Cornerstone Wealth Group
Latest statistics and disclosures from Cornerstone Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, IVV, MSFT, NVDA, and represent 21.16% of Cornerstone Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: IDEV (+$10M), AAPL (+$9.5M), BAI (+$7.3M), IWM (+$7.2M), VOX (+$6.3M), SPGI (+$6.2M), XLY (+$5.9M), XLK (+$5.1M), LRCX, INTU.
- Started 58 new stock positions in TER, NKE, BAI, VRTX, BYD, TNL, EPAM, WBD, NEM, JBHT.
- Reduced shares in these 10 stocks: NVDA (-$75M), AGG (-$39M), RSP (-$12M), ACN (-$8.6M), IYC (-$7.6M), MTB (-$5.7M), , PEP, , SPY.
- Sold out of its positions in CF, CAG, DELL, FIS, GIS, LQD, IYC, IGSB, MPC, MAS. PAYX, SHEL, XLE, XLC, SWKS, TTD, Unilever, VDC, VRSN.
- Cornerstone Wealth Group was a net seller of stock by $-36M.
- Cornerstone Wealth Group has $1.5B in assets under management (AUM), dropping by 3.13%.
- Central Index Key (CIK): 0001774879
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Portfolio Holdings for Cornerstone Wealth Group
Cornerstone Wealth Group holds 389 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.2 | $91M | -3% | 134k | 681.92 |
|
| Apple (AAPL) | 5.3 | $78M | +13% | 286k | 271.86 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $51M | 74k | 684.94 |
|
|
| Microsoft Corporation (MSFT) | 3.3 | $48M | +6% | 99k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $43M | -63% | 233k | 186.50 |
|
| Ishares Tr Core Msci Intl (IDEV) | 2.5 | $36M | +38% | 439k | 82.48 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.3 | $34M | -3% | 1.3M | 26.91 |
|
| Broadcom (AVGO) | 2.1 | $32M | 91k | 346.10 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $30M | 97k | 313.00 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $24M | 38k | 627.13 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.6 | $24M | +5% | 303k | 77.89 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.6 | $23M | -2% | 62k | 373.44 |
|
| Amazon (AMZN) | 1.5 | $22M | +6% | 93k | 230.82 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.4 | $21M | 307k | 67.13 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $20M | 62k | 322.22 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $20M | 59k | 335.27 |
|
|
| Cummins (CMI) | 1.2 | $18M | 35k | 510.44 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $17M | -68% | 174k | 99.88 |
|
| Abbvie (ABBV) | 1.1 | $16M | +3% | 70k | 228.49 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.1 | $16M | +20% | 194k | 80.22 |
|
| Bank of America Corporation (BAC) | 1.1 | $16M | 283k | 55.00 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.0 | $15M | +5% | 330k | 46.04 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $14M | +2% | 13k | 1074.69 |
|
| Meta Platforms Cl A (META) | 0.9 | $14M | +7% | 21k | 660.09 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $14M | +5% | 205k | 67.22 |
|
| Home Depot (HD) | 0.9 | $13M | +20% | 39k | 344.10 |
|
| Dollar General (DG) | 0.9 | $13M | 98k | 132.77 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.9 | $13M | 353k | 36.82 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $13M | +2% | 104k | 120.34 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $13M | +42% | 81k | 154.14 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $12M | +6% | 24k | 502.65 |
|
| Abbott Laboratories (ABT) | 0.8 | $12M | +40% | 96k | 125.29 |
|
| Amgen (AMGN) | 0.8 | $11M | +7% | 35k | 327.31 |
|
| Williams Companies (WMB) | 0.7 | $11M | 179k | 60.11 |
|
|
| Lincoln Electric Holdings (LECO) | 0.7 | $11M | 45k | 239.64 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $11M | +92% | 74k | 143.97 |
|
| Applied Materials (AMAT) | 0.7 | $10M | +6% | 40k | 256.99 |
|
| Visa Com Cl A (V) | 0.7 | $10M | +3% | 29k | 350.71 |
|
| Johnson & Johnson (JNJ) | 0.6 | $9.3M | +2% | 45k | 206.95 |
|
