Cornerstone Wealth Group
Latest statistics and disclosures from Cornerstone Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, AGG, IVV, MSFT, and represent 25.56% of Cornerstone Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: IYC (+$7.6M), NWFL, SPY, RXO, CLOI, JNJ, QQQ, IDEV, SPLG, ABNB.
- Started 41 new stock positions in NWFL, EXPE, BE, PHM, CGDV, JPST, TXUE, FCPI, BIL, APP.
- Reduced shares in these 10 stocks: NVDA (-$80M), , , JAAA, CL, IVV, VTI, IWB, ICF, PLTR.
- Sold out of its positions in CSL, CMG, CTAS, CMND, CTSH, ET, EPD, ROP, DIA, XLV. XLU, STWD, VVX.
- Cornerstone Wealth Group was a net seller of stock by $-32M.
- Cornerstone Wealth Group has $1.4B in assets under management (AUM), dropping by 14.98%.
- Central Index Key (CIK): 0001774879
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Portfolio Holdings for Cornerstone Wealth Group
Cornerstone Wealth Group holds 350 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.3 | $118M | -40% | 633k | 186.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.5 | $92M | +4% | 138k | 666.18 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.9 | $56M | 559k | 100.25 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $50M | -2% | 74k | 669.30 |
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| Microsoft Corporation (MSFT) | 3.4 | $48M | 92k | 517.95 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.4 | $35M | 1.3M | 26.34 |
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| Broadcom (AVGO) | 2.1 | $30M | 92k | 329.91 |
|
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| Ishares Tr Core Msci Intl (IDEV) | 1.8 | $25M | +14% | 317k | 80.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $24M | +2% | 39k | 612.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $23M | 96k | 243.10 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 1.6 | $23M | -2% | 63k | 365.48 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.6 | $23M | +2% | 286k | 78.41 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.4 | $20M | 312k | 65.01 |
|
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| JPMorgan Chase & Co. (JPM) | 1.4 | $19M | 61k | 315.43 |
|
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| Amazon (AMZN) | 1.4 | $19M | +2% | 88k | 219.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $19M | -5% | 59k | 328.17 |
|
| Abbvie (ABBV) | 1.1 | $16M | 68k | 231.54 |
|
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| Cummins (CMI) | 1.0 | $15M | 35k | 422.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $15M | +8% | 78k | 189.70 |
|
| Bank of America Corporation (BAC) | 1.0 | $15M | 280k | 51.59 |
|
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.0 | $14M | +3% | 312k | 46.24 |
|
| Meta Platforms Cl A (META) | 1.0 | $14M | +2% | 20k | 734.37 |
|
| Home Depot (HD) | 0.9 | $13M | 32k | 405.19 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $13M | +5% | 194k | 65.92 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.9 | $13M | +27% | 162k | 78.34 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.9 | $12M | -3% | 353k | 34.75 |
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| Pepsi (PEP) | 0.8 | $12M | +3% | 83k | 140.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $12M | +3% | 23k | 502.74 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $12M | +2% | 102k | 112.75 |
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| Williams Companies (WMB) | 0.8 | $11M | +2% | 176k | 63.35 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $11M | -2% | 38k | 281.86 |
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| Lincoln Electric Holdings (LECO) | 0.7 | $11M | 45k | 235.83 |
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| Eaton Corp SHS (ETN) | 0.7 | $10M | +2% | 28k | 374.25 |
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| Dollar General (DG) | 0.7 | $9.9M | +2% | 96k | 103.35 |
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| Eli Lilly & Co. (LLY) | 0.7 | $9.8M | 13k | 763.01 |
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $9.7M | 57k | 170.85 |
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| Visa Com Cl A (V) | 0.7 | $9.6M | +2% | 28k | 341.37 |
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| Abbott Laboratories (ABT) | 0.6 | $9.2M | 69k | 133.94 |
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| Procter & Gamble Company (PG) | 0.6 | $9.2M | 60k | 153.65 |
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| Amgen (AMGN) | 0.6 | $9.1M | +2% | 32k | 282.20 |
