Cornerstone Wealth Management

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

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

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Portfolio Holdings for Cornerstone Wealth Management

Cornerstone Wealth Management holds 524 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Cornerstone Wealth Management has 524 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.8 $62M 359k 171.22
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J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 4.2 $45M 577k 77.08
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Ishares Tr Core S&p500 Etf (IVV) 3.3 $35M -4% 82k 429.40
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Spdr Ser Tr Portfolio S&p500 (SPLG) 2.5 $26M +3% 521k 50.26
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Spdr Ser Tr Portfolio S&p400 (SPMD) 2.3 $24M -29% 557k 43.79
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Ishares Tr Msci Usa Min Vol (USMV) 1.9 $20M 271k 72.38
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Microsoft Corporation (MSFT) 1.8 $19M +3% 61k 315.79
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.6 $17M -19% 313k 53.52
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Wisdomtree Tr Intl Qulty Div (IQDG) 1.5 $16M 502k 32.02
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Vanguard Specialized Funds Div App Etf (VIG) 1.4 $15M 97k 155.39
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Procter & Gamble Company (PG) 1.4 $15M 102k 145.86
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Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $14M -3% 68k 212.41
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $12M -9% 35k 358.29
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Pacer Fds Tr Pacer Us Small (CALF) 1.1 $12M +10% 287k 41.70
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $12M -13% 28k 427.50
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 1.0 $11M 507k 20.67
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Amazon (AMZN) 1.0 $10M +4% 82k 127.12
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $10M +17% 101k 100.17
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.9 $10M +5% 500k 20.11
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NVIDIA Corporation (NVDA) 0.9 $10M +7% 23k 435.03
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.9 $10M 471k 21.23
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $9.5M -64% 136k 69.78
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.9 $9.1M 100k 91.12
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.9 $9.1M +4% 215k 42.05
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $9.0M 119k 75.98
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Pimco Etf Tr Active Bd Etf (BOND) 0.8 $8.7M +2% 99k 87.90
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Vanguard Index Fds Value Etf (VTV) 0.8 $8.0M -25% 58k 137.93
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $7.9M -15% 50k 159.50
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Ishares Tr Core Div Grwth (DGRO) 0.7 $7.8M +3% 158k 49.53
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $7.8M +3% 131k 59.28
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Exxon Mobil Corporation (XOM) 0.7 $7.5M -5% 64k 117.57
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Vanguard Index Fds Growth Etf (VUG) 0.7 $7.2M -18% 27k 272.34
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Ishares Tr Morningstar Grwt (ILCG) 0.7 $7.2M 120k 59.65
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Johnson & Johnson (JNJ) 0.6 $6.7M +7% 43k 155.76
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Blackstone Group Inc Com Cl A (BX) 0.6 $6.5M -2% 61k 107.14
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Wal-Mart Stores (WMT) 0.6 $6.3M +4% 40k 159.96
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Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.6 $6.3M 183k 34.45
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.6 $6.0M 124k 48.37
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Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $6.0M 52k 115.02
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $5.9M -34% 191k 31.01
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.6 $5.9M +3% 231k 25.65
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.9M 45k 130.86
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Coca-Cola Company (KO) 0.5 $5.8M +2% 103k 55.98
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First Tr Value Line Divid In SHS (FVD) 0.5 $5.7M -3% 152k 37.39
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $5.7M +2% 130k 43.56
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Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $5.5M +5% 76k 72.31
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.5 $5.5M +433% 173k 31.82
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $5.4M -23% 16k 334.93
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $5.3M 106k 50.04
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.5 $5.3M 108k 49.17
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Wisdomtree Tr Us Midcap Divid (DON) 0.5 $5.0M +3% 121k 40.96
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $4.6M +2% 19k 249.38
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AFLAC Incorporated (AFL) 0.4 $4.6M +12% 60k 76.75
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $4.4M +10% 140k 31.45
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $4.3M 61k 71.33
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.3M 12k 350.27