| Domino's Pizza (DPZ) | 0.6 | $9.1M | +2% | 22k | 416.81 |
|
| Eaton Corp SHS (ETN) | 0.6 | $8.9M | 28k | 318.51 |
|
|
| Altria (MO) | 0.6 | $8.8M | +81% | 153k | 57.66 |
|
| Procter & Gamble Company (PG) | 0.6 | $8.8M | +2% | 61k | 143.31 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $8.7M | +466% | 36k | 246.16 |
|
| Chevron Corporation (CVX) | 0.6 | $8.7M | +2% | 57k | 152.41 |
|
| Southern Company (SO) | 0.6 | $8.4M | 96k | 87.20 |
|
|
| Pepsi (PEP) | 0.6 | $8.2M | -30% | 57k | 143.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $8.2M | +16% | 17k | 487.87 |
|
| Prudential Financial (PRU) | 0.6 | $8.1M | +2% | 72k | 112.88 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.5 | $8.0M | 171k | 46.71 |
|
|
| Automatic Data Processing (ADP) | 0.5 | $7.9M | +2% | 31k | 257.23 |
|
| McDonald's Corporation (MCD) | 0.5 | $7.9M | +2% | 26k | 305.63 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $7.9M | +18% | 130k | 60.81 |
|
| Wal-Mart Stores (WMT) | 0.5 | $7.8M | +2% | 70k | 111.41 |
|
| Qualcomm (QCOM) | 0.5 | $7.6M | +14% | 44k | 171.05 |
|
| Goldman Sachs (GS) | 0.5 | $7.6M | 8.6k | 878.97 |
|
|
| Lowe's Companies (LOW) | 0.5 | $7.4M | +3% | 31k | 241.16 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.5 | $7.3M | NEW | 220k | 33.30 |
|
| Uber Technologies (UBER) | 0.5 | $7.1M | 87k | 81.71 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.5 | $7.1M | 46k | 155.12 |
|
|
| Truist Financial Corp equities (TFC) | 0.5 | $7.0M | 142k | 49.21 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.7M | +7% | 22k | 313.80 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $6.6M | +5% | 145k | 45.69 |
|
| Blackrock (BLK) | 0.4 | $6.6M | 6.2k | 1070.40 |
|
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.4 | $6.5M | +6% | 125k | 52.06 |
|
| S&p Global (SPGI) | 0.4 | $6.5M | +2052% | 12k | 522.58 |
|
| Citigroup Com New (C) | 0.4 | $6.5M | 55k | 116.69 |
|
|
| At&t (T) | 0.4 | $6.4M | +2% | 257k | 24.84 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.4 | $6.3M | NEW | 33k | 193.63 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $6.1M | -3% | 10k | 614.29 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $6.1M | +5% | 106k | 57.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $6.0M | -7% | 50k | 120.18 |
|
| Philip Morris International (PM) | 0.4 | $5.9M | +7% | 37k | 160.40 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $5.9M | NEW | 50k | 119.41 |
|
| ConocoPhillips (COP) | 0.4 | $5.8M | +2% | 62k | 93.61 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $5.8M | -10% | 60k | 96.27 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $5.7M | +132% | 54k | 106.70 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.4 | $5.5M | +12% | 104k | 52.77 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $5.5M | +648% | 32k | 171.18 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $5.4M | +3% | 6.2k | 862.32 |
|
| Honeywell International (HON) | 0.4 | $5.3M | +2% | 27k | 195.09 |
|
| Tesla Motors (TSLA) | 0.4 | $5.3M | +8% | 12k | 449.71 |
|
| Palo Alto Networks (PANW) | 0.4 | $5.3M | 29k | 184.20 |
|
|
| Caterpillar (CAT) | 0.4 | $5.2M | 9.2k | 572.88 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $5.1M | 11k | 473.31 |
|
|
| Simon Property (SPG) | 0.3 | $5.1M | +2% | 28k | 185.11 |
|
| Intuit (INTU) | 0.3 | $5.1M | +701% | 7.6k | 662.46 |
|
| Danaher Corporation (DHR) | 0.3 | $4.9M | +3% | 21k | 228.92 |
|
| Steel Dynamics (STLD) | 0.3 | $4.8M | 28k | 169.45 |
|
|
| Norwood Financial Corporation (NWFL) | 0.3 | $4.8M | -7% | 171k | 28.05 |
|
| FirstEnergy (FE) | 0.3 | $4.8M | 107k | 44.77 |
|
|
| Novartis Sponsored Adr (NVS) | 0.3 | $4.6M | 33k | 137.87 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $4.6M | +116% | 83k | 54.77 |
|
| Servicenow (NOW) | 0.3 | $4.3M | +416% | 28k | 153.19 |
|
