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Cornerstone Wealth Management

Latest statistics and disclosures from Cornerstone Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BBUS, SPMD, IVV, SPLG, and represent 19.32% of Cornerstone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: WMT, COWG, IJH, RTX, IBM, CALF, SPY, MINT, QQQ, QQQM.
Started 25 new stock positions in HTGC, SWAV, EW, PDI, JCI, COWG, ITOT, SGOV, RPM, EOG.
Reduced shares in these 10 stocks: IQDG (-$20M), ICSH, ADM, BBUS, AAPL, GWW, FVD, NVDA, MA, .
Sold out of its positions in CHRW, Etf Managers Tr purefunds ise cy, FXZ, GNRC, ACWV, SMLF, ROKU, VONV, VONE, IQDG.
Cornerstone Wealth Management was a net buyer of stock by $5.3M.
Cornerstone Wealth Management has $1.2B in assets under management (AUM), dropping by 6.22%.
Central Index Key (CIK): 0001674117

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 535 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Cornerstone Wealth Management has 535 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Wealth Management March 31, 2024 positions
Download the Cornerstone Wealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.8	$60M	-2%	348k	171.48	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	4.6	$57M	-3%	607k	94.43	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	3.7	$46M		867k	53.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$42M		80k	525.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.7	$33M		542k	61.53	View chart
Microsoft Corporation (MSFT)	2.0	$25M		60k	420.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.8	$22M		260k	83.58	View chart
NVIDIA Corporation (NVDA)	1.6	$19M	-3%	22k	903.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$19M		307k	60.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$18M	+2%	99k	182.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$17M	-2%	65k	259.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$16M	+4%	37k	444.01	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.3	$16M	+8%	322k	49.16	View chart
Procter & Gamble Company (PG)	1.3	$16M	-2%	96k	162.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$15M	+6%	29k	523.06	View chart
Amazon (AMZN)	1.2	$14M	-2%	80k	180.38	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$12M	+6%	119k	100.54	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.9	$11M		118k	96.05	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.9	$11M	+2%	533k	20.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.9	$11M		510k	20.97	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$9.9M	+2%	136k	73.15	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$9.8M		135k	72.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$9.8M	+4%	168k	58.06	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.8	$9.8M		224k	43.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$9.5M	+2%	118k	80.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$9.0M		47k	191.88	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.7	$8.8M	+2%	117k	75.48	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$8.6M		94k	91.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$8.4M	-2%	24k	344.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$8.4M	+7%	435k	19.21	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$7.8M	-5%	48k	162.86	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.6	$7.5M	+5%	195k	38.47	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$7.5M	-4%	57k	131.37	View chart
Wal-Mart Stores (WMT)	0.6	$7.2M	+217%	120k	60.17	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.6	$7.2M	+4%	137k	52.68	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$7.1M	+3%	54k	131.24	View chart
Exxon Mobil Corporation (XOM)	0.6	$7.1M		61k	116.24	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$7.1M	+3%	253k	28.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$7.0M	+3%	18k	397.76	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.6	$7.0M	+6%	138k	50.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$6.7M	+5%	149k	45.31	View chart
Johnson & Johnson (JNJ)	0.5	$6.7M	+5%	42k	158.19	View chart
Coca-Cola Company (KO)	0.5	$6.5M	+3%	107k	61.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$6.5M		43k	150.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$6.5M		107k	60.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.5	$6.4M	+6%	113k	56.40	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$6.4M	+6%	131k	48.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$6.0M	+7%	168k	35.84	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$5.8M	+9%	176k	32.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$5.6M		74k	75.40	View chart
Lowe's Companies (LOW)	0.4	$5.4M		21k	254.73	View chart
Emerson Electric (EMR)	0.4	$5.3M	+2%	47k	113.42	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$5.2M		58k	89.29	View chart
Meta Platforms Cl A (META)	0.4	$5.2M		11k	485.57	View chart
Parker-Hannifin Corporation (PH)	0.4	$5.2M	-8%	9.3k	555.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$5.2M		12k	420.52	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$5.0M	-12%	119k	42.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$5.0M	+372%	83k	60.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$4.9M	+14%	27k	182.69	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$4.9M	+2%	61k	81.53	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.4	$4.9M	+3%	125k	39.28	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$4.9M	+4%	92k	52.87	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.9M	-2%	24k	200.30	View chart
Raytheon Technologies Corp (RTX)	0.4	$4.8M	+181%	49k	97.53	View chart
AFLAC Incorporated (AFL)	0.4	$4.7M		55k	85.86	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$4.7M	+9%	83k	56.17	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$4.6M	NEW	175k	26.00	View chart
W.W. Grainger (GWW)	0.4	$4.6M	-16%	4.5k	1017.42	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$4.5M	+2%	105k	43.04	View chart
