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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 20.13% of Cornerstone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IBM, BBUS, SPMD, AVDE, MINT, AVGO, LLY, MSFT, CALF, NVDA.
Started 41 new stock positions in NKE, Uipath, DKNG, CGMS, Z, AVDE, TS, PGR, Gamestop Corp New call, DOG.
Reduced shares in these 10 stocks: GPC, SPY, K, PNC, VTI, TIP, XLE, GME, PLTR, TBIL.
Sold out of its positions in AAN, BHR, CTRA, COIN, EOG, EW, GPC, GAIN, GBDC, HL.
Cornerstone Wealth Management was a net buyer of stock by $42M.
Cornerstone Wealth Management has $1.4B in assets under management (AUM), dropping by 9.23%.
Central Index Key (CIK): 0001674117

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 566 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Cornerstone Wealth Management has 566 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Wealth Management Sept. 30, 2024 positions
Download the Cornerstone Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.7	$81M		349k	233.00	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	4.9	$70M	+4%	678k	103.58	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	3.7	$52M	+4%	948k	54.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$46M		80k	576.82	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.5	$36M		536k	67.51	View chart
NVIDIA Corporation (NVDA)	2.1	$29M	+3%	240k	121.44	View chart
Microsoft Corporation (MSFT)	1.9	$27M	+4%	63k	430.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.7	$24M		259k	91.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$20M	-2%	302k	64.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$19M		96k	198.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$18M		37k	488.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$17M	-3%	62k	283.16	View chart
Procter & Gamble Company (PG)	1.2	$17M	+2%	100k	173.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$17M	-15%	30k	573.75	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.1	$16M	+7%	341k	46.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$15M	+13%	153k	100.69	View chart
Amazon (AMZN)	1.1	$15M	+2%	82k	186.33	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$12M	+7%	148k	83.75	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.8	$12M	+2%	120k	99.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.8	$12M	+2%	563k	20.65	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$12M		139k	82.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$11M	+8%	151k	75.11	View chart
Wal-Mart Stores (WMT)	0.8	$11M	+6%	134k	80.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.7	$11M		503k	21.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$10M	-3%	163k	62.69	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.7	$10M	+4%	120k	84.04	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$10M	+10%	106k	94.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$9.9M	+8%	507k	19.56	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.7	$9.6M		212k	45.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$9.6M		48k	200.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$9.3M	+9%	53k	174.57	View chart
International Business Machines (IBM)	0.6	$9.2M	+104%	42k	221.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$9.2M		24k	383.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$8.9M		58k	153.13	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.6	$8.7M	+4%	214k	40.63	View chart
Exxon Mobil Corporation (XOM)	0.6	$8.7M		74k	117.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$8.6M	+3%	20k	423.13	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$8.6M	+3%	282k	30.50	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.6	$8.2M	+11%	160k	51.27	View chart
Coca-Cola Company (KO)	0.6	$8.1M		113k	71.86	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.6	$8.1M		141k	57.13	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$7.9M		56k	142.04	View chart
Johnson & Johnson (JNJ)	0.5	$7.7M	+6%	47k	162.06	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$7.5M	+9%	200k	37.56	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$7.3M		156k	46.74	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$7.3M	+15%	71k	102.58	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$7.3M		108k	67.27	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$7.2M	+8%	213k	33.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$7.1M		43k	165.85	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$7.0M	+2%	136k	51.13	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$6.3M	+5%	64k	98.68	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$6.3M	+4%	80k	78.37	View chart