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| Domino's Pizza (DPZ) | 0.6 | $9.1M | 21k | 431.71 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $9.0M | +5% | 37k | 246.60 |
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| Southern Company (SO) | 0.6 | $8.9M | +3% | 94k | 94.77 |
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| Automatic Data Processing (ADP) | 0.6 | $8.9M | 30k | 293.50 |
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| Chevron Corporation (CVX) | 0.6 | $8.7M | 56k | 155.29 |
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| Uber Technologies (UBER) | 0.6 | $8.4M | +2% | 86k | 97.97 |
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| Johnson & Johnson (JNJ) | 0.6 | $8.1M | +75% | 44k | 185.42 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.6 | $8.0M | 173k | 45.99 |
|
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| Applied Materials (AMAT) | 0.5 | $7.7M | +3% | 38k | 204.74 |
|
| McDonald's Corporation (MCD) | 0.5 | $7.7M | 25k | 303.89 |
|
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| Ishares Tr Us Consum Discre (IYC) | 0.5 | $7.6M | NEW | 72k | 104.80 |
|
| Lowe's Companies (LOW) | 0.5 | $7.5M | 30k | 251.31 |
|
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| Prudential Financial (PRU) | 0.5 | $7.3M | 70k | 103.74 |
|
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| Select Sector Spdr Tr Indl (XLI) | 0.5 | $7.2M | +48% | 46k | 154.23 |
|
| Blackrock (BLK) | 0.5 | $7.2M | 6.1k | 1165.96 |
|
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| Wal-Mart Stores (WMT) | 0.5 | $7.1M | +2% | 69k | 103.06 |
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| At&t (T) | 0.5 | $7.1M | 251k | 28.24 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $6.9M | +5% | 14k | 479.61 |
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| Goldman Sachs (GS) | 0.5 | $6.8M | 8.6k | 796.32 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $6.5M | +6% | 110k | 59.20 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $6.5M | -4% | 67k | 96.55 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $6.5M | 54k | 118.83 |
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| Qualcomm (QCOM) | 0.5 | $6.4M | 39k | 166.36 |
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| Truist Financial Corp equities (TFC) | 0.5 | $6.4M | 140k | 45.72 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.4 | $6.3M | +3% | 137k | 45.67 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $6.2M | +123% | 10k | 600.39 |
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| Janus Detroit Str Tr Henderson Securi (JSI) | 0.4 | $6.2M | +3% | 118k | 52.27 |
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| M&T Bank Corporation (MTB) | 0.4 | $5.9M | +2% | 30k | 197.62 |
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| Palo Alto Networks (PANW) | 0.4 | $5.8M | +3% | 28k | 203.62 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $5.7M | 100k | 57.10 |
|
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| ConocoPhillips (COP) | 0.4 | $5.7M | 60k | 94.59 |
|
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| Costco Wholesale Corporation (COST) | 0.4 | $5.6M | 6.1k | 925.68 |
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| Citigroup Com New (C) | 0.4 | $5.6M | 55k | 101.50 |
|
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| Honeywell International (HON) | 0.4 | $5.6M | 27k | 210.50 |
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| Philip Morris International (PM) | 0.4 | $5.6M | 34k | 162.20 |
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| Altria (MO) | 0.4 | $5.6M | 84k | 66.06 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $5.2M | -2% | 36k | 145.65 |
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| Oracle Corporation (ORCL) | 0.4 | $5.0M | 18k | 281.25 |
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| Simon Property (SPG) | 0.4 | $5.0M | +2% | 27k | 187.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $5.0M | +2% | 11k | 468.42 |
|
| Servicenow (NOW) | 0.4 | $5.0M | 5.4k | 920.34 |
|
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $4.9M | -2% | 55k | 89.34 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.3 | $4.9M | +8% | 92k | 53.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.9M | +4% | 20k | 243.55 |
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| Tesla Motors (TSLA) | 0.3 | $4.8M | +3% | 11k | 444.71 |
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| FirstEnergy (FE) | 0.3 | $4.8M | +2% | 105k | 45.82 |
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| Norwood Financial Corporation (NWFL) | 0.3 | $4.7M | NEW | 184k | 25.42 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $4.3M | -7% | 156k | 27.90 |
