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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, NVDA, and represent 18.07% of Cornerstone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JEPQ (+$7.8M), JIVE (+$7.7M), MFSG, SPMO, SPLG, AVDV, SPMD, CALF, NLR, XAR.
Started 52 new stock positions in KHPI, TDI, XSMO, XMMO, IETC, MFSG, AN, UAL, CRSP, STX.
Reduced shares in these 10 stocks: JMOM (-$9.5M), HFXI (-$5.5M), AAPL, FESM, QQQJ, BBUS, ICOW, BUL, USMV, TGI.
Sold out of its positions in DKNG, PFLD, EW, FESM, FTNT, GAIN, HFXI, ICE, INTU, QQQJ. JMOM, LEN, MTDR, NTR, SMR, BUL, ICOW, HIGH, SOUN, TGI, VRSN, TT.
Cornerstone Wealth Management was a net buyer of stock by $55M.
Cornerstone Wealth Management has $1.8B in assets under management (AUM), dropping by 9.93%.
Central Index Key (CIK): 0001674117

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 679 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cornerstone Wealth Management has 679 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Wealth Management Sept. 30, 2025 positions
Download the Cornerstone Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.7	$85M	-3%	334k	254.63	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	4.5	$82M		680k	120.66	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	3.5	$63M	+2%	1.1M	57.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$50M		75k	669.30	View chart
NVIDIA Corporation (NVDA)	2.6	$47M		251k	186.58	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.5	$45M	+5%	579k	78.34	View chart
Microsoft Corporation (MSFT)	2.0	$36M	+2%	70k	517.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$25M	+4%	41k	600.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.3	$24M		249k	95.14	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.3	$23M	+3%	246k	93.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$21M		97k	215.79	View chart
Amazon (AMZN)	1.1	$21M	+3%	94k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$19M	+4%	29k	666.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$19M		57k	328.17	View chart
Wal-Mart Stores (WMT)	1.0	$18M		178k	103.06	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$18M	+4%	173k	100.69	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	1.0	$17M	+7%	395k	43.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$17M		235k	73.46	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.9	$17M		158k	104.51	View chart
Procter & Gamble Company (PG)	0.9	$16M	+3%	105k	153.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.8	$15M	+5%	754k	19.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$14M	+5%	692k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.7	$13M		647k	20.69	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.7	$13M		276k	45.21	View chart
International Business Machines (IBM)	0.7	$12M	+2%	43k	282.16	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$12M		25k	463.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$12M		158k	74.37	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$12M		111k	104.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$11M	+4%	266k	42.79	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.6	$11M	+5%	334k	33.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$11M		165k	68.08	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$11M	+5%	164k	67.26	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$11M		309k	35.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$11M		23k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$11M		56k	186.49	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$10M		226k	46.24	View chart
Johnson & Johnson (JNJ)	0.6	$10M		56k	185.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$10M		42k	243.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$10M		59k	170.85	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.6	$10M		80k	125.42	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$9.9M	+5%	127k	78.09	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$9.5M	+2%	188k	50.47	View chart
Exxon Mobil Corporation (XOM)	0.5	$9.5M	+3%	84k	112.75	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$9.4M	+3%	149k	62.91	View chart
Raytheon Technologies Corp (RTX)	0.5	$9.2M		55k	167.33	View chart
Tesla Motors (TSLA)	0.5	$8.8M	-3%	20k	444.72	View chart
Coca-Cola Company (KO)	0.5	$8.7M	+3%	132k	66.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$8.6M	+2%	35k	247.12	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.5	$8.5M	+8%	330k	25.85	View chart
Meta Platforms Cl A (META)	0.5	$8.4M	+3%	12k	734.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$8.4M	+2%	99k	84.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$8.3M	+2%	76k	108.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$8.3M	+1738%	144k	57.52	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.5	$8.2M	+2%	59k	140.05	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$7.9M		108k	73.29	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$7.8M	-4%	215k	36.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$7.8M	-2%	37k	208.71	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.4	$7.7M	NEW	102k	75.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$7.6M	+3%	73k	104.96	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$7.6M	+6%	187k	40.57	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$7.5M		143k	52.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$7.4M	+9%	23k	326.36	View chart
Emerson Electric (EMR)	0.4	$7.4M		56k	131.18	View chart
JPMorgan Chase & Co. (JPM)	0.4	$7.3M	+2%	23k	315.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$7.2M	-2%	29k	243.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$7.0M	+4%	14k	502.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$6.7M		85k	78.90	View chart
Lowe's Companies (LOW)	0.4	$6.5M	+7%	26k	251.31	View chart
AFLAC Incorporated (AFL)	0.4	$6.5M	+3%	58k	111.70	View chart
