Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 20.02% of Cornerstone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$26M), XMHQ (+$5.5M), BBUS, SPY, GRPM, SPMD, COST, VCIT, MINT, XOM.
Started 32 new stock positions in LYV, LEN, GEV, FITB, GRPM, YOU, NOW, NFTY, SPFF, IVE.
Reduced shares in these 10 stocks: XMLV (-$6.4M), FLQM, FLQS, Pioneer Natural Resources, SPLG, VIG, IVV, LPLA, FIXD, JPM.
Sold out of its positions in Agenus, Cal Maine Foods Inc Cmn Stock cmn, DKNG, FLQS, FLQM, XMLV, SGOV, MRNA, MDB, Pioneer Natural Resources. RPM, Shockwave Med, SQ, TEI, TLRY.
Cornerstone Wealth Management was a net buyer of stock by $64M.
Cornerstone Wealth Management has $1.3B in assets under management (AUM), dropping by 5.28%.
Central Index Key (CIK): 0001674117

Tip: Access up to 7 years of quarterly data

Positions held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 552 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Cornerstone Wealth Management has 552 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.6	$73M		348k	210.62	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	4.9	$64M	+6%	648k	98.12	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	3.6	$46M	+4%	904k	51.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$43M		79k	547.23	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.6	$34M	-2%	529k	64.00	View chart
NVIDIA Corporation (NVDA)	2.2	$29M	+977%	232k	123.54	View chart
Microsoft Corporation (MSFT)	2.1	$27M		61k	446.95	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.7	$22M		259k	83.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$19M	+19%	35k	544.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$19M		308k	60.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$18M		37k	479.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$17M	-3%	96k	182.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$17M		64k	267.51	View chart
Procter & Gamble Company (PG)	1.2	$16M		97k	164.92	View chart
Amazon (AMZN)	1.2	$16M		80k	193.25	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.1	$14M		317k	43.56	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$14M	+12%	134k	100.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.9	$11M	+3%	549k	20.45	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.9	$11M		117k	95.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$11M	+17%	139k	79.93	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.9	$11M		138k	80.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.8	$11M		509k	21.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$10M	+3%	139k	72.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$9.7M		168k	57.61	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.7	$9.4M		115k	81.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$9.0M		24k	374.01	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.7	$9.0M	-6%	210k	43.05	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$9.0M	+7%	468k	19.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$8.8M	+2%	97k	91.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$8.6M		47k	182.52	View chart
Wal-Mart Stores (WMT)	0.7	$8.5M	+4%	126k	67.71	View chart
Exxon Mobil Corporation (XOM)	0.7	$8.5M	+20%	74k	115.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$7.9M		43k	182.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$7.8M		49k	160.41	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.6	$7.8M	+4%	204k	37.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$7.7M	+12%	20k	391.13	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.6	$7.5M	+7%	273k	27.62	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.6	$7.5M	+2%	140k	53.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$7.3M	+3%	59k	123.80	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.6	$7.2M	+4%	144k	50.38	View chart
Coca-Cola Company (KO)	0.5	$7.1M	+4%	112k	63.65	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.5	$7.0M		55k	127.18	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$6.9M	+3%	154k	44.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$6.8M		107k	63.54	View chart
Johnson & Johnson (JNJ)	0.5	$6.5M	+5%	45k	146.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$6.4M	+9%	183k	35.08	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$6.4M	+11%	196k	32.56	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$6.2M		133k	46.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$6.0M	+1081%	62k	97.03	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$5.7M	+4%	61k	94.45	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$5.7M	+3%	76k	74.89	View chart
