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
KKR
Kkr & Co. Inc.

Financial Services
251
+ 5.74%
$129.95 - $152.16 $32.6K - $38.2K
4.62K $600K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
2
+ 0.04%
$99.08 - $103.57 $198 - $207
4.84K $498K
FANG
Diamondback Energy, Inc.

Energy
7
+ 0.22%
$134.53 - $152.5 $942 - $1.07K
3.15K $450K
MAIN
Main Street Capital Corp

Financial Services
29
+ 0.8%
$59.28 - $67.54 $1.72K - $1.96K
3.65K $232K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.09K
+ 30.85%
$4.73 - $8.22 $14.6K - $25.4K
13.1K $85K
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.68%
$128.41 - $138.03 $1.54K - $1.66K
1.78K $244K
NUE
Nucor Corp

Basic Materials
7
+ 0.26%
$133.3 - $150.33 $933 - $1.05K
2.68K $363K
VRT
Vertiv Holdings CO

Industrials
198
+ 5.16%
N/A
4.03K $349K
ABT
Abbott Laboratories

Healthcare
374
+ 2.3%
$120.51 - $136.62 $45.1K - $51.1K
16.7K $2.23M
TMUS
T Mobile Us, Inc.

Communication Services
61
+ 5.73%
$226.02 - $259.01 $13.8K - $15.8K
1.13K $269K
FDUS
Fidus Investment Corp

Financial Services
619
+ 2.28%
$20.18 - $21.99 $12.5K - $13.6K
27.8K $563K
VONV
Vanguard Russell 1000 Value Et

ETFs
4
+ 0.12%
$84.55 - $89.54 $338 - $358
3.44K $307K
MDIV
First Trust Multi Asset Divers

ETFs
45
+ 0.08%
$15.87 - $16.26 $714 - $732
57.9K $928K
VIG
Vanguard Dividend Appreciation

ETFs
79
+ 0.08%
N/A
96.5K $17.6M
GILD
Gilead Sciences, Inc.

Healthcare
113
+ 1.53%
$108.22 - $120.47 $12.2K - $13.6K
7.48K $830K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
6
+ 0.22%
$108.77 - $115.6 $653 - $694
2.72K $308K
GIS
General Mills Inc

Consumer Defensive
948
+ 3.89%
$48.44 - $53.83 $45.9K - $51K
25.3K $1.28M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
105
+ 0.27%
$48.72 - $50.73 $5.12K - $5.33K
39K $1.92M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
217
+ 2.18%
$26.88 - $27.78 $5.83K - $6.03K
10.2K $283K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
29
+ 0.12%
$46.86 - $48.27 $1.36K - $1.4K
24.7K $1.19M
FTGC
First Trust Global Tactical CO

ETFs
22
+ 0.22%
$24.67 - $26.32 $543 - $579
10K $259K
NTRS
Northern Trust Corp

Financial Services
4
+ 0.24%
$123.6 - $134.6 $494 - $538
1.66K $223K
PSCC
Invesco S&P Smallcap Consumer

ETFs
456
+ 6.36%
$32.09 - $36.28 $14.6K - $16.5K
7.63K $251K
CCL
Carnival Corp

Consumer Cyclical
219
+ 2.93%
$28.37 - $32.49 $6.21K - $7.12K
7.7K $222K
YUM
Yum Brands Inc

Consumer Cyclical
19
+ 0.89%
$139.5 - $153.94 $2.65K - $2.92K
2.15K $327K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15
+ 0.28%
$42.43 - $45.05 $636 - $676
5.35K $235K
SPFF
Global X Superincome Preferred

ETFs
512
+ 3.2%
$8.98 - $9.52 $4.6K - $4.87K
16.5K $152K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
81
+ 0.7%
$91.44 - $91.77 $7.41K - $7.43K
11.6K $1.07M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
4.12K
+ 3.97%
$8.41 - $8.94 $34.6K - $36.8K
108K $939K
KMI
Kinder Morgan, Inc.

Energy
1.45K
+ 4.34%
$26.23 - $28.5 $37.9K - $41.2K
34.7K $983K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
156
+ 0.96%
N/A
16.5K $320K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.03%
$78.96 - $80.04 $79 - $80
3.56K $284K
EOG
Eog Resources Inc

Energy
168
+ 7.47%
$112.12 - $126.1 $18.8K - $21.2K
2.42K $270K
BNDX
Vanguard Total International B

ETFs
42
+ 0.83%
$49.0 - $49.51 $2.06K - $2.08K
5.11K $252K
LDSF
First Tr ETF Viii Low Duration

ETFs
22
+ 0.18%
$18.93 - $19.22 $416 - $423
12.4K $236K
NLOK
Norton Life Lock Inc.

Technology
36
+ 0.38%
N/A
9.43K $202K
Ishares Bitcoin Trust ETF
3.35K
+ 56.5%
N/A
9.27K $0
J P Morgan Exchange Traded F
6
+ 0.01%
N/A
80.2K $0
Goldman Sachs ETF Tr
6.74K
+ 118.64%
N/A
12.4K $0
CGMS
Capital Grp Core Plus Income E
1.22K
+ 10.74%
N/A
12.5K $0
Capital Grp Fixed Incm ETF T
5.46K
+ 23.22%
N/A
29K $0
Ab Active Etfs Inc
42
+ 0.5%
N/A
8.46K $0
Blackrock ETF Trust
5.29K
+ 4.64%
N/A
119K $0
Linde PLC
318
+ 3.18%
N/A
10.3K $0
Gsk PLC
12
+ 0.12%
N/A
10.3K $0
Arm Holdings PLC
500
+ 11.45%
N/A
4.87K $0
Arista Networks Inc
983
+ 26.74%
N/A
4.66K $0
JGRO
J P Morgan Exchange Traded Fd
5.55K
+ 33.39%
N/A
22.2K $0
ABM
Abm Industries Inc

Industrials
247
+ 2.29%
$44.78 - $49.66 $11.1K - $12.3K
11K $508K
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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