|
| Metropcs Communications (TMUS) | 0.3 | $4.3M | +3% | 18k | 239.38 |
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| Caterpillar (CAT) | 0.3 | $4.3M | +101% | 9.0k | 477.13 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $4.2M | 33k | 128.24 |
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| Republic Services (RSG) | 0.3 | $4.2M | +3% | 18k | 229.48 |
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| Danaher Corporation (DHR) | 0.3 | $4.1M | +3% | 21k | 198.26 |
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| Genuine Parts Company (GPC) | 0.3 | $4.1M | 29k | 138.60 |
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| Cme (CME) | 0.3 | $4.1M | 15k | 270.18 |
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| Rxo Common Stock (RXO) | 0.3 | $4.0M | NEW | 262k | 15.38 |
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| Ishares Tr Select Us Reit (ICF) | 0.3 | $4.0M | -11% | 65k | 61.62 |
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| Steel Dynamics (STLD) | 0.3 | $4.0M | +2% | 29k | 139.43 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.3 | $3.8M | NEW | 72k | 53.10 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.4M | 5.9k | 568.82 |
|
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| Thornburg Etf Tr Core Plus Bd Etf (TPLS) | 0.2 | $3.4M | +23% | 131k | 25.57 |
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| Fidelity National Information Services (FIS) | 0.2 | $3.3M | 50k | 65.94 |
|
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| Allstate Corporation (ALL) | 0.2 | $2.9M | -7% | 14k | 214.65 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $2.8M | 23k | 123.75 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $2.7M | -58% | 53k | 50.78 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.2 | $2.4M | +29% | 23k | 104.51 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $2.3M | NEW | 19k | 121.42 |
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| Doubleline Etf Trust Opportunistic Co (DBND) | 0.2 | $2.2M | 46k | 46.53 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.1M | +145% | 13k | 161.79 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.1M | NEW | 39k | 53.87 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $2.0M | +42% | 36k | 55.33 |
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| Netflix (NFLX) | 0.1 | $2.0M | +5% | 1.6k | 1198.77 |
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| Nextera Energy (NEE) | 0.1 | $1.9M | -3% | 25k | 75.49 |
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| Merck & Co (MRK) | 0.1 | $1.8M | -2% | 21k | 83.93 |
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| International Business Machines (IBM) | 0.1 | $1.7M | +32% | 6.1k | 282.16 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.7M | +7% | 5.6k | 300.83 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.7M | -3% | 56k | 29.64 |
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| Nushares Etf Tr Nuveen Municipal (NUMI) | 0.1 | $1.7M | 66k | 24.93 |
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| Coca-Cola Company (KO) | 0.1 | $1.6M | -4% | 25k | 66.32 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $1.6M | +3% | 62k | 25.34 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.5M | 16k | 95.19 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | +7% | 13k | 120.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | -2% | 6.3k | 241.94 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.4M | 5.7k | 254.29 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $1.4M | +4% | 33k | 42.47 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.4M | 16k | 84.11 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $1.3M | 30k | 43.91 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | 41k | 31.91 |
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| UnitedHealth (UNH) | 0.1 | $1.3M | +59% | 3.7k | 345.33 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.1 | $1.3M | 33k | 38.97 |
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| Thornburg Etf Tr Multi Sector Bd (TMB) | 0.1 | $1.3M | +44% | 50k | 25.64 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $1.2M | -2% | 31k | 39.69 |
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| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.1 | $1.2M | 25k | 49.66 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | -29% | 6.8k | 182.43 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | -2% | 4.1k | 293.72 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $1.2M | 29k | 41.15 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.2M | +10% | 8.4k | 140.95 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $1.1M | 27k | 43.10 |
