Cornerstone Wealth Management, LLC Incresed Positions in Q2 2025

Cornerstone Wealth Management, LLC

  • $1.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
243
+ 3.14%
$135.31 - $188.64 $32.9K - $45.8K
7.97K $1.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.69K
+ 2.37%
$72.02 - $73.82 $266K - $272K
159K $11.7M
KO
Coca Cola CO

Consumer Defensive
5.83K
+ 4.81%
$68.37 - $73.9 $399K - $431K
127K $8.99M
FDN
First Tr Fd Dow Jones

ETFs
324
+ 7.05%
$200.29 - $269.33 $64.9K - $87.3K
4.92K $1.32M
LMT
Lockheed Martin Corp

Industrials
524
+ 14.21%
$430.82 - $486.45 $226K - $255K
4.21K $1.95M
XAR
Spdr S&P Aerospace & Defense E

ETFs
545
+ 15.06%
$144.94 - $210.94 $79K - $115K
4.16K $878K
IXUS
Ishares Tr

ETFs
27
+ 0.07%
$62.37 - $77.63 $1.68K - $2.1K
37.4K $2.89M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
11.4K
+ 102.61%
$20.31 - $24.1 $231K - $274K
22.5K $541K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.92K
+ 37.75%
$60.06 - $66.28 $235K - $260K
14.3K $947K
TDIV
First Trust Nasdaq Technology

ETFs
816
+ 6.54%
$64.41 - $90.17 $52.6K - $73.6K
13.3K $1.2M
CAT
Caterpillar Inc

Industrials
106
+ 2.63%
$273.94 - $388.21 $29K - $41.2K
4.14K $1.61M
XLF
Financial Sector Spdr

ETFs
813
+ 1.1%
$43.92 - $52.37 $35.7K - $42.6K
74.5K $3.9M
FTHI
First Trust Exchange Traded Fd

ETFs
11K
+ 47.14%
$19.66 - $22.85 $217K - $252K
34.5K $787K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.85K
+ 4.21%
$39.89 - $49.46 $73.6K - $91.3K
45.7K $2.26M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.58K
+ 25.41%
$54.27 - $63.01 $195K - $226K
17.7K $1.11M
USB
Us Bancorp \De\

Financial Services
2.57K
+ 5.74%
$36.4 - $45.76 $93.7K - $118K
47.4K $2.14M
GS
Goldman Sachs Group Inc

Financial Services
26
+ 1.81%
$462.22 - $707.75 $12K - $18.4K
1.46K $1.03M
PKW
Invesco Exchange Traded Fd Tr

ETFs
914
+ 7.78%
$98.58 - $123.6 $90.1K - $113K
12.7K $1.56M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.17K
+ 12.92%
$141.87 - $164.49 $166K - $192K
10.2K $1.68M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
10.1K
+ 21.78%
$23.2 - $23.63 $233K - $237K
56.2K $1.32M
FLR
Fluor Corp

Industrials
1.07K
+ 9.47%
$30.86 - $51.42 $32.9K - $54.9K
12.3K $632K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
221
+ 1.41%
$57.46 - $75.58 $12.7K - $16.7K
15.9K $1.2M
HMOP
Hartford Fds Exchange Traded T

ETFs
5.58K
+ 18.03%
$37.54 - $38.74 $210K - $216K
36.5K $1.4M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.47K
+ 12.78%
$83.8 - $101.39 $123K - $149K
13K $1.31M
WM
Waste Management Inc

Industrials
947
+ 28.5%
$216.47 - $242.1 $205K - $229K
4.27K $977K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.18K
+ 1.32%
$100.04 - $100.54 $218K - $219K
167K $16.8M
GD
General Dynamics Corp

Industrials
293
+ 4.61%
$247.68 - $291.66 $72.6K - $85.5K
6.64K $1.94M
C
Citigroup Inc

Financial Services
652
+ 6.49%
$58.13 - $85.12 $37.9K - $55.5K
10.7K $910K
AWR
American States Water CO

Utilities
3.8K
+ 7.56%
$75.1 - $81.3 $286K - $309K
54.1K $4.15M
KKR
Kkr & Co. Inc.

Financial Services
950
+ 27.78%
$92.79 - $134.29 $88.2K - $128K
4.37K $581K
IWP
Ishares Russell Mid Cap Growth

ETFs
497
+ 9.15%
$104.34 - $138.68 $51.9K - $68.9K
5.93K $822K
AXP
American Express CO

Financial Services
2
+ 0.06%
$231.39 - $318.98 $463 - $638
3.62K $1.16M
T
At&T Inc.

Communication Services
2.07K
+ 1.27%
$26.33 - $28.94 $54.5K - $59.9K
166K $4.8M
IEMG
Ishares Inc

ETFs
3.13K
+ 21.81%
N/A
17.5K $936K
PFG
Principal Financial Group Inc

Financial Services
2.25K
+ 94.03%
$69.56 - $86.19 $157K - $194K
4.65K $369K
BNS
Bank Of Nova Scotia

Financial Services
100
+ 0.49%
$44.56 - $55.27 $4.46K - $5.53K
20.6K $1.14M
VOT
Vanguard Mid Cap Growth Index

ETFs
89
+ 2.53%
$216.28 - $284.39 $19.2K - $25.3K
3.61K $1.03M
AMAT
Applied Materials Inc

Technology
142
+ 3.89%
$126.95 - $183.52 $18K - $26.1K
3.79K $694K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
461
+ 15.2%
$66.89 - $111.18 $30.8K - $51.3K
3.49K $388K
UBER
Uber Technologies, Inc

Technology
772
+ 17.45%
$64.62 - $93.3 $49.9K - $72K
5.2K $484K
DE
Deere & CO

Industrials
39
+ 1.15%
$412.99 - $531.48 $16.1K - $20.7K
3.43K $1.74M
AVUV
American Centy ETF Tr Avantis

ETFs
1.04K
+ 8.36%
$75.17 - $91.21 $78K - $94.7K
13.5K $1.23M
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.13K
+ 11.76%
$25.48 - $27.78 $156K - $170K
58.3K $1.55M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
825
+ 1.61%
$27.3 - $31.8 $22.5K - $26.2K
52.2K $1.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
71
+ 0.27%
$90.56 - $109.49 $6.43K - $7.77K
26.6K $2.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.61K
+ 11.42%
$77.74 - $78.78 $125K - $127K
15.7K $1.24M
PNR
Pentair PLC

Industrials
38
+ 0.45%
$76.17 - $103.58 $2.89K - $3.94K
8.56K $878K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1.47K
+ 5.15%
$25.48 - $31.98 $37.5K - $47.1K
30K $960K
JPSE
J P Morgan Diversified Return

ETFs
1.74K
+ 6.43%
$38.2 - $45.49 $66.5K - $79.2K
28.8K $1.31M
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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