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
PRU
Prudential Financial Inc

Financial Services
-13
- 0.34%
$105.04 - $122.33 $1.37K - $1.59K
3.77K $421K
AOA
Ishares Tr Core Aggressive All

ETFs
-344
- 6.41%
$75.7 - $80.01 $26K - $27.5K
5.03K $384K
IWS
Ishares Russell Midcap Value E

ETFs
-2
- 0.03%
$122.59 - $135.24 $245 - $270
7.45K $937K
OEF
Ishares S&P 100 ETF

ETFs
-90
- 8.33%
N/A
990 $263K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-370
- 4.81%
$50.17 - $51.45 $18.6K - $19K
7.32K $368K
COF
Capital One Financial Corp

Financial Services
-144
- 8.12%
$163.87 - $209.82 $23.6K - $30.2K
1.63K $292K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-600
- 5.13%
$22.77 - $24.73 $13.7K - $14.8K
11.1K $258K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-117
- 2.5%
$58.11 - $65.29 $6.8K - $7.64K
4.57K $271K
HAL
Halliburton CO

Energy
-184
- 1.98%
$24.15 - $29.9 $4.44K - $5.5K
9.1K $230K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-127
- 4.07%
$75.47 - $84.24 $9.58K - $10.7K
3K $229K
BSX
Boston Scientific Corp

Healthcare
-590
- 17.32%
$89.38 - $106.18 $52.7K - $62.6K
2.82K $284K
MET
Metlife Inc

Financial Services
-140
- 3.39%
$77.7 - $87.0 $10.9K - $12.2K
3.99K $320K
F
Ford Motor CO

Consumer Cyclical
-2.78K
- 3.47%
$9.12 - $10.43 $25.4K - $29K
77.3K $775K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-58
- 1.18%
$91.45 - $100.11 $5.3K - $5.81K
4.84K $451K
RIO
Rio Tinto PLC

Basic Materials
-401
- 6.67%
$58.19 - $64.29 $23.3K - $25.8K
5.61K $337K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-136
- 2.24%
$61.91 - $66.79 $8.42K - $9.08K
5.94K $370K
CBSH
Commerce Bancshares Inc

Financial Services
-199
- 1.31%
$58.85 - $68.59 $11.7K - $13.6K
15K $932K
MBB
Ishares Tr

ETFs
-200
- 6.78%
$90.37 - $94.08 $18.1K - $18.8K
2.75K $257K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-64
- 0.98%
$46.71 - $52.3 $2.99K - $3.35K
6.45K $307K
EFV
Msci Eafe Value ETF

ETFs
-1.3K
- 12.98%
$51.88 - $60.73 $67.4K - $78.9K
8.71K $513K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-734
- 2.29%
$27.01 - $28.54 $19.8K - $20.9K
31.3K $864K
CORP
Pimco Investment Grade Corp Bd

ETFs
-202
- 3.23%
$93.89 - $97.32 $19K - $19.7K
6.05K $583K
WFC
Wells Fargo & Company

Financial Services
-502
- 3.14%
$66.78 - $81.42 $33.5K - $40.9K
15.5K $1.11M
LYV
Live Nation Entertainment, Inc.

Communication Services
-119
- 2.77%
$115.79 - $154.66 $13.8K - $18.4K
4.18K $546K
KMI
Kinder Morgan, Inc.

Energy
-1.77K
- 4.93%
$26.1 - $31.22 $46.3K - $55.4K
34.2K $975K
NSC
Norfolk Southern Corp

Industrials
-65
- 2.63%
$227.69 - $259.76 $14.8K - $16.9K
2.4K $569K
GLW
Corning Inc

Technology
-30
- 0.6%
$44.91 - $54.25 $1.35K - $1.63K
5K $229K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-124
- 1.03%
$91.45 - $91.75 $11.3K - $11.4K
11.9K $1.09M
TXN
Texas Instruments Inc

Technology
-36
- 0.96%
N/A
3.72K $722K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-97
- 0.71%
N/A
13.5K $1.01M
FCX
Freeport Mcmoran Inc

Basic Materials
-56
- 0.6%
$34.5 - $43.01 $1.93K - $2.41K
9.22K $349K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-19
- 0.33%
$83.91 - $90.87 $1.59K - $1.73K
5.75K $489K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-209
- 1.46%
$76.94 - $78.28 $16.1K - $16.4K
14.1K $1.1M
TJX
Tjx Companies Inc

Consumer Cyclical
-69
- 1.14%
$112.81 - $126.16 $7.78K - $8.71K
5.99K $730K
IWD
Ishares Russell 1000 Val ETF

ETFs
-43
- 0.77%
$182.82 - $196.21 $7.86K - $8.44K
5.56K $1.04M
Blackrock Inc
-54
- 18.31%
N/A
241 $0
NFTY
First Tr Alphadex Fd Ii India
-79
- 1.38%
N/A
5.67K $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-62
- 0.96%
$48.31 - $49.23 $3K - $3.05K
6.42K $315K
Celestica Inc
-245
- 5.87%
N/A
3.93K $0
Cervomed Inc
-2.8K
- 13.56%
N/A
17.9K $0
HLN
Haleon PLC

Healthcare
-931
- 6.68%
$9.02 - $10.67 $8.4K - $9.93K
13K $133K
FNY
First Trust Mid Cap Growth Alp
-129
- 2.22%
N/A
5.68K $0
FLLV
Franklin Templeton ETF Tr
-6.58K
- 53.53%
N/A
5.72K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-11.7K
- 58.74%
N/A
8.23K $0
ILCG
Ishares Morningstar Growth ETF
-366
- 0.3%
N/A
120K $0
Oaktree Specialty Lending CO
-64
- 0.45%
N/A
14.2K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-69
- 0.43%
$9.47 - $11.46 $653 - $791
15.9K $170K
FE
Firstenergy Corp

Utilities
-50
- 0.98%
$37.95 - $43.5 $1.9K - $2.18K
5.06K $204K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-380
- 0.75%
$25.77 - $27.6 $9.79K - $10.5K
50K $1.32M
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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