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Cornerstone Wealth Management, LLC

Industry Distribution

Computer24.96%

Non-Bank Financials10.45%

Commerce8.69%

Electronics7.87%

Defense7.85%

Other40.18%

Holdings Change

Increased

SymbolStock NameChange% Change

FDUSFidus Investment+1.84K+0.01%AWRAmerican States Water+1.89K+0.00%NIEVirtus Equity & Convertible Income Fund+1.13K+0.00%TRINTrinity Capital+1.98K+0.00%PDXPIMCO DYNAMIC INCOME STRATEGY FUND+1.04K+0.00%IBMIBM Corp+21.26K+0.00%PAAPlains All American Pipeline+14.93K+0.00%BXSLBLACKSTONE SECD LENDING FD+2.99K+0.00%BKHBlack Hills Corp+954.00+0.00%NDSNNordson+693.00+0.00%NBXGNEUBERGER BERMAN NXT GEN CON FD INC+740.00+0.00%PDIPIMCO Dynamic Income Fund+2.55K+0.00%DGDollar General+2.15K+0.00%FSCOFS Credit Opportunities+1.69K+0.00%OCSLOaktree Specialty Lending+730.00+0.00%HTGCHercules Capital+1.27K+0.00%NMLNeuberger Berman MLP and Energy Income Fund+395.00+0.00%OBDCBlue Owl Capital+2.26K+0.00%CSLCarlisle Companies+235.00+0.00%ITWIllinois Tool Works+1.66K+0.00%LUMNLumen Technologies+4.50K+0.00%FSKFS KKR Capital+1.26K+0.00%WPCW.P. Carey Inc+986.00+0.00%DOVDover+630.00+0.00%EDConsolidated Edison+1.20K+0.00%ARCCAres Capital Corp+2.18K+0.00%TGTTarget+1.82K+0.00%BENFranklin Resources+2.04K+0.00%DVNDevon Energy+2.52K+0.00%BMYBristol-Myers Squibb+4.29K+0.00%OHIOmega Healthcare Investors Inc+675.00+0.00%ABTAbbott Laboratories+4.08K+0.00%DDominion Resources+2.32K+0.00%AEEAmeren+591.00+0.00%EMREmerson Electric+1.59K+0.00%CBChubb Ltd+1.20K+0.00%MMM3M+1.14K+0.00%AOSA.O. Smith+322.00+0.00%NEENextEra Energy+4.00K+0.00%AMGNAmgen+959.00+0.00%PFEPfizer+5.85K+0.00%GWWW.W. Grainger+53.00+0.00%MOAltria+1.85K+0.00%ABMABM Industries+122.00+0.00%WMTWalmart+8.20K+0.00%PGProcter & Gamble+2.39K+0.00%LLYEli Lilly and Co+1.53K+0.00%JNJJohnson & Johnson+2.81K+0.00%PEPPepsiCo+2.14K+0.00%TSNTyson Foods+476.00+0.00%

Decreased

SymbolStock NameChange% Change

CEFSprott Physical Gold and Silver Trust-2.70K-5.19%EVGEaton Vance Short Duration Diversified Income Fund-5.66K-0.04%PDMPiedmont Office Realty Trust Inc-16.73K-0.01%YOUClear Secure-10.27K-0.01%SENSSenseonics-40.50K-0.01%PNNTPennantPark Investment-1.95K-0.00%ATMUAtmus Filtration Technologies-1.81K-0.00%TREELendingTree-204.00-0.00%ETVEaton Vance Tax-Managed Buy-Write Opp-1.58K-0.00%EVTEATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND-1.03K-0.00%LPLALPL Financial-841.00-0.00%NUENucor-2.67K-0.00%PNCPNC Financial Services-4.41K-0.00%OSKOshkosh-551.00-0.00%CBSHCommerce Bancshares-840.00-0.00%TSLXSixth Street Specialty Lending-479.00-0.00%GMEGameStop-2.60K-0.00%MTDRMatador Resources-500.00-0.00%CSWCCapital Southwest Corp-146.00-0.00%AFLAflac Inc-1.14K-0.00%RTXRTX Corp-1.77K-0.00%EVRGEvergy-335.00-0.00%EFSCEnterprise Financial Services-40.00-0.00%OKEONEOK Inc-915.00-0.00%COFCapital One Financial-491.00-0.00%GISGeneral Mills-637.00-0.00%SRSpire-86.00-0.00%AMTAmerican Tower Corp-888.00-0.00%BXBlackstone-1.05K-0.00%KOFCoca-Cola FEMSA-255.00-0.00%HALHalliburton-906.00-0.00%GEVGE Vernova-69.000.00%HLNHaleon-645.000.00%METAMeta Platforms-66.000.00%WBDWarner Bros Discovery-75.000.00%MFCManulife Financial Corp-1.43K0.00%CARRCarrier Global-347.000.00%CRWDCrowdStrike-152.000.00%ETEnergy Transfer-1.30K0.00%CBRECBRE Group-143.000.00%PYPLPayPal-75.000.00%NOWServiceNow-1.000.00%KMIKinder Morgan-575.000.00%ABBVAbbVie-212.000.00%GOOGLAlphabet-A-623.000.00%HSBCHSBC Holdings-272.000.00%GILDGilead Sciences-190.000.00%REGNRegeneron Pharmaceuticals-17.000.00%VVisa-324.000.00%VZVerizon-544.000.00%

