Cornerstone Wealth Management, LLC Reduced Holdings in Q1 2025

Cornerstone Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
-8
- 0.22%
$255.39 - $325.87 $2.04K - $2.61K
3.62K $974K
VIG
Vanguard Dividend Appreciation

ETFs
-549
- 0.58%
N/A
93.8K $17.1M
TMUS
T Mobile Us, Inc.

Communication Services
-673
- 36.72%
$211.3 - $272.83 $142K - $184K
1.16K $309K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-154
- 21.1%
$497.6 - $606.74 $76.6K - $93.4K
576 $286K
APH
Amphenol Corp

Technology
-928
- 12.22%
$61.62 - $78.55 $57.2K - $72.9K
6.66K $437K
ADBE
Adobe Inc.

Technology
-13
- 0.98%
$377.84 - $464.11 $4.91K - $6.03K
1.31K $503K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-892
- 13.02%
$54.51 - $63.63 $48.6K - $56.8K
5.96K $332K
MTDR
Matador Resources CO

Energy
-1.05K
- 20.57%
$44.79 - $63.77 $47K - $66.9K
4.05K $206K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-357
- 20.59%
$159.89 - $195.54 $57.1K - $69.8K
1.38K $223K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.58K
- 2.69%
$79.17 - $82.04 $204K - $212K
93.4K $7.63M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-907
- 23.98%
$85.29 - $92.57 $77.4K - $84K
2.88K $261K
CGUS
Capital Group Core Equity ETF
-1.52K
- 13.81%
$33.08 - $36.62 $50.1K - $55.5K
9.46K $315K
SPGI
S&P Global Inc.

Financial Services
-151
- 16.69%
$478.26 - $543.77 $72.2K - $82.1K
754 $383K
VOT
Vanguard Mid Cap Growth Index

ETFs
-129
- 3.53%
$237.72 - $276.98 $30.7K - $35.7K
3.52K $859K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-6.09K
- 10.48%
$10.77 - $11.29 $65.5K - $68.7K
52K $570K
TRV
Travelers Companies, Inc.

Financial Services
-391
- 22.28%
$232.43 - $265.13 $90.9K - $104K
1.36K $360K
SBUX
Starbucks Corp

Consumer Cyclical
-1.03K
- 18.63%
$91.75 - $115.81 $94.2K - $119K
4.49K $440K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-198
- 0.69%
$28.64 - $32.91 $5.67K - $6.52K
28.6K $828K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6
- 0.41%
$522.96 - $601.18 $3.14K - $3.61K
1.45K $771K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-215
- 5.54%
$77.33 - $90.16 $16.6K - $19.4K
3.67K $286K
ADP
Automatic Data Processing Inc

Industrials
-299
- 9.67%
$286.85 - $318.64 $85.8K - $95.3K
2.79K $853K
VOD
Vodafone Group Public LTD CO

Communication Services
-7.25K
- 35.72%
$8.05 - $9.86 $58.3K - $71.4K
13K $122K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-470
- 4.41%
$43.03 - $49.3 $20.2K - $23.2K
10.2K $443K
LUMN
Lumen Technologies, Inc.

Communication Services
-4.6K
- 20.96%
$3.92 - $5.92 $18K - $27.2K
17.3K $67K
VV
Vanguard Large Cap ETF

ETFs
-114
- 7.97%
$253.32 - $282.66 $28.9K - $32.2K
1.32K $336K
ABM
Abm Industries Inc

Industrials
-104
- 0.97%
$45.51 - $54.64 $4.73K - $5.68K
10.7K $504K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-1.98K
- 12.56%
$20.2 - $20.86 $39.9K - $41.2K
13.8K $277K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-40
- 1.41%
$173.56 - $210.67 $6.94K - $8.43K
2.8K $489K
XLY
Select Sector Spdr Consumer Di

ETFs
-74
- 6.63%
$192.6 - $233.2 $14.3K - $17.3K
1.04K $205K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-47
- 2.88%
$185.73 - $221.19 $8.73K - $10.4K
1.59K $298K
FYC
First Trust Small Cap Growth A

ETFs
-209
- 6.05%
$68.13 - $80.57 $14.2K - $16.8K
3.25K $223K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-191
- 5.1%
$117.4 - $131.02 $22.4K - $25K
3.55K $423K
CGCP
Capital Group Core Plus Income

ETFs
-3.12K
- 2.9%
$21.94 - $22.64 $68.4K - $70.6K
104K $2.34M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.57K
- 6.68%
$19.04 - $20.15 $29.8K - $31.5K
21.9K $416K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-109
- 1.6%
$51.45 - $58.51 $5.61K - $6.38K
6.7K $346K
EFG
Msci Eafe Growth ETF

ETFs
-482
- 12.47%
$96.1 - $106.37 $46.3K - $51.3K
3.38K $338K
IWL
Ishares Tr Russell 200 ETF

ETFs
-146
- 7.48%
$135.83 - $151.73 $19.8K - $22.2K
1.81K $246K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-51
- 1.97%
$131.51 - $149.24 $6.71K - $7.61K
2.54K $338K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.28K
- 5.29%
$39.18 - $43.52 $50.3K - $55.9K
23K $952K
FANG
Diamondback Energy, Inc.

Energy
-124
- 3.46%
$139.9 - $180.18 $17.3K - $22.3K
3.46K $553K
CHWY
Chewy, Inc.

Consumer Cyclical
-291
- 1.19%
$31.83 - $39.8 $9.26K - $11.6K
24.1K $784K
DKNG
Draft Kings Inc.

Consumer Cyclical
-75
- 0.99%
$33.21 - $53.49 $2.49K - $4.01K
7.49K $248K
BKH
Black Hills Corp

Utilities
-1.09K
- 6.7%
$55.74 - $61.86 $60.6K - $67.3K
15.2K $919K
XLC
Select Sector Spdr Tr Communic

ETFs
-276
- 9.74%
$94.84 - $105.31 $26.2K - $29.1K
2.56K $244K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-491
- 5.29%
$54.25 - $57.64 $26.6K - $28.3K
8.78K $484K
CBRE
Cbre Group, Inc.

Real Estate
-204
- 3.19%
$121.79 - $147.13 $24.8K - $30K
6.2K $810K
VAW
Vanguard Materials ETF

ETFs
-140
- 6.72%
$185.71 - $202.46 $26K - $28.3K
1.94K $363K
FSK
Fs Kkr Capital Corp

Financial Services
-479
- 2.1%
$20.47 - $24.06 $9.81K - $11.5K
22.3K $467K
ADI
Analog Devices Inc

Technology
-6
- 0.24%
$201.56 - $243.82 $1.21K - $1.46K
2.48K $500K
Activity Summary
Buys All Purchases 374 New Holdings 40 Increased Positions 334 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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