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| Deere & Company (DE) | 0.1 | $1.1M | 2.4k | 457.22 |
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| American Express Company (AXP) | 0.1 | $1.1M | +2% | 3.3k | 332.14 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | 6.4k | 167.34 |
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| Dominion Resources (D) | 0.1 | $1.0M | 17k | 61.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | 16k | 65.26 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $972k | -6% | 6.8k | 142.10 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $970k | -5% | 1.9k | 499.25 |
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| Cigna Corp (CI) | 0.1 | $956k | -2% | 3.3k | 288.21 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $934k | NEW | 18k | 50.73 |
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| Enbridge (ENB) | 0.1 | $932k | -9% | 19k | 50.46 |
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| Walt Disney Company (DIS) | 0.1 | $921k | -2% | 8.0k | 114.50 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $902k | NEW | 9.8k | 91.75 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $882k | -2% | 4.5k | 195.84 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $875k | -22% | 29k | 29.73 |
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| Cisco Systems (CSCO) | 0.1 | $874k | 13k | 68.42 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $865k | 23k | 38.36 |
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| Ge Vernova (GEV) | 0.1 | $835k | +2% | 1.4k | 614.68 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $829k | 3.5k | 236.09 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $818k | 51k | 16.01 |
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| TJX Companies (TJX) | 0.1 | $798k | 5.5k | 144.54 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $789k | 8.0k | 99.12 |
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| Morgan Stanley Com New (MS) | 0.1 | $772k | +9% | 4.9k | 158.95 |
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| Stryker Corporation (SYK) | 0.1 | $759k | -3% | 2.1k | 369.67 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $753k | 2.1k | 355.47 |
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| Amphenol Corp Cl A (APH) | 0.1 | $753k | +6% | 6.1k | 123.75 |
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| AmerisourceBergen (COR) | 0.1 | $745k | 2.4k | 312.50 |
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| Pacer Fds Tr Swan Sos Moderat (PSMR) | 0.1 | $741k | 25k | 29.26 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $738k | +4% | 17k | 42.95 |
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| Wells Fargo & Company (WFC) | 0.1 | $729k | -2% | 8.7k | 83.82 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $729k | +96% | 20k | 36.55 |
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| Verizon Communications (VZ) | 0.1 | $713k | 16k | 43.95 |
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| Phillips 66 (PSX) | 0.0 | $693k | 5.1k | 136.02 |
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| Apple Put Option (AAPL) | 0.0 | $689k | +3% | 251k | 2.75 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $687k | 10k | 68.08 |
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| salesforce (CRM) | 0.0 | $677k | +6% | 2.9k | 236.96 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $661k | -4% | 8.4k | 78.37 |
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| Intuit (INTU) | 0.0 | $651k | -7% | 954.00 | 682.60 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $624k | +4% | 2.2k | 279.24 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $621k | -5% | 14k | 45.60 |
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| AutoZone (AZO) | 0.0 | $617k | 144.00 | 4284.80 |
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| Innovator Etfs Trust Equity Defined P (ZAUG) | 0.0 | $616k | NEW | 23k | 26.46 |
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| Arista Networks Com Shs (ANET) | 0.0 | $610k | +12% | 4.2k | 145.73 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $601k | -5% | 5.0k | 119.51 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $601k | 15k | 38.90 |
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| Bristol Myers Squibb (BMY) | 0.0 | $598k | 13k | 45.10 |
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| Union Pacific Corporation (UNP) | 0.0 | $584k | -2% | 2.5k | 236.40 |
