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
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.81K
+ 18.69%
$94.32 - $110.46 $171K - $200K
11.5K $1.1M
TS
Tenaris Sa

Energy
1.24K
+ 5.85%
$35.73 - $40.28 $44.3K - $49.9K
22.4K $877K
INDA
Ishares Msci India Index Fund

ETFs
1.84K
+ 10.45%
$47.8 - $53.4 $87.7K - $98K
19.4K $998K
CTRA
Coterra Energy Inc.

Energy
1.62K
+ 19.57%
$25.51 - $29.83 $41.3K - $48.3K
9.89K $285K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
393
+ 0.9%
$42.5 - $46.71 $16.7K - $18.4K
43.9K $1.99M
RLY
Ssga Active ETF Tr

ETFs
1.94K
+ 16.39%
$27.21 - $28.6 $52.8K - $55.5K
13.8K $391K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
312
+ 9.69%
$74.5 - $92.3 $23.2K - $28.8K
3.53K $322K
PFE
Pfizer Inc

Healthcare
6.59K
+ 8.0%
$25.01 - $27.13 $165K - $179K
89K $2.25M
OHI
Omega Healthcare Investors Inc

Real Estate
1.47K
+ 2.52%
$35.7 - $38.33 $52.4K - $56.3K
59.8K $2.28M
PSX
Phillips 66

Energy
16
+ 0.23%
$113.93 - $131.55 $1.82K - $2.1K
7.02K $866K
MU
Micron Technology Inc

Technology
586
+ 12.78%
$86.89 - $109.38 $50.9K - $64.1K
5.17K $449K
FDUS
Fidus Investment Corp

Financial Services
3.78K
+ 17.65%
$20.39 - $23.37 $77.1K - $88.4K
25.2K $513K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.52K
+ 12.08%
$32.49 - $37.99 $147K - $172K
41.9K $1.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
121
+ 6.49%
$308.86 - $455.36 $37.4K - $55.1K
1.98K $699K
UNH
Unitedhealth Group Inc

Healthcare
55
+ 3.0%
$461.52 - $548.18 $25.4K - $30.1K
1.89K $989K
O
Realty Income Corp

Real Estate
758
+ 18.57%
$51.67 - $58.49 $39.2K - $44.3K
4.84K $280K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
548
+ 1.19%
$20.96 - $23.51 $11.5K - $12.9K
46.7K $1.05M
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.01K
+ 6.25%
$45.41 - $47.18 $45.9K - $47.7K
17.2K $804K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
16.3K
New
$3.79 - $6.65 $61.6K - $108K
16.3K $61K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
970
+ 2.41%
$49.22 - $51.73 $47.7K - $50.2K
41.2K $2.08M
ITA
Ishares Tr

ETFs
2
+ 0.03%
$144.84 - $159.5 $290 - $319
7.73K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
494
+ 9.59%
$95.85 - $99.25 $47.3K - $49K
5.65K $557K
URI
United Rentals, Inc.

Industrials
158
+ 28.88%
$594.17 - $789.56 $93.9K - $125K
705 $441K
QS
Quantum Scape Corp

Consumer Cyclical
13.3K
New
$4.15 - $6.58 $55K - $87.2K
13.3K $55K
KMB
Kimberly Clark Corp

Consumer Defensive
74
+ 1.86%
$124.46 - $147.4 $9.21K - $10.9K
4.06K $576K
VDE
Vanguard Energy ETF

ETFs
20
+ 0.3%
$119.14 - $132.76 $2.38K - $2.66K
6.74K $865K
AVGO
Broadcom Inc.

Technology
4.18K
+ 41.47%
$167.43 - $244.7 $700K - $1.02M
14.3K $2.39M
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.14%
$123.25 - $162.53 $370 - $488
2.13K $335K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
5.11K
+ 4.13%
$12.61 - $13.36 $64.4K - $68.3K
129K $1.64M
DVY
Ishares Tr

ETFs
289
+ 5.24%
$128.58 - $138.1 $37.2K - $39.9K
5.81K $770K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
163
+ 1.02%
$29.06 - $32.62 $4.74K - $5.32K
16.1K $510K
LNT
Alliant Energy Corp

Utilities
372
+ 9.24%
$56.66 - $66.04 $21.1K - $24.6K
4.4K $283K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.05%
$118.02 - $137.77 $118 - $138
2.2K $302K
APD
Air Products & Chemicals, Inc.

Basic Materials
103
+ 4.03%
$283.24 - $338.07 $29.2K - $34.8K
2.66K $784K
BA
Boeing CO

Industrials
811
+ 5.52%
$148.15 - $186.25 $120K - $151K
15.5K $2.64M
ARCC
Ares Capital Corp

Financial Services
1.55K
+ 4.85%
$21.28 - $23.81 $32.9K - $36.8K
33.5K $741K
GIS
General Mills Inc

Consumer Defensive
2K
+ 10.36%
$57.56 - $65.3 $115K - $130K
21.3K $1.27M
VALE
Vale S.A.

Basic Materials
2.71K
+ 20.43%
$8.5 - $10.19 $23K - $27.6K
16K $159K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.19K
+ 2.45%
$31.3 - $34.5 $37.2K - $41K
49.8K $1.61M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
393
+ 19.35%
$106.44 - $113.12 $41.8K - $44.5K
2.42K $262K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.54K
+ 24.08%
$14.46 - $15.96 $36.7K - $40.6K
13.1K $198K
VLO
Valero Energy Corp

Energy
2
+ 0.05%
$121.76 - $142.99 $244 - $286
3.99K $526K
SCHW
Schwab Charles Corp

Financial Services
132
+ 2.06%
$71.24 - $83.64 $9.4K - $11K
6.55K $512K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
401
+ 22.24%
$203.38 - $274.79 $81.6K - $110K
2.2K $452K
CEG
Constellation Energy Corp

Utilities
380
+ 21.65%
$201.63 - $347.44 $76.6K - $132K
2.14K $430K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
13.6K
New
$2.52 - $4.08 $34.2K - $55.4K
13.6K $35K
CL
Colgate Palmolive CO

Consumer Defensive
110
+ 1.23%
$85.68 - $97.5 $9.42K - $10.7K
9.04K $846K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
967
+ 2.19%
$28.55 - $29.09 $27.6K - $28.1K
45.2K $1.3M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.73K
+ 11.55%
N/A
16.7K $324K
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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