Indexiq Etf Tr Ftse Internl Eqt (HFXI)	0.4	$4.4M	+6%	164k	26.83	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$4.4M	+3%	82k	53.25	View chart
Dover Corporation (DOV)	0.4	$4.4M	+2%	25k	177.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.3M	+7%	28k	152.26	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$4.2M	+5%	47k	89.50	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$4.2M	+4%	138k	30.67	View chart
Lpl Financial Holdings (LPLA)	0.3	$4.1M		16k	264.21	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$3.9M	+11%	99k	40.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.9M	-5%	17k	228.59	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$3.9M		61k	64.40	View chart
Nordson Corporation (NDSN)	0.3	$3.9M		14k	274.53	View chart
Consolidated Edison (ED)	0.3	$3.8M	+2%	42k	90.81	View chart
International Business Machines (IBM)	0.3	$3.8M	+81%	20k	190.96	View chart
Linde SHS (LIN)	0.3	$3.6M	+5%	7.8k	464.34	View chart
Genuine Parts Company (GPC)	0.3	$3.6M	+4%	23k	154.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.6M		22k	164.35	View chart
Chevron Corporation (CVX)	0.3	$3.4M	+3%	22k	157.74	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$3.4M	+2%	13k	260.73	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.3M	+3%	16k	208.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.2M		13k	249.87	View chart
Visa Com Cl A (V)	0.3	$3.1M	+2%	11k	279.09	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$3.1M	+3%	29k	107.60	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$3.1M	+3%	64k	48.18	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.2	$3.0M	+9%	48k	62.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.0M	+5%	59k	50.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.0M	-4%	27k	110.52	View chart
American States Water Company (AWR)	0.2	$2.9M	+6%	41k	72.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$2.9M		34k	85.65	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$2.8M	+3%	68k	42.12	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$2.8M	-5%	46k	59.62	View chart
Merck & Co (MRK)	0.2	$2.8M		21k	131.95	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.7M		47k	58.11	View chart
Boeing Company (BA)	0.2	$2.7M		14k	193.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.7M	+9%	12k	224.99	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$2.7M	+10%	58k	46.51	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$2.6M		57k	46.48	View chart
At&t (T)	0.2	$2.6M		150k	17.60	View chart
Tesla Motors (TSLA)	0.2	$2.6M	+3%	15k	175.79	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$2.5M		25k	100.81	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.5M		37k	67.86	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$2.5M	+2%	112k	22.46	View chart
Home Depot (HD)	0.2	$2.5M	-2%	6.4k	383.59	View chart
Walt Disney Company (DIS)	0.2	$2.4M		20k	122.36	View chart
Bank of America Corporation (BAC)	0.2	$2.4M		64k	37.92	View chart
Abbvie (ABBV)	0.2	$2.4M	-5%	13k	182.10	View chart
McDonald's Corporation (MCD)	0.2	$2.4M	+7%	8.5k	281.97	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$2.4M	-4%	44k	53.71	View chart
Equifax (EFX)	0.2	$2.3M		8.8k	267.52	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$2.3M		44k	52.47	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.3M	-13%	46k	50.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.3M	+5%	24k	94.41	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$2.3M		21k	109.17	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$2.2M	+5%	79k	28.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.2M	+6%	4.5k	480.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.1M	-3%	43k	50.17	View chart
Pepsi (PEP)	0.2	$2.1M	+2%	12k	175.01	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$2.1M	-2%	17k	125.96	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.0M	-22%	4.2k	481.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.0M		23k	86.48	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$2.0M		21k	93.19	View chart
Costco Wholesale Corporation (COST)	0.2	$2.0M		2.7k	732.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.0M		5.8k	337.05	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.9M	+6%	3.6k	524.41	View chart
Cisco Systems (CSCO)	0.2	$1.9M	+2%	38k	49.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$1.9M		38k	50.45	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.9M	+18%	6.9k	270.53	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.9M	+7%	51k	36.19	View chart
Altria (MO)	0.1	$1.8M	+6%	42k	43.62	View chart
Pfizer (PFE)	0.1	$1.8M	+19%	64k	27.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.8M	+8%	19k	92.72	View chart
Omega Healthcare Investors (OHI)	0.1	$1.7M	+6%	54k	31.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.7M		8.2k	210.31	View chart
Intel Corporation (INTC)	0.1	$1.7M	-5%	39k	44.17	View chart
Us Bancorp Del Com New (USB)	0.1	$1.7M	+3%	38k	44.70	View chart
Ameren Corporation (AEE)	0.1	$1.7M	+3%	23k	73.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.7M	-2%	20k	84.44	View chart
ConocoPhillips (COP)	0.1	$1.6M	-5%	13k	127.28	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$1.6M	+8%	32k	49.65	View chart
Qualcomm (QCOM)	0.1	$1.6M		9.4k	169.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.6M	-5%	38k	41.77	View chart
General Electric Com New (GE)	0.1	$1.6M	+12%	9.0k	175.54	View chart
Netflix (NFLX)	0.1	$1.6M		2.6k	607.33	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.1	$1.5M		119k	12.86	View chart
General Dynamics Corporation (GD)	0.1	$1.5M	+16%	5.4k	282.51	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.5M	+9%	251k	5.93	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.5M	-3%	9.9k	147.73	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.5M		27k	55.23	View chart
Caterpillar (CAT)	0.1	$1.5M	+13%	4.0k	366.47	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$1.4M		9.7k	145.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.4M	+9%	17k	84.09	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$1.4M	+5%	26k	53.46	View chart