| Thornburg Etf Tr Core Plus Bd Etf (TPLS) | 0.3 | $4.2M | +24% | 164k | 25.46 |
|
| Cme (CME) | 0.3 | $4.2M | 15k | 273.07 |
|
|
| Republic Services (RSG) | 0.3 | $4.0M | +4% | 19k | 211.93 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.3 | $4.0M | +5% | 76k | 52.81 |
|
| Oracle Corporation (ORCL) | 0.3 | $4.0M | +14% | 21k | 194.91 |
|
| Metropcs Communications (TMUS) | 0.3 | $3.9M | +6% | 19k | 203.04 |
|
| Genuine Parts Company (GPC) | 0.3 | $3.7M | +2% | 30k | 122.96 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.5M | +3% | 6.1k | 570.88 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $3.5M | -21% | 122k | 28.48 |
|
| Rxo Common Stock (RXO) | 0.2 | $3.5M | +5% | 275k | 12.64 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $3.3M | +65% | 59k | 56.81 |
|
| Ishares Tr Select Us Reit (ICF) | 0.2 | $3.1M | -21% | 51k | 59.67 |
|
| Advanced Micro Devices (AMD) | 0.2 | $2.9M | +4% | 14k | 214.16 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $2.8M | +3% | 55k | 50.58 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $2.7M | -48% | 19k | 148.69 |
|
| Allstate Corporation (ALL) | 0.2 | $2.7M | -3% | 13k | 208.15 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.7M | 23k | 117.21 |
|
|
| Airbnb Com Cl A (ABNB) | 0.2 | $2.7M | +2% | 20k | 135.72 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.5M | -82% | 13k | 191.55 |
|
| Merck & Co (MRK) | 0.2 | $2.4M | +6% | 22k | 105.26 |
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 0.2 | $2.2M | +3% | 48k | 46.36 |
|
| Nextera Energy (NEE) | 0.1 | $2.0M | 25k | 80.28 |
|
|
| International Business Machines (IBM) | 0.1 | $1.9M | +3% | 6.3k | 296.19 |
|
| Thornburg Etf Tr Multi Sector Bd (TMB) | 0.1 | $1.8M | +42% | 71k | 25.58 |
|
| Coca-Cola Company (KO) | 0.1 | $1.7M | -2% | 24k | 69.91 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.6M | -6% | 5.3k | 308.05 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.6M | +2% | 17k | 96.28 |
|
| Nushares Etf Tr Nuveen Municipal (NUMI) | 0.1 | $1.5M | -7% | 62k | 25.09 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | -2% | 12k | 123.26 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.5M | -11% | 50k | 30.07 |
|
| Netflix (NFLX) | 0.1 | $1.5M | +866% | 16k | 93.76 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $1.5M | -7% | 58k | 25.21 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $1.4M | 33k | 43.25 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.4M | -6% | 5.3k | 257.93 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.4M | +2% | 42k | 32.62 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.3M | -4% | 16k | 83.75 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $1.3M | -4% | 29k | 44.94 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.3M | +6% | 8.9k | 143.52 |
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| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.1 | $1.3M | 25k | 50.76 |
|
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $1.3M | 31k | 40.72 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | +6% | 6.8k | 183.39 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | +4% | 7.0k | 177.76 |
|
| Cigna Corp (CI) | 0.1 | $1.2M | +36% | 4.5k | 275.20 |
|
| Deere & Company (DE) | 0.1 | $1.2M | +8% | 2.6k | 465.63 |
|
| UnitedHealth (UNH) | 0.1 | $1.2M | -2% | 3.7k | 330.13 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -87% | 4.5k | 268.28 |
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.1 | $1.2M | -7% | 30k | 39.11 |
|
| Cisco Systems (CSCO) | 0.1 | $1.1M | +16% | 15k | 77.03 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $1.1M | -5% | 27k | 41.88 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | +34% | 2.8k | 396.35 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $1.1M | -3% | 25k | 43.92 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | -10% | 3.7k | 290.21 |