AFLAC Incorporated (AFL)	0.4	$6.2M	-2%	56k	111.80	View chart
Raytheon Technologies Corp (RTX)	0.4	$6.2M	-3%	51k	121.16	View chart
Meta Platforms Cl A (META)	0.4	$6.1M		11k	572.46	View chart
Lowe's Companies (LOW)	0.4	$6.1M		23k	270.85	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$5.9M	+6%	105k	56.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$5.7M		12k	460.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$5.7M	+4%	28k	200.85	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$5.7M	+5%	125k	45.51	View chart
Emerson Electric (EMR)	0.4	$5.7M	+3%	52k	109.37	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$5.6M	+3%	195k	28.73	View chart
Parker-Hannifin Corporation (PH)	0.4	$5.6M		8.8k	631.84	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$5.5M		62k	88.28	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$5.4M	+5%	91k	59.21	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.4	$5.4M	+2%	129k	41.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$5.3M		85k	62.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$5.1M	+6%	54k	95.15	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$5.0M		86k	58.15	View chart
Dover Corporation (DOV)	0.4	$5.0M	+2%	26k	191.74	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$5.0M	-6%	110k	45.49	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.3	$4.9M	+4%	178k	27.64	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$4.9M	+8%	118k	41.40	View chart
W.W. Grainger (GWW)	0.3	$4.9M		4.7k	1038.79	View chart
Consolidated Edison (ED)	0.3	$4.8M	+2%	47k	104.13	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$4.7M	+4%	147k	31.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.6M		28k	167.19	View chart
Tesla Motors (TSLA)	0.3	$4.6M	-3%	17k	261.63	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$4.5M		63k	71.60	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.5M	-2%	21k	210.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.2M		18k	237.21	View chart
Linde SHS (LIN)	0.3	$4.2M	+4%	8.8k	476.84	View chart
Nordson Corporation (NDSN)	0.3	$4.2M	+4%	16k	262.63	View chart
Costco Wholesale Corporation (COST)	0.3	$4.0M	-3%	4.5k	886.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.9M		22k	179.30	View chart
American States Water Company (AWR)	0.3	$3.9M	+4%	47k	83.29	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.8M		17k	225.76	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.3	$3.8M	+8%	56k	67.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$3.6M		13k	267.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.6M		14k	263.83	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.5M	+3%	72k	49.40	View chart
Chevron Corporation (CVX)	0.2	$3.5M	+4%	24k	147.27	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$3.5M	+11%	14k	245.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.4M		6.4k	527.64	View chart
At&t (T)	0.2	$3.2M		147k	22.00	View chart
Visa Com Cl A (V)	0.2	$3.2M	-2%	12k	274.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.1M	-3%	27k	116.96	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.1M	+2%	69k	45.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.1M	-2%	60k	51.12	View chart
Eli Lilly & Co. (LLY)	0.2	$3.0M	+81%	3.4k	886.00	View chart
Lpl Financial Holdings (LPLA)	0.2	$3.0M	-6%	13k	232.63	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.9M	+12%	55k	52.86	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.9M		27k	108.63	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$2.9M	-4%	32k	90.80	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$2.8M		48k	59.87	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$2.8M		59k	46.95	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$2.7M		25k	108.79	View chart
McDonald's Corporation (MCD)	0.2	$2.7M	+6%	9.0k	304.51	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$2.7M	+8%	94k	29.06	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.7M		37k	72.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.7M	-8%	47k	57.83	View chart
Home Depot (HD)	0.2	$2.7M	-6%	6.7k	405.20	View chart
Equifax (EFX)	0.2	$2.6M		8.8k	293.86	View chart
Pepsi (PEP)	0.2	$2.5M	+16%	15k	170.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$2.5M	-2%	50k	50.74	View chart
Abbvie (ABBV)	0.2	$2.5M		13k	197.48	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$2.5M		108k	23.12	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$2.5M		21k	120.37	View chart
