Cornerstone Wealth Group
Latest statistics and disclosures from Cornerstone Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, NVDA, IVV, MSFT, and represent 20.46% of Cornerstone Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: AVEM (+$9.3M), MSFT (+$8.5M), VTV (+$8.2M), VUG (+$7.8M), IDEV (+$7.4M), VFLO (+$7.2M), CAIE (+$5.7M), BALI (+$5.4M), XLV, TXN.
- Started 77 new stock positions in IMAR, JANB, IWN, GTM, VFLO, PSMD, MPC, NMR, CSL, PNC.
- Reduced shares in these 10 stocks: LVHI (-$14M), DPZ (-$9.1M), IWM (-$7.9M), IEMG (-$7.8M), SPY (-$6.4M), CMI (-$6.3M), VOX (-$6.3M), BX (-$6.2M), , SPYG (-$5.7M).
- Sold out of its positions in HYT, FRA, CTSH, DPZ, EVV, EPAM, FOXA, HEI, SPMO, MUB.
- Cornerstone Wealth Group was a net buyer of stock by $48M.
- Cornerstone Wealth Group has $1.6B in assets under management (AUM), dropping by 6.24%.
- Central Index Key (CIK): 0001774879
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Portfolio Holdings for Cornerstone Wealth Group
Cornerstone Wealth Group holds 441 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 5.6 | $88M | -6% | 125k | 704.08 |
|
| Apple (AAPL) | 5.0 | $78M | +3% | 294k | 266.17 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $51M | +10% | 257k | 199.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $51M | 73k | 707.23 |
|
|
| Microsoft Corporation (MSFT) | 3.2 | $50M | +20% | 119k | 424.16 |
|
| Ishares Tr Core Msci Intl (IDEV) | 2.9 | $46M | +19% | 523k | 87.68 |
|
| Broadcom (AVGO) | 2.3 | $36M | -2% | 89k | 402.17 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.2 | $34M | -3% | 1.2M | 27.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $29M | -9% | 87k | 332.29 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.7 | $26M | +9% | 333k | 77.62 |
|
| Amazon (AMZN) | 1.6 | $25M | +8% | 101k | 249.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $25M | 38k | 647.24 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.5 | $23M | -4% | 59k | 385.88 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $22M | +9% | 64k | 347.84 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.4 | $22M | 302k | 72.76 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 1.3 | $21M | +27% | 247k | 82.87 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $19M | -4% | 59k | 313.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $18M | +5% | 184k | 99.47 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.1 | $17M | +11% | 370k | 45.91 |
|
| Cummins (CMI) | 1.0 | $16M | -28% | 25k | 639.00 |
|
| Bank of America Corporation (BAC) | 1.0 | $15M | 279k | 53.48 |
|
|
| Abbvie (ABBV) | 0.9 | $14M | 70k | 205.12 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $14M | -7% | 97k | 148.36 |
|
| Home Depot (HD) | 0.9 | $14M | 40k | 343.92 |
|
|
| Meta Platforms Cl A (META) | 0.9 | $13M | -4% | 20k | 668.84 |
|
| Williams Companies (WMB) | 0.8 | $13M | 181k | 70.43 |
|
|
| McDonald's Corporation (MCD) | 0.8 | $12M | +57% | 41k | 301.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $12M | +7% | 26k | 468.50 |
|
| Amgen (AMGN) | 0.8 | $12M | 35k | 344.86 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $12M | +16% | 53k | 226.16 |
|
| Applied Materials (AMAT) | 0.7 | $12M | -26% | 30k | 394.33 |
|
| Lincoln Electric Holdings (LECO) | 0.7 | $12M | 45k | 260.24 |
|
|
| Eaton Corp SHS (ETN) | 0.7 | $12M | 28k | 409.70 |
|
|
| Honeywell International (HON) | 0.7 | $11M | +76% | 48k | 222.22 |
|
| Altria (MO) | 0.7 | $11M | +5% | 162k | 64.65 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $11M | -7% | 68k | 154.69 |
|
| Chevron Corporation (CVX) | 0.6 | $9.9M | -7% | 53k | 185.98 |
|
| Visa Com Cl A (V) | 0.6 | $9.7M | +8% | 31k | 309.94 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.6 | $9.6M | +8% | 239k | 40.39 |
|
| Southern Company (SO) | 0.6 | $9.6M | +8% | 104k | 91.92 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $9.6M | +15% | 37k | 258.37 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $9.3M | NEW | 106k | 88.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $9.2M | +570% | 113k | 81.50 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $9.1M | -23% | 10k | 903.03 |
|
| Pepsi (PEP) | 0.6 | $9.0M | 58k | 154.92 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $8.7M | +58% | 166k | 52.43 |
