Cornerstone Wealth Group
Latest statistics and disclosures from Cornerstone Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AGG, SPY, IVV, AAPL, and represent 34.34% of Cornerstone Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$156M), SCHX (+$29M), VOO (+$17M), XLI (+$13M), AAPL (+$13M), LECO (+$12M), HD (+$9.5M), XLY (+$8.7M), IWB (+$8.6M), DEM (+$7.8M).
- Started 106 new stock positions in RSP, DVY, ADP, XLG, SCHF, VO, IYW, TXN, BX, LMT.
- Reduced shares in these 10 stocks: , XLV, BA, , XLP, GILD, , ETN, REGN, LLY.
- Sold out of its positions in Biosig Tech, BA, GILD, HES, EWJ, XLU, MMM.
- Cornerstone Wealth Group was a net buyer of stock by $408M.
- Cornerstone Wealth Group has $1.2B in assets under management (AUM), dropping by 65.78%.
- Central Index Key (CIK): 0001774879
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Portfolio Holdings for Cornerstone Wealth Group
Cornerstone Wealth Group holds 244 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.6 | $169M | +1219% | 187k | 903.56 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.7 | $78M | +2% | 793k | 97.94 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.3 | $73M | 139k | 523.07 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $40M | 76k | 525.73 |
|
|
| Apple (AAPL) | 3.3 | $39M | +49% | 224k | 171.48 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.5 | $29M | NEW | 459k | 62.06 |
|
| Microsoft Corporation (MSFT) | 2.3 | $26M | +25% | 62k | 420.72 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.8 | $21M | 396k | 53.39 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.5 | $18M | 344k | 50.74 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $17M | NEW | 35k | 480.70 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $16M | 61k | 259.90 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 1.3 | $15M | 220k | 67.13 |
|
|
| Home Depot (HD) | 1.2 | $14M | +223% | 36k | 383.60 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.2 | $14M | 66k | 208.27 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 1.2 | $13M | NEW | 107k | 125.96 |
|
| Amazon (AMZN) | 1.1 | $13M | +18% | 73k | 180.38 |
|
| Bank of America Corporation (BAC) | 1.1 | $13M | +54% | 339k | 37.92 |
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 1.1 | $13M | +3% | 695k | 18.15 |
|
| Broadcom (AVGO) | 1.1 | $12M | +14% | 9.3k | 1325.47 |
|
| Southern Company (SO) | 1.0 | $12M | +3% | 169k | 71.74 |
|
| Abbvie (ABBV) | 1.0 | $12M | +128% | 66k | 182.10 |
|
| Lincoln Electric Holdings (LECO) | 1.0 | $12M | NEW | 47k | 255.44 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $12M | +30% | 59k | 200.30 |
|
| Visa Com Cl A (V) | 0.9 | $10M | +12% | 36k | 279.08 |
|
| Cummins (CMI) | 0.9 | $10M | +51% | 34k | 294.65 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.8 | $9.8M | -25% | 129k | 76.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $9.5M | +60% | 63k | 150.93 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $9.4M | +3% | 81k | 116.24 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $9.3M | -12% | 12k | 777.94 |
|
| McDonald's Corporation (MCD) | 0.8 | $8.8M | +58% | 31k | 281.95 |
|
| Meta Platforms Cl A (META) | 0.8 | $8.7M | +18% | 18k | 485.59 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $8.7M | +24% | 21k | 420.52 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $8.7M | NEW | 47k | 183.89 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $8.6M | NEW | 30k | 288.03 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $8.6M | -36% | 58k | 147.73 |
|
| Johnson & Johnson (JNJ) | 0.7 | $8.3M | +63% | 53k | 158.19 |
|
| Procter & Gamble Company (PG) | 0.7 | $8.2M | +14% | 51k | 162.25 |
|
| ConocoPhillips (COP) | 0.7 | $8.2M | +3% | 64k | 127.28 |
|
| Merck & Co (MRK) | 0.7 | $7.9M | +38% | 60k | 131.95 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.7 | $7.8M | NEW | 185k | 41.84 |
|
