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
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
494
+ 0.79%
$59.78 - $60.03 $29.5K - $29.7K
63.3K $3.79M
ORCL
Oracle Corp

Technology
1.86K
+ 21.96%
$139.81 - $186.47 $260K - $347K
10.3K $1.45M
EVRG
Evergy, Inc.

Utilities
89
+ 2.58%
$59.9 - $69.52 $5.33K - $6.19K
3.54K $244K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
18
+ 0.11%
$47.08 - $50.67 $847 - $912
15.7K $787K
EFA
Ishares Tr Msci Eafe ETF

ETFs
83
+ 2.3%
$74.85 - $84.89 $6.21K - $7.05K
3.69K $301K
SYY
Sysco Corp

Consumer Defensive
556
+ 6.05%
$70.0 - $77.13 $38.9K - $42.9K
9.74K $731K
KR
Kroger CO

Consumer Defensive
20
+ 0.46%
$58.36 - $67.72 $1.17K - $1.35K
4.33K $292K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
245
+ 7.45%
$97.38 - $104.52 $23.9K - $25.6K
3.53K $356K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
10K
New
$2.86 - $9.78 $28.6K - $97.8K
10K $28K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1K
+ 13.15%
$26.64 - $27.14 $26.7K - $27.2K
8.64K $231K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
684
+ 11.84%
$81.1 - $94.7 $55.5K - $64.8K
6.46K $545K
VONG
Vanguard Russell 1000 Growth E

ETFs
807
+ 17.17%
$92.71 - $107.38 $74.8K - $86.7K
5.51K $510K
ADV
Advantage Solutions Inc.

Communication Services
16.8K
New
$1.49 - $2.9 $25.1K - $48.8K
16.8K $25K
PANW
Palo Alto Networks Inc

Technology
285
+ 13.13%
$167.82 - $208.28 $47.8K - $59.4K
2.46K $418K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.56K
+ 4.4%
$17.53 - $17.87 $27.4K - $27.9K
37.1K $652K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
72
+ 4.88%
$162.48 - $175.37 $11.7K - $12.6K
1.55K $266K
GAIN
Gladstone Investment Corporation\De

Financial Services
1.6K
+ 15.64%
$12.65 - $13.97 $20.2K - $22.4K
11.8K $158K
CGDV
Capital Group Divid Value ETF

ETFs
404
+ 1.96%
$34.95 - $37.36 $14.1K - $15.1K
21K $749K
ORCC
Owl Rock Capital Corp

Financial Services
1.58K
+ 4.35%
N/A
37.8K $506K
SHW
Sherwin Williams CO

Basic Materials
14
+ 0.76%
$330.16 - $365.55 $4.62K - $5.12K
1.85K $646K
D
Dominion Energy, Inc

Utilities
99
+ 1.3%
$52.85 - $57.43 $5.23K - $5.69K
7.72K $432K
OZK
Bank Ozk

Financial Services
595
+ 11.83%
$41.71 - $53.1 $24.8K - $31.6K
5.62K $244K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17
+ 0.35%
$48.65 - $53.06 $827 - $902
4.9K $254K
MDIV
First Trust Multi Asset Divers

ETFs
521
+ 0.92%
$16.02 - $16.68 $8.35K - $8.69K
57.2K $934K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.19K
+ 1.8%
$49.25 - $50.66 $58.6K - $60.2K
67.2K $3.33M
FTGC
First Trust Global Tactical CO

ETFs
138
+ 1.41%
$23.95 - $25.86 $3.31K - $3.57K
9.96K $254K
ISRG
Intuitive Surgical Inc

Healthcare
71
+ 12.91%
$476.63 - $610.45 $33.8K - $43.3K
621 $307K
HTGC
Hercules Capital, Inc.

Financial Services
2.03K
+ 9.46%
$18.01 - $22.0 $36.5K - $44.6K
23.5K $450K
MPC
Marathon Petroleum Corp

Energy
20
+ 0.74%
$134.72 - $159.03 $2.69K - $3.18K
2.73K $398K
BEN
Franklin Resources Inc

Financial Services
1.8K
+ 11.7%
$18.92 - $22.24 $34.1K - $40.1K
17.2K $331K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
146
+ 4.2%
$77.7 - $78.94 $11.3K - $11.5K
3.63K $286K
AXON
Axon Enterprise, Inc.

Industrials
86
+ 19.63%
$496.65 - $710.01 $42.7K - $61.1K
524 $275K
DFAU
Dimensional ETF Tr

ETFs
668
+ 12.82%
$37.84 - $42.29 $25.3K - $28.2K
5.88K $225K
PLUG
Plug Power Inc

Industrials
10.5K
New
$1.34 - $3.15 $14.1K - $33.2K
10.5K $14K
DOW
Dow Inc.

Basic Materials
1.19K
+ 21.76%
$34.36 - $41.92 $41K - $50.1K
6.68K $233K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
447
+ 0.67%
$14.22 - $14.83 $6.36K - $6.63K
66.7K $964K
CGXU
Capital Group Intl Focus Equit

ETFs
200
+ 0.43%
$24.48 - $26.59 $4.9K - $5.32K
47.1K $1.17M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
106
+ 1.47%
$44.68 - $46.49 $4.74K - $4.93K
7.33K $339K
AOS
Smith A O Corp

Industrials
445
+ 7.5%
$65.16 - $72.69 $29K - $32.3K
6.38K $416K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
71
+ 1.34%
$76.77 - $82.22 $5.45K - $5.84K
5.38K $422K
LPLA
Lpl Financial Holdings Inc.

Financial Services
7
+ 0.06%
$308.87 - $383.33 $2.16K - $2.68K
12.5K $4.08M
TSCO
Tractor Supply CO

Consumer Cyclical
5
+ 0.11%
$51.66 - $57.94 $258 - $290
4.7K $259K
ITM
Vaneck Intermediate Muni ETF

ETFs
1.27K
+ 1.87%
$45.21 - $46.67 $57.3K - $59.1K
69K $3.13M
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 0.46%
$206.54 - $226.16 $1.65K - $1.81K
1.76K $378K
C
Citigroup Inc

Financial Services
38
+ 0.38%
$67.23 - $84.63 $2.55K - $3.22K
10K $713K
DGS
Wisdomtree Emerging Markets Sm

ETFs
311
+ 1.3%
$47.4 - $50.24 $14.7K - $15.6K
24.3K $1.18M
VOE
Vanguard Mid Cap Value Index F

ETFs
204
+ 2.31%
$156.61 - $168.02 $31.9K - $34.3K
9.04K $1.44M
IEMG
Ishares Inc

ETFs
154
+ 1.09%
N/A
14.3K $768K
VFH
Vanguard Financial ETF

ETFs
61
+ 0.78%
$114.07 - $127.34 $6.96K - $7.77K
7.9K $932K
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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