Cornerstone Wealth Group, LLC Reduced Holdings in Q1 2024

Cornerstone Wealth Group, LLC

  • $1.14 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-33K
- 36.19%
$138.48 - $147.86 $4.58M - $4.89M
58.3K $8.61M
XLP
Consumer Staples Sector Spdr

ETFs
-44.5K
- 25.69%
$71.59 - $76.36 $3.19M - $3.4M
129K $9.84M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.46K
- 28.73%
$902.69 - $993.35 $1.32M - $1.45M
3.61K $3.48M
ETN
Eaton Corp PLC

Industrials
-8.06K
- 34.95%
$233.1 - $316.58 $1.88M - $2.55M
15K $4.69M
GS
Goldman Sachs Group Inc

Financial Services
-2.81K
- 23.83%
$376.91 - $417.69 $1.06M - $1.17M
8.97K $3.75M
CRM
Salesforce, Inc.

Technology
-3.48K
- 20.43%
$251.12 - $316.88 $874K - $1.1M
13.6K $4.08M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.09K
- 2.94%
$27.25 - $28.98 $84.2K - $89.5K
102K $2.85M
NVS
Novartis Ag

Healthcare
-608
- 2.17%
$95.27 - $108.47 $57.9K - $65.9K
27.4K $2.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-803
- 12.19%
$109.98 - $120.99 $88.3K - $97.2K
5.79K $700K
RLY
Ssga Active ETF Tr

ETFs
-5.59K
- 3.24%
$25.99 - $27.95 $145K - $156K
167K $4.67M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-2.34K
- 8.62%
$37.06 - $40.33 $86.9K - $94.5K
24.8K $1M
STLD
Steel Dynamics Inc

Basic Materials
-208
- 0.89%
N/A
23.1K $2.27M
PSEP
Innovator U.S. Equity Power Bu
-79
- 0.66%
N/A
11.9K $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
-83
- 2.41%
$56.13 - $66.99 $4.66K - $5.56K
3.36K $224K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-235
- 0.67%
$32.98 - $35.38 $7.75K - $8.31K
34.8K $1.23M
LVHI
Franklin International Low Vol

ETFs
-5.21K
- 3.75%
$27.46 - $29.84 $143K - $156K
134K $3.98M
C
Citigroup Inc

Financial Services
-664
- 1.19%
$51.11 - $63.24 $33.9K - $42K
55.3K $3.49M
FIS
Fidelity National Information Services, Inc.

Technology
-1.05K
- 1.55%
$59.01 - $74.18 $62K - $78K
66.6K $4.94M
VTI
Vanguard Total Stock Market Et

ETFs
-351
- 0.58%
$232.77 - $260.14 $81.7K - $91.3K
60.7K $15.8M
LLY
Eli Lilly & CO

Healthcare
-1.66K
- 12.16%
$592.2 - $792.28 $982K - $1.31M
12K $9.32M
Activity Summary
Buys All Purchases 220 New Holdings 106 Increased Positions 114 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 1
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