Cornerstone Wealth Management, LLC Purchases in Q3 2025

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
562
+ 1.01%
$175.51 - $186.57 $98.6K - $105K
56.4K $10.5M
XLK
Technology Sector Spdr

ETFs
218
+ 1.07%
$250.97 - $282.66 $54.7K - $61.6K
20.6K $5.8M
PSC
Principal ETF U.S. Small Cap M

ETFs
10.8K
+ 200.8%
$51.93 - $57.81 $560K - $623K
16.2K $920K
PLTR
Palantir Technologies Inc.

Technology
544
+ 4.9%
$130.68 - $186.97 $71.1K - $102K
11.7K $2.13M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.52K
+ 5.4%
$76.16 - $78.59 $497K - $513K
127K $9.94M
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.99K
New
$67.1 - $74.29 $536K - $593K
7.99K $587K
AFL
Aflac Inc

Financial Services
2.05K
+ 3.69%
$98.09 - $111.7 $201K - $229K
57.7K $6.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
430
+ 6.36%
$567.77 - $614.76 $244K - $264K
7.19K $4.4M
PH
Parker Hannifin Corp

Industrials
84
+ 1.02%
$697.13 - $769.67 $58.6K - $64.7K
8.35K $6.33M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
11.5K
+ 6.52%
$39.58 - $40.74 $454K - $467K
187K $7.6M
CVX
Chevron Corp

Energy
1.58K
+ 6.65%
$145.57 - $161.83 $229K - $255K
25.3K $3.92M
AMD
Advanced Micro Devices Inc

Technology
1.83K
+ 15.46%
$134.8 - $184.42 $246K - $337K
13.6K $2.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
590
+ 4.43%
$459.11 - $506.91 $271K - $299K
13.9K $6.99M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.42K
+ 19.44%
$138.08 - $151.2 $333K - $365K
14.8K $2.24M
CAT
Caterpillar Inc

Industrials
298
+ 7.21%
$390.92 - $477.15 $116K - $142K
4.43K $2.12M
KF
Korea Fund Inc

Financial Services
15.5K
+ 155.11%
$26.39 - $30.88 $409K - $478K
25.5K $774K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.82K
+ 15.42%
$50.47 - $50.74 $495K - $498K
73.5K $3.73M
IETC
Ishares U S ETF Tr

ETFs
4.88K
New
$92.7 - $103.65 $452K - $505K
4.88K $497K
CMI
Cummins Inc

Industrials
338
+ 9.1%
$327.85 - $426.39 $111K - $144K
4.05K $1.71M
RODM
Hartford Multifactor Developed

ETFs
1.38K
+ 0.45%
$33.53 - $35.95 $46.2K - $49.6K
309K $11M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.66K
+ 23.3%
$89.32 - $107.82 $238K - $287K
14.1K $1.52M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
9.05K
New
$50.32 - $54.01 $455K - $489K
9.05K $488K
JIG
J P Morgan Exchange Traded Fd

ETFs
2.23K
+ 2.76%
$69.55 - $75.34 $155K - $168K
83K $6.25M
XCEM
Columbia ETF Tr Ii

ETFs
12.9K
New
$33.85 - $36.86 $438K - $477K
12.9K $470K
VB
Vanguard Small Cap ETF

ETFs
565
+ 3.0%
$237.58 - $259.17 $134K - $146K
19.4K $4.94M
GD
General Dynamics Corp

Industrials
338
+ 5.09%
$293.92 - $341.0 $99.3K - $115K
6.98K $2.38M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.37K
+ 2.39%
$136.48 - $142.97 $187K - $196K
58.7K $8.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.1K
+ 8.96%
$49.43 - $54.52 $202K - $223K
49.8K $2.7M
MO
Altria Group, Inc.

Consumer Defensive
389
+ 0.71%
$57.75 - $67.68 $22.5K - $26.3K
55K $3.63M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
20.7K
New
$20.41 - $20.67 $422K - $427K
20.7K $425K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.03K
New
$128.6 - $136.01 $389K - $412K
3.03K $409K
IYW
Ishares Dj Us Tech ETF

ETFs
933
+ 10.35%
$171.38 - $197.01 $160K - $184K
9.95K $1.95M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.61K
+ 2.51%
$49.09 - $50.58 $226K - $233K
188K $9.48M
NDSN
Nordson Corp

Industrials
556
+ 2.81%
$209.25 - $227.98 $116K - $127K
20.3K $4.61M
HOOD
Robinhood Markets, Inc.

Technology
1.27K
+ 33.62%
$91.27 - $143.18 $116K - $182K
5.04K $721K
OHI
Omega Healthcare Investors Inc

Real Estate
219
+ 0.34%
$36.29 - $43.34 $7.95K - $9.49K
64K $2.7M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.02K
+ 0.72%
$50.02 - $53.28 $51.1K - $54.5K
143K $7.48M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.69K
New
$131.78 - $176.09 $354K - $473K
2.69K $361K
DFIV
Dimensional ETF Tr

ETFs
7.28K
+ 139.33%
$42.66 - $46.53 $311K - $339K
12.5K $577K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.76K
+ 2.85%
$81.75 - $84.54 $225K - $233K
99.3K $8.36M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.18K
+ 1.68%
$42.67 - $46.91 $50.3K - $55.3K
71.4K $3.34M
BAC
Bank Of America Corp

Financial Services
1.37K
+ 2.16%
$44.92 - $52.42 $61.6K - $71.9K
64.8K $3.34M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
871
+ 1.0%
$62.09 - $66.51 $54.1K - $57.9K
88K $5.74M
VHT
Vanguard Health Care ETF

ETFs
867
+ 10.91%
$239.12 - $259.95 $207K - $225K
8.81K $2.29M
LEU
Centrus Energy Corp

Energy
1K
New
$166.58 - $315.62 $167K - $316K
1K $310K
MU
Micron Technology Inc

Technology
507
+ 10.02%
$104.88 - $168.89 $53.2K - $85.6K
5.57K $931K
DELL
Dell Technologies Inc.

Technology
770
+ 7.63%
$120.96 - $141.77 $93.1K - $109K
10.9K $1.54M
VO
Vanguard Mid Cap ETF

ETFs
335
+ 2.32%
$279.83 - $293.74 $93.7K - $98.4K
14.8K $4.34M
VBK
Vanguard Small Cap Growth ETF

ETFs
199
+ 1.76%
$276.51 - $305.12 $55K - $60.7K
11.5K $3.43M
Activity Summary
Buys All Purchases 402 New Holdings 52 Increased Positions 350 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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