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
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
11.8K
+ 19.73%
$23.09 - $23.43 $273K - $277K
71.9K $1.68M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.78K
New
$48.34 - $67.22 $280K - $389K
5.78K $283K
PULS
Pgim ETF Tr

ETFs
5.69K
New
$49.58 - $49.83 $282K - $284K
5.69K $283K
COF
Capital One Financial Corp

Financial Services
1.32K
+ 78.77%
$207.29 - $229.74 $274K - $303K
3K $637K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
406
+ 16.27%
$393.18 - $439.39 $160K - $178K
2.9K $1.26M
META
Meta Platforms, Inc.

Communication Services
426
+ 3.86%
$695.21 - $791.73 $296K - $337K
11.5K $8.42M
WFC
Wells Fargo & Company

Financial Services
2.55K
+ 17.42%
$77.05 - $85.16 $196K - $217K
17.2K $1.44M
BNS
Bank Of Nova Scotia

Financial Services
1.02K
+ 4.92%
$54.5 - $64.93 $55.3K - $65.9K
21.7K $1.4M
PSIX
Power Solutions International, Inc.

Industrials
2.6K
New
$63.95 - $115.78 $166K - $301K
2.6K $257K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.02K
+ 1.97%
$56.98 - $61.66 $58.2K - $63K
52.9K $3.24M
PAVE
Global X Fds Us Infrastructure

ETFs
2.91K
+ 10.27%
$44.02 - $47.63 $128K - $139K
31.3K $1.49M
NEM
Newmont Corp

Basic Materials
2.97K
New
$57.35 - $85.25 $171K - $253K
2.97K $250K
PEP
Pepsico Inc

Consumer Defensive
999
+ 7.87%
$133.81 - $152.16 $134K - $152K
13.7K $1.92M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
328
+ 11.38%
$103.83 - $179.9 $34.1K - $59K
3.21K $573K
MINO
Pimco ETF Tr Municipal Income

ETFs
5.43K
New
$43.6 - $45.33 $237K - $246K
5.43K $245K
NET
Cloudflare, Inc.

Technology
1.14K
New
$181.39 - $228.28 $206K - $259K
1.14K $243K
FTQI
First Trust ETF Vi First Trust

ETFs
9.43K
+ 21.82%
$19.5 - $20.79 $184K - $196K
52.6K $1.08M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.46K
New
$24.11 - $24.94 $228K - $236K
9.46K $235K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.57K
New
$43.07 - $91.37 $111K - $235K
2.57K $234K
CGDV
Capital Group Divid Value ETF

ETFs
4.17K
+ 18.74%
$39.59 - $42.21 $165K - $176K
26.4K $1.11M
AN
Autonation, Inc.

Consumer Cyclical
1.04K
New
$189.27 - $227.18 $197K - $236K
1.04K $227K
VEA
Vanguard Ftse Developed Market

ETFs
1.31K
+ 2.6%
$56.02 - $60.3 $73.6K - $79.2K
51.8K $3.11M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.19K
+ 5.41%
$28.38 - $29.05 $204K - $209K
140K $4.05M
ZTS
Zoetis Inc.

Healthcare
1.53K
New
$141.13 - $159.19 $216K - $244K
1.53K $224K
UAL
United Airlines Holdings, Inc.

Industrials
2.31K
New
$80.05 - $109.36 $185K - $252K
2.31K $222K
CRSP
Crispr Therapeutics Ag

Healthcare
3.4K
New
$48.51 - $68.14 $165K - $231K
3.4K $220K
LOGI
Logitech International S.A.

Technology
2K
New
$89.67 - $113.08 $179K - $226K
2K $219K
VLO
Valero Energy Corp

Energy
445
+ 11.13%
$131.77 - $175.63 $58.6K - $78.2K
4.45K $756K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.36K
+ 16.51%
$65.78 - $69.95 $155K - $165K
16.7K $1.17M
RGA
Reinsurance Group Of America Inc

Financial Services
1.14K
New
$177.1 - $199.23 $202K - $227K
1.14K $218K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.01%
$108.97 - $121.65 $327 - $365
20.3K $2.45M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.38K
+ 6.96%
$40.2 - $44.58 $95.5K - $106K
36.5K $1.6M
TPR
Tapestry, Inc.

Consumer Cyclical
1.9K
New
$86.48 - $116.14 $164K - $220K
1.9K $214K
IDV
Ishares Tr

ETFs
5.87K
New
$34.54 - $37.28 $203K - $219K
5.87K $214K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.58K
New
$53.54 - $64.21 $192K - $230K
3.58K $213K
CNP
Centerpoint Energy Inc

Utilities
5.48K
New
$35.77 - $39.16 $196K - $214K
5.48K $212K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
9.15K
New
$21.89 - $23.17 $200K - $212K
9.15K $211K
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.89K
New
$86.2 - $111.56 $163K - $211K
1.89K $211K
FIW
First Trust Water ETF

ETFs
1.25K
+ 7.87%
$107.54 - $115.08 $135K - $144K
17.1K $1.93M
STX
Seagate Technology Holdings PLC

Technology
886
New
$142.01 - $236.06 $126K - $209K
886 $209K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
2.51K
New
$77.5 - $86.87 $194K - $218K
2.51K $209K
HCA
Hca Healthcare, Inc.

Healthcare
487
New
$334.32 - $426.2 $163K - $208K
487 $207K
ITA
Ishares Tr

ETFs
200
+ 2.51%
$184.73 - $209.26 $36.9K - $41.9K
8.17K $1.71M
FLMI
Franklin Dynamic Municipal Bon

ETFs
8.31K
New
$23.96 - $24.81 $199K - $206K
8.31K $205K
ENB
Enbridge Inc

Energy
906
+ 2.95%
$43.79 - $50.46 $39.7K - $45.7K
31.6K $1.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.38K
New
$30.67 - $32.13 $196K - $205K
6.38K $201K
HAL
Halliburton CO

Energy
8.18K
New
$20.5 - $25.11 $168K - $205K
8.18K $201K
MS
Morgan Stanley

Financial Services
747
+ 16.61%
$139.09 - $161.16 $104K - $120K
5.24K $833K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
200
+ 5.13%
$284.45 - $324.95 $56.9K - $65K
4.1K $1.31M
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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