Bank of America Corporation (BAC)	0.2	$2.5M		63k	39.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.4M	+3%	46k	52.81	View chart
Altria (MO)	0.2	$2.4M	+4%	47k	51.04	View chart
Merck & Co (MRK)	0.2	$2.4M	+2%	21k	113.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$2.4M	NEW	36k	67.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.4M	+6%	58k	41.28	View chart
Vanguard World Health Car Etf (VHT)	0.2	$2.3M	+7%	8.3k	282.20	View chart
Omega Healthcare Investors (OHI)	0.2	$2.3M		57k	40.70	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$2.3M		44k	52.98	View chart
Cisco Systems (CSCO)	0.2	$2.3M	+15%	43k	53.22	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$2.3M	-14%	48k	46.83	View chart
Pfizer (PFE)	0.2	$2.3M	+8%	78k	28.94	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$2.3M	-4%	17k	135.44	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$2.2M	-7%	41k	54.48	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.2	$2.2M	+2%	19k	117.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.2M		3.8k	586.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.2M	+5%	5.9k	375.38	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$2.2M		21k	101.65	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.1M		4.4k	493.77	View chart
Boeing Company (BA)	0.1	$2.1M		14k	152.04	View chart
Ameren Corporation (AEE)	0.1	$2.0M	+2%	23k	87.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.0M	+6%	42k	47.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.0M	+8%	8.3k	243.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.0M		21k	95.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.0M	-5%	20k	97.42	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$2.0M	+7%	37k	52.13	View chart
Us Bancorp Del Com New (USB)	0.1	$1.9M		42k	45.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.9M		19k	104.18	View chart
Walt Disney Company (DIS)	0.1	$1.9M	-3%	20k	96.19	View chart
Netflix (NFLX)	0.1	$1.9M	+2%	2.6k	709.27	View chart
Abbott Laboratories (ABT)	0.1	$1.8M	+33%	16k	114.01	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.8M	+28%	52k	35.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M		8.3k	220.90	View chart
Ge Aerospace Com New (GE)	0.1	$1.8M		9.5k	188.58	View chart
General Dynamics Corporation (GD)	0.1	$1.7M	+2%	5.8k	302.20	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.7M	+7%	18k	96.95	View chart
Qualcomm (QCOM)	0.1	$1.7M	+4%	10k	170.06	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.7M	-25%	19k	87.80	View chart
Broadcom (AVGO)	0.1	$1.7M	+1309%	9.8k	172.51	View chart
Nextera Energy (NEE)	0.1	$1.6M	+26%	19k	84.53	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.6M		2.8k	584.58	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.6M		248k	6.35	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.1	$1.5M		119k	12.98	View chart
Verizon Communications (VZ)	0.1	$1.5M		34k	44.91	View chart
Caterpillar (CAT)	0.1	$1.5M	+3%	3.9k	391.17	View chart
Oneok (OKE)	0.1	$1.5M	-5%	16k	91.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.5M	+3%	17k	88.14	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.5M		13k	115.30	View chart
3M Company (MMM)	0.1	$1.4M	+12%	11k	136.71	View chart
Philip Morris International (PM)	0.1	$1.4M		12k	121.40	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.4M	+7%	9.4k	154.02	View chart
General Mills (GIS)	0.1	$1.4M	-3%	20k	73.85	View chart
Wp Carey (WPC)	0.1	$1.4M	+4%	23k	62.30	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$1.4M	-4%	9.0k	157.55	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.4M	+6%	47k	29.29	View chart
ConocoPhillips (COP)	0.1	$1.3M		13k	105.28	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.1	$1.3M		104k	12.83	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.3M		7.9k	166.82	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	+15%	8.0k	164.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M	-3%	7.3k	179.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.3M		7.7k	167.67	View chart
Deere & Company (DE)	0.1	$1.3M		3.1k	417.28	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	+89%	7.5k	170.40	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M	+5%	9.2k	136.35	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$1.2M	-5%	49k	24.49	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.2M	-4%	11k	114.52	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.2M		15k	80.37	View chart