|
| Wal-Mart Stores (WMT) | 0.6 | $8.6M | -5% | 67k | 129.60 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $8.5M | +3% | 135k | 63.10 |
|
| Uber Technologies (UBER) | 0.5 | $8.4M | +24% | 109k | 77.26 |
|
| Prudential Financial (PRU) | 0.5 | $8.3M | +20% | 87k | 96.45 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $8.2M | NEW | 41k | 202.97 |
|
| Citigroup Com New (C) | 0.5 | $8.1M | +11% | 62k | 131.68 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.5 | $8.1M | +134% | 138k | 58.88 |
|
| Procter & Gamble Company (PG) | 0.5 | $8.1M | -6% | 57k | 142.32 |
|
| Dollar General (DG) | 0.5 | $7.8M | -35% | 63k | 124.11 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $7.8M | -50% | 102k | 76.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $7.8M | +9% | 24k | 330.47 |
|
| Lowe's Companies (LOW) | 0.5 | $7.6M | 30k | 251.19 |
|
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.5 | $7.2M | NEW | 173k | 41.80 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $7.2M | +9% | 158k | 45.51 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.5 | $7.2M | +10% | 139k | 51.90 |
|
| At&t (T) | 0.5 | $7.1M | +6% | 274k | 25.88 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.4 | $6.9M | -12% | 40k | 171.44 |
|
| Caterpillar (CAT) | 0.4 | $6.9M | -6% | 8.6k | 800.41 |
|
| Blackrock (BLK) | 0.4 | $6.7M | +4% | 6.5k | 1042.81 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $6.7M | -7% | 132k | 51.07 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $6.7M | +5% | 6.6k | 1005.79 |
|
| Nextera Energy (NEE) | 0.4 | $6.5M | +191% | 72k | 90.60 |
|
| Goldman Sachs (GS) | 0.4 | $6.4M | -19% | 6.9k | 926.59 |
|
| Automatic Data Processing (ADP) | 0.4 | $6.4M | +2% | 32k | 202.87 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.4 | $6.4M | -28% | 122k | 52.08 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $6.2M | -8% | 46k | 135.08 |
|
| Thornburg Etf Tr Core Plus Bd Etf (TPLS) | 0.4 | $5.8M | +40% | 231k | 25.34 |
|
| Philip Morris International (PM) | 0.4 | $5.8M | +2% | 38k | 153.25 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.4 | $5.8M | +1427% | 178k | 32.35 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $5.8M | -7% | 55k | 103.98 |
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 0.4 | $5.7M | NEW | 215k | 26.59 |
|
| Qualcomm (QCOM) | 0.4 | $5.7M | -5% | 42k | 135.56 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $5.7M | +604% | 24k | 233.15 |
|
| Simon Property (SPG) | 0.4 | $5.7M | 28k | 204.76 |
|
|
| ConocoPhillips (COP) | 0.4 | $5.6M | -24% | 47k | 120.26 |
|
| Palo Alto Networks (PANW) | 0.3 | $5.4M | +8% | 31k | 174.96 |
|
| S&p Global (SPGI) | 0.3 | $5.4M | -2% | 12k | 444.68 |
|
| Rxo Common Stock (RXO) | 0.3 | $5.4M | 275k | 19.58 |
|
|
| FirstEnergy (FE) | 0.3 | $5.1M | 106k | 48.51 |
|
|
| Steel Dynamics (STLD) | 0.3 | $5.1M | -18% | 23k | 220.21 |
|
| Norwood Financial Corporation (NWFL) | 0.3 | $5.0M | -2% | 167k | 30.20 |
|
| Metropcs Communications (TMUS) | 0.3 | $5.0M | +33% | 26k | 195.39 |
|
| International Business Machines (IBM) | 0.3 | $4.9M | +204% | 19k | 255.68 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $4.9M | NEW | 34k | 145.92 |
|
| Servicenow (NOW) | 0.3 | $4.8M | +71% | 48k | 100.14 |
|
| Tesla Motors (TSLA) | 0.3 | $4.6M | +2% | 12k | 386.41 |
|
| Danaher Corporation (DHR) | 0.3 | $4.6M | +11% | 24k | 194.54 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $4.6M | -6% | 31k | 147.97 |
|
| Cme (CME) | 0.3 | $4.5M | +3% | 16k | 284.40 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $4.5M | +823% | 75k | 59.48 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.3 | $4.3M | +6% | 81k | 52.64 |
|
| Republic Services (RSG) | 0.3 | $4.2M | +8% | 21k | 205.30 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.2M | -59% | 32k | 128.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.1M | -35% | 6.4k | 644.31 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $3.8M | NEW | 69k | 55.87 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $3.8M | +1323% | 64k | 59.52 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.7M | 21k | 181.17 |
|
|
| Medtronic SHS (MDT) | 0.2 | $3.7M | +782% | 45k | 82.00 |
|
| Intuit (INTU) | 0.2 | $3.6M | +17% | 9.0k | 404.86 |
|
