Cornerstone Wealth Management, LLC Incresed Positions in Q3 2024

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
501
+ 4.79%
$31.19 - $34.33 $15.6K - $17.2K
11K $375K
FDUS
Fidus Investment Corp

Financial Services
1.84K
+ 10.44%
$18.76 - $20.34 $34.5K - $37.4K
19.4K $380K
UBER
Uber Technologies, Inc

Technology
393
+ 11.56%
$58.48 - $77.47 $23K - $30.4K
3.79K $285K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
614
+ 4.24%
$29.08 - $31.84 $17.9K - $19.5K
15.1K $477K
TSN
Tyson Foods, Inc.

Consumer Defensive
476
+ 12.35%
$55.91 - $65.87 $26.6K - $31.4K
4.33K $257K
RLY
Ssga Active ETF Tr

ETFs
769
+ 6.85%
$26.98 - $28.77 $20.7K - $22.1K
12K $344K
MUST
Columbia ETF Tr I Multi Sector

ETFs
767
+ 1.88%
$20.28 - $20.85 $15.6K - $16K
41.6K $865K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
109
+ 2.14%
$96.25 - $101.98 $10.5K - $11.1K
5.2K $526K
SRE
Sempra Energy

Utilities
3
+ 0.07%
$74.97 - $84.04 $225 - $252
4.33K $361K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.07%
$95.1 - $106.76 $190 - $214
3.05K $325K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
13
+ 0.23%
$39.95 - $45.86 $519 - $596
5.69K $259K
LEG
Leggett & Platt Inc

Consumer Cyclical
58
+ 0.41%
$10.67 - $14.12 $619 - $819
14.2K $193K
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 2.94%
$416.14 - $494.01 $6.24K - $7.41K
525 $257K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.99K
+ 6.85%
$28.75 - $31.59 $85.9K - $94.4K
46.6K $1.37M
ORCC
Owl Rock Capital Corp

Financial Services
2.26K
+ 7.02%
N/A
34.4K $460K
ABM
Abm Industries Inc

Industrials
122
+ 1.22%
$48.97 - $57.15 $5.97K - $6.97K
10.1K $534K
HON
Honeywell International Inc

Industrials
231
+ 8.41%
$196.73 - $220.21 $45.4K - $50.9K
2.98K $615K
FYC
First Trust Small Cap Growth A

ETFs
3
+ 0.09%
$65.44 - $74.98 $196 - $225
3.46K $256K
IYH
Ishares Tr

ETFs
66
+ 1.0%
$60.29 - $66.38 $3.98K - $4.38K
6.7K $435K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
12
+ 0.14%
$54.33 - $60.04 $652 - $720
8.64K $518K
VTWG
Vanguard Russell 2000 Growth E

ETFs
16
+ 1.1%
$186.75 - $211.16 $2.99K - $3.38K
1.47K $305K
IYW
Ishares Dj Us Tech ETF

ETFs
143
+ 2.86%
$133.16 - $158.73 $19K - $22.7K
5.14K $779K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.22K
+ 5.12%
$23.75 - $23.75 $28.9K - $28.9K
25K $593K
CAH
Cardinal Health Inc

Healthcare
2
+ 0.09%
$93.74 - $114.66 $187 - $229
2.19K $242K
SPFF
Global X Superincome Preferred

ETFs
2.1K
+ 18.85%
$9.01 - $9.86 $18.9K - $20.7K
13.2K $128K
DD
Du Pont De Nemours, Inc.

Basic Materials
27
+ 1.07%
$77.22 - $89.49 $2.08K - $2.42K
2.55K $227K
FSK
Fs Kkr Capital Corp

Financial Services
1.26K
+ 5.18%
$18.74 - $20.43 $23.5K - $25.6K
25.5K $503K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
942
+ 4.59%
$25.04 - $25.21 $23.6K - $23.7K
21.4K $540K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
14
+ 0.39%
$71.9 - $79.86 $1.01K - $1.12K
3.57K $283K
XLB
Select Sector Spdr Fd Material

ETFs
14
+ 0.54%
$86.95 - $97.09 $1.22K - $1.36K
2.63K $253K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
162
+ 0.14%
$12.34 - $13.15 $2K - $2.13K
119K $1.55M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
1.04K
+ 7.54%
N/A
14.8K $289K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.13K
+ 5.29%
$21.12 - $23.6 $23.9K - $26.7K
22.5K $518K
CQP
Cheniere Energy Partners, L.P.

Energy
450
+ 8.32%
$47.4 - $54.36 $21.3K - $24.5K
5.86K $285K
BEN
Franklin Resources Inc

Financial Services
2.04K
+ 21.2%
$19.13 - $23.97 $39K - $48.9K
11.7K $234K
WRB
Berkley W R Corp

Financial Services
1.5K
+ 50.0%
$51.54 - $79.62 $77.4K - $120K
4.51K $255K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
395
+ 0.5%
$7.48 - $8.24 $2.95K - $3.25K
78.8K $645K
VOD
Vodafone Group Public LTD CO

Communication Services
186
+ 1.42%
$8.8 - $10.35 $1.64K - $1.93K
13.3K $133K
TRIN
Trinity Capital Inc.

Financial Services
1.98K
+ 9.53%
$13.57 - $14.74 $26.9K - $29.2K
22.8K $309K
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 0.23%
$125.95 - $139.96 $504 - $560
1.77K $246K
LNC
Lincoln National Corp

Financial Services
5
+ 0.02%
$28.71 - $34.05 $144 - $170
29K $912K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
18
+ 0.28%
$47.95 - $49.61 $863 - $893
6.53K $322K
HTGC
Hercules Capital, Inc.

Financial Services
1.27K
+ 6.81%
$17.71 - $21.67 $22.4K - $27.5K
19.9K $390K
IBHD
Ishares Ibonds 2024 Term High

ETFs
358
+ 1.63%
$23.11 - $23.29 $8.27K - $8.34K
22.3K $519K
FMB
First Tr Exchange Traded Fd Ii

ETFs
32
+ 0.42%
$51.0 - $52.05 $1.63K - $1.67K
7.62K $395K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.06%
$76.94 - $79.54 $154 - $159
3.42K $271K
TROW
Price T Rowe Group Inc

Financial Services
174
+ 8.19%
$101.71 - $120.75 $17.7K - $21K
2.3K $250K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
57
+ 0.26%
$24.78 - $25.11 $1.41K - $1.43K
21.9K $550K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
257
+ 6.69%
$42.59 - $60.56 $10.9K - $15.6K
4.1K $207K
Activity Summary
Buys All Purchases 319 New Holdings 37 Increased Positions 282 Sells All Sells 206 Reductions 206 Sold out 0 Options Calls 3 Puts 1
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