|
| Micron Technology (MU) | 0.1 | $1.0M | +18% | 3.5k | 285.37 |
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| Dominion Resources (D) | 0.1 | $987k | 17k | 58.59 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $978k | -5% | 15k | 66.00 |
|
| American Express Company (AXP) | 0.1 | $976k | -18% | 2.6k | 369.89 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $973k | +8% | 4.9k | 199.66 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $970k | 3.5k | 275.42 |
|
|
| Walt Disney Company (DIS) | 0.1 | $966k | +5% | 8.5k | 113.77 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $953k | NEW | 15k | 65.51 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $945k | 19k | 50.59 |
|
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| Lockheed Martin Corporation (LMT) | 0.1 | $939k | 1.9k | 483.69 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $934k | -3% | 6.6k | 141.14 |
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| Morgan Stanley Com New (MS) | 0.1 | $930k | +7% | 5.2k | 177.53 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $899k | 9.8k | 91.38 |
|
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $883k | 23k | 39.12 |
|
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| Enbridge (ENB) | 0.1 | $877k | 18k | 47.83 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $866k | 52k | 16.74 |
|
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $866k | 30k | 29.36 |
|
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| Ge Vernova (GEV) | 0.1 | $864k | -2% | 1.3k | 653.72 |
|
| salesforce (CRM) | 0.1 | $861k | +13% | 3.3k | 264.93 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $861k | +4% | 6.4k | 135.14 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $850k | +8% | 22k | 39.45 |
|
| TJX Companies (TJX) | 0.1 | $830k | -2% | 5.4k | 153.61 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $829k | 8.0k | 103.57 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $828k | +2% | 8.9k | 93.20 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $821k | +45% | 10k | 79.02 |
|
| AmerisourceBergen (COR) | 0.1 | $809k | 2.4k | 337.74 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $765k | +9% | 11k | 69.42 |
|
| Pacer Fds Tr Swan Sos Moderat (PSMR) | 0.1 | $755k | 25k | 29.80 |
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|
| Stryker Corporation (SYK) | 0.1 | $744k | +3% | 2.1k | 351.47 |
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| Verizon Communications (VZ) | 0.1 | $742k | +12% | 18k | 40.73 |
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| Booking Holdings (BKNG) | 0.1 | $738k | +94% | 138.00 | 5344.81 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $736k | 17k | 43.72 |
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| Bristol Myers Squibb (BMY) | 0.0 | $713k | 13k | 53.94 |
|
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| United Rentals (URI) | 0.0 | $707k | +132% | 873.00 | 809.70 |
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| Phillips 66 (PSX) | 0.0 | $667k | 5.2k | 129.05 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $656k | -3% | 2.2k | 303.84 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $653k | +19% | 1.9k | 350.05 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $651k | 8.4k | 77.68 |
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| Maplebear (CART) | 0.0 | $644k | 14k | 44.98 |
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| Innovator Etfs Trust Equity Defined P (ZAUG) | 0.0 | $622k | 23k | 26.71 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $611k | 15k | 39.59 |
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| Union Pacific Corporation (UNP) | 0.0 | $609k | +6% | 2.6k | 231.30 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $601k | +50% | 3.5k | 173.51 |
