidelity National Information Services, Inc.

Technology
-17.9K
- 26.96%
$68.12 - $83.42 $1.22M - $1.49M
48.4K $3.62M
CMI
Cummins Inc

Industrials
-1.41K
- 4.05%
$312.92 - $386.07 $442K - $546K
33.5K $10.5M
META
Meta Platforms, Inc.

Communication Services
-1.18K
- 6.1%
$576.36 - $736.67 $678K - $867K
18.1K $10.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-14.5K
- 7.4%
$23.16 - $27.04 $337K - $393K
182K $4.26M
GS
Goldman Sachs Group Inc

Financial Services
-897
- 9.84%
$524.81 - $672.19 $471K - $603K
8.22K $4.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-758
- 1.24%
$102.49 - $119.96 $77.7K - $90.9K
60.2K $6.29M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.37K
- 6.86%
$82.81 - $92.93 $444K - $499K
72.9K $6.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-539
- 4.75%
$360.07 - $417.26 $194K - $225K
10.8K $3.9M
TMUS
T Mobile Us, Inc.

Communication Services
-5.11K
- 23.56%
$211.3 - $272.83 $1.08M - $1.39M
16.6K $4.42M
ICF
Ishares Tr

ETFs
-6.39K
- 7.28%
$57.98 - $63.8 $371K - $408K
81.4K $5.01M
VLY
Valley National Bancorp

Financial Services
-29.1K
- 43.1%
$8.56 - $10.42 $249K - $303K
38.4K $340K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-189
- 4.59%
$468.34 - $539.52 $88.5K - $102K
3.93K $1.84M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.32K
- 7.37%
$25.58 - $29.24 $136K - $155K
66.9K $1.75M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.45K
- 11.26%
$92.45 - $106.69 $134K - $155K
11.5K $1.06M
LECO
Lincoln Electric Holdings Inc

Industrials
-1.63K
- 3.53%
$180.51 - $216.81 $294K - $354K
44.6K $8.44M
CRM
Salesforce, Inc.

Technology
-162
- 5.94%
$268.36 - $359.95 $43.5K - $58.3K
2.56K $687K
C
Citigroup Inc

Financial Services
-3.49K
- 6.07%
$67.23 - $84.63 $235K - $295K
54K $3.84M
AXP
American Express CO

Financial Services
-269
- 7.9%
$255.39 - $325.87 $68.7K - $87.7K
3.14K $843K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3.7K
- 12.54%
$35.21 - $37.69 $130K - $139K
25.8K $920K
NEE
Nextera Energy Inc

Utilities
-1.72K
- 6.21%
$66.96 - $76.16 $115K - $131K
25.9K $1.84M
VB
Vanguard Small Cap ETF

ETFs
-99
- 1.66%
$217.89 - $252.64 $21.6K - $25K
5.88K $1.3M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.83K
- 8.25%
$37.4 - $39.42 $106K - $111K
31.5K $1.19M
DVY
Ishares Tr

ETFs
-1.1K
- 12.83%
$128.58 - $138.1 $141K - $152K
7.47K $1M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.66K
- 8.13%
$39.51 - $41.0 $105K - $109K
30.1K $1.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-40
- 0.1%
$24.91 - $29.02 $996 - $1.16K
39K $976K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-4.1K
- 7.49%
$28.55 - $29.09 $117K - $119K
50.6K $1.46M
JPM
Jpmorgan Chase & CO

Financial Services
-1.83K
- 2.95%
$225.19 - $279.95 $413K - $513K
60.4K $14.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-355
- 20.89%
$161.27 - $192.3 $57.3K - $68.3K
1.34K $216K
SPGI
S&P Global Inc.

Financial Services
-195
- 26.75%
$478.26 - $543.77 $93.3K - $106K
534 $271K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.75K
- 20.2%
$51.52 - $52.37 $90K - $91.5K
6.9K $361K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-796
- 16.0%
$105.1 - $109.61 $83.7K - $87.2K
4.18K $454K
UPS
United Parcel Service Inc

Industrials
-249
- 9.19%
$109.66 - $136.26 $27.3K - $33.9K
2.46K $270K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.44K
- 4.5%
$36.56 - $38.35 $52.7K - $55.3K
30.6K $1.13M
VO
Vanguard Mid Cap ETF

ETFs
-100
- 2.26%
$251.87 - $277.95 $25.2K - $27.8K
4.33K $1.12M
SHOP
Shopify Inc.

Technology
-39
- 0.95%
$90.59 - $129.31 $3.53K - $5.04K
4.08K $389K
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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