| Kenvue (KVUE) | 0.6 | $7.5M | +176% | 350k | 21.46 |
|
| Chevron Corporation (CVX) | 0.6 | $7.3M | +54% | 46k | 157.74 |
|
| Pepsi (PEP) | 0.6 | $7.1M | +12% | 40k | 175.01 |
|
| Abbott Laboratories (ABT) | 0.6 | $7.0M | +117% | 62k | 113.66 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $6.6M | NEW | 60k | 110.52 |
|
| Prudential Financial (PRU) | 0.6 | $6.5M | +2% | 55k | 117.40 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $6.4M | NEW | 76k | 84.09 |
|
| Lowe's Companies (LOW) | 0.5 | $6.1M | +29% | 24k | 254.73 |
|
| Wal-Mart Stores (WMT) | 0.5 | $6.0M | +216% | 100k | 60.17 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $5.8M | 112k | 51.60 |
|
|
| UnitedHealth (UNH) | 0.5 | $5.4M | +18% | 11k | 494.69 |
|
| Qualcomm (QCOM) | 0.5 | $5.3M | +2% | 31k | 169.30 |
|
| Sempra Energy (SRE) | 0.5 | $5.3M | 73k | 71.83 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.5 | $5.3M | NEW | 91k | 57.70 |
|
| At&t (T) | 0.4 | $5.0M | 282k | 17.60 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $4.9M | 55k | 89.90 |
|
|
| Fidelity National Information Services (FIS) | 0.4 | $4.9M | 67k | 74.18 |
|
|
| Walt Disney Company (DIS) | 0.4 | $4.9M | +7% | 40k | 122.36 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $4.8M | NEW | 97k | 49.24 |
|
| Eaton Corp SHS (ETN) | 0.4 | $4.7M | -34% | 15k | 312.69 |
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.4 | $4.7M | -3% | 167k | 27.95 |
|
| Honeywell International (HON) | 0.4 | $4.6M | NEW | 22k | 205.25 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $4.6M | 117k | 38.98 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $4.4M | +6% | 25k | 180.49 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $4.2M | +3% | 72k | 57.86 |
|
| salesforce (CRM) | 0.4 | $4.1M | -20% | 14k | 301.18 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.3 | $4.0M | -3% | 134k | 29.78 |
|
| Uber Technologies (UBER) | 0.3 | $4.0M | +3% | 52k | 76.99 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.0M | +17% | 5.4k | 732.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.9M | +49% | 11k | 337.06 |
|
| M&T Bank Corporation (MTB) | 0.3 | $3.8M | NEW | 26k | 145.44 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.8M | NEW | 29k | 131.37 |
|
| Goldman Sachs (GS) | 0.3 | $3.7M | -23% | 9.0k | 417.70 |
|
| Altria (MO) | 0.3 | $3.7M | +4% | 84k | 43.62 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $3.7M | 41k | 90.05 |
|
|
| Amgen (AMGN) | 0.3 | $3.6M | +876% | 13k | 284.32 |
|
| Republic Services (RSG) | 0.3 | $3.5M | +4% | 18k | 191.44 |
|
| Servicenow (NOW) | 0.3 | $3.5M | +5% | 4.6k | 762.40 |
|
| Citigroup Com New (C) | 0.3 | $3.5M | 55k | 63.24 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $3.5M | -28% | 3.6k | 962.49 |
|
| Steel Dynamics (STLD) | 0.3 | $3.4M | 23k | 148.23 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $3.3M | +14% | 12k | 284.13 |
|
| Metropcs Communications (TMUS) | 0.3 | $3.3M | +6% | 20k | 163.22 |
|
| Monster Beverage Corp (MNST) | 0.3 | $3.3M | +6% | 55k | 59.28 |
|
| FirstEnergy (FE) | 0.3 | $3.2M | +6% | 84k | 38.62 |
|
| Simon Property (SPG) | 0.3 | $3.2M | NEW | 21k | 156.49 |
|
| PPG Industries (PPG) | 0.3 | $3.0M | NEW | 20k | 144.90 |
|
| Automatic Data Processing (ADP) | 0.3 | $2.9M | NEW | 12k | 249.74 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $2.8M | -2% | 102k | 27.94 |
|
| Darden Restaurants (DRI) | 0.2 | $2.8M | 17k | 167.15 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.7M | +67% | 13k | 210.31 |
|
| L3harris Technologies (LHX) | 0.2 | $2.7M | NEW | 13k | 213.09 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $2.7M | -2% | 27k | 96.73 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.4M | +19% | 5.0k | 481.56 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $2.2M | NEW | 75k | 29.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.1M | +179% | 14k | 152.26 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.0M | +38% | 20k | 96.71 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.9M | 61k | 31.95 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.9M | NEW | 24k | 81.43 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.9M | +339% | 15k | 125.61 |
