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
BEN
Franklin Resources Inc

Financial Services
1.65K
+ 9.6%
$16.66 - $23.85 $27.5K - $39.4K
18.9K $449K
INDA
Ishares Msci India Index Fund

ETFs
539
+ 2.78%
$49.13 - $55.86 $26.5K - $30.1K
19.9K $1.11M
MS
Morgan Stanley

Financial Services
8
+ 0.18%
$99.83 - $140.86 $799 - $1.13K
4.5K $633K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
943
+ 15.0%
$71.28 - $83.74 $67.2K - $79K
7.23K $605K
URI
United Rentals, Inc.

Industrials
23
+ 3.26%
$551.94 - $753.4 $12.7K - $17.3K
728 $548K
IQI
Invesco Quality Municipal Income Trust

Financial Services
11.5K
New
$9.09 - $9.79 $105K - $113K
11.5K $107K
VFH
Vanguard Financial ETF

ETFs
260
+ 3.29%
$104.87 - $127.3 $27.3K - $33.1K
8.16K $1.04M
RECS
Columbia ETF Tr I

ETFs
1.59K
+ 12.12%
$29.4 - $36.79 $46.7K - $58.4K
14.7K $540K
IOT
Samsara Inc.

Technology
2.4K
+ 38.16%
$33.46 - $47.74 $80.1K - $114K
8.67K $344K
NEE
Nextera Energy Inc

Utilities
1.92K
+ 9.16%
$64.11 - $75.0 $123K - $144K
22.9K $1.59M
CMI
Cummins Inc

Industrials
149
+ 4.18%
$267.12 - $336.65 $39.8K - $50.2K
3.71K $1.22M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
4.2K
+ 7.53%
$22.57 - $23.23 $94.8K - $97.6K
60K $1.39M
MRVL
Marvell Technology, Inc.

Technology
43
+ 0.73%
$49.38 - $79.97 $2.12K - $3.44K
5.97K $462K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
10.3K
New
$9.4 - $10.12 $96.5K - $104K
10.3K $97K
LYV
Live Nation Entertainment, Inc.

Communication Services
50
+ 1.2%
$118.81 - $151.28 $5.94K - $7.56K
4.23K $640K
NOC
Northrop Grumman Corp

Industrials
222
+ 13.3%
$456.3 - $540.39 $101K - $120K
1.89K $945K
CRM
Salesforce, Inc.

Technology
265
+ 6.29%
$236.26 - $291.15 $62.6K - $77.2K
4.48K $1.22M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
376
+ 0.9%
$29.52 - $35.31 $11.1K - $13.3K
42.3K $1.49M
PFE
Pfizer Inc

Healthcare
7.6K
+ 8.54%
$21.59 - $24.84 $164K - $189K
96.6K $2.34M
PAYX
Paychex Inc

Industrials
766
+ 26.91%
$137.01 - $159.78 $105K - $122K
3.61K $525K
V
Visa Inc.

Financial Services
77
+ 0.6%
$308.27 - $373.31 $23.7K - $28.7K
12.9K $4.57M
VZ
Verizon Communications Inc

Communication Services
3.58K
+ 10.27%
$41.67 - $45.62 $149K - $163K
38.4K $1.66M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
1.15K
+ 25.04%
$51.81 - $61.79 $59.3K - $70.7K
5.72K $353K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
813
+ 23.01%
$90.85 - $102.31 $73.9K - $83.2K
4.35K $437K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
527
+ 18.06%
$86.05 - $107.7 $45.3K - $56.8K
3.45K $371K
FCX
Freeport Mcmoran Inc

Basic Materials
659
+ 7.15%
$29.15 - $44.46 $19.2K - $29.3K
9.88K $428K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
3.47K
+ 6.33%
$23.03 - $23.64 $79.9K - $82K
58.3K $1.37M
JCI
Johnson Controls International PLC

Industrials
3
+ 0.1%
$71.14 - $105.62 $213 - $317
3.02K $319K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.11K
+ 16.56%
$45.88 - $54.4 $50.9K - $60.3K
7.81K $424K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
67
+ 1.16%
$74.67 - $97.29 $5K - $6.52K
5.82K $566K
O
Realty Income Corp

Real Estate
1.37K
+ 28.39%
$52.27 - $58.52 $71.8K - $80.4K
6.21K $357K
MCD
Mcdonalds Corp

Consumer Cyclical
912
+ 9.69%
$285.55 - $321.23 $260K - $293K
10.3K $3.02M
ON
On Semiconductor Corp

Technology
275
+ 5.33%
$31.95 - $54.21 $8.79K - $14.9K
5.44K $285K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
321
+ 17.07%
$106.81 - $136.49 $34.3K - $43.8K
2.2K $300K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
680
+ 12.04%
$96.84 - $99.46 $65.9K - $67.6K
6.33K $627K
VTWO
Vanguard Russell 2000 ETF

ETFs
107
+ 1.13%
$70.56 - $87.22 $7.55K - $9.33K
9.55K $833K
PNC
Pnc Financial Services Group, Inc.

Financial Services
290
+ 23.33%
$149.76 - $186.42 $43.4K - $54.1K
1.53K $285K
COF
Capital One Financial Corp

Financial Services
47
+ 2.88%
$150.57 - $212.76 $7.08K - $10K
1.68K $356K
LNG
Cheniere Energy, Inc.

Energy
11
+ 0.22%
$197.25 - $244.33 $2.17K - $2.69K
5.06K $1.23M
OHI
Omega Healthcare Investors Inc

Real Estate
4.08K
+ 6.82%
$35.55 - $39.05 $145K - $159K
63.8K $2.34M
GM
General Motors CO

Consumer Cyclical
923
+ 12.95%
$42.48 - $50.46 $39.2K - $46.6K
8.05K $396K
CSL
Carlisle Companies Inc

Industrials
4
+ 0.22%
$317.1 - $408.5 $1.27K - $1.63K
1.8K $673K
ENB
Enbridge Inc

Energy
675
+ 2.25%
$41.09 - $47.16 $27.7K - $31.8K
30.7K $1.39M
NKE
Nike, Inc.

Consumer Cyclical
394
+ 9.09%
$53.27 - $72.04 $21K - $28.4K
4.73K $335K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
734
+ 3.07%
$19.51 - $23.9 $14.3K - $17.5K
24.6K $588K
CWS
Advisorshares Tr Advisorshares

ETFs
619
+ 17.1%
$59.37 - $70.0 $36.8K - $43.3K
4.24K $296K
FDVV
Fidelity High Dividend ETF

ETFs
925
+ 20.11%
$43.6 - $52.02 $40.3K - $48.1K
5.52K $287K
VHT
Vanguard Health Care ETF

ETFs
663
+ 9.1%
$236.71 - $261.92 $157K - $174K
7.95K $1.97M
RLY
Ssga Active ETF Tr

ETFs
1.69K
+ 12.23%
$25.82 - $29.59 $43.5K - $49.9K
15.5K $449K
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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