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
VNQ
Vanguard Specialized Funds Van

ETFs
-50
- 0.25%
$85.55 - $94.34 $4.28K - $4.72K
19.7K $1.76M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.33K
- 3.8%
$34.83 - $37.52 $81K - $87.2K
58.8K $2.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-894
- 10.35%
$56.12 - $68.15 $50.2K - $60.9K
7.74K $525K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-263
- 2.69%
$55.47 - $61.45 $14.6K - $16.2K
9.5K $563K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-343
- 2.5%
$27.47 - $30.62 $9.42K - $10.5K
13.4K $399K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.81K
- 1.78%
$71.17 - $73.66 $200K - $207K
155K $11.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-112
- 0.47%
$45.92 - $47.58 $5.14K - $5.33K
23.8K $1.13M
XLV
Select Sector Spdr Fund Health

ETFs
-269
- 3.05%
$137.61 - $149.68 $37K - $40.3K
8.55K $1.24M
HSBC
Hsbc Holdings PLC

Financial Services
-304
- 6.2%
$48.68 - $61.58 $14.8K - $18.7K
4.6K $264K
PGR
Progressive Corp

Financial Services
-21
- 2.47%
$235.61 - $291.22 $4.95K - $6.12K
830 $234K
MMM
3 M CO

Industrials
-1.09K
- 10.14%
$129.7 - $155.12 $142K - $170K
9.7K $1.42M
AMGN
Amgen Inc

Healthcare
-293
- 11.94%
$258.59 - $327.36 $75.8K - $95.9K
2.16K $672K
PAYX
Paychex Inc

Industrials
-39
- 1.35%
$136.06 - $154.52 $5.31K - $6.03K
2.85K $439K
UNP
Union Pacific Corp

Industrials
-31
- 0.58%
$225.21 - $254.42 $6.98K - $7.89K
5.33K $1.26M
LNC
Lincoln National Corp

Financial Services
-2.5K
- 8.31%
$30.06 - $39.23 $75.2K - $98.1K
27.6K $991K
INTC
Intel Corp

Technology
-3.21K
- 7.54%
$19.1 - $27.39 $61.4K - $88K
39.4K $894K
ATO
Atmos Energy Corp

Utilities
-92
- 2.12%
$136.51 - $154.58 $12.6K - $14.2K
4.26K $657K
WM
Waste Management Inc

Industrials
-235
- 6.6%
$200.54 - $233.78 $47.1K - $54.9K
3.32K $769K
COST
Costco Wholesale Corp

Consumer Defensive
-89
- 1.93%
$890.62 - $1076.86 $79.3K - $95.8K
4.52K $4.27M
PG
Procter & Gamble CO

Consumer Defensive
-1.33K
- 1.31%
$158.56 - $176.26 $210K - $234K
99.5K $16.9M
AMT
American Tower Corp

Real Estate
-3
- 0.18%
$173.46 - $217.6 $520 - $653
1.64K $355K
CI
Cigna Corp

Healthcare
-90
- 5.5%
$274.49 - $329.0 $24.7K - $29.6K
1.55K $508K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-7
- 0.09%
$69.81 - $78.9 $489 - $552
8.02K $625K
AEP
American Electric Power CO Inc

Utilities
-218
- 4.34%
$90.32 - $109.27 $19.7K - $23.8K
4.81K $525K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-420
- 6.1%
$43.79 - $57.46 $18.4K - $24.1K
6.46K $367K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.52K
- 1.3%
$73.78 - $76.59 $112K - $117K
115K $8.82M
WPC
W. P. Carey Inc.

Real Estate
-1.92K
- 7.97%
$53.5 - $65.05 $103K - $125K
22.1K $1.4M
CB
Chubb LTD

Financial Services
-25
- 0.6%
$257.71 - $301.99 $6.44K - $7.55K
4.16K $1.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-443
- 13.07%
$80.53 - $147.57 $35.7K - $65.4K
2.95K $389K
TGI
Triumph Group Inc

Industrials
-110
- 0.69%
$18.35 - $25.5 $2.02K - $2.81K
15.9K $401K
MDT
Medtronic PLC

Healthcare
-366
- 2.57%
$79.84 - $94.5 $29.2K - $34.6K
13.9K $1.25M
GILD
Gilead Sciences, Inc.

Healthcare
-308
- 4.02%
$89.14 - $117.41 $27.5K - $36.2K
7.36K $824K
VEA
Vanguard Ftse Developed Market

ETFs
-749
- 1.54%
$47.4 - $52.99 $35.5K - $39.7K
48K $2.46M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-848
- 0.38%
$44.41 - $45.98 $37.7K - $39K
220K $10M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-400
- 2.52%
$34.58 - $45.97 $13.8K - $18.4K
15.5K $704K
MCD
Mcdonalds Corp

Consumer Cyclical
-97
- 1.02%
$279.74 - $321.29 $27.1K - $31.2K
9.41K $2.94M
ABT
Abbott Laboratories

Healthcare
-786
- 4.6%
$111.1 - $140.22 $87.3K - $110K
16.3K $2.16M
CVS
Cvs Health Corp

Healthcare
-259
- 1.83%
$44.22 - $68.64 $11.5K - $17.8K
13.9K $940K
ABBV
Abb Vie Inc.

Healthcare
-182
- 1.4%
$169.2 - $216.66 $30.8K - $39.4K
12.8K $2.69M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.15K
- 1.73%
$58.01 - $64.46 $241K - $268K
236K $14.8M
T
At&T Inc.

Communication Services
-3.05K
- 1.83%
$21.56 - $28.28 $65.8K - $86.3K
164K $4.63M
IBM
International Business Machines Corp

Technology
-329
- 0.8%
$217.4 - $264.74 $71.5K - $87.1K
41K $10.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.31K
- 0.51%
$87.68 - $94.52 $115K - $124K
257K $24.1M
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
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email