| Genuine Parts Company (GPC) | 0.2 | $3.6M | +5% | 32k | 115.00 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $3.5M | +28% | 70k | 50.60 |
|
| Thornburg Etf Tr Multi Sector Bd (TMB) | 0.2 | $3.5M | +94% | 138k | 25.58 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $3.4M | -13% | 106k | 32.12 |
|
| Abbott Laboratories (ABT) | 0.2 | $3.4M | -62% | 36k | 92.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $3.4M | +791% | 16k | 205.46 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.3M | +5% | 6.4k | 511.37 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $3.0M | +5% | 21k | 142.65 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $2.8M | NEW | 63k | 44.95 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.8M | -3% | 22k | 125.67 |
|
| Ishares Tr Select Us Reit (ICF) | 0.2 | $2.7M | -20% | 41k | 66.55 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.7M | 13k | 202.55 |
|
|
| Merck & Co (MRK) | 0.2 | $2.6M | +4% | 23k | 112.56 |
|
| Allstate Corporation (ALL) | 0.2 | $2.6M | -8% | 12k | 216.35 |
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 0.2 | $2.5M | +13% | 54k | 46.04 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.3M | -53% | 5.0k | 471.28 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $2.3M | +153% | 25k | 91.57 |
|
| Etf Ser Solutions Aptus April Buf (APRB) | 0.1 | $2.2M | NEW | 82k | 26.16 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $2.1M | +120% | 48k | 43.66 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.0M | 3.5k | 559.97 |
|
|
| Coca-Cola Company (KO) | 0.1 | $1.9M | +2% | 25k | 74.70 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.9M | -80% | 6.8k | 274.50 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.8M | -54% | 6.2k | 284.50 |
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| Micron Technology (MU) | 0.1 | $1.7M | +9% | 3.9k | 449.34 |
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| Netflix (NFLX) | 0.1 | $1.7M | +18% | 19k | 92.58 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.7M | +9% | 18k | 96.13 |
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| Nushares Etf Tr Nuveen Municipal (NUMI) | 0.1 | $1.6M | +5% | 65k | 25.20 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.6M | +5% | 5.6k | 286.74 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.6M | +13% | 10k | 154.35 |
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| Deere & Company (DE) | 0.1 | $1.6M | +2% | 2.7k | 587.22 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $1.6M | +6% | 62k | 25.22 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $1.5M | 33k | 44.38 |
|
|
| Ge Vernova (GEV) | 0.1 | $1.4M | +8% | 1.4k | 991.54 |
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| Cisco Systems (CSCO) | 0.1 | $1.4M | +4% | 16k | 89.70 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.4M | +152% | 45k | 30.98 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | +8% | 4.0k | 346.00 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | -12% | 11k | 126.84 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | +3% | 7.0k | 187.16 |
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.1 | $1.3M | +10% | 34k | 39.19 |
|
| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.1 | $1.3M | 25k | 52.32 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.3M | -23% | 38k | 33.67 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | -15% | 4.5k | 284.19 |
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| Progressive Corporation (PGR) | 0.1 | $1.3M | +399% | 6.0k | 207.50 |
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| Cigna Corp (CI) | 0.1 | $1.2M | 4.5k | 276.70 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $1.2M | -3% | 30k | 41.82 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.2M | -6% | 15k | 83.22 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $1.2M | -11% | 26k | 46.39 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | +3% | 2.0k | 572.03 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $1.1M | 25k | 44.92 |
|
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $1.1M | -6% | 25k | 42.89 |
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| Intel Corporation (INTC) | 0.1 | $1.1M | +9% | 16k | 66.26 |
|
