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
CVS
Cvs Health Corp

Healthcare
34
+ 0.25%
$60.04 - $70.18 $2.04K - $2.39K
13.9K $959K
EFSC
Enterprise Financial Services Corp

Financial Services
8
+ 0.06%
$46.2 - $55.78 $370 - $446
13.5K $745K
TROW
Price T Rowe Group Inc

Financial Services
86
+ 3.61%
$80.27 - $98.06 $6.9K - $8.43K
2.47K $238K
VALE
Vale S.A.

Basic Materials
2.3K
+ 14.42%
$8.26 - $10.1 $19K - $23.2K
18.3K $177K
UNP
Union Pacific Corp

Industrials
218
+ 4.09%
$208.27 - $238.46 $45.4K - $52K
5.54K $1.28M
SPFF
Global X Superincome Preferred

ETFs
1.73K
+ 12.15%
$8.34 - $8.97 $14.4K - $15.5K
16K $143K
LEG
Leggett & Platt Inc

Consumer Cyclical
105
+ 0.73%
$6.56 - $9.72 $689 - $1.02K
14.4K $128K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
149
+ 0.62%
N/A
24.4K $2.09M
LUMN
Lumen Technologies, Inc.

Communication Services
944
+ 5.45%
$3.07 - $4.51 $2.9K - $4.26K
18.3K $80K
ADV
Advantage Solutions Inc.

Communication Services
12.5K
+ 74.27%
$1.09 - $1.65 $13.6K - $20.6K
29.3K $38K
VLO
Valero Energy Corp

Energy
12
+ 0.3%
$104.69 - $141.77 $1.26K - $1.7K
4K $537K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
4
+ 0.06%
$43.45 - $49.4 $174 - $198
6.45K $318K
TRIN
Trinity Capital Inc.

Financial Services
3.08K
+ 10.48%
$13.53 - $15.52 $41.6K - $47.8K
32.5K $456K
VDC
Vanguard Consumer Staples ETF

ETFs
9
+ 0.51%
$204.89 - $224.73 $1.84K - $2.02K
1.77K $386K
MET
Metlife Inc

Financial Services
85
+ 2.13%
$68.42 - $82.49 $5.82K - $7.01K
4.08K $327K
EVRG
Evergy, Inc.

Utilities
111
+ 3.14%
$64.06 - $69.64 $7.11K - $7.73K
3.65K $251K
FDX
Fedex Corp

Industrials
165
+ 8.54%
$198.07 - $245.17 $32.7K - $40.5K
2.1K $476K
ABM
Abm Industries Inc

Industrials
124
+ 1.16%
$42.24 - $52.72 $5.24K - $6.54K
10.8K $508K
D
Dominion Energy, Inc

Utilities
4
+ 0.05%
$49.66 - $58.0 $199 - $232
7.72K $436K
CSWC
Capital Southwest Corp

Financial Services
686
+ 1.62%
$17.99 - $22.44 $12.3K - $15.4K
43K $947K
LDSF
First Tr ETF Viii Low Duration

ETFs
22
+ 0.18%
$18.64 - $19.01 $410 - $418
12.4K $234K
EOG
Eog Resources Inc

Energy
161
+ 7.71%
$104.61 - $129.97 $16.8K - $20.9K
2.25K $268K
ET
Energy Transfer LP

Energy
1.16K
+ 2.52%
$15.65 - $18.93 $18.2K - $22K
47.4K $859K
Blackrock ETF Trust
6.26K
+ 5.8%
N/A
114K $0
Pacer Fds Tr
20.2K
+ 9.8%
N/A
226K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
10.6K
New
N/A
10.6K $0
Oaktree Specialty Lending CO
8
+ 0.06%
N/A
14.2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
5.48K
New
N/A
5.48K $0
Nano Nuclear Energy Inc
1.1K
+ 12.49%
N/A
9.91K $0
CGMU
Capital Group Core Plus Income
971
+ 6.21%
N/A
16.6K $0
Victory Portfolios Ii
3.59K
+ 4.06%
N/A
92K $0
MTDR
Matador Resources CO

Energy
276
+ 6.81%
$36.67 - $52.23 $10.1K - $14.4K
4.33K $206K
Fidelity Covington Trust
451
+ 1.12%
N/A
40.8K $0
Arm Holdings PLC
138
+ 3.26%
N/A
4.37K $0
CGMS
Capital Grp Core Plus Income E
1.06K
+ 10.35%
N/A
11.3K $0
T Rowe Price ETF Inc
6.5K
New
N/A
6.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.93K
New
N/A
8.93K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.3K
+ 78.05%
N/A
9.8K $0
Franklin Templeton ETF Tr
7.62K
New
N/A
7.62K $0
Ab Active Etfs Inc
47
+ 0.56%
N/A
8.41K $0
Linde PLC
579
+ 6.14%
N/A
10K $0
FLQH
Franklin Templeton Libertyq In

ETFs
867
+ 3.44%
N/A
26.1K $0
FSCO
Fs Cr Opportunities Corp Com
14.6K
+ 5.1%
N/A
301K $0
Fidelity Covington Trust
72
+ 0.19%
N/A
37.8K $0
Ge Vernova Inc
78
+ 3.09%
N/A
2.6K $0
T Rowe Price ETF Inc
3.45K
+ 13.87%
N/A
28.3K $0
FLLV
Franklin Templeton ETF Tr
362
+ 6.33%
N/A
6.08K $0
Goldman Sachs ETF Tr
42
+ 0.74%
N/A
5.68K $0
Ishares Bitcoin Trust ETF
817
+ 15.99%
N/A
5.93K $0
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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