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
AXON
Axon Enterprise, Inc.

Industrials
86
+ 19.63%
$496.65 - $710.01 $42.7K - $61.1K
524 $275K
DFAU
Dimensional ETF Tr

ETFs
668
+ 12.82%
$37.84 - $42.29 $25.3K - $28.2K
5.88K $225K
DOW
Dow Inc.

Basic Materials
1.19K
+ 21.76%
$34.36 - $41.92 $41K - $50.1K
6.68K $233K
CGXU
Capital Group Intl Focus Equit

ETFs
200
+ 0.43%
$24.48 - $26.59 $4.9K - $5.32K
47.1K $1.17M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
106
+ 1.47%
$44.68 - $46.49 $4.74K - $4.93K
7.33K $339K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
447
+ 0.67%
$14.22 - $14.83 $6.36K - $6.63K
66.7K $964K
AOS
Smith A O Corp

Industrials
445
+ 7.5%
$65.16 - $72.69 $29K - $32.3K
6.38K $416K
ITM
Vaneck Intermediate Muni ETF

ETFs
1.27K
+ 1.87%
$45.21 - $46.67 $57.3K - $59.1K
69K $3.13M
LPLA
Lpl Financial Holdings Inc.

Financial Services
7
+ 0.06%
$308.87 - $383.33 $2.16K - $2.68K
12.5K $4.08M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
71
+ 1.34%
$76.77 - $82.22 $5.45K - $5.84K
5.38K $422K
DGS
Wisdomtree Emerging Markets Sm

ETFs
311
+ 1.3%
$47.4 - $50.24 $14.7K - $15.6K
24.3K $1.18M
C
Citigroup Inc

Financial Services
38
+ 0.38%
$67.23 - $84.63 $2.55K - $3.22K
10K $713K
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 0.46%
$206.54 - $226.16 $1.65K - $1.81K
1.76K $378K
VOE
Vanguard Mid Cap Value Index F

ETFs
204
+ 2.31%
$156.61 - $168.02 $31.9K - $34.3K
9.04K $1.44M
IEMG
Ishares Inc

ETFs
154
+ 1.09%
N/A
14.3K $768K
VFH
Vanguard Financial ETF

ETFs
61
+ 0.78%
$114.07 - $127.34 $6.96K - $7.77K
7.9K $932K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
367
+ 0.83%
$51.26 - $52.53 $18.8K - $19.3K
44.7K $2.3M
QCOM
Qualcomm Inc

Technology
43
+ 0.5%
$151.94 - $175.86 $6.53K - $7.56K
8.58K $1.32M
JCI
Johnson Controls International PLC

Industrials
50
+ 1.68%
$76.12 - $90.6 $3.81K - $4.53K
3.02K $241K
MAIN
Main Street Capital Corp

Financial Services
244
+ 6.85%
$54.71 - $63.1 $13.3K - $15.4K
3.81K $215K
CMCSA
Comcast Corp

Communication Services
323
+ 3.98%
$33.19 - $38.23 $10.7K - $12.3K
8.44K $311K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
343
+ 12.76%
$73.27 - $96.21 $25.1K - $33K
3.03K $224K
NLOK
Norton Life Lock Inc.

Technology
265
+ 2.9%
N/A
9.4K $201K
SPFF
Global X Superincome Preferred

ETFs
902
+ 6.76%
$8.97 - $9.5 $8.09K - $8.57K
14.3K $127K
MFC
Manulife Financial Corp

Financial Services
18
+ 0.25%
$28.41 - $31.82 $511 - $573
7.31K $227K
CNC
Centene Corp

Healthcare
60
+ 1.55%
$55.93 - $65.89 $3.36K - $3.95K
3.94K $238K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
13
+ 0.25%
$42.18 - $45.16 $548 - $587
5.32K $232K
IOT
Samsara Inc.

Technology
815
+ 14.92%
$34.06 - $60.96 $27.8K - $49.7K
6.28K $240K
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.04%
$83.19 - $90.99 $83.2 - $91
2.54K $215K
LDSF
First Tr ETF Viii Low Duration

ETFs
22
+ 0.18%
$18.68 - $18.94 $411 - $417
12.3K $232K
Linde PLC
420
+ 4.66%
N/A
9.43K $0
Goldman Sachs ETF Tr
41
+ 0.73%
N/A
5.64K $0
Victory Portfolios Ii
51.4K
+ 138.89%
N/A
88.4K $0
Ge Vernova Inc
279
+ 12.43%
N/A
2.52K $0
FSCO
Fs Cr Opportunities Corp Com
24.7K
+ 9.45%
N/A
286K $0
FLQH
Franklin Templeton Libertyq In

ETFs
1.66K
+ 7.04%
N/A
25.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
982
+ 21.72%
N/A
5.5K $0
Blackrock ETF Trust
11.9K
+ 12.39%
N/A
108K $0
Arista Networks Inc
1.43K
+ 62.43%
N/A
3.71K $0
Pacer Fds Tr
4.82K
+ 2.4%
N/A
206K $0
Fidelity Covington Trust
31.2K
+ 479.92%
N/A
37.7K $0
Arm Holdings PLC
5
+ 0.12%
N/A
4.23K $0
Atmus Filtration Technologie
2
+ 0.02%
N/A
8.42K $0
Super Micro Computer Inc
15.4K
+ 214.79%
N/A
22.6K $0
T Rowe Price ETF Inc
2.25K
+ 9.96%
N/A
24.9K $0
CGMS
Capital Grp Core Plus Income E
1.02K
+ 11.07%
N/A
10.3K $0
Capital Grp Fixed Incm ETF T
9.78K
+ 70.15%
N/A
23.7K $0
YEAR
Ab Active Etfs Inc Ultra Short
8
+ 0.07%
N/A
11.1K $0
Ab Active Etfs Inc
33
+ 0.4%
N/A
8.37K $0
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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