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| McKesson Corporation (MCK) | 0.0 | $580k | +2% | 706.00 | 820.84 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $575k | +22% | 11k | 54.71 |
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| Constellation Energy (CEG) | 0.0 | $570k | +6% | 1.6k | 353.37 |
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| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.0 | $568k | 15k | 36.79 |
|
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| Thermo Fisher Scientific (TMO) | 0.0 | $563k | +11% | 971.00 | 579.32 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $560k | +15% | 2.7k | 210.34 |
|
| United Ins Hldgs (ACIC) | 0.0 | $553k | 2.9k | 191.69 |
|
|
| Intel Corporation (INTC) | 0.0 | $552k | +6% | 15k | 36.90 |
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| Arista Networks Com Shs (ANET) | 0.0 | $547k | 4.2k | 131.02 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $545k | +26% | 962.00 | 566.51 |
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| Monster Beverage Corp (MNST) | 0.0 | $541k | +22% | 7.1k | 76.67 |
|
| Rockwell Automation (ROK) | 0.0 | $519k | +16% | 1.3k | 388.97 |
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| Capital One Financial (COF) | 0.0 | $519k | +7% | 2.1k | 242.40 |
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| Pfizer (PFE) | 0.0 | $510k | 21k | 24.90 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $506k | 4.9k | 104.04 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $503k | +8% | 11k | 44.34 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UOCT) | 0.0 | $502k | NEW | 13k | 39.04 |
|
| Horace Mann Educators Corporation (HMN) | 0.0 | $498k | 11k | 46.18 |
|
|
| AutoZone (AZO) | 0.0 | $495k | 146.00 | 3392.37 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $492k | +38% | 7.6k | 64.42 |
|
| Expedia Group Com New (EXPE) | 0.0 | $487k | +37% | 1.7k | 283.26 |
|
| Medtronic SHS (MDT) | 0.0 | $487k | +30% | 5.1k | 96.06 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $486k | -19% | 4.1k | 119.35 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $486k | 18k | 27.43 |
|
|
| Nortonlifelock (GEN) | 0.0 | $486k | +2% | 18k | 27.19 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $482k | 8.1k | 59.28 |
|
|
| Innovator Etfs Trust Equity Defnd 1yr (ZJUN) | 0.0 | $482k | 18k | 26.84 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $480k | 15k | 32.75 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $476k | -8% | 11k | 43.38 |
|
| Starbucks Corporation (SBUX) | 0.0 | $474k | +3% | 5.6k | 84.21 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $470k | +60% | 16k | 29.89 |
|
| O'reilly Automotive (ORLY) | 0.0 | $462k | +16% | 5.1k | 91.21 |
|
| Innovator Etfs Trust Equity Dual Dire (DDFO) | 0.0 | $458k | NEW | 21k | 21.62 |
|
| General Dynamics Corporation (GD) | 0.0 | $453k | +21% | 1.3k | 336.54 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $430k | +12% | 402.00 | 1070.27 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $430k | +11% | 4.5k | 95.35 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $427k | -3% | 485.00 | 879.85 |
|
| Autodesk (ADSK) | 0.0 | $426k | +34% | 1.4k | 295.93 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $416k | +11% | 4.2k | 99.91 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $409k | -12% | 17k | 24.04 |
|
| Raymond James Financial (RJF) | 0.0 | $409k | 2.5k | 160.56 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $406k | +4% | 5.1k | 79.36 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.0 | $403k | 10k | 39.92 |
|
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $402k | 17k | 24.03 |
|
|
| Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) | 0.0 | $401k | NEW | 11k | 38.06 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $399k | 10k | 39.59 |
