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Cornerstone Wealth Management, LLC Buys iShares Edge MSCI Min Vol USA, SPDR S&P 500, iShares Morningstar Large-Cap Growth, Sells SPDR S&P Dividend, Invesco S&P 500 High Dividend Low Volatility, iShares Core S&P Mid-Cap

Investment company Cornerstone Wealth Management, LLC (Current Portfolio) buys iShares Edge MSCI Min Vol USA, SPDR S&P 500, iShares Morningstar Large-Cap Growth, Invesco BulletShares 2021 Corporate Bond ETF, SPDR Portfolio Developed World ex-US, sells SPDR S&P Dividend, Invesco S&P 500 High Dividend Low Volatility, iShares Core S&P Mid-Cap, Invesco S&P MidCap Low Volatility, ProShares S&P 500 Dividend Aristocrats during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Cornerstone Wealth Management, LLC. As of 2020Q1, Cornerstone Wealth Management, LLC owns 298 stocks with a total value of $466 million. These are the details of the buys and sells.

For the details of Cornerstone Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cornerstone+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Cornerstone Wealth Management, LLC
  1. iShares Core S&P 500 (IVV) - 110,500 shares, 6.13% of the total portfolio. Shares reduced by 9.17%
  2. Apple Inc (AAPL) - 99,499 shares, 5.43% of the total portfolio. Shares added by 4.85%
  3. iShares Edge MSCI Min Vol USA (USMV) - 419,225 shares, 4.86% of the total portfolio. Shares added by 85.22%
  4. Vanguard Total Stock Market (VTI) - 169,109 shares, 4.68% of the total portfolio. Shares reduced by 5.31%
  5. Vanguard Total International Stock (VXUS) - 414,391 shares, 3.73% of the total portfolio. Shares added by 4.78%
New Purchase: iShares Morningstar Large-Cap Growth (JKE)

Cornerstone Wealth Management, LLC initiated holding in iShares Morningstar Large-Cap Growth. The purchase prices were between $160.86 and $235.2, with an estimated average price of $208.84. The stock is now traded at around $212.37. The impact to a portfolio due to this purchase was 0.61%. The holding were 15,420 shares as of .

New Purchase: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Cornerstone Wealth Management, LLC initiated holding in SPDR Index Shares Fund Portfolio Emerging Markets. The purchase prices were between $25.76 and $38.65, with an estimated average price of $34.66. The stock is now traded at around $30.37. The impact to a portfolio due to this purchase was 0.31%. The holding were 51,136 shares as of .

New Purchase: SPDR Select Sector Fund - Utilities (XLU)

Cornerstone Wealth Management, LLC initiated holding in SPDR Select Sector Fund - Utilities. The purchase prices were between $44.93 and $70.98, with an estimated average price of $64.36. The stock is now traded at around $54.63. The impact to a portfolio due to this purchase was 0.29%. The holding were 24,587 shares as of .

New Purchase: Invesco S&P 500 Top 50 (XLG)

Cornerstone Wealth Management, LLC initiated holding in Invesco S&P 500 Top 50. The purchase prices were between $171.98 and $248.68, with an estimated average price of $226.8. The stock is now traded at around $217.81. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,750 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Cornerstone Wealth Management, LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.80. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,379 shares as of .

New Purchase: SPDR Russell 1000 ETF (ELR)

Cornerstone Wealth Management, LLC initiated holding in SPDR Russell 1000 ETF. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 0.13%. The holding were 19,815 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Cornerstone Wealth Management, LLC added to a holding in iShares Edge MSCI Min Vol USA by 85.22%. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $57.31. The impact to a portfolio due to this purchase was 2.24%. The holding were 419,225 shares as of .

Added: SPDR S&P 500 (SPY)

Cornerstone Wealth Management, LLC added to a holding in SPDR S&P 500 by 43.94%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $305.03. The stock is now traded at around $281.18. The impact to a portfolio due to this purchase was 0.67%. The holding were 39,858 shares as of .

Added: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Cornerstone Wealth Management, LLC added to a holding in Invesco BulletShares 2021 Corporate Bond ETF by 918.70%. The purchase prices were between $19.31 and $21.37, with an estimated average price of $21.11. The stock is now traded at around $21.33. The impact to a portfolio due to this purchase was 0.55%. The holding were 135,314 shares as of .

Added: SPDR Portfolio Developed World ex-US (SPDW)

Cornerstone Wealth Management, LLC added to a holding in SPDR Portfolio Developed World ex-US by 444.27%. The purchase prices were between $20.71 and $31.78, with an estimated average price of $28.87. The stock is now traded at around $25.09. The impact to a portfolio due to this purchase was 0.48%. The holding were 115,205 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Cornerstone Wealth Management, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 38.35%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $218.99. The impact to a portfolio due to this purchase was 0.37%. The holding were 32,309 shares as of .

Added: SPDR Portfolio Aggregate Bond (SPAB)

Cornerstone Wealth Management, LLC added to a holding in SPDR Portfolio Aggregate Bond by 622.82%. The purchase prices were between $27.93 and $30.83, with an estimated average price of $29.74. The stock is now traded at around $30.45. The impact to a portfolio due to this purchase was 0.3%. The holding were 53,279 shares as of .

Sold Out: iShares Russell 2000 Growth (IWO)

Cornerstone Wealth Management, LLC sold out a holding in iShares Russell 2000 Growth. The sale prices were between $135.3 and $224.78, with an estimated average price of $198.15.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Cornerstone Wealth Management, LLC sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $135.48 and $171.29, with an estimated average price of $148.44.

Sold Out: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

Cornerstone Wealth Management, LLC sold out a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The sale prices were between $35.74 and $66.24, with an estimated average price of $57.28.

Sold Out: Vanguard Materials (VAW)

Cornerstone Wealth Management, LLC sold out a holding in Vanguard Materials. The sale prices were between $81.49 and $134.14, with an estimated average price of $119.86.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Cornerstone Wealth Management, LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $23.57 and $60.87, with an estimated average price of $48.26.

Sold Out: Invesco S&P MidCap Momentum (XMMO)

Cornerstone Wealth Management, LLC sold out a holding in Invesco S&P MidCap Momentum. The sale prices were between $41.08 and $65.22, with an estimated average price of $58.85.



Here is the complete portfolio of Cornerstone Wealth Management, LLC. Also check out:

1. Cornerstone Wealth Management, LLC's Undervalued Stocks
2. Cornerstone Wealth Management, LLC's Top Growth Companies, and
3. Cornerstone Wealth Management, LLC's High Yield stocks
4. Stocks that Cornerstone Wealth Management, LLC keeps buying

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