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
LUV
Southwest Airlines CO

Industrials
6.72K
New
$24.04 - $34.36 $162K - $231K
6.72K $218K
DLR
Digital Realty Trust, Inc.

Real Estate
1.24K
New
$136.11 - $177.69 $168K - $220K
1.24K $215K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
221
+ 1.41%
$57.46 - $75.58 $12.7K - $16.7K
15.9K $1.2M
VST
Vistra Corp.

Utilities
1.1K
New
$98.07 - $195.04 $108K - $215K
1.1K $213K
XLU
Utilities Sector Spdr

ETFs
2.62K
New
$73.09 - $82.77 $191K - $217K
2.62K $213K
NTRS
Northern Trust Corp

Financial Services
1.66K
New
$84.45 - $126.79 $140K - $210K
1.66K $210K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
9.24K
New
$19.41 - $22.77 $179K - $210K
9.24K $210K
CCL
Carnival Corp

Consumer Cyclical
7.48K
New
$16.43 - $28.12 $123K - $210K
7.48K $210K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.47K
+ 12.78%
$83.8 - $101.39 $123K - $149K
13K $1.31M
HMOP
Hartford Fds Exchange Traded T

ETFs
5.58K
+ 18.03%
$37.54 - $38.74 $210K - $216K
36.5K $1.4M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
7.82K
New
$23.45 - $26.56 $183K - $208K
7.82K $207K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.18K
+ 1.32%
$100.04 - $100.54 $218K - $219K
167K $16.8M
NTR
Nutrien Ltd.

Basic Materials
3.55K
New
$46.88 - $62.89 $166K - $223K
3.55K $206K
GD
General Dynamics Corp

Industrials
293
+ 4.61%
$247.68 - $291.66 $72.6K - $85.5K
6.64K $1.94M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
11.2K
New
$16.37 - $18.59 $183K - $207K
11.2K $205K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.29K
New
$72.61 - $88.75 $166K - $203K
2.29K $203K
VRSN
Verisign Inc

Technology
700
New
$234.49 - $288.8 $164K - $202K
700 $202K
INSM
Insmed Inc

Healthcare
2K
New
$64.81 - $105.9 $130K - $212K
2K $201K
PFGC
Performance Food Group CO

Consumer Defensive
2.29K
New
$71.62 - $89.56 $164K - $205K
2.29K $200K
C
Citigroup Inc

Financial Services
652
+ 6.49%
$58.13 - $85.12 $37.9K - $55.5K
10.7K $910K
AWR
American States Water CO

Utilities
3.8K
+ 7.56%
$75.1 - $81.3 $286K - $309K
54.1K $4.15M
KKR
Kkr & Co. Inc.

Financial Services
950
+ 27.78%
$92.79 - $134.29 $88.2K - $128K
4.37K $581K
IWP
Ishares Russell Mid Cap Growth

ETFs
497
+ 9.15%
$104.34 - $138.68 $51.9K - $68.9K
5.93K $822K
AXP
American Express CO

Financial Services
2
+ 0.06%
$231.39 - $318.98 $463 - $638
3.62K $1.16M
IVZ
Invesco Ltd.

Financial Services
11.2K
New
$12.14 - $15.77 $136K - $177K
11.2K $176K
T
At&T Inc.

Communication Services
2.07K
+ 1.27%
$26.33 - $28.94 $54.5K - $59.9K
166K $4.8M
IEMG
Ishares Inc

ETFs
3.13K
+ 21.81%
N/A
17.5K $936K
VOT
Vanguard Mid Cap Growth Index

ETFs
89
+ 2.53%
$216.28 - $284.39 $19.2K - $25.3K
3.61K $1.03M
PFG
Principal Financial Group Inc

Financial Services
2.25K
+ 94.03%
$69.56 - $86.19 $157K - $194K
4.65K $369K
BNS
Bank Of Nova Scotia

Financial Services
100
+ 0.49%
$44.56 - $55.27 $4.46K - $5.53K
20.6K $1.14M
AMAT
Applied Materials Inc

Technology
142
+ 3.89%
$126.95 - $183.52 $18K - $26.1K
3.79K $694K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
461
+ 15.2%
$66.89 - $111.18 $30.8K - $51.3K
3.49K $388K
UBER
Uber Technologies, Inc

Technology
772
+ 17.45%
$64.62 - $93.3 $49.9K - $72K
5.2K $484K
IIM
Invesco Value Municipal Income Trust

Financial Services
13.9K
New
$11.31 - $12.11 $157K - $168K
13.9K $161K
DE
Deere & CO

Industrials
39
+ 1.15%
$412.99 - $531.48 $16.1K - $20.7K
3.43K $1.74M
AVUV
American Centy ETF Tr Avantis

ETFs
1.04K
+ 8.36%
$75.17 - $91.21 $78K - $94.7K
13.5K $1.23M
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.13K
+ 11.76%
$25.48 - $27.78 $156K - $170K
58.3K $1.55M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
825
+ 1.61%
$27.3 - $31.8 $22.5K - $26.2K
52.2K $1.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
71
+ 0.27%
$90.56 - $109.49 $6.43K - $7.77K
26.6K $2.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.61K
+ 11.42%
$77.74 - $78.78 $125K - $127K
15.7K $1.24M
PNR
Pentair PLC

Industrials
38
+ 0.45%
$76.17 - $103.58 $2.89K - $3.94K
8.56K $878K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1.47K
+ 5.15%
$25.48 - $31.98 $37.5K - $47.1K
30K $960K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
355
+ 0.62%
$121.58 - $136.74 $43.2K - $48.5K
57.3K $7.78M
JPSE
J P Morgan Diversified Return

ETFs
1.74K
+ 6.43%
$38.2 - $45.49 $66.5K - $79.2K
28.8K $1.31M
CGDV
Capital Group Divid Value ETF

ETFs
1.21K
+ 5.75%
$31.93 - $39.49 $38.6K - $47.7K
22.2K $877K
UPS
United Parcel Service Inc

Industrials
2.36K
+ 18.95%
$91.92 - $110.2 $217K - $260K
14.8K $1.5M
SOUN
Soundhound Ai, Inc.

Technology
11.5K
New
$7.18 - $11.76 $82.5K - $135K
11.5K $123K
ISRG
Intuitive Surgical Inc

Healthcare
165
+ 26.57%
$451.58 - $565.94 $74.5K - $93.4K
786 $427K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.39K
+ 2.52%
$47.46 - $55.3 $65.8K - $76.6K
56.4K $3.11M
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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