|
|
| Yum! Brands (YUM) | 0.0 | $395k | 2.6k | 151.26 |
|
|
| Innovator Etfs Trust Intl Dev Pwr Buf (INOV) | 0.0 | $393k | NEW | 11k | 34.54 |
|
| Unilever Spon Adr New (UL) | 0.0 | $393k | NEW | 6.0k | 65.40 |
|
| Kla Corp Com New (KLAC) | 0.0 | $391k | +5% | 322.00 | 1214.84 |
|
| Hca Holdings (HCA) | 0.0 | $390k | +36% | 836.00 | 466.67 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $389k | NEW | 5.6k | 69.40 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $382k | +27% | 13k | 30.54 |
|
| AFLAC Incorporated (AFL) | 0.0 | $381k | +5% | 3.5k | 110.26 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $378k | -4% | 3.9k | 97.13 |
|
| Gilead Sciences (GILD) | 0.0 | $378k | +6% | 3.1k | 122.73 |
|
| Innovator Etfs Trust Equity 1yr Janua (ZJAN) | 0.0 | $374k | -36% | 14k | 27.36 |
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $370k | 9.4k | 39.33 |
|
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.0 | $370k | -5% | 12k | 31.68 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $363k | +11% | 1.8k | 198.67 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $361k | -14% | 6.7k | 53.83 |
|
| Nucor Corporation (NUE) | 0.0 | $360k | NEW | 2.2k | 163.08 |
|
| M&T Bank Corporation (MTB) | 0.0 | $358k | -94% | 1.8k | 201.53 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $355k | -43% | 7.7k | 46.43 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $350k | +3% | 465.00 | 753.29 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $344k | +77% | 510.00 | 674.33 |
|
| Valley National Ban (VLY) | 0.0 | $341k | -23% | 29k | 11.68 |
|
| Aon Shs Cl A (AON) | 0.0 | $339k | +2% | 962.00 | 352.80 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $339k | -8% | 7.2k | 47.02 |
|
| Fiserv (FI) | 0.0 | $337k | +91% | 5.0k | 67.17 |
|
| Thornburg Etf Tr Intl Equity Etf (TXUE) | 0.0 | $337k | +4% | 11k | 31.35 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $336k | +51% | 1.5k | 227.56 |
|
| Boeing Company (BA) | 0.0 | $335k | 1.5k | 217.13 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $334k | 554.00 | 603.28 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $334k | -9% | 1.0k | 323.96 |
|
| Crown Holdings (CCK) | 0.0 | $334k | NEW | 3.2k | 102.97 |
|
| Iron Mountain (IRM) | 0.0 | $333k | 4.0k | 82.95 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $333k | 3.6k | 91.41 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $332k | +37% | 3.8k | 86.29 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $329k | +34% | 544.00 | 605.22 |
|
| Linde SHS (LIN) | 0.0 | $328k | -3% | 769.00 | 426.38 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $324k | -18% | 3.2k | 100.88 |
|
| Zimmer Holdings (ZBH) | 0.0 | $322k | +13% | 3.6k | 89.92 |
|
| Pulte (PHM) | 0.0 | $319k | +20% | 2.7k | 117.28 |
|
| L3harris Technologies (LHX) | 0.0 | $315k | +40% | 1.1k | 293.51 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.0 | $312k | 7.9k | 39.64 |
|
|
| Genpact SHS (G) | 0.0 | $310k | NEW | 6.6k | 46.78 |
|
| Barclays Adr (BCS) | 0.0 | $307k | +7% | 12k | 25.45 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $303k | +6% | 1.6k | 185.63 |
|
| Clean Harbors (CLH) | 0.0 | $303k | NEW | 1.3k | 234.48 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $302k | 1.3k | 224.68 |
|
|
| Analog Devices (ADI) | 0.0 | $301k | +11% | 1.1k | 271.20 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $298k | -14% | 1.9k | 160.93 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.0 | $297k | 7.2k | 41.42 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $294k | +2% | 2.4k | 121.59 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $290k | +6% | 4.2k | 68.36 |
|