New

SymbolStock NameChange% Change

SLIStandard Lithium Corp+10.85K+0.01%OZKBank OZK+5.09K+0.00%RPMRPM International+5.53K+0.00%JJacobs Engineering+3.81K+0.00%AURAurora Innovation+44.45K+0.00%GNRCGenerac+1.43K+0.00%ROKURoku Inc+2.84K+0.00%TSTenaris+9.66K+0.00%DKNGDraftKings+7.59K+0.00%LNTAlliant Energy+3.93K+0.00%ZGZillow-A+3.34K+0.00%MKCMcCormick & Co+2.57K+0.00%IOTSamsara+4.74K+0.00%CCLCarnival+10.06K+0.00%SHWSherwin-Williams+1.82K+0.00%ADPAutomatic Data Processing+2.99K+0.00%SQBlock+4.18K+0.00%APHAmphenol+7.39K+0.00%GLWCorning+4.73K+0.00%OXYOccidental Petroleum+5.01K+0.00%DLRDigital Realty Trust Inc+1.25K+0.00%NKENike+4.41K+0.00%ANETArista Networks+2.16K+0.00%PGRProgressive+878.00+0.00%

Sold Out

SymbolStock NameChange% Change

GAINGladstone Investment-10.12K-0.03%GPCGenuine Parts-24.72K-0.02%BHRBraemar Hotels & Resorts Inc-10.59K-0.02%KKellanova-17.83K-0.01%GBDCGolub Capital BDC-11.79K-0.00%HLHecla Mining-13.73K-0.00%KKinross Gold Corp-17.25K-0.00%WBAWalgreens Boots Alliance-10.78K-0.00%KEYKeyCorp-12.34K-0.00%CTRACoterra Energy-8.17K-0.00%OLPXOlaplex-6.95K-0.00%NTRNutrien Ltd-4.21K-0.00%COINCoinbase-1.31K-0.00%SMCISuper Micro Computer-2.77K-0.00%SPOTSpotify Technology-695.00-0.00%EWEdwards Lifesciences-2.25K-0.00%PLTRPalantir-5.30K-0.00%SIRISirius XM-1.01K-0.00%EOGEOG Resources-1.60K-0.00%PATHUiPath-685.00-0.00%INTUIntuit-323.00-0.00%BLKBlackrock-295.00-0.00%ULUnilever-3.75K-0.00%

