Cornerstone Wealth Management, LLC Incresed Positions in Q2 2025

Cornerstone Wealth Management, LLC

  • $1.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
10
+ 0.61%
$140.37 - $171.44 $1.4K - $1.71K
1.64K $263K
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 0.14%
$96.91 - $113.0 $969 - $1.13K
7.37K $816K
FXG
First Tr Exchange Traded First

ETFs
3
+ 0.08%
$61.21 - $66.04 $184 - $198
3.67K $231K
FTGC
First Trust Global Tactical CO

ETFs
21
+ 0.21%
$23.09 - $25.91 $485 - $544
9.98K $246K
GIS
General Mills Inc

Consumer Defensive
3.09K
+ 14.54%
$50.37 - $60.97 $156K - $188K
24.3K $1.26M
EPD
Enterprise Products Partners L.P.

Energy
1.99K
+ 8.37%
$28.95 - $34.22 $57.7K - $68.2K
25.8K $799K
TS
Tenaris Sa

Energy
670
+ 2.99%
$30.71 - $39.46 $20.6K - $26.4K
23.1K $863K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
19
+ 0.39%
$45.07 - $52.57 $856 - $999
4.92K $240K
LNT
Alliant Energy Corp

Utilities
2
+ 0.05%
$58.79 - $64.85 $118 - $130
4.4K $266K
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 0.19%
$138.36 - $161.45 $553 - $646
2.14K $316K
MDIV
First Trust Multi Asset Divers

ETFs
670
+ 1.17%
$14.96 - $16.41 $10K - $11K
57.8K $914K
BKH
Black Hills Corp

Utilities
858
+ 5.66%
$55.66 - $61.75 $47.8K - $53K
16K $898K
SBUX
Starbucks Corp

Consumer Cyclical
91
+ 2.03%
$79.69 - $99.41 $7.25K - $9.05K
4.58K $419K
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.09%
$87.57 - $96.0 $701 - $768
9.04K $822K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
72
+ 0.46%
$68.13 - $74.77 $4.91K - $5.38K
15.8K $1.15M
BP
Bp PLC

Energy
1.63K
+ 8.35%
$26.11 - $33.81 $42.6K - $55.2K
21.2K $634K
DUK
Duke Energy Corp

Utilities
252
+ 1.76%
$112.46 - $124.05 $28.3K - $31.3K
14.6K $1.72M
MO
Altria Group, Inc.

Consumer Defensive
735
+ 1.37%
$55.56 - $60.91 $40.8K - $44.8K
54.6K $3.2M
SR
Spire Inc

Utilities
118
+ 1.5%
$71.03 - $79.07 $8.38K - $9.33K
7.99K $583K
LLY
Eli Lilly & CO

Healthcare
197
+ 4.76%
$713.71 - $898.95 $141K - $177K
4.34K $3.38M
TMO
Thermo Fisher Scientific Inc.

Healthcare
31
+ 5.38%
$390.26 - $489.06 $12.1K - $15.2K
607 $246K
CB
Chubb LTD

Financial Services
10
+ 0.24%
$274.32 - $302.46 $2.74K - $3.02K
4.17K $1.21M
PAA
Plains All American Pipeline LP

Energy
1
+ 0.0%
$16.03 - $20.28 $16 - $20.3
30K $550K
DVN
Devon Energy Corp

Energy
1.95K
+ 8.67%
$26.8 - $37.92 $52.3K - $74.1K
24.5K $778K
SLB
Schlumberger Limited

Energy
1.68K
+ 10.39%
$31.95 - $42.2 $53.8K - $71.1K
17.9K $604K
AUR
Aurora Innovation, Inc.

Technology
35.2K
+ 18.96%
$5.17 - $8.14 $182K - $286K
221K $1.16M
XLE
Energy Sector Spdr

ETFs
716
+ 3.42%
$76.44 - $94.13 $54.7K - $67.4K
21.7K $1.84M
TREE
Lending Tree, Inc.

Financial Services
300
+ 3.45%
$33.74 - $54.12 $10.1K - $16.2K
8.99K $333K
AFL
Aflac Inc

Financial Services
1.93K
+ 3.58%
$99.77 - $112.45 $192K - $217K
55.7K $5.87M
PEP
Pepsico Inc

Consumer Defensive
801
+ 6.74%
$128.02 - $151.37 $103K - $121K
12.7K $1.68M
JNJ
Johnson & Johnson

Healthcare
3.5K
+ 6.77%
$146.36 - $159.82 $512K - $559K
55.2K $8.43M
MRK
Merck & Co., Inc.

Healthcare
840
+ 3.86%
$73.47 - $87.12 $61.7K - $73.2K
22.6K $1.79M
BMY
Bristol Myers Squibb CO

Healthcare
4.49K
+ 17.36%
$44.12 - $59.6 $198K - $268K
30.4K $1.41M
TSN
Tyson Foods, Inc.

Consumer Defensive
700
+ 1.99%
$54.33 - $63.56 $38K - $44.5K
36K $2.01M
OKE
Oneok Inc

Energy
838
+ 4.51%
$78.71 - $100.37 $66K - $84.1K
19.4K $1.58M
ABBV
Abb Vie Inc.

Healthcare
72
+ 0.56%
$170.16 - $206.27 $12.3K - $14.9K
12.9K $2.4M
UNH
Unitedhealth Group Inc

Healthcare
166
+ 8.79%
$274.35 - $599.47 $45.5K - $99.5K
2.06K $641K
ED
Consolidated Edison Inc

Utilities
1.51K
+ 3.05%
$98.05 - $113.3 $148K - $171K
51.2K $5.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
497
+ 3.88%
$483.48 - $539.8 $240K - $268K
13.3K $6.46M
XOM
Exxon Mobil Corp

Energy
3.6K
+ 4.64%
$99.93 - $119.04 $360K - $428K
81.1K $8.74M
CVX
Chevron Corp

Energy
480
+ 2.07%
$133.73 - $168.51 $64.2K - $80.9K
23.7K $3.39M
PG
Procter & Gamble CO

Consumer Defensive
2.27K
+ 2.28%
$157.66 - $172.39 $358K - $391K
102K $16.2M
AAPL
Apple Inc.

Technology
2.36K
+ 0.69%
$172.42 - $223.89 $407K - $528K
345K $70.7M
Activity Summary
Buys All Purchases 402 New Holdings 58 Increased Positions 344 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 0
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