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Cornerstone Wealth Management

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

Top 5 stock holdings are AAPL, BBUS, SPMD, IVV, SPLG, and represent 19.10% of Cornerstone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPMD, BBUS, VFLO, EVTR, FMDE, BSCR, AIRR, SPMO, FESM, GRID.
Started 40 new stock positions in PFG, CLF, ALL, FMDE, BBAI, COR, PSCC, FTQI, QS, EVTR.
Reduced shares in these 10 stocks: SPY, AAPL, GRPM, XMHQ, VTI, PNNT, IVV, MMC, BOND, FVD.
Sold out of its positions in ADM, CMG, DLR, GNRC, SOXX, J, MMC, PNNT, REGN, ROKU. UAL, VIS, VONE, SPOT.
Cornerstone Wealth Management was a net buyer of stock by $37M.
Cornerstone Wealth Management has $1.5B in assets under management (AUM), dropping by -0.25%.
Central Index Key (CIK): 0001674117

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 606 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Cornerstone Wealth Management has 606 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Wealth Management March 31, 2025 positions
Download the Cornerstone Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.1	$76M		342k	222.13	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	4.9	$73M	+2%	724k	100.89	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	3.6	$53M	+4%	1.0M	51.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$44M		78k	561.90	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.4	$36M		548k	65.76	View chart
NVIDIA Corporation (NVDA)	1.8	$26M		243k	108.38	View chart
Microsoft Corporation (MSFT)	1.7	$25M		65k	375.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.6	$24M		257k	93.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$18M		94k	193.99	View chart
Procter & Gamble Company (PG)	1.1	$17M		100k	170.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$17M		36k	468.92	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$17M	+3%	165k	100.62	View chart
Amazon (AMZN)	1.1	$16M		86k	190.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$16M	-5%	57k	274.84	View chart
Wal-Mart Stores (WMT)	1.0	$15M	+3%	175k	87.79	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.0	$15M	-3%	161k	92.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$15M	-12%	26k	559.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$15M		236k	62.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.9	$13M	+10%	678k	19.59	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.9	$13M		346k	37.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.9	$13M	+3%	625k	20.68	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$12M	+2%	153k	80.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.8	$12M	+6%	629k	19.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$11M		155k	73.45	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.7	$11M	+6%	242k	43.84	View chart
International Business Machines (IBM)	0.7	$10M		41k	248.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$10M		164k	61.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$10M		220k	45.65	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.7	$9.9M	+4%	245k	40.41	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.7	$9.7M		120k	80.99	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$9.7M	+4%	23k	419.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$9.6M	+3%	56k	172.74	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.6	$9.3M	+7%	280k	33.24	View chart
Exxon Mobil Corporation (XOM)	0.6	$9.2M	+3%	78k	118.93	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$9.2M	+4%	297k	30.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$8.8M		116k	76.57	View chart
Coca-Cola Company (KO)	0.6	$8.7M	+3%	121k	71.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$8.6M	+3%	237k	36.41	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.6	$8.6M		172k	50.00	View chart
Johnson & Johnson (JNJ)	0.6	$8.6M	+3%	52k	165.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$8.5M	-3%	23k	370.83	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.6	$8.5M	+7%	150k	56.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$8.1M	+3%	58k	139.78	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.5	$7.7M		57k	135.68	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$7.6M	-2%	93k	81.76	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$7.6M	+8%	130k	58.54	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.5	$7.2M	+5%	75k	96.04	View chart
Raytheon Technologies Corp (RTX)	0.5	$7.2M	+2%	54k	132.46	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$7.1M	+6%	126k	56.47	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$7.1M		107k	66.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$7.0M		38k	186.29	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.5	$6.9M	+7%	272k	25.54	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$6.8M		138k	49.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$6.8M		13k	532.56	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$6.4M	+9%	158k	40.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$6.3M		41k	154.64	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$6.3M	+2%	206k	30.79	View chart
Meta Platforms Cl A (META)	0.4	$6.2M		11k	576.35	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$6.0M	+7%	65k	92.38	View chart
AFLAC Incorporated (AFL)	0.4	$6.0M		54k	111.19	View chart
Emerson Electric (EMR)	0.4	$5.9M		54k	109.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$5.9M	+6%	31k	193.02	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$5.8M	-16%	63k	91.53	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$5.7M		87k	66.27	View chart
JPMorgan Chase & Co. (JPM)	0.4	$5.6M		23k	245.30	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$5.5M		66k	82.94	View chart
Consolidated Edison (ED)	0.4	$5.5M	+3%	50k	110.59	View chart
Lowe's Companies (LOW)	0.4	$5.3M	+2%	23k	233.23	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$5.3M	-2%	130k	40.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.1M		87k	58.35	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.3	$5.1M		184k	27.52	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.3	$4.9M		130k	37.86	View chart