|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.2 | $1.8M | +3% | 40k | 45.88 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $1.8M | +3% | 40k | 45.31 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.8M | +35% | 17k | 107.60 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $1.6M | +3% | 35k | 46.48 |
|
| Caterpillar (CAT) | 0.1 | $1.6M | +290% | 4.5k | 366.43 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.5M | NEW | 19k | 80.51 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $1.5M | +3% | 62k | 25.09 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | +47% | 3.5k | 443.99 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $1.4M | NEW | 39k | 36.81 |
|
| Intel Corporation (INTC) | 0.1 | $1.4M | +44% | 32k | 44.17 |
|
| Coca-Cola Company (KO) | 0.1 | $1.4M | +124% | 23k | 61.18 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.3M | NEW | 7.7k | 169.37 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.3M | +3% | 14k | 89.67 |
|
| Tesla Motors (TSLA) | 0.1 | $1.3M | +22% | 7.2k | 175.78 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | NEW | 5.5k | 228.59 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $1.2M | 35k | 35.38 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $1.1M | NEW | 33k | 34.16 |
|
| Cigna Corp (CI) | 0.1 | $1.1M | NEW | 3.0k | 363.20 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | NEW | 8.8k | 123.18 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.0M | NEW | 12k | 84.44 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | NEW | 17k | 60.74 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | NEW | 4.0k | 249.87 |
|
| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.1 | $1.0M | -8% | 25k | 40.33 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $986k | NEW | 11k | 92.72 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $964k | NEW | 29k | 33.59 |
|
| Deere & Company (DE) | 0.1 | $934k | +153% | 2.3k | 410.75 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $932k | +318% | 8.6k | 108.92 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $921k | +16% | 25k | 37.49 |
|
| Nextera Energy (NEE) | 0.1 | $912k | +310% | 14k | 63.91 |
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| Stryker Corporation (SYK) | 0.1 | $818k | +31% | 2.3k | 357.81 |
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| Dominion Resources (D) | 0.1 | $809k | +21% | 16k | 49.19 |
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| General Electric Com New (GE) | 0.1 | $803k | +17% | 4.6k | 175.53 |
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| Phillips 66 (PSX) | 0.1 | $772k | +108% | 4.7k | 163.34 |
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| American Express Company (AXP) | 0.1 | $762k | +11% | 3.3k | 227.71 |
|
| Netflix (NFLX) | 0.1 | $743k | +62% | 1.2k | 607.33 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $707k | NEW | 1.6k | 454.91 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $700k | +198% | 13k | 54.23 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $700k | -12% | 5.8k | 120.99 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $698k | NEW | 6.0k | 115.81 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $689k | NEW | 20k | 34.52 |
|
| Digital World Acquisition Co Class A (DJT) | 0.1 | $662k | NEW | 11k | 61.96 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $656k | +12% | 1.9k | 346.69 |
|
| International Business Machines (IBM) | 0.1 | $655k | +97% | 3.4k | 190.95 |
|
| Pacer Fds Tr Swan Sos Moderat (PSMR) | 0.1 | $647k | NEW | 25k | 25.48 |
|
| Philip Morris International (PM) | 0.1 | $643k | +24% | 7.0k | 91.62 |