Emerson Electric (EMR)	0.4	$5.5M	+8%	50k	110.16	View chart
Meta Platforms Cl A (META)	0.4	$5.4M		11k	504.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$5.3M		27k	197.11	View chart
Raytheon Technologies Corp (RTX)	0.4	$5.3M	+7%	53k	100.39	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$5.2M	+6%	99k	52.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.1M		28k	183.42	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$5.1M	+7%	188k	27.15	View chart
AFLAC Incorporated (AFL)	0.4	$5.1M	+3%	57k	89.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$5.0M		12k	406.80	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$5.0M		61k	81.28	View chart
Lowe's Companies (LOW)	0.4	$4.9M	+5%	22k	220.46	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$4.9M	+12%	118k	41.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$4.9M		84k	58.52	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.4	$4.8M		127k	38.14	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$4.8M		117k	40.75	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$4.7M	+3%	85k	55.58	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$4.7M	+4%	86k	54.75	View chart
Dover Corporation (DOV)	0.4	$4.6M	+3%	26k	180.45	View chart
Indexiq Etf Tr Ftse Internl Eqt (HFXI)	0.4	$4.6M	+3%	171k	26.70	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$4.5M	+6%	50k	90.19	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$4.4M	+3%	63k	69.93	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.4M	-9%	22k	202.26	View chart
Parker-Hannifin Corporation (PH)	0.3	$4.4M	-6%	8.7k	505.79	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$4.3M	+10%	109k	39.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$4.3M	+2%	141k	30.42	View chart
W.W. Grainger (GWW)	0.3	$4.2M	+3%	4.6k	902.32	View chart
Consolidated Edison (ED)	0.3	$4.0M	+7%	45k	89.42	View chart
Costco Wholesale Corporation (COST)	0.3	$4.0M	+73%	4.7k	850.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.9M	+4%	18k	218.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.8M	+2%	22k	170.76	View chart
Lpl Financial Holdings (LPLA)	0.3	$3.8M	-13%	14k	279.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.7M	+4%	17k	226.23	View chart
Linde SHS (LIN)	0.3	$3.7M	+8%	8.4k	438.79	View chart
Tesla Motors (TSLA)	0.3	$3.6M	+19%	18k	197.88	View chart
Chevron Corporation (CVX)	0.3	$3.6M	+4%	23k	156.42	View chart
International Business Machines (IBM)	0.3	$3.5M	+2%	20k	172.95	View chart
Nordson Corporation (NDSN)	0.3	$3.5M	+6%	15k	231.95	View chart
Genuine Parts Company (GPC)	0.3	$3.4M	+7%	25k	138.32	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$3.4M	+3%	13k	250.14	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$3.3M	+7%	69k	48.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$3.3M	+6%	13k	260.70	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.3	$3.3M	+8%	52k	64.15	View chart
American States Water Company (AWR)	0.3	$3.3M	+10%	45k	72.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.2M	+6%	13k	242.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.2M	+39%	6.3k	500.11	View chart
Visa Com Cl A (V)	0.2	$3.1M	+5%	12k	262.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.1M	+4%	62k	50.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.0M	+3%	28k	106.66	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$2.9M	+3%	48k	59.60	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.9M	-7%	27k	106.55	View chart
At&t (T)	0.2	$2.8M	-2%	147k	19.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.8M	+8%	51k	54.49	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$2.8M		33k	84.04	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$2.8M	+4%	60k	45.84	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$2.8M		67k	41.11	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$2.6M		25k	103.85	View chart
Merck & Co (MRK)	0.2	$2.6M		21k	123.80	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$2.6M		56k	45.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$2.6M	+34%	51k	50.47	View chart
Boeing Company (BA)	0.2	$2.5M		14k	182.01	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.5M		37k	67.56	View chart
Bank of America Corporation (BAC)	0.2	$2.5M		63k	39.77	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$2.4M	+9%	87k	28.02	View chart