| American Express Company (AXP) | 0.1 | $1.1M | +24% | 3.3k | 329.80 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | 15k | 72.92 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | +9% | 7.0k | 151.94 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | +2% | 7.2k | 145.97 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.0M | +3% | 5.4k | 189.30 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $997k | +252% | 13k | 76.65 |
|
| Dominion Resources (D) | 0.1 | $973k | -5% | 16k | 61.09 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $950k | -6% | 4.5k | 209.45 |
|
| Enbridge (ENB) | 0.1 | $923k | -2% | 18k | 51.85 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $904k | -10% | 5.9k | 152.69 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $902k | +14% | 15k | 59.39 |
|
| TJX Companies (TJX) | 0.1 | $885k | +2% | 5.6k | 159.25 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $876k | -35% | 27k | 32.33 |
|
| Walt Disney Company (DIS) | 0.1 | $867k | -2% | 8.3k | 104.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $856k | -30% | 2.0k | 429.47 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $845k | +6% | 2.3k | 368.01 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $832k | -2% | 10k | 81.81 |
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| Arista Networks Com Shs (ANET) | 0.1 | $821k | +13% | 4.7k | 172.87 |
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| Booking Holdings (BKNG) | 0.1 | $817k | +3000% | 4.3k | 190.87 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $815k | -86% | 14k | 57.50 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $814k | 8.0k | 101.64 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $806k | -7% | 4.1k | 194.44 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $805k | NEW | 3.9k | 205.37 |
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| Etf Ser Solutions Aptus Jan Buffer (JANB) | 0.1 | $802k | NEW | 31k | 26.30 |
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| Phillips 66 (PSX) | 0.1 | $799k | -3% | 5.0k | 159.37 |
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| Verizon Communications (VZ) | 0.1 | $794k | -5% | 17k | 46.27 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $792k | NEW | 16k | 50.86 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $774k | 51k | 15.05 |
|
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| Thermo Fisher Scientific (TMO) | 0.0 | $768k | +50% | 1.5k | 524.60 |
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| AmerisourceBergen (COR) | 0.0 | $760k | 2.4k | 312.35 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $749k | 17k | 44.74 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $747k | -6% | 10k | 72.76 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $741k | -20% | 18k | 41.27 |
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| Gambling Com Group Ordinary Shares (GAMB) | 0.0 | $734k | NEW | 198k | 3.71 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $715k | NEW | 8.7k | 82.37 |
|
| Wells Fargo & Company (WFC) | 0.0 | $706k | -2% | 8.7k | 81.55 |
|
| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.0 | $704k | +21% | 19k | 37.64 |
|
| salesforce (CRM) | 0.0 | $702k | +15% | 3.7k | 187.11 |
|
| Union Pacific Corporation (UNP) | 0.0 | $694k | +4% | 2.8k | 251.22 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $691k | +2% | 3.1k | 220.91 |
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| Innovator Etfs Trust Equity Dual Dire (DDFO) | 0.0 | $670k | +43% | 30k | 22.02 |
|
| Stryker Corporation (SYK) | 0.0 | $667k | -3% | 2.0k | 327.28 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $656k | 11k | 62.25 |
|
|
| Horace Mann Educators Corporation (HMN) | 0.0 | $643k | +31% | 14k | 45.27 |
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| Innovator Etfs Trust Equity Defined P (ZAUG) | 0.0 | $631k | 23k | 27.12 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $625k | -27% | 21k | 29.28 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $624k | 15k | 40.43 |
|
|
| McKesson Corporation (MCK) | 0.0 | $620k | +4% | 736.00 | 842.74 |
|
| Starbucks Corporation (SBUX) | 0.0 | $619k | +12% | 6.3k | 97.80 |
|
| Maplebear (CART) | 0.0 | $613k | 14k | 42.85 |
|
|
| Pfizer (PFE) | 0.0 | $605k | +8% | 22k | 27.31 |
|
