Cornerstone Wealth Management, LLC Reduced Holdings in Q2 2025

Cornerstone Wealth Management, LLC

  • $1.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-10
- 0.16%
$48.5 - $49.35 $485 - $494
6.41K $315K
Atmus Filtration Technologie
-13
- 0.15%
N/A
8.41K $0
Celestica Inc
-119
- 3.03%
N/A
3.81K $0
ILCG
Ishares Morningstar Growth ETF
-8.48K
- 7.05%
N/A
112K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-782
- 9.5%
N/A
7.45K $0
NLOK
Norton Life Lock Inc.

Technology
-6
- 0.06%
N/A
9.39K $201K
Blackrock Inc
-11
- 4.56%
N/A
230 $0
Capital Grp Fixed Incm ETF T
-235
- 0.99%
N/A
23.5K $0
Arista Networks Inc
-34
- 0.92%
N/A
3.68K $0
YEAR
Ab Active Etfs Inc Ultra Short
-92
- 0.83%
N/A
11K $0
Gsk PLC
-375
- 3.53%
N/A
10.3K $0
Morgan Stanley ETF Trust
-208
- 0.73%
N/A
28.3K $0
NFTY
First Tr Alphadex Fd Ii India
-65
- 1.15%
N/A
5.6K $0
HLN
Haleon PLC

Healthcare
-128
- 0.98%
$9.27 - $11.41 $1.19K - $1.46K
12.9K $133K
Coreweave Inc
-2.32K
- 28.33%
N/A
5.88K $0
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-555
- 9.35%
$55.5 - $69.0 $30.8K - $38.3K
5.38K $371K
USMC
Principal ETF U S Mega Cap

ETFs
-853
- 9.02%
$50.94 - $62.56 $43.5K - $53.4K
8.6K $538K
KMI
Kinder Morgan, Inc.

Energy
-890
- 2.6%
$25.21 - $29.4 $22.4K - $26.2K
33.3K $979K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.28K
- 4.56%
$23.55 - $27.67 $53.7K - $63.1K
47.7K $1.32M
XLB
Select Sector Spdr Fd Material

ETFs
-13
- 0.51%
$74.27 - $88.92 $966 - $1.16K
2.52K $221K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-548
- 3.44%
$7.69 - $11.46 $4.21K - $6.28K
15.4K $176K
WMB
Williams Companies, Inc.

Energy
-10
- 0.3%
$54.33 - $62.87 $543 - $629
3.37K $211K
XLY
Select Sector Spdr Consumer Di

ETFs
-48
- 4.61%
$176.34 - $218.59 $8.46K - $10.5K
994 $216K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-19
- 0.75%
$116.09 - $139.09 $2.21K - $2.64K
2.52K $350K
XLC
Select Sector Spdr Tr Communic

ETFs
-168
- 6.57%
$86.13 - $108.53 $14.5K - $18.2K
2.39K $259K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-88
- 4.38%
$108.12 - $135.04 $9.51K - $11.9K
1.92K $259K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-255
- 2.97%
$114.78 - $133.31 $29.3K - $34K
8.33K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-181
- 2.94%
$152.93 - $181.74 $27.7K - $32.9K
5.98K $1.09M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-94
- 2.63%
$58.52 - $71.7 $5.5K - $6.74K
3.48K $239K
EFV
Msci Eafe Value ETF

ETFs
-262
- 3.01%
$52.4 - $64.65 $13.7K - $16.9K
8.45K $536K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4
- 0.12%
$73.7 - $90.98 $295 - $364
3.26K $296K
CBRE
Cbre Group, Inc.

Real Estate
-233
- 3.76%
$113.94 - $140.12 $26.5K - $32.6K
5.97K $835K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.43K
- 9.26%
$41.45 - $54.46 $59.3K - $77.9K
14K $729K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-7
- 0.14%
$82.93 - $99.12 $581 - $694
4.84K $479K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-43
- 3.12%
$140.43 - $189.36 $6.04K - $8.14K
1.33K $252K
NVS
Novartis Ag

Healthcare
-52
- 1.39%
$101.96 - $121.01 $5.3K - $6.29K
3.69K $445K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-193
- 1.2%
$27.79 - $34.16 $5.36K - $6.59K
15.9K $540K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-229
- 2.85%
$73.0 - $85.5 $16.7K - $19.6K
7.79K $655K
FTCS
First Trust Capital Strength E

ETFs
-60
- 0.21%
$81.6 - $92.39 $4.9K - $5.54K
29.2K $2.65M
GLW
Corning Inc

Technology
-43
- 0.86%
$39.07 - $52.59 $1.68K - $2.26K
4.96K $260K
DG
Dollar General Corp

Consumer Defensive
-1.15K
- 18.31%
$86.02 - $114.95 $99.1K - $132K
5.14K $587K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.87K
- 9.45%
$86.93 - $109.64 $163K - $205K
18K $1.97M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-24
- 1.66%
$468.22 - $566.51 $11.2K - $13.6K
1.42K $806K
EFG
Msci Eafe Growth ETF

ETFs
-9
- 0.27%
$89.8 - $112.0 $808 - $1.01K
3.37K $377K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-100
- 7.6%
$273.67 - $366.17 $27.4K - $36.6K
1.22K $445K
IWD
Ishares Russell 1000 Val ETF

ETFs
-21
- 0.38%
$166.82 - $194.23 $3.5K - $4.08K
5.54K $1.08M
IWS
Ishares Russell Midcap Value E

ETFs
-31
- 0.42%
$110.58 - $132.14 $3.43K - $4.1K
7.41K $979K
IRM
Iron Mountain Inc

Real Estate
-288
- 6.54%
$76.93 - $105.25 $22.2K - $30.3K
4.12K $422K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-759
- 6.78%
$57.41 - $74.81 $43.6K - $56.8K
10.4K $775K
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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