Home Depot (HD)	0.2	$2.4M	+10%	7.1k	344.24	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$2.4M	-2%	109k	22.22	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.4M	+8%	49k	48.74	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.4M	+6%	26k	91.15	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$2.3M		21k	112.37	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$2.3M		45k	52.06	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$2.2M		44k	50.52	View chart
Abbvie (ABBV)	0.2	$2.2M		13k	171.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.2M	+3%	44k	49.42	View chart
McDonald's Corporation (MCD)	0.2	$2.2M		8.5k	254.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.1M	+2%	3.7k	576.66	View chart
Equifax (EFX)	0.2	$2.1M		8.8k	242.46	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$2.1M	+3%	17k	121.87	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.2	$2.1M	NEW	18k	114.41	View chart
Pepsi (PEP)	0.2	$2.1M	+4%	13k	164.93	View chart
Altria (MO)	0.2	$2.1M	+8%	46k	45.55	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$2.1M		21k	96.62	View chart
Vanguard World Health Car Etf (VHT)	0.2	$2.1M	+13%	7.8k	266.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.0M	-3%	5.6k	364.51	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.0M	+5%	54k	37.67	View chart
Pfizer (PFE)	0.2	$2.0M	+13%	72k	27.98	View chart
Walt Disney Company (DIS)	0.2	$2.0M		20k	99.29	View chart
Omega Healthcare Investors (OHI)	0.1	$1.9M	+4%	57k	34.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.9M	+5%	21k	92.54	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.9M	+2%	4.3k	441.18	View chart
Qualcomm (QCOM)	0.1	$1.9M		9.6k	199.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.9M		19k	100.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.8M	-7%	21k	83.76	View chart
Cisco Systems (CSCO)	0.1	$1.8M		37k	47.51	View chart
Netflix (NFLX)	0.1	$1.7M		2.6k	674.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M	+5%	40k	43.76	View chart
Eli Lilly & Co. (LLY)	0.1	$1.7M	+18%	1.9k	905.23	View chart
Us Bancorp Del Com New (USB)	0.1	$1.7M	+12%	43k	39.70	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$1.7M	+7%	35k	48.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.7M		8.2k	202.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	+18%	7.7k	215.01	View chart
General Dynamics Corporation (GD)	0.1	$1.6M	+4%	5.6k	290.13	View chart
Ameren Corporation (AEE)	0.1	$1.6M		23k	71.11	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.6M		246k	6.37	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.1	$1.5M		119k	12.81	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M	+6%	9.5k	158.97	View chart
ConocoPhillips (COP)	0.1	$1.5M		13k	114.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.4M	+11%	17k	86.61	View chart
Verizon Communications (VZ)	0.1	$1.4M	+9%	35k	41.24	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.4M		40k	35.55	View chart
Oneok (OKE)	0.1	$1.4M	+5%	17k	81.55	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$1.4M	-2%	9.4k	147.44	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.4M		26k	52.49	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.3M		44k	30.62	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.1	$1.3M	+3%	103k	12.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.3M	-3%	16k	81.08	View chart
Intel Corporation (INTC)	0.1	$1.3M	+7%	42k	30.97	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.3M	+7%	13k	100.23	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	+4%	2.7k	467.06	View chart
General Mills (GIS)	0.1	$1.3M	+2%	20k	63.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.3M	-12%	8.7k	145.75	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.3M	-7%	6.2k	204.94	View chart
Caterpillar (CAT)	0.1	$1.3M	-5%	3.8k	333.06	View chart
Abbott Laboratories (ABT)	0.1	$1.3M		12k	103.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.2M	-4%	7.6k	164.28	View chart
Philip Morris International (PM)	0.1	$1.2M		12k	101.33	View chart
Wp Carey (WPC)	0.1	$1.2M	+18%	22k	55.05	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M		8.7k	136.85	View chart
salesforce (CRM)	0.1	$1.2M		4.6k	257.13	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.2M		7.7k	152.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M	+3%	7.7k	150.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.2M	-5%	15k	76.70	View chart
Deere & Company (DE)	0.1	$1.1M	+6%	3.1k	373.65	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$1.1M		52k	22.05	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.1M	+17%	11k	103.90	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.1M		24k	46.61	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	+13%	6.9k	162.21	View chart