| Ecolab (ECL) | 0.0 | $286k | +40% | 1.1k | 262.55 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $284k | -13% | 1.3k | 219.78 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $283k | +7% | 496.00 | 569.72 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $281k | +24% | 2.4k | 116.11 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $281k | NEW | 9.7k | 28.82 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $280k | 4.5k | 62.47 |
|
|
| Casey's General Stores (CASY) | 0.0 | $279k | NEW | 504.00 | 552.71 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $276k | +5% | 5.4k | 50.79 |
|
| Corteva (CTVA) | 0.0 | $275k | -5% | 4.1k | 67.02 |
|
| Progressive Corporation (PGR) | 0.0 | $275k | +29% | 1.2k | 227.70 |
|
| United Parcel Service CL B (UPS) | 0.0 | $271k | +9% | 2.7k | 99.19 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $269k | NEW | 761.00 | 353.61 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $265k | -5% | 2.5k | 107.10 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $264k | 3.0k | 86.89 |
|
|
| W.W. Grainger (GWW) | 0.0 | $263k | +17% | 260.00 | 1010.51 |
|
| Howmet Aerospace (HWM) | 0.0 | $262k | +23% | 1.3k | 204.97 |
|
| Hldgs (UAL) | 0.0 | $262k | NEW | 2.3k | 111.81 |
|
| Dupont De Nemours (DD) | 0.0 | $262k | +26% | 6.5k | 40.20 |
|
| Ameriprise Financial (AMP) | 0.0 | $261k | -12% | 532.00 | 490.21 |
|
| Innovator Etfs Trust Equity Defined P (AJUL) | 0.0 | $261k | 9.0k | 29.07 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $258k | -7% | 2.0k | 125.83 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $256k | +17% | 2.1k | 119.75 |
|
| NiSource (NI) | 0.0 | $255k | +6% | 6.1k | 41.76 |
|
| Cirrus Logic (CRUS) | 0.0 | $255k | +25% | 2.1k | 118.50 |
|
| Epam Systems (EPAM) | 0.0 | $253k | NEW | 1.2k | 204.88 |
|
| Western Digital (WDC) | 0.0 | $253k | NEW | 1.5k | 172.23 |
|
| CSX Corporation (CSX) | 0.0 | $251k | +5% | 6.9k | 36.25 |
|
| Carrier Global Corporation (CARR) | 0.0 | $251k | -8% | 4.7k | 52.84 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $251k | NEW | 3.0k | 83.00 |
|
| Travel Leisure Ord (TNL) | 0.0 | $250k | NEW | 3.5k | 70.53 |
|
| Innovator Etfs Trust Equity Dual Dire (DDTD) | 0.0 | $250k | NEW | 13k | 19.14 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.0 | $250k | 5.0k | 49.88 |
|
|
| Waste Management (WM) | 0.0 | $250k | +21% | 1.1k | 219.74 |
|
| Cadence Design Systems (CDNS) | 0.0 | $250k | +2% | 799.00 | 312.47 |
|
| Illumina (ILMN) | 0.0 | $249k | NEW | 1.9k | 131.15 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $248k | NEW | 3.4k | 73.07 |
|
| Illinois Tool Works (ITW) | 0.0 | $248k | +7% | 1.0k | 246.35 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $248k | 2.8k | 90.00 |
|
|
| 3M Company (MMM) | 0.0 | $247k | -2% | 1.5k | 160.13 |
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $247k | NEW | 1.1k | 218.02 |
|
| Trane Technologies SHS (TT) | 0.0 | $246k | +5% | 632.00 | 389.38 |
|
| Emerson Electric (EMR) | 0.0 | $245k | +12% | 1.8k | 132.74 |
|
| Chubb (CB) | 0.0 | $244k | NEW | 783.00 | 312.12 |
|
| Ingredion Incorporated (INGR) | 0.0 | $244k | NEW | 2.2k | 110.26 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $243k | NEW | 2.4k | 99.87 |
|
| Teradyne (TER) | 0.0 | $242k | NEW | 1.3k | 193.56 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $241k | -2% | 2.3k | 102.78 |
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $241k | 8.5k | 28.52 |
|
|
| State Street Corporation (STT) | 0.0 | $241k | NEW | 1.9k | 129.01 |
|
| FedEx Corporation (FDX) | 0.0 | $241k | NEW | 832.00 | 289.03 |
|
| Consolidated Edison (ED) | 0.0 | $240k | +18% | 2.4k | 99.34 |
|
| Target | 0.0 | $239k | NEW | 2.4k | 97.76 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.0 | $239k | 4.6k | 51.75 |
|
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $234k | 3.1k | 75.58 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $233k | 3.2k | 73.69 |
|
|
