Cornerstone Wealth Management, LLC Purchases in Q3 2025

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
1.49K
+ 26.94%
$52.42 - $55.71 $78K - $82.9K
7.01K $390K
PNC
Pnc Financial Services Group, Inc.

Financial Services
397
+ 25.9%
$185.88 - $207.44 $73.8K - $82.4K
1.93K $387K
ITM
Vaneck Intermediate Muni ETF

ETFs
517
+ 0.76%
$45.2 - $46.71 $23.4K - $24.1K
68.5K $3.19M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
3.79K
+ 16.84%
$23.6 - $24.47 $89.3K - $92.6K
26.3K $641K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.43K
+ 4.09%
$28.15 - $30.13 $40.3K - $43.1K
36.4K $1.08M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
75
+ 10.45%
$473.44 - $553.71 $35.5K - $41.5K
793 $433K
VFH
Vanguard Financial ETF

ETFs
491
+ 6.01%
$125.23 - $132.78 $61.5K - $65.2K
8.65K $1.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
236
+ 3.95%
$181.56 - $190.33 $42.8K - $44.9K
6.22K $1.18M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.11K
+ 6.73%
$47.36 - $47.65 $99.7K - $100K
33.4K $1.58M
FPX
First Trust Us Equity Opportun

ETFs
4
+ 0.09%
$141.57 - $166.21 $566 - $665
4.23K $702K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
563
+ 7.79%
$84.28 - $89.46 $47.4K - $50.4K
7.79K $693K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
163
+ 1.96%
$132.9 - $142.03 $21.7K - $23.2K
8.49K $1.2M
DVN
Devon Energy Corp

Energy
120
+ 0.49%
$31.75 - $36.99 $3.81K - $4.44K
24.6K $862K
OXY
Occidental Petroleum Corp

Energy
892
+ 11.32%
$42.54 - $48.1 $37.9K - $42.9K
8.77K $414K
HMOP
Hartford Fds Exchange Traded T

ETFs
1.43K
+ 3.92%
$37.94 - $39.14 $54.4K - $56.1K
38K $1.48M
AEP
American Electric Power CO Inc

Utilities
317
+ 6.29%
$103.26 - $115.0 $32.7K - $36.5K
5.36K $602K
JMEE
J P Morgan Exchange Traded Fd

ETFs
835
+ 14.01%
$59.19 - $64.47 $49.4K - $53.8K
6.8K $431K
TLT
Ishares Barclays 20+ Year Trea

ETFs
782
+ 27.39%
$85.01 - $90.35 $66.5K - $70.7K
3.64K $325K
COP
Conocophillips

Energy
24
+ 0.16%
$91.0 - $98.99 $2.18K - $2.38K
14.9K $1.41M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.04%
$158.59 - $198.69 $159 - $199
2.73K $526K
MUB
Ishares National Muni Bond ETF

ETFs
204
+ 0.8%
$103.24 - $106.68 $21.1K - $21.8K
25.6K $2.73M
SRE
Sempra Energy

Utilities
1
+ 0.02%
$74.14 - $89.98 $74.1 - $90
5K $449K
VOT
Vanguard Mid Cap Growth Index

ETFs
122
+ 3.38%
$282.75 - $294.19 $34.5K - $35.9K
3.73K $1.1M
AOS
Smith A O Corp

Industrials
211
+ 3.18%
$67.24 - $74.3 $14.2K - $15.7K
6.85K $502K
MGK
Vanguard Mega Cap Growth ETF

ETFs
55
+ 4.52%
$362.31 - $405.74 $19.9K - $22.3K
1.27K $511K
SNX
Td Synnex Corp

Technology
69
+ 3.78%
$135.82 - $166.01 $9.37K - $11.5K
1.9K $310K
QCOM
Qualcomm Inc

Technology
45
+ 0.59%
$145.84 - $173.55 $6.56K - $7.81K
7.67K $1.28M
IWS
Ishares Russell Midcap Value E

ETFs
41
+ 0.55%
$132.83 - $140.61 $5.45K - $5.77K
7.46K $1.04M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
860
+ 6.41%
$32.11 - $34.92 $27.6K - $30K
14.3K $498K
RIO
Rio Tinto PLC

Basic Materials
174
+ 2.7%
$57.66 - $66.01 $10K - $11.5K
6.62K $436K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.02%
$108.08 - $121.73 $108 - $122
5.33K $641K
TRIN
Trinity Capital Inc.

Financial Services
889
+ 2.74%
$14.03 - $16.47 $12.5K - $14.6K
33.3K $516K
IAU
Ishares Gold Trust

ETFs
269
+ 6.95%
$61.62 - $72.77 $16.6K - $19.6K
4.14K $301K
COIN
Coinbase Global, Inc.

Technology
210
+ 22.68%
$297.99 - $419.78 $62.6K - $88.2K
1.14K $383K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
338
+ 9.81%
$107.27 - $113.94 $36.3K - $38.5K
3.78K $429K
FDN
First Tr Fd Dow Jones

ETFs
22
+ 0.45%
$264.06 - $287.34 $5.81K - $6.32K
4.94K $1.38M
SYY
Sysco Corp

Consumer Defensive
23
+ 0.28%
$76.33 - $82.51 $1.76K - $1.9K
8.31K $683K
IWB
Ishares Tr Russell 1000 ETF

ETFs
45
+ 3.08%
$339.37 - $366.46 $15.3K - $16.5K
1.51K $551K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
4.82K
+ 46.91%
$9.39 - $10.12 $45.2K - $48.8K
15.1K $152K
TMO
Thermo Fisher Scientific Inc.

Healthcare
15
+ 2.47%
$404.94 - $499.99 $6.07K - $7.5K
622 $301K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
176
+ 2.07%
$64.14 - $69.37 $11.3K - $12.2K
8.68K $598K
VTWG
Vanguard Russell 2000 Growth E

ETFs
56
+ 3.48%
$208.02 - $237.84 $11.6K - $13.3K
1.67K $389K
PFG
Principal Financial Group Inc

Financial Services
464
+ 9.98%
$75.53 - $82.95 $35K - $38.5K
5.11K $423K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
183
+ 2.68%
$55.01 - $62.78 $10.1K - $11.5K
7.01K $432K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
908
+ 3.69%
$23.8 - $25.39 $21.6K - $23.1K
25.5K $640K
QTEC
First Trust Nasdaq 100 Technol

ETFs
3
+ 0.11%
$208.95 - $229.72 $627 - $689
2.81K $644K
PFGC
Performance Food Group CO

Consumer Defensive
234
+ 10.2%
$88.19 - $102.08 $20.6K - $23.9K
2.53K $248K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
369
+ 2.36%
$47.56 - $49.7 $17.5K - $18.3K
16K $792K
BMY
Bristol Myers Squibb CO

Healthcare
1.85K
+ 6.1%
$43.31 - $48.98 $80.2K - $90.7K
32.2K $1.45M
Activity Summary
Buys All Purchases 402 New Holdings 52 Increased Positions 350 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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