Broadcom (AVGO)	0.1	$1.1M	+20%	692.00	1604.68	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.1M	-7%	15k	74.08	View chart
Nextera Energy (NEE)	0.1	$1.1M	+8%	15k	70.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.1M	+2%	12k	89.72	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.1M		33k	32.89	View chart
Ford Motor Company (F)	0.1	$1.1M	-8%	85k	12.54	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.1M		40k	26.57	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.1M		28k	37.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M	-2%	8.9k	118.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.1M		6.0k	173.82	View chart
Kellogg Company (K)	0.1	$1.0M	+2%	18k	57.68	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$1.0M	+14%	40k	25.72	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.0M	+5%	14k	74.74	View chart
Enbridge (ENB)	0.1	$1.0M		29k	35.59	View chart
CVS Caremark Corporation (CVS)	0.1	$1.0M	+7%	17k	59.06	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.0M	+3%	36k	28.30	View chart
UnitedHealth (UNH)	0.1	$1.0M	+5%	2.0k	509.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1000k		5.7k	174.47	View chart
Capital Southwest Corporation (CSWC)	0.1	$985k	+3%	38k	26.09	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$983k		46k	21.35	View chart
Wells Fargo & Company (WFC)	0.1	$980k	-7%	17k	59.39	View chart
3M Company (MMM)	0.1	$967k	+24%	9.5k	102.19	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$967k		68k	14.31	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.1	$961k	+56%	20k	47.55	View chart
Medtronic SHS (MDT)	0.1	$960k	+4%	12k	78.71	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$957k	-8%	15k	64.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$956k		13k	72.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.1	$945k	+5%	38k	24.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$937k	+27%	32k	28.92	View chart
Cummins (CMI)	0.1	$933k		3.4k	276.96	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$909k	+95%	33k	27.22	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$909k	-2%	24k	38.41	View chart
Lincoln National Corporation (LNC)	0.1	$900k	+19%	29k	31.10	View chart
Phillips 66 (PSX)	0.1	$896k	-2%	6.3k	141.17	View chart
Bk Nova Cad (BNS)	0.1	$892k	+4%	20k	45.72	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$891k		7.4k	120.75	View chart
PennantPark Investment (PNNT)	0.1	$889k	-5%	118k	7.55	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$888k	+5%	16k	55.78	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$876k	+11%	6.6k	132.06	View chart
PNC Financial Services (PNC)	0.1	$872k		5.6k	155.47	View chart
Devon Energy Corporation (DVN)	0.1	$872k	+4%	18k	47.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$869k		11k	77.83	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.1	$863k	-2%	55k	15.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$855k	+4%	36k	23.50	View chart
Commerce Bancshares (CBSH)	0.1	$841k		15k	55.78	View chart
Clear Secure Com Cl A (YOU)	0.1	$840k	NEW	45k	18.71	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$833k		41k	20.37	View chart
American Express Company (AXP)	0.1	$819k		3.5k	231.55	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$817k	NEW	26k	30.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$806k		10k	77.76	View chart
Shopify Cl A (SHOP)	0.1	$795k	-11%	12k	66.05	View chart
Kinder Morgan (KMI)	0.1	$793k	+3%	40k	19.87	View chart
Vanguard World Energy Etf (VDE)	0.1	$793k	-4%	6.2k	127.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$791k	+8%	33k	24.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$789k	-2%	1.5k	534.99	View chart
Gamestop Corp Cl A (GME)	0.1	$786k	+158%	32k	24.69	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$786k	-7%	21k	37.93	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$779k	+3%	3.0k	262.50	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$777k	+3%	3.4k	229.53	View chart
Diamondback Energy (FANG)	0.1	$771k		3.9k	200.20	View chart
Nucor Corporation (NUE)	0.1	$766k		4.8k	158.07	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$762k	-4%	14k	53.53	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.1	$757k		70k	10.80	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$752k	-3%	5.0k	150.51	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 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
Cornerstone Wealth Management 2020 Q2 filed July 16, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z