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
Morgan Stanley ETF Trust
15.2K
+ 53.58%
N/A
43.4K $0
ALCC
Alt C Acquisition Corp.

Financial Services
518
+ 9.46%
N/A
5.99K $0
Oaktree Specialty Lending CO
650
+ 4.59%
N/A
14.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
305
+ 2.87%
N/A
10.9K $0
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
102
+ 1.1%
$21.86 - $22.98 $2.23K - $2.34K
9.35K $210K
Fidelity Covington Trust
2.5K
+ 38.17%
N/A
9.05K $0
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3
+ 0.01%
N/A
24.4K $2.09M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
462
+ 5.17%
N/A
9.4K $0
T Rowe Price ETF Inc
970
+ 14.92%
N/A
7.47K $0
Ge Vernova Inc
426
+ 16.38%
N/A
3.03K $0
FLLV
Franklin Templeton ETF Tr
246
+ 4.05%
N/A
6.32K $0
FNY
First Trust Mid Cap Growth Alp
127
+ 2.24%
N/A
5.81K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.28K
+ 13.02%
N/A
11.1K $0
CGMU
Capital Group Core Plus Income
20K
+ 120.42%
N/A
36.6K $0
FLQH
Franklin Templeton Libertyq In

ETFs
277
+ 1.06%
N/A
26.4K $0
WM
Waste Management Inc

Industrials
151
+ 3.54%
$213.88 - $237.1 $32.3K - $35.8K
4.42K $976K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.08%
$161.21 - $180.02 $161 - $180
1.24K $214K
IRM
Iron Mountain Inc

Real Estate
1
+ 0.02%
$89.46 - $104.46 $89.5 - $104
4.12K $419K
PAYX
Paychex Inc

Industrials
501
+ 13.87%
$126.69 - $147.99 $63.5K - $74.1K
4.11K $521K
GBDC
Golub Capital Bdc, Inc.

Financial Services
463
+ 3.93%
$13.69 - $15.48 $6.34K - $7.17K
12.2K $167K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.29%
$284.17 - $319.49 $568 - $639
695 $215K
CSWC
Capital Southwest Corp

Financial Services
78
+ 0.18%
$21.86 - $23.33 $1.71K - $1.82K
43.1K $941K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
69
+ 1.4%
$46.51 - $50.07 $3.21K - $3.45K
4.99K $233K
CAH
Cardinal Health Inc

Healthcare
95
+ 4.58%
$146.04 - $167.63 $13.9K - $15.9K
2.17K $340K
PRU
Prudential Financial Inc

Financial Services
62
+ 1.59%
$100.68 - $109.89 $6.24K - $6.81K
3.96K $410K
KR
Kroger CO

Consumer Defensive
83
+ 1.91%
$64.52 - $74.35 $5.36K - $6.17K
4.42K $298K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.15%
$255.35 - $282.87 $511 - $566
1.33K $347K
SBUX
Starbucks Corp

Consumer Cyclical
76
+ 1.66%
$81.9 - $96.86 $6.22K - $7.36K
4.65K $393K
TGT
Target Corp

Consumer Defensive
918
+ 7.52%
$86.56 - $107.43 $79.5K - $98.6K
13.1K $1.18M
CB
Chubb LTD

Financial Services
14
+ 0.34%
$265.99 - $289.59 $3.72K - $4.05K
4.19K $1.18M
ARCC
Ares Capital Corp

Financial Services
770
+ 2.47%
$20.41 - $23.25 $15.7K - $17.9K
32K $652K
TSN
Tyson Foods, Inc.

Consumer Defensive
444
+ 1.23%
$52.3 - $57.69 $23.2K - $25.6K
36.4K $1.98M
INDA
Ishares Msci India Index Fund

ETFs
488
+ 2.45%
$51.98 - $55.84 $25.4K - $27.2K
20.4K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
3.44K
+ 3.38%
$150.47 - $161.22 $517K - $554K
105K $16.2M
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 3.18%
$433.66 - $544.47 $10.8K - $13.6K
811 $362K
CSL
Carlisle Companies Inc

Industrials
26
+ 1.44%
$327.52 - $435.11 $8.52K - $11.3K
1.83K $601K
FLR
Fluor Corp

Industrials
854
+ 6.92%
$39.99 - $56.77 $34.2K - $48.5K
13.2K $555K
V
Visa Inc.

Financial Services
233
+ 1.81%
$332.09 - $358.86 $77.4K - $83.6K
13.1K $4.47M
UPS
United Parcel Service Inc

Industrials
1.41K
+ 9.52%
$82.58 - $105.54 $117K - $149K
16.2K $1.36M
DIS
Walt Disney CO

Communication Services
45
+ 0.22%
$112.25 - $124.0 $5.05K - $5.58K
20.4K $2.33M
BXSL
Blackstone Secured Lending Fund

Financial Services
963
+ 1.86%
$26.07 - $32.55 $25.1K - $31.3K
52.7K $1.37M
GWW
W.W. Grainger, Inc.

Industrials
197
+ 4.19%
$932.44 - $1059.49 $184K - $209K
4.9K $4.67M
IBM
International Business Machines Corp

Technology
1.04K
+ 2.48%
$234.77 - $292.47 $245K - $305K
43.1K $12.2M
DOV
Dover Corp

Industrials
1.29K
+ 4.5%
$165.59 - $190.9 $213K - $246K
29.9K $4.99M
KO
Coca Cola CO

Consumer Defensive
4.54K
+ 3.57%
$65.67 - $71.67 $298K - $325K
132K $8.73M
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 0.96%
$915.95 - $994.57 $43K - $46.7K
4.96K $4.59M
NFLX
Netflix Inc

Communication Services
148
+ 4.61%
$1147.87 - $1297.18 $170K - $192K
3.36K $4.03M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.06%
$157.77 - $183.27 $1.42K - $1.65K
15.2K $2.47M
LPLA
Lpl Financial Holdings Inc.

Financial Services
21
+ 0.18%
$332.69 - $399.0 $6.99K - $8.38K
11.5K $3.82M
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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