Parker-Hannifin Corporation (PH)	0.3	$4.8M		7.9k	607.87	View chart
Tesla Motors (TSLA)	0.3	$4.8M	+9%	18k	259.16	View chart
Dover Corporation (DOV)	0.3	$4.7M		27k	175.68	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.3	$4.7M	-7%	83k	56.44	View chart
At&t (T)	0.3	$4.6M		164k	28.28	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.3	$4.6M	+8%	72k	63.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$4.5M		151k	29.94	View chart
Visa Com Cl A (V)	0.3	$4.5M	+4%	13k	350.45	View chart
W.W. Grainger (GWW)	0.3	$4.4M	+2%	4.4k	987.74	View chart
Linde SHS (LIN)	0.3	$4.4M	+4%	9.4k	465.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.3M	+4%	27k	156.23	View chart
Costco Wholesale Corporation (COST)	0.3	$4.3M		4.5k	945.79	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$4.2M	-9%	95k	44.59	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$4.1M	-2%	60k	68.06	View chart
Lpl Financial Holdings (LPLA)	0.3	$4.1M		13k	327.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.0M	-3%	18k	221.76	View chart
American States Water Company (AWR)	0.3	$4.0M	+6%	50k	78.68	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$3.9M	+25%	19k	211.47	View chart
Chevron Corporation (CVX)	0.3	$3.9M		23k	167.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.8M		22k	170.89	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$3.8M		63k	59.84	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.7M	+5%	18k	206.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.7M	+3%	74k	49.81	View chart
Nordson Corporation (NDSN)	0.2	$3.6M	+9%	18k	201.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.6M	-4%	14k	258.61	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.6M		75k	47.81	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$3.5M	+6%	122k	28.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.4M		6.7k	513.94	View chart
Eli Lilly & Co. (LLY)	0.2	$3.4M	+8%	4.1k	825.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.3M		67k	49.62	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$3.3M	+5%	65k	51.07	View chart
Altria (MO)	0.2	$3.2M	+2%	54k	60.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.2M	+21%	63k	50.63	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$3.1M		69k	45.51	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$3.1M		71k	43.30	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$3.0M	+138%	88k	34.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$3.0M	+11%	55k	54.76	View chart
McDonald's Corporation (MCD)	0.2	$2.9M		9.4k	312.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.9M	+3%	10k	288.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.9M		11k	251.78	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.2	$2.8M	+12%	108k	25.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.8M		27k	104.57	View chart
Netflix (NFLX)	0.2	$2.7M	+5%	2.9k	932.53	View chart
Abbvie (ABBV)	0.2	$2.7M		13k	209.52	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.7M	-5%	26k	105.44	View chart
Ameren Corporation (AEE)	0.2	$2.7M		27k	100.40	View chart
Cisco Systems (CSCO)	0.2	$2.6M		43k	61.71	View chart
Boeing Company (BA)	0.2	$2.6M	+5%	16k	170.56	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$2.6M	-7%	29k	89.64	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.6M	+4%	67k	39.37	View chart
Bank of America Corporation (BAC)	0.2	$2.6M		63k	41.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.6M		37k	69.81	View chart
Home Depot (HD)	0.2	$2.5M		6.8k	366.47	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.5M	+2%	4.5k	548.11	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$2.5M	+6%	48k	51.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.4M		48k	50.83	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$2.4M		24k	102.41	View chart
Broadcom (AVGO)	0.2	$2.4M	+41%	14k	167.43	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$2.3M	-2%	104k	22.45	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$2.3M		45k	51.55	View chart
Omega Healthcare Investors (OHI)	0.2	$2.3M	+2%	60k	38.08	View chart
Pfizer (PFE)	0.2	$2.3M	+8%	89k	25.34	View chart
Tyson Foods Cl A (TSN)	0.2	$2.2M		35k	63.81	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.2M		17k	131.07	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$2.2M		19k	114.87	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$2.2M		48k	45.07	View chart
Abbott Laboratories (ABT)	0.1	$2.2M	-4%	16k	132.65	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.1M	-3%	59k	36.29	View chart
Equifax (EFX)	0.1	$2.1M		8.8k	243.56	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.1M	+17%	24k	88.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.1M		5.9k	361.09	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$2.1M	+2%	41k	50.52	View chart
Philip Morris International (PM)	0.1	$2.1M	+6%	13k	158.73	View chart
Ge Aerospace Com New (GE)	0.1	$2.0M	+5%	10k	200.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.0M		3.7k	542.43	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$2.0M	+9%	286k	7.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.0M		44k	45.26	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.0M	+2%	21k	93.45	View chart
Merck & Co (MRK)	0.1	$2.0M		22k	89.76	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.9M		20k	97.95	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.9M	+3%	7.3k	264.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.9M		76k	25.04	View chart
Walt Disney Company (DIS)	0.1	$1.9M		19k	98.70	View chart
Us Bancorp Del Com New (USB)	0.1	$1.9M	+7%	45k	42.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.9M		20k	92.83	View chart
Oneok (OKE)	0.1	$1.8M	+14%	19k	99.22	View chart
Pepsi (PEP)	0.1	$1.8M	-12%	12k	149.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.8M		20k	90.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.7M		14k	121.97	View chart