| Kla Corp Com New (KLAC) | 0.0 | $603k | +4% | 338.00 | 1783.03 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $596k | 408.00 | 1459.58 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $594k | 2.6k | 225.87 |
|
|
| United Rentals (URI) | 0.0 | $576k | -18% | 714.00 | 806.22 |
|
| Capital One Financial (COF) | 0.0 | $569k | +31% | 2.8k | 202.46 |
|
| Rockwell Automation (ROK) | 0.0 | $568k | +3% | 1.4k | 409.94 |
|
| Western Digital (WDC) | 0.0 | $567k | 1.5k | 383.91 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $554k | +6% | 12k | 45.95 |
|
| Thornburg Etf Tr Intl Equity Etf (TXUE) | 0.0 | $553k | +53% | 16k | 33.63 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $552k | +49% | 830.00 | 665.59 |
|
| Innovator Etfs Trust Innovator Intl D (IMAR) | 0.0 | $549k | NEW | 19k | 29.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $543k | +78% | 8.0k | 67.82 |
|
| AutoZone (AZO) | 0.0 | $535k | 148.00 | 3612.45 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $529k | 7.0k | 75.27 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $529k | +80% | 2.3k | 226.17 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $523k | 4.9k | 107.65 |
|
|
| Pacer Fds Tr Swan Sos Moderat (PSMR) | 0.0 | $517k | -35% | 17k | 31.39 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UOCT) | 0.0 | $513k | 13k | 39.93 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $512k | +12% | 18k | 29.05 |
|
| CF Industries Holdings (CF) | 0.0 | $511k | NEW | 4.2k | 121.32 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $509k | 14k | 35.32 |
|
|
| Linde SHS (LIN) | 0.0 | $504k | +32% | 1.0k | 494.87 |
|
| Iron Mountain (IRM) | 0.0 | $495k | +4% | 4.2k | 117.84 |
|
| Innovator Etfs Trust Equity Defnd 1yr (ZJUN) | 0.0 | $489k | 18k | 27.25 |
|
|
| Boeing Company (BA) | 0.0 | $485k | +43% | 2.2k | 219.20 |
|
| Nucor Corporation (NUE) | 0.0 | $478k | +4% | 2.3k | 208.04 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $475k | -2% | 11k | 44.38 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $468k | +18% | 6.0k | 77.36 |
|
| General Dynamics Corporation (GD) | 0.0 | $466k | +6% | 1.4k | 325.47 |
|
| O'reilly Automotive (ORLY) | 0.0 | $464k | -2% | 4.9k | 93.81 |
|
| Analog Devices (ADI) | 0.0 | $464k | +11% | 1.2k | 375.29 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $461k | NEW | 13k | 35.33 |
|
| Yum! Brands (YUM) | 0.0 | $450k | +7% | 2.8k | 160.36 |
|
| Teradyne (TER) | 0.0 | $447k | -5% | 1.2k | 379.93 |
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $444k | 17k | 26.53 |
|
|
| Gilead Sciences (GILD) | 0.0 | $442k | +7% | 3.3k | 133.29 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $441k | 17k | 26.18 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $441k | -4% | 1.8k | 247.18 |
|
| United Ins Hldgs (ACIC) | 0.0 | $439k | 2.9k | 152.19 |
|
|
| Constellation Energy (CEG) | 0.0 | $435k | -2% | 1.6k | 277.62 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $434k | -8% | 446.00 | 973.13 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.0 | $432k | -96% | 11k | 40.38 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $428k | -37% | 5.2k | 81.84 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $426k | NEW | 3.5k | 121.60 |
|
| AFLAC Incorporated (AFL) | 0.0 | $425k | +6% | 3.7k | 115.98 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $422k | 10k | 41.88 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $422k | -12% | 3.6k | 118.53 |
|
| Dell Technologies CL C (DELL) | 0.0 | $418k | NEW | 2.0k | 212.39 |
|
| eBay (EBAY) | 0.0 | $416k | NEW | 3.9k | 105.39 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.0 | $413k | 10k | 40.90 |
|
|
| Innovator Etfs Trust Intl Dev Pwr Buf (INOV) | 0.0 | $408k | 11k | 35.78 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $405k | -6% | 896.00 | 451.52 |
|
| Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) | 0.0 | $399k | -2% | 10k | 38.84 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $396k | +32% | 2.8k | 139.72 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $392k | +2% | 4.3k | 91.96 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $391k | +733% | 3.9k | 101.02 |
|
| Valley National Ban (VLY) | 0.0 | $391k | 29k | 13.40 |
|
|
| Raymond James Financial (RJF) | 0.0 | $387k | 2.5k | 154.51 |
|
|
| L3harris Technologies (LHX) | 0.0 | $387k | +5% | 1.1k | 340.32 |