Enbridge (ENB)	0.1	$1.2M	+2%	29k	40.61	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.2M	+12%	6.8k	173.67	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$1.2M	+10%	44k	26.97	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.2M		24k	48.59	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.2M	-10%	5.5k	211.83	View chart
salesforce (CRM)	0.1	$1.2M	-6%	4.3k	273.72	View chart
Intel Corporation (INTC)	0.1	$1.2M	+20%	50k	23.46	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.2M	+11%	40k	29.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.2M	+20%	39k	29.89	View chart
Chubb (CB)	0.1	$1.2M	+42%	4.0k	288.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.2M	-2%	15k	78.69	View chart
Medtronic SHS (MDT)	0.1	$1.2M	+4%	13k	90.03	View chart
UnitedHealth (UNH)	0.1	$1.1M		2.0k	584.80	View chart
Clear Secure Com Cl A (YOU)	0.1	$1.1M	-22%	35k	33.14	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.1M		33k	34.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M		8.8k	128.21	View chart
Bristol Myers Squibb (BMY)	0.1	$1.1M	+25%	21k	51.74	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.1M		14k	80.48	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.1M		28k	39.27	View chart
Cummins (CMI)	0.1	$1.1M		3.4k	323.82	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.1M	-5%	11k	95.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.1M		5.7k	189.81	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.1M	-4%	38k	28.41	View chart
Bk Nova Cad (BNS)	0.1	$1.1M		20k	54.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M		15k	71.73	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.1M		24k	44.67	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$1.1M	+9%	37k	29.07	View chart
CVS Caremark Corporation (CVS)	0.1	$1.1M	-2%	17k	62.88	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.0M	-24%	20k	52.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.0M		13k	78.05	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$1.0M	+51%	21k	48.03	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.1	$1.0M	NEW	48k	21.18	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.0M		6.7k	149.63	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.1	$1.0M	+4%	21k	47.49	View chart
American Express Company (AXP)	0.1	$994k	+3%	3.7k	271.23	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$977k		7.4k	132.26	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$973k	+4%	17k	58.53	View chart
Target Corporation (TGT)	0.1	$968k	+41%	6.2k	155.86	View chart
Shopify Cl A (SHOP)	0.1	$964k		12k	80.14	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$955k		66k	14.39	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$955k	+8%	29k	33.30	View chart
Capital Southwest Corporation (CSWC)	0.1	$951k		38k	25.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.1	$945k		38k	24.82	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$935k		46k	20.53	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.1	$928k		56k	16.63	View chart
Ford Motor Company (F)	0.1	$922k	+3%	87k	10.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$915k		11k	83.09	View chart
Lincoln National Corporation (LNC)	0.1	$912k		29k	31.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$912k	+5%	38k	23.74	View chart
Illinois Tool Works (ITW)	0.1	$902k	+93%	3.4k	262.08	View chart
Wells Fargo & Company (WFC)	0.1	$889k	-4%	16k	56.49	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$882k	+6%	3.6k	243.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$875k		10k	84.53	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$872k	+3%	3.1k	283.97	View chart
Kinder Morgan (KMI)	0.1	$869k		39k	22.09	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$865k		42k	20.78	View chart
Pentair SHS (PNR)	0.1	$857k		8.8k	97.79	View chart
Colgate-Palmolive Company (CL)	0.1	$854k	+10%	8.2k	103.81	View chart
Commerce Bancshares (CBSH)	0.1	$848k	-5%	14k	59.40	View chart
Cbre Group Cl A (CBRE)	0.1	$845k	-2%	6.8k	124.48	View chart
Vanguard World Financials Etf (VFH)	0.1	$842k	+4%	7.7k	109.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$840k	+5%	34k	24.49	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$839k	+14%	16k	53.70	View chart
Phillips 66 (PSX)	0.1	$830k		6.3k	131.46	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$828k		1.5k	569.77	View chart

Past Filings by Cornerstone Wealth Management

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

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
Cornerstone Wealth Management 2020 Q4 filed Jan. 29, 2021
Cornerstone Wealth Management 2020 Q3 filed Oct. 13, 2020

View all past filings

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