salesforce (CRM)	0.1	$1.4M	-2%	4.6k	301.18	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.4M		40k	34.88	View chart
General Mills (GIS)	0.1	$1.4M		20k	69.97	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.4M	-2%	6.7k	205.09	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	+2%	12k	113.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M	-14%	7.9k	169.37	View chart
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS)	0.1	$1.3M	+5%	33k	40.61	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.3M	+13%	43k	31.15	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.3M	+16%	15k	89.90	View chart
Verizon Communications (VZ)	0.1	$1.3M	+5%	32k	41.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	+10%	6.4k	205.72	View chart
Oneok (OKE)	0.1	$1.3M		16k	80.17	View chart
CVS Caremark Corporation (CVS)	0.1	$1.3M	-5%	16k	79.76	View chart
United Parcel Service CL B (UPS)	0.1	$1.3M		8.5k	148.64	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	-13%	1.6k	777.80	View chart
Ford Motor Company (F)	0.1	$1.2M		92k	13.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.2M	-7%	16k	76.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.2M	+6%	16k	75.98	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.2M		7.6k	158.81	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M	+23%	2.6k	454.79	View chart
Deere & Company (DE)	0.1	$1.2M		2.9k	410.75	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.1	$1.2M	+7%	100k	11.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M	-3%	7.5k	155.91	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M	+15%	12k	96.71	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.1M	+3%	24k	47.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.1M	+2%	12k	93.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M		9.1k	120.99	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	+16%	6.1k	180.49	View chart
Philip Morris International (PM)	0.1	$1.1M		12k	91.62	View chart
Phillips 66 (PSX)	0.1	$1.1M		6.5k	163.33	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M	-20%	16k	65.87	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.1M		29k	36.72	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$1.1M	-2%	52k	20.34	View chart
Wp Carey (WPC)	0.1	$1.0M	+3%	19k	56.44	View chart
Shopify Cl A (SHOP)	0.1	$1.0M	+20%	14k	77.17	View chart
Enbridge (ENB)	0.1	$1.0M	+3%	29k	36.18	View chart
Wells Fargo & Company (WFC)	0.1	$1.0M		18k	57.96	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.0M	-3%	32k	31.99	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.0M		9.4k	108.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.0M	-12%	5.7k	179.11	View chart
Medtronic SHS (MDT)	0.1	$1.0M	+6%	12k	87.15	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.0M	+11%	35k	29.02	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$999k	-2%	67k	14.87	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$999k	+6%	47k	21.43	View chart
Kellogg Company (K)	0.1	$992k		17k	57.29	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$987k		13k	76.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$975k	-25%	13k	74.22	View chart
Cummins (CMI)	0.1	$974k	-21%	3.3k	294.64	View chart
Nucor Corporation (NUE)	0.1	$972k		4.9k	197.91	View chart
Bk Nova Cad (BNS)	0.1	$969k	+8%	19k	51.78	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$955k	-5%	24k	39.53	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$943k		7.5k	125.34	View chart
PNC Financial Services (PNC)	0.1	$924k	-4%	5.7k	161.59	View chart
UnitedHealth (UNH)	0.1	$923k		1.9k	494.65	View chart
Pioneer Natural Resources (PXD)	0.1	$914k		3.5k	262.50	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$914k		7.9k	114.97	View chart
Capital Southwest Corporation (CSWC)	0.1	$914k	+9%	37k	24.96	View chart
Nextera Energy (NEE)	0.1	$901k	+4%	14k	63.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$899k		11k	81.43	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$899k		35k	25.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.1	$895k	-7%	36k	24.78	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$892k	+5%	39k	22.75	View chart
Devon Energy Corporation (DVN)	0.1	$887k	+3%	18k	50.18	View chart
Union Pacific Corporation (UNP)	0.1	$886k	-9%	3.6k	245.96	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.1	$885k	-3%	56k	15.79	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$881k	-8%	18k	50.08	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$863k	-6%	22k	38.48	View chart
Vanguard World Energy Etf (VDE)	0.1	$860k	-16%	6.5k	131.69	View chart
PennantPark Investment (PNNT)	0.1	$860k	+10%	125k	6.88	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$849k		41k	20.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$848k	+6%	11k	80.63	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$842k		1.5k	556.31	View chart
Bristol Myers Squibb (BMY)	0.1	$835k	+6%	15k	54.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$820k		35k	23.57	View chart
American Express Company (AXP)	0.1	$810k		3.6k	227.67	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$807k	-7%	5.9k	136.06	View chart
3M Company (MMM)	0.1	$806k	+3%	7.6k	106.06	View chart
Commerce Bancshares (CBSH)	0.1	$802k		15k	53.20	View chart
Franklin Templeton Etf Tr Us Low Volatilit (FLLV)	0.1	$793k		15k	54.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$786k	+11%	6.0k	131.93	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$779k	+4%	15k	51.59	View chart
Diamondback Energy (FANG)	0.1	$778k		3.9k	198.16	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$777k	+2%	2.9k	270.76	View chart
Lincoln National Corporation (LNC)	0.1	$774k	+10%	24k	31.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$769k	+12%	3.3k	235.75	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$768k		15k	51.60	View chart
Broadcom (AVGO)	0.1	$761k	+3%	574.00	1325.30	View chart
Target Corporation (TGT)	0.1	$742k	-10%	4.2k	177.22	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.1	$742k		70k	10.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$732k	-5%	30k	24.34	View chart