| Kilroy Realty Corporation (KRC) | 0.0 | $233k | +28% | 6.2k | 37.37 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $233k | NEW | 4.0k | 58.62 |
|
| MetLife (MET) | 0.0 | $231k | +5% | 2.9k | 78.94 |
|
| Nike CL B (NKE) | 0.0 | $231k | NEW | 3.6k | 63.71 |
|
| Moody's Corporation (MCO) | 0.0 | $230k | 451.00 | 510.70 |
|
|
| DTE Energy Company (DTE) | 0.0 | $230k | NEW | 1.8k | 129.01 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $228k | 2.2k | 101.57 |
|
|
| General Motors Company (GM) | 0.0 | $227k | NEW | 2.8k | 81.33 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $225k | NEW | 748.00 | 301.15 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $224k | -5% | 1.2k | 194.42 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $223k | NEW | 14k | 16.31 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $221k | -11% | 576.00 | 383.40 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $220k | +3% | 469.00 | 468.83 |
|
| Ssga Active Etf Tr State Street Mul (RLY) | 0.0 | $219k | -9% | 7.0k | 31.45 |
|
| Entergy Corporation (ETR) | 0.0 | $219k | +7% | 2.4k | 92.41 |
|
| Eversource Energy (ES) | 0.0 | $218k | NEW | 3.2k | 67.32 |
|
| Boyd Gaming Corporation (BYD) | 0.0 | $217k | NEW | 2.5k | 85.24 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $217k | 5.0k | 43.64 |
|
|
| Prologis (PLD) | 0.0 | $214k | NEW | 1.7k | 127.69 |
|
| Marsh & McLennan Companies | 0.0 | $213k | -8% | 1.1k | 185.51 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $213k | NEW | 2.5k | 84.84 |
|
| Allison Transmission Hldngs I (ALSN) | 0.0 | $212k | NEW | 2.2k | 97.92 |
|
| Paypal Holdings (PYPL) | 0.0 | $211k | -12% | 3.6k | 58.39 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $211k | 1.3k | 167.90 |
|
|
| Curtiss-Wright (CW) | 0.0 | $210k | NEW | 381.00 | 551.27 |
|
| Kinder Morgan (KMI) | 0.0 | $210k | +2% | 7.6k | 27.49 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $210k | NEW | 463.00 | 453.27 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $210k | NEW | 819.00 | 255.91 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $209k | NEW | 1.1k | 194.30 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $208k | NEW | 3.9k | 53.35 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $207k | NEW | 268.00 | 771.97 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $207k | 1.7k | 119.31 |
|
|
| Essex Property Trust (ESS) | 0.0 | $207k | NEW | 790.00 | 261.56 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $206k | NEW | 1.5k | 136.10 |
|
| Williams-Sonoma (WSM) | 0.0 | $205k | NEW | 1.1k | 178.60 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $205k | NEW | 1.2k | 168.77 |
|
| Synchrony Financial (SYF) | 0.0 | $203k | NEW | 2.4k | 83.44 |
|
| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $202k | 4.1k | 49.48 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $202k | +2% | 724.00 | 278.95 |
|
| Etf Ser Solutions Aptus Oct Buff E (OCTB) | 0.0 | $201k | NEW | 7.9k | 25.55 |
|
| HEICO Corporation (HEI) | 0.0 | $201k | NEW | 620.00 | 323.59 |
|
| Ford Motor Company (F) | 0.0 | $199k | +7% | 15k | 13.12 |
|
| Kenvue (KVUE) | 0.0 | $176k | -9% | 10k | 17.25 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $171k | 10k | 17.10 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $171k | +42% | 19k | 8.90 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $142k | -2% | 16k | 9.03 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $140k | NEW | 12k | 11.73 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $129k | 11k | 11.78 |
|
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $124k | 13k | 9.91 |
|
Past Filings by Cornerstone Wealth Group
SEC 13F filings are viewable for Cornerstone Wealth Group going back to 2019
- Cornerstone Wealth Group 2025 Q4 filed Jan. 26, 2026
- 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