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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.1K
+ 24.43%
$29.34 - $31.31 $296K - $316K
51.3K $1.52M
SLV
I Shares Silver Trust

ETFs
1.11K
+ 2.22%
$26.93 - $31.32 $29.8K - $34.7K
51K $1.58M
NFLX
Netflix Inc

Communication Services
160
+ 5.76%
$828.4 - $1058.6 $133K - $169K
2.94K $2.74M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.06K
+ 40.45%
$58.32 - $65.09 $237K - $264K
14.1K $848K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
5.85K
+ 22.59%
$47.03 - $47.8 $275K - $280K
31.7K $1.49M
USMC
Principal ETF U S Mega Cap

ETFs
4.89K
+ 106.85%
$55.72 - $63.13 $272K - $308K
9.46K $535K
HMOP
Hartford Fds Exchange Traded T

ETFs
6.86K
+ 28.44%
$38.25 - $39.12 $262K - $268K
31K $1.19M
LMT
Lockheed Martin Corp

Industrials
817
+ 28.47%
$423.19 - $506.29 $346K - $414K
3.69K $1.65M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
900
+ 1.87%
$24.11 - $28.41 $21.7K - $25.6K
49K $1.39M
IYW
Ishares Dj Us Tech ETF

ETFs
2.41K
+ 51.46%
$140.44 - $166.79 $339K - $402K
7.1K $996K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
316
+ 0.48%
$78.97 - $85.82 $25K - $27.1K
66.3K $5.52M
TDIV
First Trust Nasdaq Technology

ETFs
3.81K
+ 43.99%
$73.39 - $83.95 $280K - $320K
12.5K $918K
TSN
Tyson Foods, Inc.

Consumer Defensive
208
+ 0.59%
$54.27 - $63.81 $11.3K - $13.3K
35.3K $2.25M
PAVE
Global X Fds Us Infrastructure

ETFs
7.16K
+ 53.35%
$37.31 - $43.82 $267K - $314K
20.6K $776K
JPM
Jpmorgan Chase & CO

Financial Services
435
+ 1.96%
$225.19 - $279.95 $98K - $122K
22.7K $5.56M
DE
Deere & CO

Industrials
180
+ 5.61%
$408.57 - $509.27 $73.5K - $91.7K
3.39K $1.59M
DUK
Duke Energy Corp

Utilities
224
+ 1.59%
$105.87 - $121.97 $23.7K - $27.3K
14.3K $1.74M
KHC
Kraft Heinz CO

Consumer Defensive
7.5K
+ 64.95%
$28.51 - $32.22 $214K - $242K
19K $579K
OKE
Oneok Inc

Energy
2.37K
+ 14.62%
$89.57 - $109.85 $212K - $260K
18.6K $1.84M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
661
+ 1.17%
$128.74 - $138.67 $85.1K - $91.7K
56.9K $7.65M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.75K
+ 11.67%
$53.6 - $58.97 $308K - $339K
55K $2.99M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
4.04K
+ 65.98%
$51.3 - $56.76 $207K - $229K
10.2K $538K
NDSN
Nordson Corp

Industrials
1.61K
+ 9.93%
$200.12 - $224.07 $322K - $360K
17.8K $3.59M
XLF
Financial Sector Spdr

ETFs
2.76K
+ 3.9%
$47.32 - $52.19 $131K - $144K
73.7K $3.63M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.24K
+ 52.21%
$157.71 - $180.77 $196K - $224K
3.62K $585K
COP
Conocophillips

Energy
1.04K
+ 7.46%
$88.6 - $105.85 $92.1K - $110K
15K $1.57M
TMDX
Trans Medics Group, Inc.

Healthcare
2.54K
+ 68.52%
$56.73 - $79.42 $144K - $202K
6.25K $420K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.07K
+ 24.33%
$62.72 - $71.92 $193K - $221K
15.7K $988K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
700
+ 1.0%
$41.61 - $44.72 $29.1K - $31.3K
70.5K $3.07M
XLE
Energy Sector Spdr

ETFs
423
+ 2.06%
$85.7 - $93.96 $36.3K - $39.7K
20.9K $1.94M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.72K
+ 4.27%
$37.07 - $40.63 $101K - $111K
66.5K $2.62M
DG
Dollar General Corp

Consumer Defensive
1.28K
+ 25.49%
$68.44 - $87.93 $87.5K - $112K
6.29K $553K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.66K
+ 5.98%
$49.78 - $53.19 $182K - $195K
64.9K $3.29M
PLTR
Palantir Technologies Inc.

Technology
1.04K
+ 14.18%
$64.98 - $124.62 $67.5K - $129K
8.37K $706K
MA
Mastercard Inc

Financial Services
99
+ 2.23%
$504.67 - $576.31 $50K - $57.1K
4.53K $2.48M
SLB
Schlumberger Limited

Energy
2.4K
+ 17.36%
$38.4 - $43.74 $92.1K - $105K
16.2K $677K
DVN
Devon Energy Corp

Energy
1.28K
+ 6.04%
$33.15 - $38.55 $42.6K - $49.5K
22.5K $842K
PDI
Pimco Dynamic Income Fund

Financial Services
5.73K
+ 26.48%
$18.51 - $20.05 $106K - $115K
27.4K $542K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
13.7K
+ 15.77%
$8.4 - $9.45 $115K - $129K
100K $904K
CSCO
Cisco Systems, Inc.

Technology
489
+ 1.15%
$58.74 - $64.87 $28.7K - $31.7K
42.9K $2.65M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
795
+ 5.34%
$68.32 - $75.06 $54.3K - $59.7K
15.7K $1.17M
VHT
Vanguard Health Care ETF

ETFs
236
+ 3.35%
$254.06 - $273.83 $60K - $64.6K
7.28K $1.91M
XYL
Xylem Inc.

Industrials
1.01K
+ 56.93%
$114.02 - $132.04 $115K - $133K
2.78K $332K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
14.7K
+ 13.41%
$12.17 - $13.83 $179K - $204K
125K $1.53M
AVUS
American Centy ETF Tr Avantis

ETFs
4.25K
+ 7.01%
$90.7 - $101.57 $385K - $432K
64.9K $5.99M
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 0.04%
$53.9 - $63.11 $539 - $631
25.9K $1.58M
IEFA
Ishares Tr

ETFs
325
+ 1.98%
$69.57 - $78.65 $22.6K - $25.6K
16.8K $1.27M
NEE
Nextera Energy Inc

Utilities
1.78K
+ 9.29%
$66.96 - $76.16 $119K - $136K
21K $1.49M
GD
General Dynamics Corp

Industrials
188
+ 3.05%
$241.94 - $272.58 $45.5K - $51.2K
6.35K $1.73M
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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