Parker-Hannifin Corporation (PH)	0.3	$6.3M		8.3k	758.11	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.3	$6.3M	+11%	92k	68.43	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.3	$6.3M	+2%	83k	75.34	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$6.0M	+9%	204k	29.62	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.3	$5.9M		131k	45.42	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$5.9M		66k	89.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$5.8M	+20%	16k	355.47	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$5.8M		21k	281.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$5.7M		88k	65.26	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$5.6M	-2%	121k	46.32	View chart
Broadcom (AVGO)	0.3	$5.6M	+7%	17k	329.90	View chart
Consolidated Edison (ED)	0.3	$5.3M	+3%	53k	100.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$5.2M		153k	33.65	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$5.1M		57k	89.13	View chart
Dover Corporation (DOV)	0.3	$5.0M	+4%	30k	166.83	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$5.0M	-3%	112k	44.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.9M	+2%	19k	254.28	View chart
Linde SHS (LIN)	0.3	$4.9M	+3%	10k	475.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$4.8M	+208%	40k	121.06	View chart
W.W. Grainger (GWW)	0.3	$4.7M	+4%	4.9k	953.02	View chart
At&t (T)	0.3	$4.7M		165k	28.24	View chart
Nordson Corporation (NDSN)	0.3	$4.6M	+2%	20k	226.95	View chart
Costco Wholesale Corporation (COST)	0.3	$4.6M		5.0k	925.67	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	0.3	$4.6M	NEW	162k	28.15	View chart
Visa Com Cl A (V)	0.2	$4.5M		13k	341.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.4M	+6%	7.2k	612.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.4M		22k	194.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$4.3M	+2%	15k	293.75	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$4.3M	+23%	102k	42.37	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$4.3M		93k	46.24	View chart
American States Water Company (AWR)	0.2	$4.2M	+5%	57k	73.32	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$4.1M		80k	51.00	View chart
Eli Lilly & Co. (LLY)	0.2	$4.1M	+23%	5.3k	762.94	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.2	$4.1M	+5%	140k	28.90	View chart
Netflix (NFLX)	0.2	$4.0M	+4%	3.4k	1198.92	View chart
Chevron Corporation (CVX)	0.2	$3.9M	+6%	25k	155.29	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.9M	-3%	72k	53.87	View chart
Lpl Financial Holdings (LPLA)	0.2	$3.8M		12k	332.68	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.8M	-3%	80k	47.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.7M	+15%	74k	50.73	View chart
Altria (MO)	0.2	$3.6M		55k	66.06	View chart
Ge Aerospace Com New (GE)	0.2	$3.5M	+9%	12k	300.83	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$3.5M		63k	55.33	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$3.4M		92k	37.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.4M		12k	297.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.4M		68k	50.07	View chart
Oracle Corporation (ORCL)	0.2	$3.4M	+3%	12k	281.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.4M	-5%	57k	59.91	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.2	$3.3M	+4%	120k	27.99	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.3M		71k	46.81	View chart
Bank of America Corporation (BAC)	0.2	$3.3M	+2%	65k	51.59	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.2	$3.2M		53k	61.17	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$3.2M		69k	46.60	View chart
Abbvie (ABBV)	0.2	$3.1M	+4%	14k	231.54	View chart
Cisco Systems (CSCO)	0.2	$3.1M	+5%	46k	68.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.1M		26k	118.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.1M	+2%	52k	59.92	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.1M		37k	82.58	View chart
McDonald's Corporation (MCD)	0.2	$3.1M		10k	303.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$3.0M	-8%	52k	57.47	View chart
Boeing Company (BA)	0.2	$2.9M		13k	215.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.8M		5.9k	468.41	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$2.8M	+65%	21k	132.48	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.7M	-3%	4.8k	568.77	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.7M		26k	106.49	View chart
Omega Healthcare Investors (OHI)	0.1	$2.7M		64k	42.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.7M	+8%	50k	54.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.7M		29k	93.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.6M	+8%	9.3k	279.30	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.6M	+39%	27k	96.68	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$2.6M		20k	125.95	View chart
Pfizer (PFE)	0.1	$2.5M	+2%	99k	25.48	View chart
Ameren Corporation (AEE)	0.1	$2.5M		24k	104.38	View chart
Home Depot (HD)	0.1	$2.5M	-2%	6.2k	405.20	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.5M		16k	154.23	View chart
Philip Morris International (PM)	0.1	$2.5M		15k	162.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.5M		20k	120.72	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.4M		24k	99.11	View chart
General Dynamics Corporation (GD)	0.1	$2.4M	+5%	7.0k	341.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.4M	+2%	74k	31.91	View chart
Walt Disney Company (DIS)	0.1	$2.3M		20k	114.50	View chart
Us Bancorp Del Com New (USB)	0.1	$2.3M		48k	48.33	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.3M	+10%	8.8k	259.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.3M	-7%	3.0k	746.65	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$2.2M	+19%	15k	151.08	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$2.2M	+53%	43k	51.45	View chart
Abbott Laboratories (ABT)	0.1	$2.2M	+2%	17k	133.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.2M		9.2k	241.96	View chart
Equifax (EFX)	0.1	$2.2M		8.6k	256.53	View chart
Advanced Micro Devices (AMD)	0.1	$2.2M	+15%	14k	161.79	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.1	$2.2M		48k	45.57	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.2M		16k	135.65	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$2.2M	+123%	9.3k	234.95	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$2.1M	+2%	308k	6.91	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.1M	+4%	12k	182.42	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.1M		94k	22.72	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$2.1M		18k	118.44	View chart