|
| M&T Bank Corporation (MTB) | 0.0 | $386k | 1.8k | 218.92 |
|
|
| Casey's General Stores (CASY) | 0.0 | $384k | -2% | 491.00 | 781.82 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $381k | +13% | 2.8k | 137.92 |
|
| Hca Holdings (HCA) | 0.0 | $379k | -3% | 803.00 | 471.44 |
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $379k | 9.4k | 40.20 |
|
|
| Innovator Etfs Trust Equity 1yr Janua (ZJAN) | 0.0 | $378k | 14k | 27.68 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $378k | 6.7k | 56.13 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $376k | +2% | 5.6k | 67.58 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $372k | +18% | 16k | 22.97 |
|
| Aon Shs Cl A (AON) | 0.0 | $364k | +12% | 1.1k | 335.17 |
|
| Howmet Aerospace (HWM) | 0.0 | $364k | +14% | 1.5k | 247.75 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $364k | +25% | 3.4k | 106.31 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $362k | +7% | 1.8k | 206.45 |
|
| FedEx Corporation (FDX) | 0.0 | $361k | +9% | 915.00 | 394.49 |
|
| Zimmer Holdings (ZBH) | 0.0 | $357k | +7% | 3.9k | 92.69 |
|
| W.W. Grainger (GWW) | 0.0 | $356k | +16% | 304.00 | 1172.48 |
|
| Innovator Etfs Trust Equity Def Protn (ZFEB) | 0.0 | $353k | NEW | 14k | 25.71 |
|
| Cirrus Logic (CRUS) | 0.0 | $352k | -3% | 2.1k | 169.77 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $352k | -10% | 5.0k | 70.22 |
|
| Corteva (CTVA) | 0.0 | $351k | +6% | 4.4k | 80.34 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $350k | +2% | 4.0k | 87.60 |
|
| Clean Harbors (CLH) | 0.0 | $348k | -11% | 1.1k | 304.82 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $348k | 3.6k | 95.55 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $348k | -3% | 1.4k | 243.13 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $347k | 7.2k | 48.09 |
|
|
| Dupont De Nemours (DD) | 0.0 | $345k | +13% | 7.4k | 46.71 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $344k | +29% | 3.2k | 109.30 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $343k | NEW | 2.5k | 134.87 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $340k | NEW | 2.8k | 119.85 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $337k | -64% | 6.7k | 50.56 |
|
| Unilever Spon Adr New (UL) | 0.0 | $336k | 5.9k | 56.96 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $334k | NEW | 4.1k | 81.87 |
|
| Expedia Group Com New (EXPE) | 0.0 | $332k | -29% | 1.2k | 273.73 |
|
| American Electric Power Company (AEP) | 0.0 | $332k | NEW | 2.5k | 131.88 |
|
| Waste Management (WM) | 0.0 | $326k | +28% | 1.5k | 223.38 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $326k | NEW | 213.00 | 1529.47 |
|
| Target | 0.0 | $324k | 2.5k | 132.11 |
|
|
| Five Below (FIVE) | 0.0 | $323k | NEW | 1.4k | 237.10 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $323k | 1.3k | 240.99 |
|
|
| Verisign (VRSN) | 0.0 | $320k | NEW | 1.2k | 269.86 |
|
| CSX Corporation (CSX) | 0.0 | $319k | +6% | 7.4k | 43.37 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $319k | 2.4k | 132.60 |
|
|
| Crown Holdings (CCK) | 0.0 | $319k | -5% | 3.1k | 103.44 |
|
| Us Bancorp Com New (USB) | 0.0 | $318k | +43% | 5.6k | 56.84 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.0 | $318k | 7.9k | 40.43 |
|
|
| Ecolab (ECL) | 0.0 | $317k | +7% | 1.2k | 270.86 |
|
| State Street Corporation (STT) | 0.0 | $316k | +10% | 2.1k | 153.57 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.0 | $314k | 7.2k | 43.80 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $314k | +15% | 1.2k | 271.16 |
|
| Chubb (CB) | 0.0 | $313k | +21% | 949.00 | 329.29 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $311k | +4% | 1.2k | 257.68 |
|
| Cadence Design Systems (CDNS) | 0.0 | $310k | +19% | 952.00 | 325.84 |
|
| Nortonlifelock (GEN) | 0.0 | $310k | -12% | 16k | 19.91 |
|
| Barclays Adr (BCS) | 0.0 | $307k | +8% | 13k | 23.41 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $304k | 534.00 | 569.75 |
|
|
| Pulte (PHM) | 0.0 | $298k | -14% | 2.3k | 128.61 |
|
| Trane Technologies SHS (TT) | 0.0 | $298k | 622.00 | 478.97 |
|
|
| Consolidated Edison (ED) | 0.0 | $295k | +12% | 2.7k | 108.19 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $293k | -6% | 697.00 | 420.70 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $292k | -3% | 477.00 | 611.09 |
