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
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.14%
$123.25 - $162.53 $370 - $488
2.13K $335K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
163
+ 1.02%
$29.06 - $32.62 $4.74K - $5.32K
16.1K $510K
DVY
Ishares Tr

ETFs
289
+ 5.24%
$128.58 - $138.1 $37.2K - $39.9K
5.81K $770K
LNT
Alliant Energy Corp

Utilities
372
+ 9.24%
$56.66 - $66.04 $21.1K - $24.6K
4.4K $283K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.05%
$118.02 - $137.77 $118 - $138
2.2K $302K
BA
Boeing CO

Industrials
811
+ 5.52%
$148.15 - $186.25 $120K - $151K
15.5K $2.64M
ARCC
Ares Capital Corp

Financial Services
1.55K
+ 4.85%
$21.28 - $23.81 $32.9K - $36.8K
33.5K $741K
APD
Air Products & Chemicals, Inc.

Basic Materials
103
+ 4.03%
$283.24 - $338.07 $29.2K - $34.8K
2.66K $784K
VALE
Vale S.A.

Basic Materials
2.71K
+ 20.43%
$8.5 - $10.19 $23K - $27.6K
16K $159K
GIS
General Mills Inc

Consumer Defensive
2K
+ 10.36%
$57.56 - $65.3 $115K - $130K
21.3K $1.27M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
393
+ 19.35%
$106.44 - $113.12 $41.8K - $44.5K
2.42K $262K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.54K
+ 24.08%
$14.46 - $15.96 $36.7K - $40.6K
13.1K $198K
VLO
Valero Energy Corp

Energy
2
+ 0.05%
$121.76 - $142.99 $244 - $286
3.99K $526K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
401
+ 22.24%
$203.38 - $274.79 $81.6K - $110K
2.2K $452K
SCHW
Schwab Charles Corp

Financial Services
132
+ 2.06%
$71.24 - $83.64 $9.4K - $11K
6.55K $512K
CEG
Constellation Energy Corp

Utilities
380
+ 21.65%
$201.63 - $347.44 $76.6K - $132K
2.14K $430K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
967
+ 2.19%
$28.55 - $29.09 $27.6K - $28.1K
45.2K $1.3M
CL
Colgate Palmolive CO

Consumer Defensive
110
+ 1.23%
$85.68 - $97.5 $9.42K - $10.7K
9.04K $846K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.73K
+ 11.55%
N/A
16.7K $324K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
494
+ 0.79%
$59.78 - $60.03 $29.5K - $29.7K
63.3K $3.79M
ORCL
Oracle Corp

Technology
1.86K
+ 21.96%
$139.81 - $186.47 $260K - $347K
10.3K $1.45M
EVRG
Evergy, Inc.

Utilities
89
+ 2.58%
$59.9 - $69.52 $5.33K - $6.19K
3.54K $244K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
18
+ 0.11%
$47.08 - $50.67 $847 - $912
15.7K $787K
KR
Kroger CO

Consumer Defensive
20
+ 0.46%
$58.36 - $67.72 $1.17K - $1.35K
4.33K $292K
EFA
Ishares Tr Msci Eafe ETF

ETFs
83
+ 2.3%
$74.85 - $84.89 $6.21K - $7.05K
3.69K $301K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
245
+ 7.45%
$97.38 - $104.52 $23.9K - $25.6K
3.53K $356K
SYY
Sysco Corp

Consumer Defensive
556
+ 6.05%
$70.0 - $77.13 $38.9K - $42.9K
9.74K $731K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1K
+ 13.15%
$26.64 - $27.14 $26.7K - $27.2K
8.64K $231K
NUE
Nucor Corp

Basic Materials
152
+ 6.42%
$114.48 - $142.52 $17.4K - $21.7K
2.52K $303K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
684
+ 11.84%
$81.1 - $94.7 $55.5K - $64.8K
6.46K $545K
VONG
Vanguard Russell 1000 Growth E

ETFs
807
+ 17.17%
$92.71 - $107.38 $74.8K - $86.7K
5.51K $510K
PANW
Palo Alto Networks Inc

Technology
285
+ 13.13%
$167.82 - $208.28 $47.8K - $59.4K
2.46K $418K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.56K
+ 4.4%
$17.53 - $17.87 $27.4K - $27.9K
37.1K $652K
GAIN
Gladstone Investment Corporation\De

Financial Services
1.6K
+ 15.64%
$12.65 - $13.97 $20.2K - $22.4K
11.8K $158K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
72
+ 4.88%
$162.48 - $175.37 $11.7K - $12.6K
1.55K $266K
CGDV
Capital Group Divid Value ETF

ETFs
404
+ 1.96%
$34.95 - $37.36 $14.1K - $15.1K
21K $749K
SHW
Sherwin Williams CO

Basic Materials
14
+ 0.76%
$330.16 - $365.55 $4.62K - $5.12K
1.85K $646K
D
Dominion Energy, Inc

Utilities
99
+ 1.3%
$52.85 - $57.43 $5.23K - $5.69K
7.72K $432K
ORCC
Owl Rock Capital Corp

Financial Services
1.58K
+ 4.35%
N/A
37.8K $506K
OZK
Bank Ozk

Financial Services
595
+ 11.83%
$41.71 - $53.1 $24.8K - $31.6K
5.62K $244K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.19K
+ 1.8%
$49.25 - $50.66 $58.6K - $60.2K
67.2K $3.33M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17
+ 0.35%
$48.65 - $53.06 $827 - $902
4.9K $254K
ISRG
Intuitive Surgical Inc

Healthcare
71
+ 12.91%
$476.63 - $610.45 $33.8K - $43.3K
621 $307K
FTGC
First Trust Global Tactical CO

ETFs
138
+ 1.41%
$23.95 - $25.86 $3.31K - $3.57K
9.96K $254K
MPC
Marathon Petroleum Corp

Energy
20
+ 0.74%
$134.72 - $159.03 $2.69K - $3.18K
2.73K $398K
HTGC
Hercules Capital, Inc.

Financial Services
2.03K
+ 9.46%
$18.01 - $22.0 $36.5K - $44.6K
23.5K $450K
MDIV
First Trust Multi Asset Divers

ETFs
521
+ 0.92%
$16.02 - $16.68 $8.35K - $8.69K
57.2K $934K
BEN
Franklin Resources Inc

Financial Services
1.8K
+ 11.7%
$18.92 - $22.24 $34.1K - $40.1K
17.2K $331K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
146
+ 4.2%
$77.7 - $78.94 $11.3K - $11.5K
3.63K $286K
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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