Cornerstone Wealth Management, LLC Incresed Positions in Q1 2025

Cornerstone Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
1.97K
+ 3.96%
$142.06 - $167.7 $280K - $331K
51.7K $8.57M
KO
Coca Cola CO

Consumer Defensive
3.92K
+ 3.34%
$60.81 - $72.32 $238K - $283K
121K $8.69M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
63.4K
+ 10.31%
$19.43 - $19.62 $1.23M - $1.24M
678K $13.3M
ED
Consolidated Edison Inc

Utilities
1.9K
+ 3.98%
$88.0 - $110.59 $167K - $210K
49.6K $5.49M
XOM
Exxon Mobil Corp

Energy
2.52K
+ 3.36%
$105.44 - $118.93 $265K - $299K
77.5K $9.22M
RODM
Hartford Multifactor Developed

ETFs
12.4K
+ 4.37%
$28.07 - $31.56 $349K - $393K
297K $9.22M
RTX
Raytheon Technologies Corp

Industrials
1.36K
+ 2.58%
$114.1 - $135.66 $155K - $185K
54.1K $7.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.04%
$442.66 - $534.52 $2.21K - $2.67K
12.8K $6.82M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.95K
+ 3.92%
$33.84 - $37.77 $303K - $338K
237K $8.72M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
7.8K
+ 303.58%
$113.13 - $127.79 $882K - $997K
10.4K $1.17M
AUR
Aurora Innovation, Inc.

Technology
112K
+ 153.29%
$6.1 - $10.19 $685K - $1.14M
185K $1.25M
SPIB
Spdr Portfolio Intermediate Te

ETFs
19.8K
+ 7.59%
$32.5 - $33.3 $643K - $659K
280K $9.32M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
37.7K
+ 6.38%
$19.42 - $19.54 $732K - $737K
629K $12.3M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.8K
+ 9.54%
$38.99 - $40.37 $537K - $556K
158K $6.36M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6K
+ 3.78%
$100.32 - $100.76 $602K - $604K
165K $16.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
19.3K
+ 7.66%
$24.73 - $25.62 $478K - $496K
272K $6.93M
V
Visa Inc.

Financial Services
525
+ 4.28%
$306.92 - $362.71 $161K - $190K
12.8K $4.48M
PM
Philip Morris International Inc.

Consumer Defensive
779
+ 6.4%
$117.15 - $158.79 $91.3K - $124K
12.9K $2.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.1K
+ 21.51%
$50.39 - $50.66 $560K - $563K
62.8K $3.18M
CVX
Chevron Corp

Energy
303
+ 1.32%
$146.71 - $167.97 $44.5K - $50.9K
23.2K $3.88M
GLD
Spdr Gold Trust

ETFs
388
+ 3.99%
$243.19 - $288.14 $94.4K - $112K
10.1K $2.91M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.77K
+ 85.07%
$333.37 - $384.99 $589K - $680K
3.84K $1.28M
RDVY
First Trust Rising Dividend Ac

ETFs
9.69K
+ 8.06%
$57.22 - $63.39 $554K - $614K
130K $7.6M
MO
Altria Group, Inc.

Consumer Defensive
1.5K
+ 2.86%
$50.81 - $60.02 $76.1K - $89.8K
53.8K $3.23M
LLY
Eli Lilly & CO

Healthcare
319
+ 8.34%
$725.72 - $929.72 $232K - $297K
4.14K $3.42M
AVDE
American Centy ETF Tr Avantis

ETFs
638
+ 0.74%
$60.63 - $68.55 $38.7K - $43.7K
86.6K $5.74M
JIG
J P Morgan Exchange Traded Fd

ETFs
5.92K
+ 8.96%
$61.42 - $66.95 $364K - $397K
72K $4.59M
AFL
Aflac Inc

Financial Services
203
+ 0.38%
$100.99 - $111.19 $20.5K - $22.6K
53.8K $5.98M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
18.5K
+ 49.52%
$23.13 - $23.41 $428K - $433K
55.8K $1.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
20K
+ 3.31%
$20.64 - $20.73 $413K - $415K
625K $12.9M
VTV
Vanguard Value ETF

ETFs
2.03K
+ 3.78%
$167.73 - $179.21 $341K - $365K
55.8K $9.54M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.13K
+ 138.13%
$57.44 - $59.4 $409K - $423K
12.3K $728K
GE
General Electric CO

Industrials
523
+ 5.42%
$168.59 - $212.13 $88.2K - $111K
10.2K $2.04M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.91K
+ 4.22%
$39.4 - $42.61 $390K - $422K
245K $9.88M
SPTL
Spdr Portfolio Long Term Treas

ETFs
13.4K
+ 34.59%
$25.54 - $27.64 $342K - $370K
52.1K $1.41M
VZ
Verizon Communications Inc

Communication Services
4.9K
+ 16.36%
$37.81 - $46.49 $185K - $228K
34.9K $1.58M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.75K
+ 25.32%
$211.47 - $267.17 $794K - $1M
18.6K $3.94M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
10.8K
+ 7.79%
$55.12 - $62.6 $597K - $678K
150K $8.45M
LNG
Cheniere Energy, Inc.

Energy
1.2K
+ 31.13%
$209.32 - $253.66 $251K - $304K
5.05K $1.17M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2.7K
+ 6.02%
$47.39 - $54.26 $128K - $147K
47.6K $2.47M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.69K
+ 17.96%
N/A
24.2K $2.08M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.2K
+ 6.08%
$55.41 - $60.74 $399K - $437K
126K $7.1M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
317
+ 0.17%
$25.98 - $28.41 $8.24K - $9.01K
184K $5.11M
AEE
Ameren Corp

Utilities
84
+ 0.32%
$86.87 - $103.67 $7.3K - $8.71K
26.5K $2.67M
FIW
First Trust Water ETF

ETFs
3.1K
+ 32.84%
$99.48 - $106.74 $308K - $331K
12.5K $1.26M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
971
+ 4.4%
$408.78 - $448.82 $397K - $436K
23K $9.67M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.1K
+ 0.73%
$28.25 - $31.5 $31.1K - $34.7K
151K $4.53M
AWR
American States Water CO

Utilities
2.9K
+ 6.11%
$70.84 - $80.98 $205K - $235K
50.3K $3.96M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
6.9K
+ 6.0%
$27.64 - $28.58 $191K - $197K
122K $3.48M
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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