|
| NiSource (NI) | 0.0 | $290k | 6.2k | 46.93 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $288k | -2% | 744.00 | 386.77 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $287k | NEW | 843.00 | 340.37 |
|
| Travel Leisure Ord (TNL) | 0.0 | $286k | +5% | 3.8k | 76.15 |
|
| Autodesk (ADSK) | 0.0 | $285k | -19% | 1.2k | 245.50 |
|
| Fiserv (FISV) | 0.0 | $285k | -10% | 4.5k | 63.26 |
|
| Curtiss-Wright (CW) | 0.0 | $284k | +3% | 394.00 | 719.51 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $283k | -22% | 6.0k | 47.60 |
|
| Keysight Technologies (KEYS) | 0.0 | $280k | NEW | 826.00 | 339.29 |
|
| Axon Enterprise (AXON) | 0.0 | $280k | NEW | 692.00 | 404.76 |
|
| Anthem (ELV) | 0.0 | $279k | NEW | 849.00 | 328.29 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $278k | -46% | 4.1k | 68.49 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $278k | +3% | 1.1k | 251.04 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $278k | NEW | 2.0k | 137.17 |
|
| Corning Incorporated (GLW) | 0.0 | $277k | NEW | 1.7k | 165.45 |
|
| Kinder Morgan (KMI) | 0.0 | $277k | +14% | 8.8k | 31.57 |
|
| Tapestry (TPR) | 0.0 | $273k | NEW | 1.8k | 150.49 |
|
| Shell Spon Ads (SHEL) | 0.0 | $272k | NEW | 3.1k | 88.66 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $271k | -20% | 9.9k | 27.36 |
|
| Entergy Corporation (ETR) | 0.0 | $271k | +2% | 2.4k | 111.26 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $270k | 2.8k | 98.03 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.0 | $269k | -5% | 2.0k | 131.35 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $268k | +4% | 602.00 | 445.76 |
|
| Immunitybio (IBRX) | 0.0 | $267k | NEW | 33k | 8.10 |
|
| Innovator Etfs Trust Equity Defined P (AJUL) | 0.0 | $266k | 9.0k | 29.63 |
|
|
| Ingredion Incorporated (INGR) | 0.0 | $266k | +5% | 2.3k | 113.20 |
|
| Ross Stores (ROST) | 0.0 | $264k | NEW | 1.2k | 225.66 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $264k | +34% | 971.00 | 271.58 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $259k | -25% | 773.00 | 334.59 |
|
| Emerson Electric (EMR) | 0.0 | $258k | -3% | 1.8k | 144.81 |
|
| Garmin SHS (GRMN) | 0.0 | $256k | NEW | 965.00 | 265.62 |
|
| Innovator Etfs Trust Equity Dual Dire (DDTD) | 0.0 | $256k | 13k | 19.61 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $255k | NEW | 5.0k | 51.10 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $254k | -91% | 1.6k | 154.47 |
|
| Prologis (PLD) | 0.0 | $254k | +6% | 1.8k | 141.88 |
|
| SLB Com Stk (SLB) | 0.0 | $254k | NEW | 4.8k | 52.77 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $253k | NEW | 1.1k | 220.40 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $253k | +3% | 1.9k | 131.15 |
|
| Valero Energy Corporation (VLO) | 0.0 | $252k | NEW | 1.1k | 233.37 |
|
| General Motors Company (GM) | 0.0 | $251k | +13% | 3.2k | 79.06 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $251k | -5% | 9.2k | 27.31 |
|
| Paypal Holdings (PYPL) | 0.0 | $251k | +36% | 4.9k | 50.88 |
|
| DTE Energy Company (DTE) | 0.0 | $251k | -2% | 1.7k | 143.46 |
|
| RBB F/m Us Treasury (TBIL) | 0.0 | $250k | 5.0k | 49.96 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $250k | +21% | 1.4k | 179.00 |
|
| Match Group (MTCH) | 0.0 | $250k | NEW | 7.0k | 35.93 |
|
| SYSCO Corporation (SYY) | 0.0 | $250k | +5% | 3.3k | 74.79 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $250k | -2% | 3.9k | 64.57 |
|
| Ssga Active Etf Tr State Street Mul (RLY) | 0.0 | $249k | 6.9k | 36.26 |
|
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $248k | 8.5k | 29.29 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $247k | +22% | 565.00 | 436.53 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $246k | +13% | 2.8k | 86.45 |
|
| Masco Corporation (MAS) | 0.0 | $246k | NEW | 3.7k | 66.77 |
|
| Illumina (ILMN) | 0.0 | $244k | -2% | 1.8k | 131.97 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $239k | 3.1k | 77.29 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $238k | NEW | 6.9k | 34.38 |
|
| Carrier Global Corporation (CARR) | 0.0 | $238k | -18% | 3.9k | 61.70 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $237k | -4% | 4.1k | 58.35 |
|
| BP Sponsored Adr (BP) | 0.0 | $236k | NEW | 5.1k | 45.91 |
|
