Cornerstone Wealth Management, LLC New Holdings in Q2 2025

Cornerstone Wealth Management, LLC

  • $1.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMLP
First Tr Exchange Traded Iv

ETFs
40.3K
New
$33.62 - $37.89 $1.36M - $1.53M
40.3K $1.51M
PCEF
Invesco Cef Income Composite E

ETFs
63.7K
New
$16.85 - $19.54 $1.07M - $1.25M
63.7K $1.25M
RAAX
Vaneck ETF Trust Inflation All

ETFs
27K
New
$27.19 - $31.82 $735K - $860K
27K $839K
ASML
Asml Holding Nv

Technology
655
New
$595.37 - $815.24 $390K - $534K
655 $524K
CTAS
Cintas Corp

Industrials
1.9K
New
$190.11 - $227.66 $361K - $433K
1.9K $423K
ARKW
Ark Next Generation Internet E

ETFs
2.39K
New
$82.77 - $147.9 $198K - $354K
2.39K $353K
HOOD
Robinhood Markets, Inc.

Technology
3.77K
New
$34.17 - $93.63 $129K - $353K
3.77K $353K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
15.1K
New
$22.66 - $23.35 $343K - $353K
15.1K $351K
VRT
Vertiv Holdings CO

Industrials
3.83K
New
N/A
3.83K $332K
COIN
Coinbase Global, Inc.

Technology
926
New
$151.47 - $375.07 $140K - $347K
926 $324K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.43K
New
$73.19 - $85.21 $251K - $292K
3.43K $292K
EME
Emcor Group, Inc.

Industrials
543
New
$342.02 - $534.89 $186K - $290K
543 $290K
PSC
Principal ETF U.S. Small Cap M

ETFs
5.37K
New
$43.14 - $53.28 $232K - $286K
5.37K $286K
EW
Edwards Lifesciences Corp

Healthcare
3.64K
New
$67.07 - $78.22 $244K - $285K
3.64K $284K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.49K
New
$151.62 - $183.47 $227K - $274K
1.49K $274K
FTNT
Fortinet, Inc.

Technology
2.55K
New
$84.71 - $108.69 $216K - $277K
2.55K $269K
KF
Korea Fund Inc

Financial Services
9.99K
New
$18.34 - $26.93 $183K - $269K
9.99K $269K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.09K
New
$35.3 - $37.51 $250K - $266K
7.09K $266K
SOXX
Ishares Semiconductor ETF

ETFs
1.09K
New
$154.86 - $239.07 $168K - $260K
1.09K $259K
SNX
Td Synnex Corp

Technology
1.83K
New
$95.81 - $137.79 $175K - $252K
1.83K $247K
SPOT
Spotify Technology S.A.

Communication Services
320
New
$503.3 - $775.9 $161K - $248K
320 $245K
SMR
Nuscale Power Corp

Industrials
6.18K
New
$12.6 - $43.24 $77.9K - $267K
6.18K $244K
IDXX
Idexx Laboratories Inc

Healthcare
452
New
$361.04 - $536.34 $163K - $242K
452 $242K
ROKU
Roku, Inc

Communication Services
2.63K
New
$55.1 - $87.89 $145K - $231K
2.63K $230K
DFIV
Dimensional ETF Tr

ETFs
5.23K
New
$34.67 - $43.21 $181K - $226K
5.23K $223K
INTU
Intuit Inc

Technology
282
New
$544.07 - $787.63 $153K - $222K
282 $222K
VIS
Vanguard Industrial ETF

ETFs
782
New
$220.04 - $280.07 $172K - $219K
782 $219K
LUV
Southwest Airlines CO

Industrials
6.72K
New
$24.04 - $34.36 $162K - $231K
6.72K $218K
DLR
Digital Realty Trust, Inc.

Real Estate
1.24K
New
$136.11 - $177.69 $168K - $220K
1.24K $215K
VST
Vistra Corp.

Utilities
1.1K
New
$98.07 - $195.04 $108K - $215K
1.1K $213K
XLU
Utilities Sector Spdr

ETFs
2.62K
New
$73.09 - $82.77 $191K - $217K
2.62K $213K
CCL
Carnival Corp

Consumer Cyclical
7.48K
New
$16.43 - $28.12 $123K - $210K
7.48K $210K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
9.24K
New
$19.41 - $22.77 $179K - $210K
9.24K $210K
NTRS
Northern Trust Corp

Financial Services
1.66K
New
$84.45 - $126.79 $140K - $210K
1.66K $210K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
7.82K
New
$23.45 - $26.56 $183K - $208K
7.82K $207K
NTR
Nutrien Ltd.

Basic Materials
3.55K
New
$46.88 - $62.89 $166K - $223K
3.55K $206K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
11.2K
New
$16.37 - $18.59 $183K - $207K
11.2K $205K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.29K
New
$72.61 - $88.75 $166K - $203K
2.29K $203K
VRSN
Verisign Inc

Technology
700
New
$234.49 - $288.8 $164K - $202K
700 $202K
INSM
Insmed Inc

Healthcare
2K
New
$64.81 - $105.9 $130K - $212K
2K $201K
PFGC
Performance Food Group CO

Consumer Defensive
2.29K
New
$71.62 - $89.56 $164K - $205K
2.29K $200K
IVZ
Invesco Ltd.

Financial Services
11.2K
New
$12.14 - $15.77 $136K - $177K
11.2K $176K
IIM
Invesco Value Municipal Income Trust

Financial Services
13.9K
New
$11.31 - $12.11 $157K - $168K
13.9K $161K
SOUN
Soundhound Ai, Inc.

Technology
11.5K
New
$7.18 - $11.76 $82.5K - $135K
11.5K $123K
IQI
Invesco Quality Municipal Income Trust

Financial Services
11.5K
New
$9.09 - $9.79 $105K - $113K
11.5K $107K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
10.3K
New
$9.4 - $10.12 $96.5K - $104K
10.3K $97K
ABEV
Ambev S.A.

Consumer Defensive
12.9K
New
$2.15 - $2.55 $27.7K - $32.9K
12.9K $31K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
11K
New
$1.85 - $2.65 $20.4K - $29.2K
11K $26K
HIGH
Simplify Exchange Traded Fds E
8.43K
New
N/A
8.43K $0
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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