Past Filings by Cornerstone Wealth Management

SEC 13F filings are viewable for Cornerstone Wealth Management going back to 2016

Cornerstone Wealth Management 2024 Q1 filed April 19, 2024
Cornerstone Wealth Management 2023 Q4 filed Jan. 10, 2024
Cornerstone Wealth Management 2023 Q3 filed Nov. 7, 2023
Cornerstone Wealth Management 2023 Q2 filed July 14, 2023
Cornerstone Wealth Management 2023 Q1 filed May 15, 2023
Cornerstone Wealth Management 2022 Q3 filed Oct. 14, 2022
Cornerstone Wealth Management 2022 Q2 filed Aug. 4, 2022
Cornerstone Wealth Management 2022 Q1 filed April 21, 2022
Cornerstone Wealth Management 2021 Q4 filed Feb. 14, 2022
Cornerstone Wealth Management 2021 Q3 filed Nov. 12, 2021
Cornerstone Wealth Management 2021 Q2 filed Aug. 9, 2021
Cornerstone Wealth Management 2021 Q1 filed April 30, 2021
Cornerstone Wealth Management 2020 Q4 filed Jan. 29, 2021
Cornerstone Wealth Management 2020 Q3 filed Oct. 13, 2020
Cornerstone Wealth Management 2020 Q2 filed July 16, 2020
Cornerstone Wealth Management 2020 Q1 filed May 13, 2020

View all past filings

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