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
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
6
+ 0.22%
$108.77 - $115.6 $653 - $694
2.72K $308K
GILD
Gilead Sciences, Inc.

Healthcare
113
+ 1.53%
$108.22 - $120.47 $12.2K - $13.6K
7.48K $830K
MDIV
First Trust Multi Asset Divers

ETFs
45
+ 0.08%
$15.87 - $16.26 $714 - $732
57.9K $928K
VIG
Vanguard Dividend Appreciation

ETFs
79
+ 0.08%
N/A
96.5K $17.6M
GIS
General Mills Inc

Consumer Defensive
948
+ 3.89%
$48.44 - $53.83 $45.9K - $51K
25.3K $1.28M
PSCC
Invesco S&P Smallcap Consumer

ETFs
456
+ 6.36%
$32.09 - $36.28 $14.6K - $16.5K
7.63K $251K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
105
+ 0.27%
$48.72 - $50.73 $5.12K - $5.33K
39K $1.92M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
217
+ 2.18%
$26.88 - $27.78 $5.83K - $6.03K
10.2K $283K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
29
+ 0.12%
$46.86 - $48.27 $1.36K - $1.4K
24.7K $1.19M
FTGC
First Trust Global Tactical CO

ETFs
22
+ 0.22%
$24.67 - $26.32 $543 - $579
10K $259K
CCL
Carnival Corp

Consumer Cyclical
219
+ 2.93%
$28.37 - $32.49 $6.21K - $7.12K
7.7K $222K
YUM
Yum Brands Inc

Consumer Cyclical
19
+ 0.89%
$139.5 - $153.94 $2.65K - $2.92K
2.15K $327K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15
+ 0.28%
$42.43 - $45.05 $636 - $676
5.35K $235K
SPFF
Global X Superincome Preferred

ETFs
512
+ 3.2%
$8.98 - $9.52 $4.6K - $4.87K
16.5K $152K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
81
+ 0.7%
$91.44 - $91.77 $7.41K - $7.43K
11.6K $1.07M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
4.12K
+ 3.97%
$8.41 - $8.94 $34.6K - $36.8K
108K $939K
KMI
Kinder Morgan, Inc.

Energy
1.45K
+ 4.34%
$26.23 - $28.5 $37.9K - $41.2K
34.7K $983K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
156
+ 0.96%
N/A
16.5K $320K
LDSF
First Tr ETF Viii Low Duration

ETFs
22
+ 0.18%
$18.93 - $19.22 $416 - $423
12.4K $236K
BNDX
Vanguard Total International B

ETFs
42
+ 0.83%
$49.0 - $49.51 $2.06K - $2.08K
5.11K $252K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.03%
$78.96 - $80.04 $79 - $80
3.56K $284K
EOG
Eog Resources Inc

Energy
168
+ 7.47%
$112.12 - $126.1 $18.8K - $21.2K
2.42K $270K
NLOK
Norton Life Lock Inc.

Technology
36
+ 0.38%
N/A
9.43K $202K
Ishares Ethereum Tr
8.45K
New
N/A
8.45K $0
Goldman Sachs ETF Tr
6.74K
+ 118.64%
N/A
12.4K $0
Gsk PLC
12
+ 0.12%
N/A
10.3K $0
J P Morgan Exchange Traded F
4.01K
New
N/A
4.01K $0
Ishares Bitcoin Trust ETF
3.35K
+ 56.5%
N/A
9.27K $0
ABM
Abm Industries Inc

Industrials
247
+ 2.29%
$44.78 - $49.66 $11.1K - $12.3K
11K $508K
SFLR
Innovator Etfs Tr Equity Manag
6.25K
New
N/A
6.25K $0
Global X Fds
5.97K
New
N/A
5.97K $0
FLLV
Franklin Templeton ETF Tr
246
+ 4.05%
N/A
6.32K $0
Ge Vernova Inc
426
+ 16.38%
N/A
3.03K $0
FLQH
Franklin Templeton Libertyq In

ETFs
277
+ 1.06%
N/A
26.4K $0
Ab Active Etfs Inc
42
+ 0.5%
N/A
8.46K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
462
+ 5.17%
N/A
9.4K $0
FNY
First Trust Mid Cap Growth Alp
127
+ 2.24%
N/A
5.81K $0
FLEH
Franklin Templeton ETF Tr

ETFs
14.4K
New
N/A
14.4K $0
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3
+ 0.01%
N/A
24.4K $2.09M
Arm Holdings PLC
500
+ 11.45%
N/A
4.87K $0
Blackrock ETF Trust
5.29K
+ 4.64%
N/A
119K $0
TRFK
Pacer Fds Tr
7.71K
New
N/A
7.71K $0
Managed Portfolio Series
36.2K
New
N/A
36.2K $0
Dragonfly Energy Holdings CO
23.8K
New
N/A
23.8K $0
Capital Grp Fixed Incm ETF T
5.46K
+ 23.22%
N/A
29K $0
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
102
+ 1.1%
$21.86 - $22.98 $2.23K - $2.34K
9.35K $210K
CGMU
Capital Group Core Plus Income
20K
+ 120.42%
N/A
36.6K $0
Linde PLC
318
+ 3.18%
N/A
10.3K $0
CGMS
Capital Grp Core Plus Income E
1.22K
+ 10.74%
N/A
12.5K $0
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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