CORNERSTONE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMY | 32K | $1.45M |
 | ARCC | 32K | $652.29K |
 | ENB | 32K | $1.60M |
 | STUB | 30K | $511.43K |
 | PAA | 30K | $512.42K |
 | DOV | 30K | $4.99M |
 | GOOG | 29K | $7.17M |
 | ADV | 29K | $44.88K |
 | KHC | 28K | $741.31K |
 | FDUS | 28K | $563.06K |
 | LNC | 27K | $1.08M |
 | LOW | 26K | $6.52M |
 | EPD | 26K | $797.64K |
 | GIS | 25K | $1.28M |
 | CVX | 25K | $3.92M |
 | DVN | 25K | $862.45K |
 | AEE | 24K | $2.53M |
 | DFLI | 24K | $14.18K |
 | JPM | 23K | $7.29M |
 | WPC | 23K | $1.53M |
Bristol-Myers Squibb Company
BMY
Shares Held
32K
Value
$1.45M
Ares Capital Corporation
ARCC
Shares Held
32K
Value
$652.29K
Enbridge Inc.
ENB
Shares Held
32K
Value
$1.60M
StubHub Holdings, Inc.
STUB
Shares Held
30K
Value
$511.43K
Plains All American Pipeline, L.P.
PAA
Shares Held
30K
Value
$512.42K
Dover Corporation
DOV
Shares Held
30K
Value
$4.99M
Alphabet Inc.
GOOG
Shares Held
29K
Value
$7.17M
Advantage Solutions Inc.
ADV
Shares Held
29K
Value
$44.88K
The Kraft Heinz Company
KHC
Shares Held
28K
Value
$741.31K
Fidus Investment Corporation
FDUS
Shares Held
28K
Value
$563.06K
Lincoln National Corporation
LNC
Shares Held
27K
Value
$1.08M
Lowe's Companies, Inc.
LOW
Shares Held
26K
Value
$6.52M
Enterprise Products Partners L.P.
EPD
Shares Held
26K
Value
$797.64K
General Mills, Inc.
GIS
Shares Held
25K
Value
$1.28M
Chevron Corporation
CVX
Shares Held
25K
Value
$3.92M
Devon Energy Corporation
DVN
Shares Held
25K
Value
$862.45K
Ameren Corporation
AEE
Shares Held
24K
Value
$2.53M
Dragonfly Energy Holdings Corp.
DFLI
Shares Held
24K
Value
$14.18K
JPMorgan Chase & Co.
JPM
Shares Held
23K
Value
$7.29M
W. P. Carey Inc.
WPC
Shares Held
23K
Value
$1.53M