Cornerstone Wealth Management, LLC Sells in Q3 2025

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
-2.55K
- 28.22%
$79.36 - $93.33 $203K - $238K
6.49K $518K
DG
Dollar General Corp

Consumer Defensive
-1.74K
- 33.91%
$101.86 - $116.32 $178K - $203K
3.4K $351K
ADP
Automatic Data Processing Inc

Industrials
-627
- 20.25%
$288.69 - $310.94 $181K - $195K
2.47K $724K
DE
Deere & CO

Industrials
-70
- 2.04%
$457.26 - $524.37 $32K - $36.7K
3.36K $1.54M
OKE
Oneok Inc

Energy
-500
- 2.58%
$71.36 - $83.47 $35.7K - $41.7K
18.9K $1.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.73K
- 16.59%
$65.64 - $78.22 $114K - $135K
8.71K $583K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.21K
- 5.37%
$59.81 - $60.11 $192K - $193K
56.5K $3.39M
TMDX
Trans Medics Group, Inc.

Healthcare
-279
- 3.87%
$103.61 - $132.04 $28.9K - $36.8K
6.93K $777K
ACN
Accenture PLC

Technology
-255
- 11.13%
$232.56 - $304.78 $59.3K - $77.7K
2.04K $502K
NVO
Novo Nordisk A S

Healthcare
-1.7K
- 30.1%
$45.38 - $71.7 $77.1K - $122K
3.95K $218K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-7.97K
- 12.29%
$8.89 - $10.82 $70.8K - $86.2K
56.8K $505K
CTAS
Cintas Corp

Industrials
-587
- 30.89%
$199.29 - $226.27 $117K - $133K
1.31K $269K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.91K
- 8.7%
$55.15 - $58.11 $271K - $285K
51.5K $2.96M
EMR
Emerson Electric CO

Industrials
-195
- 0.35%
$128.6 - $149.63 $25.1K - $29.2K
56.3K $7.39M
FSK
Fs Kkr Capital Corp

Financial Services
-1.3K
- 6.11%
$14.93 - $22.48 $19.5K - $29.3K
20K $298K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.15K
- 39.97%
$45.72 - $47.27 $144K - $149K
4.72K $221K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-6.01K
- 10.69%
$23.48 - $23.7 $141K - $142K
50.2K $1.19M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.8K
- 1.89%
$92.18 - $95.14 $442K - $456K
249K $23.7M
T
At&T Inc.

Communication Services
-454
- 0.27%
$26.94 - $29.62 $12.2K - $13.4K
165K $4.67M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-944
- 26.5%
$81.24 - $97.99 $76.7K - $92.5K
2.62K $217K
CARR
Carrier Global Corp

Industrials
-780
- 13.32%
$58.75 - $80.73 $45.8K - $63K
5.08K $303K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.24K
- 14.43%
$40.94 - $42.85 $132K - $139K
19.2K $808K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.08K
- 3.52%
$43.36 - $44.8 $177K - $183K
112K $4.97M
TTD
Trade Desk, Inc.

Technology
-10
- 0.24%
$43.93 - $89.76 $439 - $898
4.19K $205K
CBSH
Commerce Bancshares Inc

Financial Services
-1K
- 6.77%
$58.61 - $66.11 $58.6K - $66.1K
13.8K $823K
CHWY
Chewy, Inc.

Consumer Cyclical
-1.22K
- 5.78%
$34.27 - $42.33 $41.7K - $51.5K
19.8K $801K
TS
Tenaris Sa

Energy
-1.52K
- 6.58%
$34.66 - $38.85 $52.6K - $59K
21.6K $771K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-8.76K
- 17.58%
$10.99 - $11.44 $96.3K - $100K
41.1K $463K
LNG
Cheniere Energy, Inc.

Energy
-167
- 3.3%
$222.68 - $244.28 $37.2K - $40.8K
4.89K $1.15M
JOE
St Joe CO

Real Estate
-2K
- 20.0%
$48.26 - $52.64 $96.5K - $105K
8K $395K
AXON
Axon Enterprise, Inc.

Industrials
-43
- 9.75%
$698.02 - $870.97 $30K - $37.5K
398 $285K
MA
Mastercard Inc

Financial Services
-198
- 3.94%
$550.18 - $598.96 $109K - $119K
4.83K $2.75M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-3.04K
- 3.66%
$45.92 - $47.76 $140K - $145K
80.1K $3.81M
CMCSA
Comcast Corp

Communication Services
-1.26K
- 16.37%
$31.41 - $36.33 $39.5K - $45.7K
6.43K $202K
HON
Honeywell International Inc

Industrials
-39
- 1.37%
$207.7 - $240.4 $8.1K - $9.38K
2.82K $592K
NKE
Nike, Inc.

Consumer Cyclical
-926
- 19.59%
$69.24 - $79.24 $64.1K - $73.4K
3.8K $265K
CI
Cigna Corp

Healthcare
-19
- 1.24%
$262.23 - $334.39 $4.98K - $6.35K
1.51K $436K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-3.11K
- 20.58%
$23.12 - $23.59 $72K - $73.4K
12K $281K
SLB
Schlumberger Limited

Energy
-2.31K
- 12.93%
$32.37 - $37.31 $74.9K - $86.3K
15.6K $535K
VOX
Vanguard Communication Service

ETFs
-615
- 19.72%
$169.0 - $192.17 $104K - $118K
2.5K $469K
FCX
Freeport Mcmoran Inc

Basic Materials
-565
- 5.72%
$35.34 - $47.21 $20K - $26.7K
9.32K $365K
APD
Air Products & Chemicals, Inc.

Basic Materials
-120
- 4.12%
$265.78 - $299.3 $31.9K - $35.9K
2.79K $761K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-543
- 1.16%
$22.65 - $25.1 $12.3K - $13.6K
46.1K $1.05M
ADBE
Adobe Inc.

Technology
-30
- 2.2%
$333.65 - $392.1 $10K - $11.8K
1.33K $469K
USMC
Principal ETF U S Mega Cap

ETFs
-1.52K
- 17.67%
$62.08 - $68.69 $94.4K - $104K
7.08K $482K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-253
- 3.49%
$60.9 - $70.75 $15.4K - $17.9K
7K $437K
O
Realty Income Corp

Real Estate
-1.18K
- 18.99%
$56.13 - $60.79 $66.2K - $71.7K
5.03K $306K
NURE
Nuveen Short Term Reit ETF

ETFs
-794
- 2.53%
$28.04 - $30.31 $22.3K - $24.1K
30.6K $879K
ET
Energy Transfer LP

Energy
-27
- 0.06%
$17.11 - $18.16 $462 - $490
47.4K $812K
Activity Summary
Buys All Purchases 402 New Holdings 52 Increased Positions 350 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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