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| Innovator Etfs Trust Equity 1yr Janua (ZJAN) | 0.0 | $576k | 21k | 26.88 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $573k | +11% | 4.3k | 133.90 |
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| Colgate-Palmolive Company (CL) | 0.0 | $572k | -84% | 7.2k | 79.94 |
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| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.0 | $563k | 16k | 35.79 |
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| United Ins Hldgs (ACIC) | 0.0 | $554k | 2.9k | 191.93 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $549k | +10% | 1.6k | 352.66 |
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| McKesson Corporation (MCK) | 0.0 | $535k | 692.00 | 772.76 |
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| Maplebear (CART) | 0.0 | $526k | NEW | 14k | 36.76 |
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| Pfizer (PFE) | 0.0 | $519k | +13% | 20k | 25.48 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $507k | 4.9k | 104.30 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $503k | -8% | 12k | 42.02 |
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| Micron Technology (MU) | 0.0 | $500k | +25% | 3.0k | 167.32 |
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| Constellation Energy (CEG) | 0.0 | $498k | 1.5k | 329.10 |
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| Nortonlifelock (GEN) | 0.0 | $493k | +10% | 17k | 28.39 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $491k | +5% | 3.9k | 124.36 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $489k | 15k | 33.37 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $488k | -7% | 7.8k | 62.47 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $486k | -2% | 18k | 27.30 |
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| Horace Mann Educators Corporation (HMN) | 0.0 | $484k | 11k | 45.17 |
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| Innovator Etfs Trust Equity Defnd 1yr (ZJUN) | 0.0 | $476k | 18k | 26.48 |
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| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $471k | 17k | 28.21 |
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| Intel Corporation (INTC) | 0.0 | $471k | -33% | 14k | 33.55 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $469k | 2.3k | 203.59 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $468k | 4.3k | 107.81 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $468k | 8.1k | 57.52 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $463k | -3% | 5.5k | 84.59 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $457k | -3% | 8.6k | 53.40 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $455k | 20k | 23.28 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $441k | +16% | 11k | 42.22 |
|
| Raymond James Financial (RJF) | 0.0 | $432k | 2.5k | 172.57 |
|
|
| Capital One Financial (COF) | 0.0 | $425k | +9% | 2.0k | 212.57 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $424k | +6% | 874.00 | 485.02 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $424k | 2.3k | 183.69 |
|
|
| Iron Mountain (IRM) | 0.0 | $411k | 4.0k | 101.94 |
|
|
| Valley National Ban (VLY) | 0.0 | $407k | 38k | 10.60 |
|
|
| Dupont De Nemours (DD) | 0.0 | $400k | +7% | 5.1k | 77.90 |
|
| Rockwell Automation (ROK) | 0.0 | $400k | -5% | 1.1k | 349.58 |
|
| Yum! Brands (YUM) | 0.0 | $398k | +4% | 2.6k | 151.98 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.0 | $397k | +28% | 10k | 39.31 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $396k | +31% | 1.1k | 346.39 |
|
| Unilever Spon Adr New (UL) | 0.0 | $395k | 6.7k | 59.28 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $395k | +5% | 4.0k | 97.64 |
|
| Blackrock Etf Trust Ishares Advantag (BALI) | 0.0 | $391k | -2% | 12k | 31.74 |
|
| Monster Beverage Corp (MNST) | 0.0 | $389k | +50% | 5.8k | 67.31 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $388k | 10k | 38.57 |
|
|
| Booking Holdings (BKNG) | 0.0 | $383k | +16% | 71.00 | 5399.11 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $381k | +2% | 503.00 | 758.22 |
|
| General Dynamics Corporation (GD) | 0.0 | $377k | +13% | 1.1k | 341.05 |
|
| Linde SHS (LIN) | 0.0 | $377k | +3% | 793.00 | 474.76 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $371k | +27% | 4.9k | 75.40 |
|
| Medtronic SHS (MDT) | 0.0 | $369k | +22% | 3.9k | 95.24 |
|
| AFLAC Incorporated (AFL) | 0.0 | $365k | -3% | 3.3k | 111.71 |