Caterpillar (CAT)	0.1	$2.1M	+7%	4.4k	477.18	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$2.1M	+33%	22k	93.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.0M		21k	96.55	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$2.0M	-3%	39k	52.28	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.0M		14k	148.61	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.1	$2.0M		130k	15.38	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.0M	-5%	4.0k	499.17	View chart
Tyson Foods Cl A (TSN)	0.1	$2.0M		36k	54.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.9M	+10%	9.9k	195.87	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$1.9M	+7%	17k	112.35	View chart
Pepsi (PEP)	0.1	$1.9M	+7%	14k	140.44	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.9M		22k	89.34	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$1.9M		39k	49.31	View chart
Merck & Co (MRK)	0.1	$1.9M		23k	83.93	View chart
Ge Vernova (GEV)	0.1	$1.9M	+16%	3.0k	614.83	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.9M	-3%	47k	39.61	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.8M	+2%	15k	123.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.8M	+3%	11k	174.58	View chart
Verizon Communications (VZ)	0.1	$1.8M	+6%	41k	43.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.8M		53k	33.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.7M	-2%	19k	91.42	View chart
Cummins (CMI)	0.1	$1.7M	+9%	4.1k	422.33	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.7M	+2%	8.2k	209.27	View chart
Nextera Energy (NEE)	0.1	$1.7M		23k	75.49	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$1.7M	+255%	12k	135.65	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$1.7M	+19%	72k	23.39	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$1.7M		46k	36.69	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.7M	+3%	44k	38.02	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.6M	+6%	37k	43.92	View chart
Enbridge (ENB)	0.1	$1.6M	+2%	32k	50.46	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$1.6M	+6%	33k	47.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$1.5M	+12%	66k	23.66	View chart
Dell Technologies CL C (DELL)	0.1	$1.5M	+7%	11k	141.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.5M	+6%	18k	87.31	View chart
Deere & Company (DE)	0.1	$1.5M	-2%	3.4k	457.22	View chart
Wp Carey (WPC)	0.1	$1.5M	+4%	23k	67.57	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$1.5M	-2%	57k	26.95	View chart
O'reilly Automotive (ORLY)	0.1	$1.5M	+23%	14k	107.81	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.5M		40k	38.29	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.5M	+10%	31k	47.63	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.5M	+3%	38k	38.97	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.5M	+8%	50k	29.73	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.5M		13k	110.47	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.1	$1.5M		124k	11.79	View chart
Bristol Myers Squibb (BMY)	0.1	$1.5M	+6%	32k	45.10	View chart
3M Company (MMM)	0.1	$1.5M	+5%	9.4k	155.18	View chart
Wells Fargo & Company (WFC)	0.1	$1.4M	+17%	17k	83.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.4M	+3%	49k	29.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.4M		8.1k	176.82	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.4M	+5%	14k	99.53	View chart
ConocoPhillips (COP)	0.1	$1.4M		15k	94.59	View chart
Bk Nova Cad (BNS)	0.1	$1.4M	+4%	22k	64.65	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.4M	NEW	16k	89.03	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.4M		4.9k	279.84	View chart
Oneok (OKE)	0.1	$1.4M	-2%	19k	72.97	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.4M		53k	26.07	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$1.4M	-4%	27k	49.81	View chart
Medtronic SHS (MDT)	0.1	$1.4M	+3%	14k	95.24	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.4M	+9%	17k	78.91	View chart
United Parcel Service CL B (UPS)	0.1	$1.4M	+9%	16k	83.53	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.3M		13k	98.59	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.3M	+5%	4.1k	320.04	View chart
American Express Company (AXP)	0.1	$1.3M	+8%	3.9k	332.16	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.1	$1.3M		7.7k	171.20	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M	-2%	5.4k	236.36	View chart
Qualcomm (QCOM)	0.1	$1.3M		7.7k	166.35	View chart
General Mills (GIS)	0.1	$1.3M	+3%	25k	50.42	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.3M	+16%	2.9k	435.41	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$1.3M	-14%	35k	36.15	View chart
Intel Corporation (INTC)	0.1	$1.2M	-2%	37k	33.55	View chart
Clear Secure Com Cl A (YOU)	0.1	$1.2M	-3%	37k	33.38	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$1.2M	+15%	21k	60.08	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.2M		16k	76.01	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.2M	-3%	61k	19.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.2M		8.5k	140.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	+13%	2.4k	490.39	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.2M		25k	48.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$1.2M	-10%	50k	23.62	View chart
Chubb (CB)	0.1	$1.2M		4.2k	282.26	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.2M		25k	47.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.2M	+3%	6.2k	189.69	View chart
Target Corporation (TGT)	0.1	$1.2M	+7%	13k	89.70	View chart
Aurora Innovation Class A Com (AUR)	0.1	$1.2M		217k	5.39	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.2M	+16%	17k	69.95	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 Q3 filed Nov. 4, 2025
Cornerstone Wealth Management 2025 Q2 filed Aug. 12, 2025
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

View all past filings

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