|
| Union Pacific Corporation (UNP) | 0.1 | $612k | +36% | 2.5k | 245.94 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $610k | NEW | 4.5k | 135.05 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $585k | NEW | 16k | 36.60 |
|
| Enbridge (ENB) | 0.0 | $575k | 16k | 36.18 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $558k | +83% | 1.1k | 504.60 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $555k | +82% | 7.9k | 70.00 |
|
| Starbucks Corporation (SBUX) | 0.0 | $553k | +46% | 6.0k | 91.38 |
|
| Anthem (ELV) | 0.0 | $546k | +11% | 1.1k | 518.59 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $542k | +109% | 932.00 | 581.25 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $532k | NEW | 3.1k | 172.01 |
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| Verizon Communications (VZ) | 0.0 | $505k | +22% | 12k | 41.96 |
|
| Valley National Ban (VLY) | 0.0 | $504k | NEW | 63k | 7.96 |
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| Dow (DOW) | 0.0 | $490k | NEW | 8.5k | 57.93 |
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| Brp Group Com Cl A (BRP) | 0.0 | $489k | NEW | 17k | 28.94 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $471k | +11% | 2.3k | 205.72 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $470k | +24% | 11k | 43.35 |
|
| United Parcel Service CL B (UPS) | 0.0 | $464k | +25% | 3.1k | 148.63 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $459k | NEW | 8.9k | 51.28 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $453k | NEW | 12k | 39.02 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $450k | +8% | 38k | 11.93 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $449k | NEW | 11k | 41.08 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $435k | 12k | 36.50 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $432k | NEW | 3.3k | 129.37 |
|
| Pfizer (PFE) | 0.0 | $428k | +72% | 15k | 27.75 |
|
| Zimmer Holdings (ZBH) | 0.0 | $425k | NEW | 3.2k | 131.98 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.0 | $396k | +78% | 12k | 32.47 |
|
| Cisco Systems (CSCO) | 0.0 | $378k | +47% | 7.6k | 49.91 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $372k | NEW | 15k | 25.25 |
|
| TJX Companies (TJX) | 0.0 | $371k | NEW | 3.7k | 101.41 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $367k | NEW | 4.9k | 75.48 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $366k | NEW | 4.5k | 80.62 |
|
| Fiserv (FI) | 0.0 | $349k | NEW | 2.2k | 159.82 |
|
| McKesson Corporation (MCK) | 0.0 | $348k | +12% | 648.00 | 537.24 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $347k | +40% | 1.9k | 179.07 |
|
| Morgan Stanley Com New (MS) | 0.0 | $343k | NEW | 3.6k | 94.16 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $343k | NEW | 8.1k | 42.13 |
|
| Unilever Spon Adr New (UL) | 0.0 | $337k | NEW | 6.7k | 50.19 |
|
| BlackRock (BLK) | 0.0 | $337k | NEW | 404.00 | 833.75 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $329k | +12% | 4.0k | 81.78 |
|
| Applied Materials (AMAT) | 0.0 | $321k | NEW | 1.6k | 206.23 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $316k | NEW | 8.3k | 37.98 |
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $310k | 9.4k | 32.95 |
|
|
| Iron Mountain (IRM) | 0.0 | $306k | NEW | 3.8k | 80.21 |
|
| AFLAC Incorporated (AFL) | 0.0 | $303k | NEW | 3.5k | 85.85 |
|
| Yum! Brands (YUM) | 0.0 | $301k | +7% | 2.2k | 138.68 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $299k | +28% | 3.2k | 93.05 |
|
| Raymond James Financial (RJF) | 0.0 | $296k | NEW | 2.3k | 128.42 |
|
| Shopify Cl A (SHOP) | 0.0 | $294k | -6% | 3.8k | 77.17 |
|
| Wells Fargo & Company (WFC) | 0.0 | $292k | NEW | 5.0k | 57.97 |
|
| Wp Carey (WPC) | 0.0 | $292k | +9% | 5.2k | 56.44 |
|
| Intuit (INTU) | 0.0 | $282k | NEW | 433.00 | 650.00 |
|
| Aon Shs Cl A (AON) | 0.0 | $276k | +15% | 826.00 | 333.77 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $276k | NEW | 4.4k | 63.17 |