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $364k | 9.4k | 38.67 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $361k | 7.9k | 45.80 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $360k | 4.1k | 88.45 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $359k | +5% | 4.0k | 89.77 |
|
| United Rentals (URI) | 0.0 | $358k | +4% | 375.00 | 953.75 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $356k | +13% | 3.7k | 95.47 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $347k | -11% | 3.1k | 111.46 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $345k | +4% | 356.00 | 968.44 |
|
| Autodesk (ADSK) | 0.0 | $340k | +62% | 1.1k | 317.58 |
|
| Boeing Company (BA) | 0.0 | $339k | +2% | 1.6k | 215.85 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $339k | 758.00 | 447.06 |
|
|
| Fiserv (FI) | 0.0 | $338k | 2.6k | 128.93 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $335k | 941.00 | 356.42 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $335k | -12% | 449.00 | 746.19 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $330k | 554.00 | 596.03 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $330k | +6% | 306.00 | 1077.58 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $324k | NEW | 3.6k | 89.13 |
|
| Zoetis Cl A (ZTS) | 0.0 | $323k | -18% | 2.2k | 146.34 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $323k | +3% | 1.5k | 215.79 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $322k | -38% | 2.2k | 148.58 |
|
| Gilead Sciences (GILD) | 0.0 | $321k | +2% | 2.9k | 111.01 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $319k | 1.6k | 194.55 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $316k | -5% | 6.0k | 53.03 |
|
| Thornburg Etf Tr Intl Equity Etf (TXUE) | 0.0 | $312k | NEW | 10k | 30.38 |
|
| Zimmer Holdings (ZBH) | 0.0 | $311k | 3.2k | 98.50 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $308k | -15% | 9.8k | 31.42 |
|
| Carrier Global Corporation (CARR) | 0.0 | $308k | 5.2k | 59.70 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $304k | -26% | 2.4k | 126.03 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.0 | $302k | 7.9k | 38.37 |
|
|
| Pulte (PHM) | 0.0 | $299k | NEW | 2.3k | 132.15 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $299k | 1.3k | 222.18 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $298k | 653.00 | 456.98 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $298k | 607.00 | 491.37 |
|
|
| Corteva (CTVA) | 0.0 | $294k | +6% | 4.4k | 67.63 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.0 | $290k | 7.2k | 40.35 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $288k | +11% | 2.4k | 122.42 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $285k | 1.2k | 235.02 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $284k | 9.8k | 28.91 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $282k | -11% | 463.00 | 609.46 |
|
| S&p Global (SPGI) | 0.0 | $281k | 577.00 | 486.59 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $280k | -5% | 2.6k | 106.51 |
|
| Paypal Holdings (PYPL) | 0.0 | $278k | +6% | 4.1k | 67.06 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $274k | +5% | 1.5k | 178.13 |
|
| Cadence Design Systems (CDNS) | 0.0 | $273k | +4% | 777.00 | 351.28 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $269k | 4.5k | 59.92 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $268k | NEW | 1.3k | 213.75 |
|
| SYSCO Corporation (SYY) | 0.0 | $265k | +6% | 3.2k | 82.35 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $263k | 10k | 25.92 |
|
|
| Hca Holdings (HCA) | 0.0 | $261k | 613.00 | 426.20 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $257k | NEW | 3.0k | 84.57 |
|
| Innovator Etfs Trust Equity Defined P (AJUL) | 0.0 | $256k | NEW | 9.0k | 28.62 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $254k | -2% | 1.3k | 201.59 |
|
| Trane Technologies SHS (TT) | 0.0 | $253k | 600.00 | 422.22 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.0 | $251k | NEW | 5.0k | 50.00 |
|
| General Mills (GIS) | 0.0 | $250k | +27% | 5.0k | 50.42 |
|
| NiSource (NI) | 0.0 | $249k | +4% | 5.7k | 43.30 |
|
| Analog Devices (ADI) | 0.0 | $245k | +13% | 998.00 | 245.68 |
|
| 3M Company (MMM) | 0.0 | $245k | +12% | 1.6k | 155.14 |
|
| Illinois Tool Works (ITW) | 0.0 | $244k | +4% | 934.00 | 260.76 |
|
| Masco Corporation (MAS) | 0.0 | $242k | NEW | 3.4k | 70.39 |
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.0 | $238k | -3% | 7.7k | 30.88 |
|
| CSX Corporation (CSX) | 0.0 | $234k | -17% | 6.6k | 35.51 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $234k | 2.8k | 84.67 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $233k | NEW | 5.5k | 42.37 |
|
