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
CARR
Carrier Global Corp

Industrials
4
+ 0.07%
$55.55 - $75.83 $222 - $303
5.86K $428K
OZK
Bank Ozk

Financial Services
752
+ 13.37%
$37.58 - $47.34 $28.3K - $35.6K
6.38K $300K
KHC
Kraft Heinz CO

Consumer Defensive
5.56K
+ 29.2%
$25.61 - $30.81 $142K - $171K
24.6K $635K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
735
+ 7.23%
$46.92 - $55.01 $34.5K - $40.4K
10.9K $592K
SRE
Sempra Energy

Utilities
425
+ 9.29%
$63.78 - $78.91 $27.1K - $33.5K
5K $378K
ACN
Accenture PLC

Technology
261
+ 12.85%
$279.23 - $323.21 $72.9K - $84.4K
2.29K $685K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
862
+ 1.37%
$50.36 - $50.68 $43.4K - $43.7K
63.7K $3.23M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
12
+ 0.14%
$52.66 - $64.01 $632 - $768
8.51K $544K
NUE
Nucor Corp

Basic Materials
158
+ 6.27%
$103.22 - $131.43 $16.3K - $20.8K
2.68K $346K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
879
+ 3.69%
$46.41 - $47.7 $40.8K - $41.9K
24.7K $1.17M
KEY
Keycorp

Financial Services
1.11K
+ 7.59%
$13.23 - $17.42 $14.6K - $19.3K
15.7K $273K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
702
+ 1.55%
$27.29 - $29.28 $19.2K - $20.6K
45.9K $1.34M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.33K
+ 15.44%
$25.27 - $27.14 $33.7K - $36.2K
9.97K $270K
AOA
Ishares Tr Core Aggressive All

ETFs
53
+ 1.05%
$69.46 - $83.4 $3.68K - $4.42K
5.08K $423K
RIO
Rio Tinto PLC

Basic Materials
835
+ 14.88%
$52.32 - $62.75 $43.7K - $52.4K
6.45K $375K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
8
+ 0.06%
$26.38 - $32.66 $211 - $261
13.4K $437K
APD
Air Products & Chemicals, Inc.

Basic Materials
253
+ 9.51%
$248.61 - $294.96 $62.9K - $74.6K
2.91K $821K
VTWG
Vanguard Russell 2000 Growth E

ETFs
22
+ 1.39%
$163.6 - $208.47 $3.6K - $4.59K
1.61K $335K
FDUS
Fidus Investment Corp

Financial Services
1.97K
+ 7.8%
$17.32 - $20.65 $34K - $40.6K
27.2K $548K
DVY
Ishares Tr

ETFs
248
+ 4.27%
$118.37 - $134.86 $29.4K - $33.4K
6.05K $803K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
293
+ 12.09%
$95.52 - $109.98 $28K - $32.2K
2.72K $294K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
505
+ 7.82%
$69.8 - $85.28 $35.2K - $43.1K
6.97K $577K
PWV
Invesco Exchange Traded Fd Tr

ETFs
53
+ 0.49%
$52.26 - $62.14 $2.77K - $3.29K
10.8K $671K
HDV
Ishares Core High Dividend ETF

ETFs
460
+ 8.13%
$108.41 - $120.51 $49.9K - $55.4K
6.12K $716K
ABEV
Ambev S.A.

Consumer Defensive
12.9K
New
$2.15 - $2.55 $27.7K - $32.9K
12.9K $31K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
3.2K
+ 3.19%
$7.75 - $9.2 $24.8K - $29.4K
104K $932K
PSCC
Invesco S&P Smallcap Consumer

ETFs
1.15K
+ 19.01%
$32.3 - $36.01 $37K - $41.3K
7.17K $238K
MFC
Manulife Financial Corp

Financial Services
670
+ 9.17%
$26.93 - $32.44 $18K - $21.7K
7.98K $254K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
130
+ 8.4%
$157.93 - $175.89 $20.5K - $22.9K
1.68K $292K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
11K
New
$1.85 - $2.65 $20.4K - $29.2K
11K $26K
TJX
Tjx Companies Inc

Consumer Cyclical
128
+ 2.14%
$119.13 - $135.03 $15.2K - $17.3K
6.12K $756K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
539
+ 7.35%
$45.2 - $46.6 $24.4K - $25.1K
7.87K $364K
BNDX
Vanguard Total International B

ETFs
448
+ 9.7%
$48.77 - $49.55 $21.8K - $22.2K
5.07K $250K
UL
Unilever PLC

Consumer Defensive
308
+ 7.88%
$57.9 - $65.43 $17.8K - $20.2K
4.22K $257K
DFAU
Dimensional ETF Tr

ETFs
15
+ 0.26%
$34.04 - $42.36 $511 - $635
5.89K $249K
SPGI
S&P Global Inc.

Financial Services
17
+ 2.25%
$438.31 - $527.29 $7.45K - $8.96K
771 $406K
IAU
Ishares Gold Trust

ETFs
168
+ 4.53%
$56.1 - $64.74 $9.42K - $10.9K
3.87K $241K
FXR
First Trust Industrials/Produc

ETFs
2
+ 0.04%
$60.85 - $74.22 $122 - $148
5.04K $373K
LOW
Lowes Companies Inc

Consumer Cyclical
1.28K
+ 5.58%
$210.83 - $235.28 $269K - $300K
24.1K $5.36M
ADBE
Adobe Inc.

Technology
48
+ 3.65%
$340.0 - $420.68 $16.3K - $20.2K
1.36K $526K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
179
+ 5.98%
$66.87 - $79.47 $12K - $14.2K
3.17K $252K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
31
+ 0.88%
$89.4 - $99.04 $2.77K - $3.07K
3.56K $344K
VDE
Vanguard Energy ETF

ETFs
710
+ 10.54%
$105.87 - $130.56 $75.2K - $92.7K
7.45K $887K
VAW
Vanguard Materials ETF

ETFs
35
+ 1.8%
$163.82 - $196.64 $5.73K - $6.88K
1.98K $385K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.01K
+ 9.05%
$11.53 - $13.87 $11.6K - $14K
12.1K $168K
FE
Firstenergy Corp

Utilities
550
+ 10.88%
$38.31 - $43.17 $21.1K - $23.7K
5.61K $225K
TGI
Triumph Group Inc

Industrials
500
+ 3.15%
$24.53 - $25.94 $12.3K - $13K
16.4K $421K
AOS
Smith A O Corp

Industrials
258
+ 4.04%
$59.63 - $70.52 $15.4K - $18.2K
6.64K $435K
KR
Kroger CO

Consumer Defensive
13
+ 0.3%
$64.62 - $74.0 $840 - $962
4.34K $311K
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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