Cornerstone Wealth Management, LLC New Holdings in Q4 2024

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
69.8K
New
$40.97 - $42.66 $2.86M - $2.98M
69.8K $2.89M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
50.3K
New
$23.55 - $23.9 $1.18M - $1.2M
50.3K $1.19M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
9.69K
New
$105.45 - $117.99 $1.02M - $1.14M
9.69K $1.03M
DELL
Dell Technologies Inc.

Technology
7.43K
New
$111.96 - $144.21 $831K - $1.07M
7.43K $855K
FPE
First Tr Pfd Secs & Income ETF

ETFs
35.5K
New
$17.65 - $18.18 $627K - $646K
35.5K $628K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.81K
New
$209.89 - $233.24 $589K - $654K
2.81K $595K
PLTR
Palantir Technologies Inc.

Technology
7.33K
New
$36.46 - $82.38 $267K - $604K
7.33K $554K
SLB
Schlumberger Limited

Energy
13.8K
New
$36.83 - $45.59 $509K - $630K
13.8K $529K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.78K
New
$89.81 - $104.0 $519K - $601K
5.78K $520K
FLR
Fluor Corp

Industrials
9.81K
New
$46.92 - $58.93 $460K - $578K
9.81K $483K
VONE
Vanguard Russell 1000 ETF

ETFs
1.41K
New
$257.18 - $277.76 $363K - $392K
1.41K $376K
MRVL
Marvell Technology, Inc.

Technology
3.35K
New
$70.31 - $124.78 $235K - $418K
3.35K $369K
KHC
Kraft Heinz CO

Consumer Defensive
11.5K
New
$30.1 - $36.02 $347K - $416K
11.5K $354K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.13K
New
$54.15 - $58.81 $332K - $360K
6.13K $332K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.57K
New
$119.34 - $127.78 $307K - $328K
2.57K $306K
VGIT
Vanguard Intermediate Term Tre

ETFs
5.16K
New
$57.78 - $60.4 $298K - $312K
5.16K $299K
USMC
Principal ETF U S Mega Cap

ETFs
4.57K
New
$56.37 - $61.98 $258K - $283K
4.57K $274K
AXON
Axon Enterprise, Inc.

Industrials
438
New
$399.22 - $689.78 $175K - $302K
438 $260K
SPOT
Spotify Technology S.A.

Communication Services
520
New
$362.95 - $502.38 $189K - $261K
520 $232K
TMDX
Trans Medics Group, Inc.

Healthcare
3.71K
New
$59.28 - $144.9 $220K - $537K
3.71K $231K
UAL
United Airlines Holdings, Inc.

Industrials
2.3K
New
$55.62 - $102.44 $128K - $236K
2.3K $223K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2.03K
New
$108.28 - $117.54 $220K - $239K
2.03K $221K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.69K
New
$81.34 - $96.75 $219K - $260K
2.69K $218K
CTRA
Coterra Energy Inc.

Energy
8.27K
New
$22.71 - $27.63 $188K - $229K
8.27K $211K
DFAU
Dimensional ETF Tr

ETFs
5.21K
New
$39.27 - $42.38 $205K - $221K
5.21K $210K
MAIN
Main Street Capital Corp

Financial Services
3.56K
New
$49.95 - $58.58 $178K - $209K
3.56K $208K
JD
Jd.Com, Inc.

Consumer Cyclical
5.88K
New
$33.35 - $47.1 $196K - $277K
5.88K $203K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.64K
New
$26.55 - $27.32 $203K - $209K
7.64K $203K
FE
Firstenergy Corp

Utilities
5.11K
New
$39.14 - $44.52 $200K - $227K
5.11K $203K
GBDC
Golub Capital Bdc, Inc.

Financial Services
10.6K
New
$14.69 - $15.67 $155K - $165K
10.6K $159K
GAIN
Gladstone Investment Corporation\De

Financial Services
10.2K
New
$12.92 - $14.81 $132K - $151K
10.2K $135K
VALE
Vale S.A.

Basic Materials
13.2K
New
$8.74 - $11.78 $116K - $156K
13.2K $117K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
11.1K
New
$5.84 - $6.96 $64.6K - $77K
11.1K $65K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
21K
New
$1.62 - $2.34 $33.9K - $49K
21K $36K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.52K
New
N/A
4.52K $0
Arista Networks Inc
2.28K
New
N/A
2.28K $0
Blackrock ETF Trust
96K
New
N/A
96K $0
Blackrock Inc
295
New
N/A
295 $0
Celestica Inc
4.17K
New
N/A
4.17K $0
Capital Grp Fixed Incm ETF T
13.9K
New
N/A
13.9K $0
Cervomed Inc
20.7K
New
N/A
20.7K $0
American Healthcare Reit Inc
7.44K
New
N/A
7.44K $0
Super Micro Computer Inc
7.17K
New
N/A
7.17K $0
Goldman Sachs ETF Tr
5.6K
New
N/A
5.6K $0
Fidelity Covington Trust
6.5K
New
N/A
6.5K $0
Activity Summary
Buys All Purchases 378 New Holdings 46 Increased Positions 332 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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