Cornerstone Wealth Management, LLC Incresed Positions in Q3 2025

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
999
+ 7.87%
$133.81 - $152.16 $134K - $152K
13.7K $1.92M
FTQI
First Trust ETF Vi First Trust

ETFs
9.43K
+ 21.82%
$19.5 - $20.79 $184K - $196K
52.6K $1.08M
CGDV
Capital Group Divid Value ETF

ETFs
4.17K
+ 18.74%
$39.59 - $42.21 $165K - $176K
26.4K $1.11M
VEA
Vanguard Ftse Developed Market

ETFs
1.31K
+ 2.6%
$56.02 - $60.3 $73.6K - $79.2K
51.8K $3.11M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.19K
+ 5.41%
$28.38 - $29.05 $204K - $209K
140K $4.05M
VLO
Valero Energy Corp

Energy
445
+ 11.13%
$131.77 - $175.63 $58.6K - $78.2K
4.45K $756K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.36K
+ 16.51%
$65.78 - $69.95 $155K - $165K
16.7K $1.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.01%
$108.97 - $121.65 $327 - $365
20.3K $2.45M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.38K
+ 6.96%
$40.2 - $44.58 $95.5K - $106K
36.5K $1.6M
FIW
First Trust Water ETF

ETFs
1.25K
+ 7.87%
$107.54 - $115.08 $135K - $144K
17.1K $1.93M
ENB
Enbridge Inc

Energy
906
+ 2.95%
$43.79 - $50.46 $39.7K - $45.7K
31.6K $1.6M
MS
Morgan Stanley

Financial Services
747
+ 16.61%
$139.09 - $161.16 $104K - $120K
5.24K $833K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
200
+ 5.13%
$284.45 - $324.95 $56.9K - $65K
4.1K $1.31M
PFE
Pfizer Inc

Healthcare
2.8K
+ 2.89%
$23.29 - $25.88 $65.1K - $72.3K
99.4K $2.53M
AVUV
American Centy ETF Tr Avantis

ETFs
759
+ 5.64%
$90.37 - $102.12 $68.6K - $77.5K
14.2K $1.41M
MRVL
Marvell Technology, Inc.

Technology
1.75K
+ 29.36%
$62.31 - $84.07 $109K - $147K
7.73K $649K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
639
+ 9.17%
$83.08 - $100.2 $53.1K - $64K
7.6K $761K
USB
Us Bancorp \De\

Financial Services
777
+ 1.64%
$43.94 - $50.41 $34.1K - $39.2K
48.2K $2.33M
NSC
Norfolk Southern Corp

Industrials
255
+ 10.61%
$259.49 - $300.41 $66.2K - $76.6K
2.66K $798K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
7.24K
+ 12.42%
$23.46 - $23.77 $170K - $172K
65.5K $1.55M
EME
Emcor Group, Inc.

Industrials
181
+ 33.33%
$530.88 - $655.83 $96.1K - $119K
724 $470K
WPC
W. P. Carey Inc.

Real Estate
909
+ 4.17%
$61.29 - $68.7 $55.7K - $62.4K
22.7K $1.53M
ED
Consolidated Edison Inc

Utilities
1.61K
+ 3.14%
$95.57 - $105.36 $153K - $169K
52.8K $5.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
378
+ 3.7%
$164.63 - $174.58 $62.2K - $66K
10.6K $1.85M
RAAX
Vaneck ETF Trust Inflation All

ETFs
2.27K
+ 8.39%
$31.5 - $34.46 $71.5K - $78.2K
29.3K $1.01M
GLW
Corning Inc

Technology
286
+ 5.76%
$51.6 - $82.03 $14.8K - $23.5K
5.25K $430K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.28K
+ 3.02%
$35.42 - $38.65 $45.3K - $49.4K
43.6K $1.66M
PSX
Phillips 66

Energy
340
+ 4.88%
$118.37 - $139.46 $40.2K - $47.4K
7.31K $994K
IWN
Ishares Russell2000 Val ETF

ETFs
61
+ 0.76%
$157.1 - $178.94 $9.58K - $10.9K
8.06K $1.43M
ARKW
Ark Next Generation Internet E

ETFs
565
+ 23.6%
$144.46 - $174.76 $81.6K - $98.7K
2.96K $516K
MDT
Medtronic PLC

Healthcare
507
+ 3.66%
$87.67 - $95.74 $44.4K - $48.5K
14.3K $1.37M
IEFA
Ishares Tr

ETFs
1.07K
+ 6.44%
$81.7 - $87.53 $87K - $93.2K
17.6K $1.54M
AXP
American Express CO

Financial Services
326
+ 9.0%
$294.27 - $342.31 $95.9K - $112K
3.95K $1.31M
TJX
Tjx Companies Inc

Consumer Cyclical
187
+ 3.05%
$121.35 - $144.54 $22.7K - $27K
6.31K $911K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
252
+ 1.94%
$100.63 - $112.27 $25.4K - $28.3K
13.2K $1.46M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.38K
+ 19.6%
$58.97 - $60.36 $140K - $144K
14.5K $870K
SJM
J M Smucker CO

Consumer Defensive
1.05K
+ 34.67%
$102.24 - $113.2 $107K - $118K
4.06K $441K
VTWO
Vanguard Russell 2000 ETF

ETFs
446
+ 4.67%
$86.92 - $99.32 $38.8K - $44.3K
10K $978K
FTHI
First Trust Exchange Traded Fd

ETFs
4.8K
+ 13.93%
$22.76 - $23.92 $109K - $115K
39.3K $931K
VZ
Verizon Communications Inc

Communication Services
2.44K
+ 6.34%
$40.84 - $45.06 $99.6K - $110K
40.9K $1.8M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.76K
+ 8.2%
$28.95 - $29.73 $109K - $112K
49.7K $1.48M
DUK
Duke Energy Corp

Utilities
388
+ 2.67%
$116.31 - $125.93 $45.1K - $48.9K
14.9K $1.85M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
20.8K
+ 186.29%
$2.4 - $5.57 $50K - $116K
32K $153K
BKH
Black Hills Corp

Utilities
629
+ 3.93%
$55.87 - $61.62 $35.1K - $38.8K
16.6K $1.02M
VDE
Vanguard Energy ETF

ETFs
609
+ 8.18%
$118.37 - $129.65 $72.1K - $79K
8.06K $1.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.55K
+ 9.86%
$78.11 - $79.07 $121K - $123K
17.3K $1.36M
TDIV
First Trust Nasdaq Technology

ETFs
124
+ 0.93%
$89.27 - $100.33 $11.1K - $12.4K
13.4K $1.32M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.79K
+ 15.75%
$59.29 - $62.87 $165K - $175K
20.5K $1.23M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.05K
+ 1.57%
$48.5 - $50.19 $51.1K - $52.9K
67.9K $3.4M
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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