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
SYY
Sysco Corp

Consumer Defensive
23
+ 0.28%
$76.33 - $82.51 $1.76K - $1.9K
8.31K $683K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
4.82K
+ 46.91%
$9.39 - $10.12 $45.2K - $48.8K
15.1K $152K
IWB
Ishares Tr Russell 1000 ETF

ETFs
45
+ 3.08%
$339.37 - $366.46 $15.3K - $16.5K
1.51K $551K
TMO
Thermo Fisher Scientific Inc.

Healthcare
15
+ 2.47%
$404.94 - $499.99 $6.07K - $7.5K
622 $301K
VTWG
Vanguard Russell 2000 Growth E

ETFs
56
+ 3.48%
$208.02 - $237.84 $11.6K - $13.3K
1.67K $389K
PFG
Principal Financial Group Inc

Financial Services
464
+ 9.98%
$75.53 - $82.95 $35K - $38.5K
5.11K $423K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
176
+ 2.07%
$64.14 - $69.37 $11.3K - $12.2K
8.68K $598K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
183
+ 2.68%
$55.01 - $62.78 $10.1K - $11.5K
7.01K $432K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
908
+ 3.69%
$23.8 - $25.39 $21.6K - $23.1K
25.5K $640K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
369
+ 2.36%
$47.56 - $49.7 $17.5K - $18.3K
16K $792K
PFGC
Performance Food Group CO

Consumer Defensive
234
+ 10.2%
$88.19 - $102.08 $20.6K - $23.9K
2.53K $248K
SPG
Simon Property Group Inc

Real Estate
20
+ 1.22%
$159.93 - $187.67 $3.2K - $3.75K
1.66K $310K
BMY
Bristol Myers Squibb CO

Healthcare
1.85K
+ 6.1%
$43.31 - $48.98 $80.2K - $90.7K
32.2K $1.45M
PWV
Invesco Exchange Traded Fd Tr

ETFs
190
+ 1.76%
$61.22 - $65.41 $11.6K - $12.4K
11K $717K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
683
+ 1.04%
$13.77 - $14.45 $9.4K - $9.87K
66.6K $961K
ETN
Eaton Corp PLC

Industrials
20
+ 0.92%
$342.99 - $392.76 $6.86K - $7.86K
2.19K $819K
PDI
Pimco Dynamic Income Fund

Financial Services
1.14K
+ 4.41%
$18.85 - $20.07 $21.5K - $22.9K
27K $533K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
240
+ 10.9%
$134.42 - $141.26 $32.3K - $33.9K
2.44K $344K
UBER
Uber Technologies, Inc

Technology
200
+ 3.85%
$86.91 - $99.57 $17.4K - $19.9K
5.4K $528K
ROKU
Roku, Inc

Communication Services
100
+ 3.81%
$79.98 - $101.78 $8K - $10.2K
2.73K $273K
MUST
Columbia ETF Tr I Multi Sector

ETFs
1.25K
+ 2.89%
$19.87 - $20.65 $24.7K - $25.7K
44.3K $909K
VAW
Vanguard Materials ETF

ETFs
110
+ 5.56%
$193.21 - $210.15 $21.3K - $23.1K
2.09K $427K
IIM
Invesco Value Municipal Income Trust

Financial Services
2.24K
+ 16.15%
$11.23 - $12.55 $25.2K - $28.2K
16.1K $202K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
220
+ 13.41%
$121.81 - $137.24 $26.8K - $30.2K
1.86K $246K
FDL
First Tr Morningstar Dividend

ETFs
212
+ 1.07%
$41.96 - $44.59 $8.9K - $9.45K
20K $868K
EFSC
Enterprise Financial Services Corp

Financial Services
8
+ 0.06%
$53.81 - $61.68 $430 - $493
13.5K $784K
CSX
Csx Corp

Industrials
91
+ 0.76%
$32.05 - $36.52 $2.92K - $3.32K
12K $426K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
435
+ 1.39%
$26.38 - $27.95 $11.5K - $12.2K
31.7K $866K
TROW
Price T Rowe Group Inc

Financial Services
202
+ 8.17%
$98.67 - $111.52 $19.9K - $22.5K
2.67K $274K
AWR
American States Water CO

Utilities
2.96K
+ 5.46%
$71.48 - $77.99 $211K - $230K
57.1K $4.19M
AOA
Ishares Tr Core Aggressive All

ETFs
126
+ 2.48%
$82.71 - $88.14 $10.4K - $11.1K
5.21K $458K
LUMN
Lumen Technologies, Inc.

Communication Services
360
+ 1.97%
$3.7 - $6.22 $1.33K - $2.24K
18.6K $114K
RLY
Ssga Active ETF Tr

ETFs
182
+ 1.18%
$29.22 - $30.91 $5.32K - $5.63K
15.6K $483K
EVRG
Evergy, Inc.

Utilities
93
+ 2.55%
$67.73 - $76.02 $6.3K - $7.07K
3.74K $284K
IQI
Invesco Quality Municipal Income Trust

Financial Services
2.76K
+ 23.97%
$9.06 - $10.0 $25K - $27.6K
14.3K $140K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
854
+ 10.92%
$26.52 - $27.64 $22.6K - $23.6K
8.67K $239K
UITB
Usaa ETF Tr Core Intermediate

ETFs
479
+ 2.99%
$46.38 - $47.74 $22.2K - $22.9K
16.5K $784K
LNT
Alliant Energy Corp

Utilities
3
+ 0.07%
$60.76 - $67.41 $182 - $202
4.41K $296K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
728
+ 10.26%
$37.14 - $37.85 $27K - $27.6K
7.82K $295K
XLY
Select Sector Spdr Consumer Di

ETFs
31
+ 3.12%
$216.09 - $242.18 $6.7K - $7.51K
1.03K $245K
CGUS
Capital Group Core Equity ETF
83
+ 0.88%
$36.89 - $39.72 $3.06K - $3.3K
9.54K $377K
WMB
Williams Companies, Inc.

Energy
399
+ 11.85%
$56.52 - $64.01 $22.6K - $25.5K
3.77K $238K
HTGC
Hercules Capital, Inc.

Financial Services
736
+ 3.6%
$18.34 - $19.53 $13.5K - $14.4K
21.2K $400K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 0.02%
$87.29 - $93.61 $87.3 - $93.6
6.51K $607K
SO
Southern CO

Utilities
108
+ 2.14%
$90.83 - $96.0 $9.81K - $10.4K
5.16K $488K
VDC
Vanguard Consumer Staples ETF

ETFs
158
+ 8.95%
$212.64 - $225.25 $33.6K - $35.6K
1.92K $411K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
16
+ 0.28%
$61.83 - $67.07 $989 - $1.07K
5.73K $377K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
216
+ 1.36%
$70.85 - $76.96 $15.3K - $16.6K
16.1K $1.23M
CWS
Advisorshares Tr Advisorshares

ETFs
402
+ 9.49%
$67.59 - $70.83 $27.2K - $28.5K
4.64K $316K
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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