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
GLD
Spdr Gold Trust

ETFs
-34
- 1.6%
$273.71 - $316.29 $9.31K - $10.8K
2.09K $637K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-22
- 0.22%
$20.4 - $25.29 $449 - $556
10K $251K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-12.4K
- 6.83%
$20.42 - $25.3 $253K - $314K
169K $4.28M
AMP
Ameriprise Financial Inc

Financial Services
-5
- 0.83%
$422.19 - $533.73 $2.11K - $2.67K
597 $318K
CARR
Carrier Global Corp

Industrials
-103
- 1.95%
$55.55 - $75.83 $5.72K - $7.81K
5.18K $379K
MA
Mastercard Inc

Financial Services
-65
- 1.1%
$479.92 - $590.74 $31.2K - $38.4K
5.84K $3.28M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-126
- 0.87%
$37.66 - $43.85 $4.75K - $5.53K
14.4K $631K
BA
Boeing CO

Industrials
-5
- 0.32%
$136.59 - $217.51 $683 - $1.09K
1.54K $321K
POCT
Innovator U.S. Equity Power Bu

ETFs
-123
- 0.46%
$36.35 - $41.3 $4.47K - $5.08K
26.6K $1.1M
VB
Vanguard Small Cap ETF

ETFs
-94
- 1.6%
$193.73 - $237.37 $18.2K - $22.3K
5.78K $1.37M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-100
- 2.57%
$60.61 - $87.72 $6.06K - $8.77K
3.79K $321K
MU
Micron Technology Inc

Technology
-61
- 2.49%
$64.72 - $127.91 $3.95K - $7.8K
2.38K $293K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-47
- 0.15%
$35.3 - $40.46 $1.66K - $1.9K
31.4K $1.27M
CEG
Constellation Energy Corp

Utilities
-359
- 19.17%
$170.96 - $322.76 $61.4K - $116K
1.51K $488K
AMD
Advanced Micro Devices Inc

Technology
-68
- 1.27%
$78.21 - $143.81 $5.32K - $9.78K
5.27K $748K
DIS
Walt Disney CO

Communication Services
-78
- 0.94%
$81.72 - $124.01 $6.37K - $9.67K
8.24K $1.02M
CAT
Caterpillar Inc

Industrials
-177
- 3.81%
$273.94 - $388.21 $48.5K - $68.7K
4.46K $1.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.81K
- 4.73%
$108.12 - $135.04 $196K - $245K
36.5K $4.93M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.65K
- 3.64%
$74.88 - $91.97 $198K - $244K
70.2K $6.46M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-6.39K
- 3.61%
$37.51 - $45.52 $240K - $291K
170K $7.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-353
- 3.27%
$320.42 - $424.58 $113K - $150K
10.5K $4.44M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-18.3K
- 5.43%
$49.48 - $61.22 $905K - $1.12M
318K $19.4M
XLK
Technology Sector Spdr

ETFs
-2.24K
- 5.45%
$179.73 - $253.23 $403K - $568K
38.9K $9.85M
VTI
Vanguard Total Stock Market Et

ETFs
-202
- 0.32%
$243.75 - $303.93 $49.2K - $61.4K
62.1K $18.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-26.2K
- 1.93%
$19.6 - $24.44 $513K - $640K
1.33M $32.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.44K
- 3.1%
$498.8 - $620.9 $1.21M - $1.51M
76K $47.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.8K
- 2.08%
$496.48 - $617.85 $1.39M - $1.73M
132K $81.5M
NVDA
Nvidia Corp

Technology
-46.5K
- 6.85%
$94.31 - $157.99 $4.38M - $7.34M
632K $99.8M
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
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