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
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.24K
+ 52.21%
$157.71 - $180.77 $196K - $224K
3.62K $585K
COP
Conocophillips

Energy
1.04K
+ 7.46%
$88.6 - $105.85 $92.1K - $110K
15K $1.57M
TMDX
Trans Medics Group, Inc.

Healthcare
2.54K
+ 68.52%
$56.73 - $79.42 $144K - $202K
6.25K $420K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.07K
+ 24.33%
$62.72 - $71.92 $193K - $221K
15.7K $988K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
700
+ 1.0%
$41.61 - $44.72 $29.1K - $31.3K
70.5K $3.07M
XLE
Energy Sector Spdr

ETFs
423
+ 2.06%
$85.7 - $93.96 $36.3K - $39.7K
20.9K $1.94M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.72K
+ 4.27%
$37.07 - $40.63 $101K - $111K
66.5K $2.62M
DG
Dollar General Corp

Consumer Defensive
1.28K
+ 25.49%
$68.44 - $87.93 $87.5K - $112K
6.29K $553K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.66K
+ 5.98%
$49.78 - $53.19 $182K - $195K
64.9K $3.29M
PLTR
Palantir Technologies Inc.

Technology
1.04K
+ 14.18%
$64.98 - $124.62 $67.5K - $129K
8.37K $706K
SLB
Schlumberger Limited

Energy
2.4K
+ 17.36%
$38.4 - $43.74 $92.1K - $105K
16.2K $677K
DVN
Devon Energy Corp

Energy
1.28K
+ 6.04%
$33.15 - $38.55 $42.6K - $49.5K
22.5K $842K
PDI
Pimco Dynamic Income Fund

Financial Services
5.73K
+ 26.48%
$18.51 - $20.05 $106K - $115K
27.4K $542K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
13.7K
+ 15.77%
$8.4 - $9.45 $115K - $129K
100K $904K
CSCO
Cisco Systems, Inc.

Technology
489
+ 1.15%
$58.74 - $64.87 $28.7K - $31.7K
42.9K $2.65M
ABC
Amerisourcebergen Corp

Healthcare
725
New
N/A
725 $134K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
795
+ 5.34%
$68.32 - $75.06 $54.3K - $59.7K
15.7K $1.17M
XYL
Xylem Inc.

Industrials
1.01K
+ 56.93%
$114.02 - $132.04 $115K - $133K
2.78K $332K
VHT
Vanguard Health Care ETF

ETFs
236
+ 3.35%
$254.06 - $273.83 $60K - $64.6K
7.28K $1.91M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
14.7K
+ 13.41%
$12.17 - $13.83 $179K - $204K
125K $1.53M
AVUS
American Centy ETF Tr Avantis

ETFs
4.25K
+ 7.01%
$90.7 - $101.57 $385K - $432K
64.9K $5.99M
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 0.04%
$53.9 - $63.11 $539 - $631
25.9K $1.58M
IEFA
Ishares Tr

ETFs
325
+ 1.98%
$69.57 - $78.65 $22.6K - $25.6K
16.8K $1.27M
NEE
Nextera Energy Inc

Utilities
1.78K
+ 9.29%
$66.96 - $76.16 $119K - $136K
21K $1.49M
GD
General Dynamics Corp

Industrials
188
+ 3.05%
$241.94 - $272.58 $45.5K - $51.2K
6.35K $1.73M
UPS
United Parcel Service Inc

Industrials
2.44K
+ 24.34%
$109.66 - $136.26 $267K - $332K
12.5K $1.37M
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.62K
+ 12.04%
$20.08 - $20.62 $113K - $116K
52.3K $1.05M
NOC
Northrop Grumman Corp

Industrials
75
+ 4.71%
$433.45 - $513.82 $32.5K - $38.5K
1.67K $854K
YOU
Clear Secure, Inc.

Technology
4.98K
+ 14.79%
$22.12 - $27.62 $110K - $138K
38.7K $1M
HDV
Ishares Core High Dividend ETF

ETFs
463
+ 8.91%
$110.86 - $121.12 $51.3K - $56.1K
5.66K $685K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.53K
+ 9.02%
$23.49 - $23.77 $106K - $108K
54.8K $1.29M
NVS
Novartis Ag

Healthcare
498
+ 15.38%
$97.14 - $115.57 $48.4K - $57.6K
3.74K $416K
SO
Southern CO

Utilities
578
+ 12.05%
$80.96 - $92.96 $46.8K - $53.7K
5.38K $494K
CLF
Cleveland Cliffs Inc.

Basic Materials
12K
New
$8.22 - $12.02 $98.8K - $144K
12K $98K
OXY
Occidental Petroleum Corp

Energy
1.97K
+ 31.69%
$45.45 - $52.7 $89.4K - $104K
8.18K $403K
TRIN
Trinity Capital Inc.

Financial Services
5.28K
+ 21.89%
$14.26 - $16.56 $75.2K - $87.4K
29.4K $445K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
3.97K
+ 9.96%
$24.41 - $24.65 $97K - $97.9K
43.8K $1.07M
EPD
Enterprise Products Partners L.P.

Energy
813
+ 3.54%
$31.75 - $34.14 $25.8K - $27.8K
23.8K $812K
SR
Spire Inc

Utilities
133
+ 1.72%
$65.62 - $78.25 $8.73K - $10.4K
7.87K $615K
CSWC
Capital Southwest Corp

Financial Services
3.15K
+ 8.05%
$21.69 - $23.81 $68.4K - $75.1K
42.3K $944K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.25K
+ 24.87%
$78.0 - $84.37 $97.7K - $106K
6.29K $497K
FDL
First Tr Morningstar Dividend

ETFs
598
+ 3.07%
$39.69 - $43.83 $23.7K - $26.2K
20.1K $872K
PAA
Plains All American Pipeline LP

Energy
1
+ 0.0%
$17.32 - $20.96 $17.3 - $21
30K $600K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
3.68K
+ 8.68%
$23.55 - $23.74 $86.8K - $87.5K
46.1K $1.09M
WMT
Walmart Inc.

Consumer Defensive
5.93K
+ 3.5%
$84.5 - $105.05 $501K - $623K
175K $15.4M
BP
Bp PLC

Energy
23
+ 0.12%
$29.93 - $35.31 $688 - $812
19.6K $661K
CSX
Csx Corp

Industrials
3.78K
+ 35.71%
$29.11 - $33.67 $110K - $127K
14.4K $423K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.09K
+ 1.23%
$49.69 - $50.76 $104K - $106K
172K $8.62M
ENB
Enbridge Inc

Energy
540
+ 1.83%
$41.54 - $45.45 $22.4K - $24.5K
30K $1.33M
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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