Cornerstone Wealth Management, LLC Purchases in Q2 2025

Cornerstone Wealth Management, LLC

  • $1.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTQI
First Trust ETF Vi First Trust

ETFs
16.5K
+ 61.88%
$16.83 - $19.58 $278K - $323K
43.2K $845K
MA
Mastercard Inc

Financial Services
496
+ 10.94%
$479.92 - $590.74 $238K - $293K
5.03K $2.83M
CEG
Constellation Energy Corp

Utilities
248
+ 11.62%
$170.96 - $322.76 $42.4K - $80K
2.38K $769K
GME
Game Stop Corp.

Consumer Cyclical
11.9K
+ 50.63%
$21.1 - $35.01 $250K - $415K
35.3K $860K
VTV
Vanguard Value ETF

ETFs
17
+ 0.03%
$153.67 - $176.74 $2.61K - $3K
55.8K $9.87M
VRT
Vertiv Holdings CO

Industrials
3.83K
New
N/A
3.83K $332K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
8.67K
+ 11.64%
$45.9 - $48.26 $398K - $418K
83.2K $3.88M
COIN
Coinbase Global, Inc.

Technology
926
New
$151.47 - $375.07 $140K - $347K
926 $324K
QUAL
Ishares Msci Usa Quality Facto

ETFs
300
+ 1.34%
$152.42 - $182.82 $45.7K - $54.8K
22.7K $4.16M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.78K
+ 2.73%
$43.28 - $50.37 $164K - $190K
142K $7.12M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.69K
+ 2.37%
$72.02 - $73.82 $266K - $272K
159K $11.7M
KO
Coca Cola CO

Consumer Defensive
5.83K
+ 4.81%
$68.37 - $73.9 $399K - $431K
127K $8.99M
FDN
First Tr Fd Dow Jones

ETFs
324
+ 7.05%
$200.29 - $269.33 $64.9K - $87.3K
4.92K $1.32M
LMT
Lockheed Martin Corp

Industrials
524
+ 14.21%
$430.82 - $486.45 $226K - $255K
4.21K $1.95M
SJM
J M Smucker CO

Consumer Defensive
3.02K
New
$94.41 - $118.52 $285K - $358K
3.02K $296K
XAR
Spdr S&P Aerospace & Defense E

ETFs
545
+ 15.06%
$144.94 - $210.94 $79K - $115K
4.16K $878K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.43K
New
$73.19 - $85.21 $251K - $292K
3.43K $292K
EME
Emcor Group, Inc.

Industrials
543
New
$342.02 - $534.89 $186K - $290K
543 $290K
PSC
Principal ETF U.S. Small Cap M

ETFs
5.37K
New
$43.14 - $53.28 $232K - $286K
5.37K $286K
EW
Edwards Lifesciences Corp

Healthcare
3.64K
New
$67.07 - $78.22 $244K - $285K
3.64K $284K
IXUS
Ishares Tr

ETFs
27
+ 0.07%
$62.37 - $77.63 $1.68K - $2.1K
37.4K $2.89M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
11.4K
+ 102.61%
$20.31 - $24.1 $231K - $274K
22.5K $541K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.92K
+ 37.75%
$60.06 - $66.28 $235K - $260K
14.3K $947K
TDIV
First Trust Nasdaq Technology

ETFs
816
+ 6.54%
$64.41 - $90.17 $52.6K - $73.6K
13.3K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.81K
+ 76.12%
$72.96 - $90.39 $205K - $254K
6.5K $581K
CAT
Caterpillar Inc

Industrials
106
+ 2.63%
$273.94 - $388.21 $29K - $41.2K
4.14K $1.61M
XLF
Financial Sector Spdr

ETFs
813
+ 1.1%
$43.92 - $52.37 $35.7K - $42.6K
74.5K $3.9M
FTHI
First Trust Exchange Traded Fd

ETFs
11K
+ 47.14%
$19.66 - $22.85 $217K - $252K
34.5K $787K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.49K
New
$151.62 - $183.47 $227K - $274K
1.49K $274K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.85K
+ 4.21%
$39.89 - $49.46 $73.6K - $91.3K
45.7K $2.26M
KF
Korea Fund Inc

Financial Services
9.99K
New
$18.34 - $26.93 $183K - $269K
9.99K $269K
FTNT
Fortinet, Inc.

Technology
2.55K
New
$84.71 - $108.69 $216K - $277K
2.55K $269K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.09K
New
$35.3 - $37.51 $250K - $266K
7.09K $266K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.58K
+ 25.41%
$54.27 - $63.01 $195K - $226K
17.7K $1.11M
SOXX
Ishares Semiconductor ETF

ETFs
1.09K
New
$154.86 - $239.07 $168K - $260K
1.09K $259K
USB
Us Bancorp \De\

Financial Services
2.57K
+ 5.74%
$36.4 - $45.76 $93.7K - $118K
47.4K $2.14M
GS
Goldman Sachs Group Inc

Financial Services
26
+ 1.81%
$462.22 - $707.75 $12K - $18.4K
1.46K $1.03M
PKW
Invesco Exchange Traded Fd Tr

ETFs
914
+ 7.78%
$98.58 - $123.6 $90.1K - $113K
12.7K $1.56M
SNX
Td Synnex Corp

Technology
1.83K
New
$95.81 - $137.79 $175K - $252K
1.83K $247K
SPOT
Spotify Technology S.A.

Communication Services
320
New
$503.3 - $775.9 $161K - $248K
320 $245K
SMR
Nuscale Power Corp

Industrials
6.18K
New
$12.6 - $43.24 $77.9K - $267K
6.18K $244K
IDXX
Idexx Laboratories Inc

Healthcare
452
New
$361.04 - $536.34 $163K - $242K
452 $242K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.17K
+ 12.92%
$141.87 - $164.49 $166K - $192K
10.2K $1.68M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
10.1K
+ 21.78%
$23.2 - $23.63 $233K - $237K
56.2K $1.32M
ROKU
Roku, Inc

Communication Services
2.63K
New
$55.1 - $87.89 $145K - $231K
2.63K $230K
FLR
Fluor Corp

Industrials
1.07K
+ 9.47%
$30.86 - $51.42 $32.9K - $54.9K
12.3K $632K
DFIV
Dimensional ETF Tr

ETFs
5.23K
New
$34.67 - $43.21 $181K - $226K
5.23K $223K
INTU
Intuit Inc

Technology
282
New
$544.07 - $787.63 $153K - $222K
282 $222K
VIS
Vanguard Industrial ETF

ETFs
782
New
$220.04 - $280.07 $172K - $219K
782 $219K
Activity Summary
Buys All Purchases 402 New Holdings 58 Increased Positions 344 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 0
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