| L3harris Technologies (LHX) | 0.0 | $233k | -5% | 762.00 | 305.55 |
|
| Barclays Adr (BCS) | 0.0 | $233k | 11k | 20.67 |
|
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $232k | 8.5k | 27.46 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $232k | NEW | 2.8k | 82.50 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.0 | $231k | 4.6k | 50.15 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $231k | +5% | 4.7k | 49.01 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $231k | NEW | 3.1k | 74.71 |
|
| Progressive Corporation (PGR) | 0.0 | $230k | -7% | 931.00 | 247.00 |
|
| MetLife (MET) | 0.0 | $230k | +4% | 2.8k | 82.37 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $229k | 2.2k | 101.92 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $228k | +9% | 705.00 | 323.58 |
|
| Verisign (VRSN) | 0.0 | $226k | +10% | 807.00 | 279.57 |
|
| Paychex (PAYX) | 0.0 | $224k | -9% | 1.8k | 126.77 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $222k | 452.00 | 490.90 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $222k | NEW | 1.6k | 141.73 |
|
| Skyworks Solutions (SWKS) | 0.0 | $221k | NEW | 2.9k | 76.98 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $220k | NEW | 403.00 | 546.21 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $220k | -10% | 1.9k | 118.38 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $216k | -6% | 1.0k | 213.75 |
|
| Cirrus Logic (CRUS) | 0.0 | $215k | NEW | 1.7k | 125.29 |
|
| Emerson Electric (EMR) | 0.0 | $215k | -12% | 1.6k | 131.18 |
|
| Moody's Corporation (MCO) | 0.0 | $214k | +2% | 448.00 | 476.80 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $213k | NEW | 972.00 | 219.44 |
|
| Ecolab (ECL) | 0.0 | $212k | NEW | 775.00 | 273.87 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $212k | NEW | 1.9k | 108.95 |
|
| Kinder Morgan (KMI) | 0.0 | $211k | -12% | 7.4k | 28.31 |
|
| W.W. Grainger (GWW) | 0.0 | $211k | 221.00 | 952.96 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $209k | NEW | 1.7k | 121.04 |
|
| United Parcel Service CL B (UPS) | 0.0 | $209k | -2% | 2.5k | 83.52 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $208k | NEW | 1.1k | 192.66 |
|
| Waste Management (WM) | 0.0 | $207k | -5% | 938.00 | 220.89 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $207k | NEW | 4.9k | 42.03 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $206k | NEW | 1.3k | 164.50 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $206k | NEW | 287.00 | 719.29 |
|
| Consolidated Edison (ED) | 0.0 | $206k | -5% | 2.0k | 100.53 |
|
| ConAgra Foods (CAG) | 0.0 | $206k | NEW | 11k | 18.31 |
|
| CF Industries Holdings (CF) | 0.0 | $205k | NEW | 2.3k | 89.71 |
|
| Kilroy Realty Corporation (KRC) | 0.0 | $205k | NEW | 4.8k | 42.25 |
|
| Entergy Corporation (ETR) | 0.0 | $205k | NEW | 2.2k | 93.18 |
|
| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $205k | NEW | 4.1k | 50.11 |
|
| Howmet Aerospace (HWM) | 0.0 | $204k | -11% | 1.0k | 196.23 |
|
| Shell Spon Ads (SHEL) | 0.0 | $203k | NEW | 2.8k | 71.52 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $202k | NEW | 5.2k | 39.22 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $201k | NEW | 1.8k | 109.97 |
|
| Kenvue (KVUE) | 0.0 | $183k | -6% | 11k | 16.23 |
|
| Ford Motor Company (F) | 0.0 | $169k | +2% | 14k | 11.96 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $143k | -2% | 16k | 8.90 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $143k | 11k | 12.98 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $128k | 14k | 9.50 |
|
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $127k | 13k | 10.15 |
|
Past Filings by Cornerstone Wealth Group
SEC 13F filings are viewable for Cornerstone Wealth Group going back to 2019
- Cornerstone Wealth Group 2025 Q3 filed Oct. 30, 2025
- Cornerstone Wealth Group 2025 Q2 filed July 28, 2025
- Cornerstone Wealth Group 2025 Q1 filed April 23, 2025
- Cornerstone Wealth Group 2024 Q4 filed Jan. 22, 2025
- Cornerstone Wealth Group 2024 Q3 filed Oct. 25, 2024
- Cornerstone Wealth Group 2024 Q2 filed July 24, 2024
- Cornerstone Wealth Group 2024 Q1 filed April 17, 2024
- Cornerstone Wealth Group 2023 Q4 filed Jan. 29, 2024
- Cornerstone Wealth Group 2023 Q3 filed Oct. 18, 2023
- Cornerstone Wealth Group 2023 Q2 filed Aug. 2, 2023
- Cornerstone Wealth Group 2023 Q1 filed April 25, 2023
- Cornerstone Wealth Group 2022 Q4 filed Jan. 25, 2023
- Cornerstone Wealth Group 2022 Q3 filed Oct. 19, 2022
- Cornerstone Wealth Group 2022 Q2 filed July 20, 2022
- Cornerstone Wealth Group 2022 Q1 filed April 25, 2022
- Cornerstone Wealth Group 2021 Q4 filed Jan. 25, 2022