Cornerstone Wealth Management, LLC Purchases in Q1 2025

Cornerstone Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.69K
+ 17.96%
N/A
24.2K $2.08M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.2K
+ 6.08%
$55.41 - $60.74 $399K - $437K
126K $7.1M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
317
+ 0.17%
$25.98 - $28.41 $8.24K - $9.01K
184K $5.11M
AEE
Ameren Corp

Utilities
84
+ 0.32%
$86.87 - $103.67 $7.3K - $8.71K
26.5K $2.67M
FIW
First Trust Water ETF

ETFs
3.1K
+ 32.84%
$99.48 - $106.74 $308K - $331K
12.5K $1.26M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.92K
New
$96.88 - $111.25 $283K - $325K
2.92K $291K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
971
+ 4.4%
$408.78 - $448.82 $397K - $436K
23K $9.67M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.1K
+ 0.73%
$28.25 - $31.5 $31.1K - $34.7K
151K $4.53M
AWR
American States Water CO

Utilities
2.9K
+ 6.11%
$70.84 - $80.98 $205K - $235K
50.3K $3.96M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
6.9K
+ 6.0%
$27.64 - $28.58 $191K - $197K
122K $3.48M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.1K
+ 24.43%
$29.34 - $31.31 $296K - $316K
51.3K $1.52M
SLV
I Shares Silver Trust

ETFs
1.11K
+ 2.22%
$26.93 - $31.32 $29.8K - $34.7K
51K $1.58M
NFLX
Netflix Inc

Communication Services
160
+ 5.76%
$828.4 - $1058.6 $133K - $169K
2.94K $2.74M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
5.85K
+ 22.59%
$47.03 - $47.8 $275K - $280K
31.7K $1.49M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.06K
+ 40.45%
$58.32 - $65.09 $237K - $264K
14.1K $848K
USMC
Principal ETF U S Mega Cap

ETFs
4.89K
+ 106.85%
$55.72 - $63.13 $272K - $308K
9.46K $535K
HMOP
Hartford Fds Exchange Traded T

ETFs
6.86K
+ 28.44%
$38.25 - $39.12 $262K - $268K
31K $1.19M
LMT
Lockheed Martin Corp

Industrials
817
+ 28.47%
$423.19 - $506.29 $346K - $414K
3.69K $1.65M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
900
+ 1.87%
$24.11 - $28.41 $21.7K - $25.6K
49K $1.39M
IYW
Ishares Dj Us Tech ETF

ETFs
2.41K
+ 51.46%
$140.44 - $166.79 $339K - $402K
7.1K $996K
GS
Goldman Sachs Group Inc

Financial Services
499
+ 53.37%
$524.81 - $672.19 $262K - $335K
1.43K $783K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
316
+ 0.48%
$78.97 - $85.82 $25K - $27.1K
66.3K $5.52M
FXG
First Tr Exchange Traded First

ETFs
3.66K
New
$62.56 - $65.85 $229K - $241K
3.66K $239K
TDIV
First Trust Nasdaq Technology

ETFs
3.81K
+ 43.99%
$73.39 - $83.95 $280K - $320K
12.5K $918K
AJG
Arthur J. Gallagher & Co.

Financial Services
693
New
$275.89 - $345.24 $191K - $239K
693 $239K
CWS
Advisorshares Tr Advisorshares

ETFs
3.62K
New
$63.1 - $68.75 $228K - $249K
3.62K $236K
TSN
Tyson Foods, Inc.

Consumer Defensive
208
+ 0.59%
$54.27 - $63.81 $11.3K - $13.3K
35.3K $2.25M
PAVE
Global X Fds Us Infrastructure

ETFs
7.16K
+ 53.35%
$37.31 - $43.82 $267K - $314K
20.6K $776K
UL
Unilever PLC

Consumer Defensive
3.91K
New
$54.72 - $60.29 $214K - $236K
3.91K $232K
KEY
Keycorp

Financial Services
14.6K
New
$15.15 - $18.3 $221K - $267K
14.6K $232K
JPM
Jpmorgan Chase & CO

Financial Services
435
+ 1.96%
$225.19 - $279.95 $98K - $122K
22.7K $5.56M
DE
Deere & CO

Industrials
180
+ 5.61%
$408.57 - $509.27 $73.5K - $91.7K
3.39K $1.59M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.88K
New
$119.84 - $136.1 $225K - $256K
1.88K $227K
DUK
Duke Energy Corp

Utilities
224
+ 1.59%
$105.87 - $121.97 $23.7K - $27.3K
14.3K $1.74M
KHC
Kraft Heinz CO

Consumer Defensive
7.5K
+ 64.95%
$28.51 - $32.22 $214K - $242K
19K $579K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.58K
New
$46.15 - $63.53 $165K - $227K
3.58K $220K
IAU
Ishares Gold Trust

ETFs
3.71K
New
$49.74 - $58.96 $184K - $218K
3.71K $218K
OKE
Oneok Inc

Energy
2.37K
+ 14.62%
$89.57 - $109.85 $212K - $260K
18.6K $1.84M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
661
+ 1.17%
$128.74 - $138.67 $85.1K - $91.7K
56.9K $7.65M
ALL
Allstate Corp

Financial Services
1.03K
New
$180.99 - $210.18 $186K - $216K
1.03K $213K
MKC
Mccormick & CO Inc

Consumer Defensive
2.58K
New
$71.24 - $84.73 $184K - $219K
2.58K $212K
PSCC
Invesco S&P Smallcap Consumer

ETFs
6.03K
New
$34.35 - $38.58 $207K - $233K
6.03K $211K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.75K
+ 11.67%
$53.6 - $58.97 $308K - $339K
55K $2.99M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
4.04K
+ 65.98%
$51.3 - $56.76 $207K - $229K
10.2K $538K
NDSN
Nordson Corp

Industrials
1.61K
+ 9.93%
$200.12 - $224.07 $322K - $360K
17.8K $3.59M
PFG
Principal Financial Group Inc

Financial Services
2.4K
New
$76.34 - $89.04 $183K - $213K
2.4K $202K
WMB
Williams Companies, Inc.

Energy
3.38K
New
$54.02 - $61.09 $182K - $206K
3.38K $201K
CASY
Caseys General Stores Inc

Consumer Cyclical
462
New
$378.71 - $442.54 $175K - $204K
462 $200K
XLF
Financial Sector Spdr

ETFs
2.76K
+ 3.9%
$47.32 - $52.19 $131K - $144K
73.7K $3.63M
Activity Summary
Buys All Purchases 374 New Holdings 40 Increased Positions 334 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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