| Paychex (PAYX) | 0.0 | $235k | NEW | 2.5k | 93.68 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $234k | NEW | 1.2k | 192.64 |
|
| Vaneck Etf Trust Durable Hgh Div (DURA) | 0.0 | $234k | NEW | 6.4k | 36.42 |
|
| Quanta Services (PWR) | 0.0 | $232k | NEW | 383.00 | 605.43 |
|
| 3M Company (MMM) | 0.0 | $231k | 1.6k | 148.48 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $230k | 1.1k | 202.29 |
|
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $228k | 2.2k | 101.39 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $228k | -7% | 494.00 | 460.96 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $227k | -5% | 480.00 | 473.52 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $227k | 5.0k | 45.53 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $226k | NEW | 602.00 | 375.67 |
|
| Zoetis Cl A (ZTS) | 0.0 | $226k | -6% | 1.9k | 118.19 |
|
| Exelon Corporation (EXC) | 0.0 | $226k | NEW | 4.9k | 46.27 |
|
| Kroger (KR) | 0.0 | $226k | NEW | 3.3k | 68.80 |
|
| Equinix (EQIX) | 0.0 | $225k | NEW | 205.00 | 1096.73 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.0 | $225k | -8% | 4.2k | 53.12 |
|
| Zions Bancorporation (ZION) | 0.0 | $224k | NEW | 3.6k | 62.02 |
|
| PNC Financial Services (PNC) | 0.0 | $224k | NEW | 981.00 | 228.00 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $223k | NEW | 1.3k | 171.80 |
|
| Boyd Gaming Corporation (BYD) | 0.0 | $223k | 2.5k | 87.40 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $220k | NEW | 1.1k | 195.83 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $219k | NEW | 997.00 | 219.81 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $219k | NEW | 5.3k | 40.98 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $219k | +3% | 486.00 | 449.52 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $218k | 1.3k | 173.66 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $217k | +8% | 291.00 | 747.15 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $217k | NEW | 649.00 | 335.00 |
|
| Citizens Financial (CFG) | 0.0 | $217k | NEW | 3.3k | 65.30 |
|
| Eversource Energy (ES) | 0.0 | $215k | 3.2k | 66.81 |
|
|
| EastGroup Properties (EGP) | 0.0 | $214k | NEW | 1.1k | 201.79 |
|
| Ringcentral Cl A (RNG) | 0.0 | $213k | NEW | 5.2k | 41.34 |
|
| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $213k | 4.1k | 52.16 |
|
|
| ON Semiconductor (ON) | 0.0 | $213k | NEW | 2.4k | 86.93 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $212k | +14% | 1.7k | 122.11 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $211k | 1.2k | 173.99 |
|
|
| Hldgs (UAL) | 0.0 | $211k | -7% | 2.2k | 97.12 |
|
| Synopsys (SNPS) | 0.0 | $208k | NEW | 444.00 | 467.45 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $207k | NEW | 1.7k | 118.82 |
|
| Etf Ser Solutions Aptus Oct Buff E (OCTB) | 0.0 | $206k | 7.9k | 26.20 |
|
|
| Jabil Circuit (JBL) | 0.0 | $206k | NEW | 618.00 | 333.68 |
|
| Carlisle Companies (CSL) | 0.0 | $205k | NEW | 574.00 | 357.81 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $205k | -96% | 1.9k | 109.82 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $204k | NEW | 2.3k | 88.04 |
|
| Sandisk Corp (SNDK) | 0.0 | $203k | NEW | 225.00 | 903.49 |
|
| Pacer Fds Tr Swan Sos Mod Jan (PSMD) | 0.0 | $202k | NEW | 6.1k | 33.27 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $202k | NEW | 3.5k | 58.20 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $201k | NEW | 3.6k | 56.56 |
|
| Essex Property Trust (ESS) | 0.0 | $200k | 792.00 | 253.05 |
|
|
| Ford Motor Company (F) | 0.0 | $191k | 15k | 12.78 |
|
|
| Kenvue (KVUE) | 0.0 | $187k | +5% | 11k | 17.30 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $178k | +21% | 14k | 12.33 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $160k | +3% | 10k | 15.52 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $137k | 16k | 8.83 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $100k | NEW | 12k | 8.23 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $86k | NEW | 10k | 8.30 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $74k | NEW | 12k | 6.21 |
|
Past Filings by Cornerstone Wealth Group
SEC 13F filings are viewable for Cornerstone Wealth Group going back to 2019
- Cornerstone Wealth Group 2026 Q1 filed April 22, 2026
- 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