Cornerstone Wealth Group, LLC Sells in Q1 2025

Cornerstone Wealth Group, LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-8
- 1.54%
$542.38 - $646.34 $4.34K - $5.17K
513 $278K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.81K
- 14.96%
$18.36 - $20.51 $70K - $78.2K
21.7K $428K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 5.77%
$4295.4 - $5141.88 $12.9K - $15.4K
49 $225K
IWV
Ishares Russell 3000 ETF

ETFs
-62
- 8.02%
$313.1 - $349.83 $19.4K - $21.7K
711 $225K
SHW
Sherwin Williams CO

Basic Materials
-115
- 13.58%
$330.16 - $365.55 $38K - $42K
732 $255K
VVX
V2 X, Inc.

Industrials
-800
- 11.88%
$42.05 - $55.16 $33.6K - $44.1K
5.93K $291K
VCIT
Vanguard Intermediate Term Cor

ETFs
-679
- 3.92%
$79.17 - $82.04 $53.8K - $55.7K
16.6K $1.36M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-357
- 5.54%
$114.57 - $118.14 $40.9K - $42.2K
6.09K $719K
GWW
W.W. Grainger, Inc.

Industrials
-8
- 3.72%
$953.54 - $1132.42 $7.63K - $9.06K
207 $204K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-219
- 3.25%
$126.11 - $135.06 $27.6K - $29.6K
6.53K $841K
DD
Du Pont De Nemours, Inc.

Basic Materials
-95
- 2.58%
$72.7 - $84.32 $6.91K - $8.01K
3.59K $267K
VIG
Vanguard Dividend Appreciation

ETFs
-70
- 4.38%
N/A
1.53K $278K
AFL
Aflac Inc

Financial Services
-373
- 9.99%
$100.99 - $111.19 $37.7K - $41.5K
3.36K $373K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-899
- 5.84%
$25.81 - $28.52 $23.2K - $25.6K
14.5K $399K
NU
Nu Holdings Ltd.

Financial Services
-59
- 0.16%
$10.12 - $13.95 $597 - $823
37.7K $385K
NDAQ
Nasdaq, Inc.

Financial Services
-7
- 0.22%
$72.17 - $83.76 $505 - $586
3.11K $235K
STX
Seagate Technology Holdings PLC

Technology
-1
- 0.03%
$84.92 - $108.42 $84.9 - $108
3.19K $271K
PSEP
Innovator U.S. Equity Power Bu
-42
- 0.25%
N/A
16.6K $0
PDEC
Innovator U.S. Equity Power Bu
-981
- 6.95%
N/A
13.1K $0
Kenvue Inc
-946
- 7.46%
N/A
11.7K $0
VDC
Vanguard Consumer Staples ETF

ETFs
-26
- 2.35%
$206.54 - $226.16 $5.37K - $5.88K
1.08K $236K
STWD
Starwood Property Trust, Inc.

Real Estate
-24
- 0.24%
$18.41 - $20.53 $442 - $493
10K $198K
UL
Unilever PLC

Consumer Defensive
-143
- 2.2%
$54.72 - $60.29 $7.82K - $8.62K
6.37K $379K
BMY
Bristol Myers Squibb CO

Healthcare
-804
- 5.7%
$53.9 - $63.11 $43.3K - $50.7K
13.3K $811K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-41
- 1.27%
$98.98 - $113.18 $4.06K - $4.64K
3.19K $361K
BCS
Barclays PLC

Financial Services
-37
- 0.35%
$12.69 - $16.25 $470 - $601
10.6K $162K
CTVA
Corteva, Inc.

Basic Materials
-54
- 1.19%
$55.94 - $66.15 $3.02K - $3.57K
4.47K $281K
HMN
Horace Mann Educators Corp

Financial Services
-13
- 0.18%
$36.56 - $43.12 $475 - $561
7.2K $307K
SBUX
Starbucks Corp

Consumer Cyclical
-136
- 2.48%
$91.75 - $115.81 $12.5K - $15.8K
5.34K $523K
ENB
Enbridge Inc

Energy
-47
- 0.28%
$41.54 - $45.45 $1.95K - $2.14K
16.4K $728K
PGR
Progressive Corp

Financial Services
-14
- 1.41%
$235.61 - $291.22 $3.3K - $4.08K
981 $277K
NFLX
Netflix Inc

Communication Services
-16
- 1.14%
$828.4 - $1058.6 $13.3K - $16.9K
1.39K $1.3M
YUM
Yum Brands Inc

Consumer Cyclical
-3
- 0.14%
$123.25 - $162.53 $370 - $488
2.17K $341K
WMB
Williams Companies, Inc.

Energy
-16.6K
- 8.93%
$54.02 - $61.09 $896K - $1.01M
169K $10.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-9
- 3.07%
$1187.71 - $1432.58 $10.7K - $12.9K
284 $406K
MA
Mastercard Inc

Financial Services
-126
- 2.09%
$504.67 - $576.31 $63.6K - $72.6K
5.91K $3.24M
GLD
Spdr Gold Trust

ETFs
-109
- 4.88%
$243.19 - $288.14 $26.5K - $31.4K
2.13K $612K
COST
Costco Wholesale Corp

Consumer Defensive
-105
- 1.76%
$890.62 - $1076.86 $93.5K - $113K
5.85K $5.53M
T
At&T Inc.

Communication Services
-53.4K
- 18.12%
$21.56 - $28.28 $1.15M - $1.51M
241K $6.82M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-3.8K
- 2.1%
$39.65 - $43.35 $151K - $165K
177K $7.44M
MO
Altria Group, Inc.

Consumer Defensive
-8.94K
- 9.92%
$50.81 - $60.02 $454K - $537K
81.2K $4.87M
RSG
Republic Services, Inc.

Industrials
-2.57K
- 13.02%
$200.09 - $242.16 $515K - $623K
17.2K $4.16M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-16.3K
- 4.61%
$51.39 - $57.43 $836K - $934K
337K $18.7M
JNJ
Johnson & Johnson

Healthcare
-666
- 2.76%
$142.06 - $167.7 $94.6K - $112K
23.4K $3.89M
SO
Southern CO

Utilities
-5.43K
- 5.66%
$80.96 - $92.96 $440K - $505K
90.6K $8.33M
PM
Philip Morris International Inc.

Consumer Defensive
-6.7K
- 17.11%
$117.15 - $158.79 $785K - $1.06M
32.4K $5.15M
LLY
Eli Lilly & CO

Healthcare
-115
- 0.91%
$725.72 - $929.72 $83.5K - $107K
12.5K $10.4M
V
Visa Inc.

Financial Services
-564
- 2.09%
$306.92 - $362.71 $173K - $205K
26.4K $9.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.01K
- 4.51%
$442.66 - $534.52 $448K - $541K
21.4K $11.4M
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
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