General Dynamics Corporation (GD)	0.1	$1.7M	+3%	6.4k	272.60	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.6M	+28%	3.7k	446.70	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.1	$1.6M	+4%	129k	12.72	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.6M	+2%	50k	32.36	View chart
Deere & Company (DE)	0.1	$1.6M	+5%	3.4k	469.42	View chart
Verizon Communications (VZ)	0.1	$1.6M	+16%	35k	45.36	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.6M	+2%	51k	30.99	View chart
Bristol Myers Squibb (BMY)	0.1	$1.6M		26k	60.99	View chart
ConocoPhillips (COP)	0.1	$1.6M	+7%	15k	105.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.5M	+2%	18k	85.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M	-5%	7.7k	199.49	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.1	$1.5M	+13%	125k	12.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.5M	+24%	51k	29.69	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.1	$1.5M	+22%	32k	47.09	View chart
Nextera Energy (NEE)	0.1	$1.5M	+9%	21k	70.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.5M	+2%	9.0k	160.55	View chart
Oracle Corporation (ORCL)	0.1	$1.4M	+21%	10k	139.81	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$1.4M	NEW	29k	50.63	View chart
3M Company (MMM)	0.1	$1.4M	-10%	9.7k	146.86	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$1.4M	+34%	52k	27.26	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.4M	+12%	42k	33.50	View chart
Wp Carey (WPC)	0.1	$1.4M	-7%	22k	63.11	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$1.4M		49k	28.41	View chart
United Parcel Service CL B (UPS)	0.1	$1.4M	+24%	13k	109.99	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$1.3M	-8%	8.6k	156.69	View chart
Enbridge (ENB)	0.1	$1.3M		30k	44.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.3M		50k	26.58	View chart
Caterpillar (CAT)	0.1	$1.3M		4.0k	329.76	View chart
Shopify Cl A (SHOP)	0.1	$1.3M		14k	95.44	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.3M		12k	112.66	View chart
Qualcomm (QCOM)	0.1	$1.3M		8.6k	153.61	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.3M	+2%	45k	28.86	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$1.3M	+49%	56k	23.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$1.3M	+9%	55k	23.55	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.3M	+85%	3.8k	334.51	View chart
General Mills (GIS)	0.1	$1.3M	+10%	21k	59.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.3M		17k	75.65	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$1.3M	NEW	40k	31.34	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$1.3M	+32%	13k	100.71	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M		5.3k	236.23	View chart
Chubb (CB)	0.1	$1.3M		4.2k	302.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.2M	-3%	8.6k	146.02	View chart
Aurora Innovation Class A Com (AUR)	0.1	$1.2M	+153%	186k	6.73	View chart
Medtronic SHS (MDT)	0.1	$1.2M	-2%	14k	89.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.2M	+2%	7.3k	165.99	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.2M	+2%	8.0k	150.97	View chart
Nushares Etf Tr Nuveen Shrt Term (NURE)	0.1	$1.2M		38k	31.27	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.2M	+28%	31k	38.45	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.2M		7.7k	153.10	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$1.2M	-4%	27k	43.59	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$1.2M		24k	48.31	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$1.2M	+303%	10k	113.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.2M	+5%	16k	74.72	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.2M		34k	34.25	View chart
Cheniere Energy Com New (LNG)	0.1	$1.2M	+31%	5.1k	231.40	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$1.2M		47k	24.48	View chart
salesforce (CRM)	0.1	$1.1M	+9%	4.2k	268.38	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.1M		24k	47.48	View chart
Cummins (CMI)	0.1	$1.1M	+7%	3.6k	313.47	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	-3%	16k	71.79	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$1.1M	+479%	38k	29.48	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.1M	+18%	12k	96.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M		8.6k	128.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M		14k	78.28	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.1M		12k	91.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$1.1M	+8%	46k	23.61	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.1M	+4%	12k	87.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$1.1M	+9%	44k	24.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M	-20%	6.2k	173.23	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.1M		14k	78.95	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	+2%	10k	102.74	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$1.1M	+12%	52k	20.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.0M		5.6k	188.16	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$1.0M		47k	22.38	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.0M	-13%	4.6k	222.15	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$1.0M	NEW	15k	68.21	View chart
Clear Secure Com Cl A (YOU)	0.1	$1.0M	+14%	39k	25.91	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$998k	+10%	19k	51.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$998k	+4%	3.9k	255.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$997k	+51%	7.1k	140.44	View chart
Lincoln National Corporation (LNC)	0.1	$991k	-8%	28k	35.91	View chart
UnitedHealth (UNH)	0.1	$989k	+2%	1.9k	523.69	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$988k	+24%	16k	63.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$979k	NEW	11k	92.53	View chart
Kinder Morgan (KMI)	0.1	$976k	-4%	34k	28.53	View chart
American Express Company (AXP)	0.1	$974k		3.6k	269.03	View chart
Bk Nova Cad (BNS)	0.1	$974k	+2%	21k	47.43	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$971k	-5%	25k	38.25	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$966k	-8%	17k	57.30	View chart