|
| Horace Mann Educators Corporation (HMN) | 0.0 | $266k | NEW | 7.2k | 36.99 |
|
| Danaher Corporation (DHR) | 0.0 | $261k | NEW | 1.0k | 249.67 |
|
| General Mills (GIS) | 0.0 | $258k | NEW | 3.7k | 69.97 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $255k | NEW | 18k | 13.95 |
|
| CSX Corporation (CSX) | 0.0 | $255k | NEW | 6.9k | 37.07 |
|
| T. Rowe Price (TROW) | 0.0 | $254k | NEW | 2.1k | 121.92 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $254k | NEW | 1.5k | 174.16 |
|
| Target Corporation (TGT) | 0.0 | $252k | NEW | 1.4k | 177.26 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $251k | NEW | 6.4k | 39.11 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $249k | NEW | 448.00 | 556.40 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $246k | NEW | 2.5k | 97.51 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $245k | NEW | 467.00 | 524.01 |
|
| Lam Research Corporation (LRCX) | 0.0 | $243k | NEW | 250.00 | 971.57 |
|
| O'reilly Automotive (ORLY) | 0.0 | $243k | NEW | 215.00 | 1128.88 |
|
| Nike CL B (NKE) | 0.0 | $241k | NEW | 2.6k | 93.97 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $236k | NEW | 2.1k | 110.19 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $235k | NEW | 782.00 | 300.23 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $231k | NEW | 1.1k | 206.01 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $231k | NEW | 7.3k | 31.67 |
|
| Paypal Holdings (PYPL) | 0.0 | $225k | -2% | 3.4k | 66.99 |
|
| Ameriprise Financial (AMP) | 0.0 | $224k | NEW | 510.00 | 438.51 |
|
| Constellation Energy (CEG) | 0.0 | $221k | NEW | 1.2k | 184.85 |
|
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $221k | NEW | 8.4k | 26.32 |
|
| Dupont De Nemours (DD) | 0.0 | $220k | +3% | 2.9k | 76.67 |
|
| BP Sponsored Adr (BP) | 0.0 | $219k | NEW | 5.8k | 37.68 |
|
| Micron Technology (MU) | 0.0 | $218k | NEW | 1.9k | 117.89 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $218k | NEW | 455.00 | 478.83 |
|
| Rockwell Automation (ROK) | 0.0 | $214k | +9% | 735.00 | 291.33 |
|
| Carlisle Companies (CSL) | 0.0 | $211k | NEW | 538.00 | 391.85 |
|
| SYSCO Corporation (SYY) | 0.0 | $211k | NEW | 2.6k | 81.18 |
|
| Linde SHS (LIN) | 0.0 | $210k | NEW | 452.00 | 464.61 |
|
| Pacer Fds Tr Swan Sos Mod Jan (PSMD) | 0.0 | $209k | NEW | 7.7k | 27.08 |
|
| W.W. Grainger (GWW) | 0.0 | $208k | NEW | 204.00 | 1017.30 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $207k | NEW | 2.6k | 79.77 |
|
| Prologis (PLD) | 0.0 | $207k | NEW | 1.6k | 130.21 |
|
| Starwood Property Trust (STWD) | 0.0 | $207k | NEW | 10k | 20.33 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $205k | NEW | 3.3k | 61.53 |
|
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.0 | $204k | NEW | 8.5k | 24.14 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $202k | 4.0k | 50.45 |
|
|
| Ford Motor Company (F) | 0.0 | $150k | NEW | 11k | 13.28 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $142k | NEW | 11k | 12.92 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $132k | NEW | 14k | 9.79 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $123k | NEW | 25k | 4.94 |
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $122k | NEW | 13k | 9.75 |
|
| Barclays Adr (BCS) | 0.0 | $100k | NEW | 11k | 9.45 |
|
| Knightscope Class A Com (KSCP) | 0.0 | $46k | +7% | 92k | 0.50 |
|
Past Filings by Cornerstone Wealth Group
SEC 13F filings are viewable for Cornerstone Wealth Group going back to 2019
- 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
- Cornerstone Wealth Group 2021 Q3 filed Oct. 29, 2021
- Cornerstone Wealth Group 2021 Q2 filed July 21, 2021
- Cornerstone Wealth Group 2021 Q1 filed April 26, 2021
- Cornerstone Wealth Group 2020 Q4 filed Jan. 28, 2021
- Cornerstone Wealth Group 2020 Q3 filed Oct. 27, 2020
- Cornerstone Wealth Group 2020 Q2 filed July 27, 2020