Cornerstone Wealth Management, LLC Incresed Positions in Q4 2024

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
621
+ 1.36%
$19.79 - $21.6 $12.3K - $13.4K
46.2K $983K
RSP
Invesco S&P 500 Equal Weight E

ETFs
437
+ 5.98%
$174.22 - $187.62 $76.1K - $82K
7.75K $1.36M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.1K
+ 7.39%
$7.33 - $12.37 $8.07K - $13.6K
16K $169K
KMB
Kimberly Clark Corp

Consumer Defensive
645
+ 19.33%
$130.37 - $146.09 $84.1K - $94.2K
3.98K $521K
APH
Amphenol Corp

Technology
200
+ 2.71%
$62.07 - $75.35 $12.4K - $15.1K
7.59K $527K
COP
Conocophillips

Energy
1.24K
+ 9.75%
$95.12 - $114.72 $118K - $142K
13.9K $1.38M
VOT
Vanguard Mid Cap Growth Index

ETFs
29
+ 0.8%
$241.48 - $274.89 $7K - $7.97K
3.65K $926K
PANW
Palo Alto Networks Inc

Technology
1.15K
+ 112.12%
$181.96 - $405.9 $209K - $466K
2.17K $394K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.1%
$340.59 - $380.5 $681 - $761
2.08K $760K
VTWV
Vanguard Russell 2000 Value Et

ETFs
342
+ 15.23%
$143.69 - $159.92 $49.1K - $54.7K
2.59K $374K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
16
+ 2.11%
$338.38 - $446.21 $5.41K - $7.14K
775 $337K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
4.48K
+ 3.75%
$12.66 - $13.39 $56.7K - $59.9K
124K $1.59M
LNC
Lincoln National Corp

Financial Services
1.16K
+ 4.0%
$30.46 - $36.84 $35.3K - $42.7K
30.1K $954K
TRV
Travelers Companies, Inc.

Financial Services
127
+ 7.8%
$225.97 - $266.66 $28.7K - $33.9K
1.76K $422K
IWB
Ishares Tr Russell 1000 ETF

ETFs
94
+ 6.95%
$311.11 - $335.64 $29.2K - $31.6K
1.45K $466K
HTGC
Hercules Capital, Inc.

Financial Services
1.57K
+ 7.89%
$18.53 - $20.22 $29.1K - $31.7K
21.4K $430K
VTWO
Vanguard Russell 2000 ETF

ETFs
442
+ 5.12%
$87.42 - $98.06 $38.6K - $43.3K
9.07K $810K
TRIN
Trinity Capital Inc.

Financial Services
1.3K
+ 5.71%
$13.11 - $14.87 $17.1K - $19.4K
24.1K $348K
VOD
Vodafone Group Public LTD CO

Communication Services
7.01K
+ 52.75%
$8.37 - $9.95 $58.6K - $69.7K
20.3K $172K
YUM
Yum Brands Inc

Consumer Cyclical
363
+ 20.57%
$130.36 - $139.54 $47.3K - $50.7K
2.13K $285K
VTWG
Vanguard Russell 2000 Growth E

ETFs
161
+ 10.93%
$202.91 - $229.76 $32.7K - $37K
1.63K $343K
ATO
Atmos Energy Corp

Utilities
248
+ 6.05%
$136.41 - $151.43 $33.8K - $37.6K
4.35K $605K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.3K
+ 211.27%
$27.54 - $83.04 $640K - $1.93M
34.3K $949K
VONG
Vanguard Russell 1000 Growth E

ETFs
8
+ 0.17%
$95.27 - $107.82 $762 - $863
4.7K $485K
TJX
Tjx Companies Inc

Consumer Cyclical
110
+ 1.85%
$112.15 - $127.2 $12.3K - $14K
6.06K $732K
PNNT
Pennantpark Investment Corp

Financial Services
3.21K
+ 2.77%
$6.64 - $7.08 $21.3K - $22.7K
119K $842K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
364
+ 4.04%
$154.42 - $163.91 $56.2K - $59.7K
9.38K $1.45M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.31K
+ 3.22%
$47.98 - $49.47 $111K - $114K
74.1K $3.58M
TXN
Texas Instruments Inc

Technology
165
+ 4.6%
N/A
3.75K $729K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 4.76%
$471.27 - $550.62 $11.8K - $13.8K
550 $287K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.12K
+ 4.71%
$71.75 - $75.11 $511K - $535K
158K $11.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
293
+ 8.17%
$84.34 - $95.14 $24.7K - $27.9K
3.88K $338K
DG
Dollar General Corp

Consumer Defensive
827
+ 19.75%
$73.27 - $84.47 $60.6K - $69.9K
5.01K $380K
GLW
Corning Inc

Technology
301
+ 6.36%
$44.11 - $49.76 $13.3K - $15K
5.03K $239K
ORCC
Owl Rock Capital Corp

Financial Services
1.83K
+ 5.33%
N/A
36.2K $484K
TDIV
First Trust Nasdaq Technology

ETFs
489
+ 5.98%
$78.03 - $82.13 $38.2K - $40.2K
8.66K $679K
DVY
Ishares Tr

ETFs
312
+ 6.0%
$129.55 - $143.41 $40.4K - $44.7K
5.52K $724K
HSBC
Hsbc Holdings PLC

Financial Services
15
+ 0.31%
$43.83 - $49.51 $657 - $743
4.91K $242K
PM
Philip Morris International Inc.

Consumer Defensive
264
+ 2.22%
$118.38 - $133.06 $31.3K - $35.1K
12.2K $1.46M
BSX
Boston Scientific Corp

Healthcare
9
+ 0.26%
$83.62 - $91.5 $753 - $824
3.41K $304K
SRE
Sempra Energy

Utilities
5
+ 0.12%
$80.81 - $94.77 $404 - $474
4.33K $380K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
454
+ 4.74%
$57.38 - $61.11 $26.1K - $27.7K
10K $585K
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.07%
$89.66 - $102.16 $179 - $204
2.84K $274K
NOC
Northrop Grumman Corp

Industrials
210
+ 15.17%
$466.52 - $543.88 $98K - $114K
1.59K $748K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.05%
$107.89 - $125.33 $108 - $125
2.19K $259K
HDV
Ishares Core High Dividend ETF

ETFs
368
+ 7.62%
$110.82 - $121.28 $40.8K - $44.6K
5.2K $583K
ABM
Abm Industries Inc

Industrials
630
+ 6.22%
$50.32 - $58.61 $31.7K - $36.9K
10.8K $550K
PNC
Pnc Financial Services Group, Inc.

Financial Services
28
+ 2.33%
$178.39 - $215.0 $4.99K - $6.02K
1.23K $237K
UPS
United Parcel Service Inc

Industrials
852
+ 9.3%
$122.65 - $138.35 $104K - $118K
10K $1.26M
Activity Summary
Buys All Purchases 378 New Holdings 46 Increased Positions 332 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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