Past Filings by Cornerstone Wealth Management

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

Cornerstone Wealth Management 2025 Q1 filed April 18, 2025
Cornerstone Wealth Management 2024 Q4 filed Jan. 21, 2025
Cornerstone Wealth Management 2024 Q3 filed Oct. 16, 2024
Cornerstone Wealth Management 2024 Q2 filed July 16, 2024
Cornerstone Wealth Management 2024 Q1 filed April 19, 2024
Cornerstone Wealth Management 2023 Q4 filed Jan. 10, 2024
Cornerstone Wealth Management 2023 Q3 filed Nov. 7, 2023
Cornerstone Wealth Management 2023 Q2 filed July 14, 2023
Cornerstone Wealth Management 2023 Q1 filed May 15, 2023
Cornerstone Wealth Management 2022 Q3 filed Oct. 14, 2022
Cornerstone Wealth Management 2022 Q2 filed Aug. 4, 2022
Cornerstone Wealth Management 2022 Q1 filed April 21, 2022
Cornerstone Wealth Management 2021 Q4 filed Feb. 14, 2022
Cornerstone Wealth Management 2021 Q3 filed Nov. 12, 2021
Cornerstone Wealth Management 2021 Q2 filed Aug. 9, 2021
Cornerstone Wealth Management 2021 Q1 filed April 30, 2021

View all past filings

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