Holdings List

Latest

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

2022Q3

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

AAPLApple

15.76%+993.000.00%78.84M0.00%Computer258.200Sep 30, 202413F

NVDANVIDIA

5.62%+8.80K0.00%28.13M0.00%Electronics140.220Sep 30, 202413F

MSFTMicrosoft

5.32%+2.75K0.00%26.60M0.00%Computer439.330Sep 30, 202413F

PGProcter & Gamble

3.42%+2.39K+0.00%17.13M0.00%Manufacturing168.940Sep 30, 202413F

AMZNAmazon

3.03%+1.76K0.00%15.18M0.00%Commerce229.050Sep 30, 202413F

GOOGLAlphabet-A

2.35%-623.000.00%11.76M0.00%Internet & Media196.110Sep 30, 202413F

WMTWalmart

2.17%+8.20K+0.00%10.87M0.00%Commerce92.680Sep 30, 202413F

IBMIBM Corp

1.81%+21.26K+0.00%9.05M0.00%Computer224.410Sep 30, 202413F

XOMExxon Mobil

1.76%+11.000.00%8.78M0.00%Mining106.400Sep 30, 202413F

BXBlackstone

1.75%-1.05K-0.00%8.75M0.01%Non-Bank Financials175.690Sep 30, 202413F

KOCoca-Cola

1.61%+1.15K0.00%8.05M0.00%Food & Beverages62.840Sep 30, 202413F

JNJJohnson & Johnson

1.52%+2.81K+0.00%7.61M0.00%Medical Biology145.850Sep 30, 202413F

RTXRTX Corp

1.26%-1.77K-0.00%6.29M0.00%Defense116.830Sep 30, 202413F

AFLAflac Inc

1.25%-1.14K-0.00%6.28M0.01%Non-Bank Financials103.240Sep 30, 202413F

BRK.ABerkshire Hathaway-A

1.23%0.000.00%6.17M0.00%Non-Bank Financials687441.800Sep 30, 202413F

METAMeta Platforms

1.23%-66.000.00%6.14M0.00%Internet & Media607.750Sep 30, 202413F

LOWLowe's Companies

1.22%+217.000.00%6.10M0.00%Commerce250.220Sep 30, 202413F

EMREmerson Electric

1.13%+1.59K+0.00%5.65M0.01%Defense126.230Sep 30, 202413F

PHParker Hannifin

1.11%+124.000.00%5.55M0.01%Defense652.570Sep 30, 202413F

DOVDover

0.99%+630.00+0.00%4.96M0.02%Defense190.330Sep 30, 202413F

GWWW.W. Grainger

0.97%+53.00+0.00%4.85M0.01%Other1090.980Sep 30, 202413F

EDConsolidated Edison

0.97%+1.20K+0.00%4.85M0.01%Utilities89.580Sep 30, 202413F

TSLATesla

0.90%-601.000.00%4.50M0.00%Auto462.280Sep 30, 202413F

JPMJPMorgan

0.88%-500.000.00%4.40M0.00%Banks242.310Sep 30, 202413F

LINLinde

0.83%+345.000.00%4.15M0.00%Chemicals425.770Sep 30, 202413F

NDSNNordson

0.82%+693.00+0.00%4.13M0.03%Defense212.290Sep 30, 202413F

COSTCostco

0.79%-161.000.00%3.94M0.00%Commerce958.820Sep 30, 202413F

AWRAmerican States Water

0.78%+1.89K+0.00%3.92M0.12%Utilities78.350Sep 30, 202413F

CVXChevron

0.70%+1.01K0.00%3.52M0.00%Mining143.840Sep 30, 202413F

TAT&T

0.64%+55.000.00%3.21M0.00%Communication Equipment22.950Sep 30, 202413F

VVisa

0.64%-324.000.00%3.19M0.00%Non-Bank Financials320.650Sep 30, 202413F

LLYEli Lilly and Co

0.60%+1.53K+0.00%3.02M0.00%Medical Biology795.670Sep 30, 202413F

LPLALPL Financial

0.58%-841.00-0.00%2.92M0.02%Non-Bank Financials334.930Sep 30, 202413F

MCDMcDonald's

0.54%+525.000.00%2.71M0.00%Leisure Services293.990Sep 30, 202413F

HDHome Depot

0.54%-429.000.00%2.71M0.00%Commerce396.140Sep 30, 202413F

EFXEquifax

0.51%0.000.00%2.54M0.01%Other261.270Sep 30, 202413F

PEPPepsiCo

0.50%+2.14K+0.00%2.53M0.00%Food & Beverages152.810Sep 30, 202413F

ABBVAbbVie

0.50%-212.000.00%2.48M0.00%Medical Biology180.000Sep 30, 202413F

BACBank of America

0.49%-516.000.00%2.44M0.00%Banks44.380Sep 30, 202413F

MRKMerck & Co

0.48%+452.000.00%2.42M0.00%Medical Biology99.450Sep 30, 202413F

MOAltria

0.48%+1.85K+0.00%2.41M0.00%Other53.470Sep 30, 202413F

OHIOmega Healthcare Investors Inc

0.45%+675.00+0.00%2.27M0.02%Real Estate38.190Sep 30, 202413F

CSCOCisco

0.45%+5.60K+0.00%2.25M0.00%Communication Equipment59.850Sep 30, 202413F

PFEPfizer

0.44%+5.85K+0.00%2.20M0.00%Medical Biology26.740Sep 30, 202413F

MAMasterCard

0.43%+22.000.00%2.16M0.00%Non-Bank Financials535.710Sep 30, 202413F

BABoeing

0.43%-29.000.00%2.15M0.00%Defense179.340Sep 30, 202413F

AEEAmeren

0.41%+591.00+0.00%2.03M0.01%Utilities90.890Sep 30, 202413F

USBU.S. Bancorp

0.38%-345.000.00%1.88M0.00%Banks48.830Sep 30, 202413F

NFLXNetflix

0.37%+77.000.00%1.87M0.00%Internet & Media932.120Sep 30, 202413F

DISDisney

0.37%-660.000.00%1.84M0.00%Internet & Media112.560Sep 30, 202413F

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