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Emerson Electric (EMR) 0.4 $4.3M +4% 44k 96.57
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Lowe's Companies (LOW) 0.4 $4.1M 20k 207.84
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Parker-Hannifin Corporation (PH) 0.4 $4.0M 10k 389.57
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Lpl Financial Holdings (LPLA) 0.4 $4.0M 17k 237.64
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.4 $3.9M +406% 120k 32.99
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JPMorgan Chase & Co. (JPM) 0.4 $3.9M +8% 27k 145.02
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Ishares Tr Blackrock Ultra (ICSH) 0.4 $3.9M +7% 77k 50.38
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W.W. Grainger (GWW) 0.4 $3.8M 5.5k 691.99
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Tesla Motors (TSLA) 0.3 $3.7M +6% 15k 250.22
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Alphabet Cap Stk Cl C (GOOG) 0.3 $3.6M +11% 28k 131.85
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Indexiq Etf Tr Ftse Internl Eqt (HFXI) 0.3 $3.6M +2% 157k 23.14
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Chevron Corporation (CVX) 0.3 $3.6M +7% 21k 168.60
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $3.6M +28% 78k 45.95
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Archer Daniels Midland Company (ADM) 0.3 $3.5M +3% 47k 75.42
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Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.3 $3.5M +9% 52k 67.79
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.3 $3.5M +3% 135k 25.90
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Consolidated Edison (ED) 0.3 $3.5M +3% 40k 85.53
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $3.4M +9% 79k 43.27
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.4M 18k 189.09
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Meta Platforms Cl A (META) 0.3 $3.3M -5% 11k 300.18
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $3.2M -2% 22k 147.42
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Dover Corporation (DOV) 0.3 $3.2M +5% 23k 139.51
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $3.2M 61k 51.99
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Ishares Tr National Mun Etf (MUB) 0.3 $3.2M +4% 31k 102.54
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $3.2M -5% 66k 48.10
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $3.1M -8% 76k 41.26
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Visa Com Cl A (V) 0.3 $3.1M +25% 13k 230.16
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $3.0M 21k 141.69
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $3.0M +5% 68k 44.10
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Nordson Corporation (NDSN) 0.3 $3.0M +2% 13k 223.18
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $2.9M -2% 49k 59.42
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Genuine Parts Company (GPC) 0.3 $2.9M +4% 20k 144.38
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $2.9M +10% 40k 73.26
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $2.9M +11% 75k 38.65
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American States Water Company (AWR) 0.3 $2.8M +4% 36k 78.68
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.8M -2% 30k 94.33
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.3 $2.8M NEW 62k 45.07
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $2.8M +10% 21k 131.80
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.7M -22% 13k 214.26
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Boeing Company (BA) 0.3 $2.7M -2% 14k 191.69
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $2.7M -4% 36k 73.63
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.6M +3% 13k 208.31
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $2.6M -2% 71k 36.90
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McDonald's Corporation (MCD) 0.2 $2.5M +9% 9.5k 263.39
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Linde SHS (LIN) 0.2 $2.5M +4% 6.7k 372.35
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Select Sector Spdr Tr Technology (XLK) 0.2 $2.5M +4% 15k 163.95
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Abbvie (ABBV) 0.2 $2.5M 17k 149.08
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.2 $2.5M +5% 50k 49.36
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Select Sector Spdr Tr Financial (XLF) 0.2 $2.4M +3% 71k 33.17
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $2.3M NEW 109k 21.50
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $2.3M -5% 46k 50.07
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Mastercard Incorporated Cl A (MA) 0.2 $2.2M +5% 5.7k 395.96
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Ishares Tr Core Msci Total (IXUS) 0.2 $2.2M 37k 59.99
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Pfizer (PFE) 0.2 $2.2M +2% 66k 33.17
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Merck & Co (MRK) 0.2 $2.2M +7% 21k 102.93
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.2M +9% 44k 49.44
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At&t (T) 0.2 $2.1M 142k 15.02
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Home Depot (HD) 0.2 $2.1M +17% 7.1k 302.14
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Select Sector Spdr Tr Energy (XLE) 0.2 $2.1M +5% 23k 90.39
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Pepsi (PEP) 0.2 $2.1M +4% 12k 169.51
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Cisco Systems (CSCO) 0.2 $2.0M +25% 38k 53.76
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J P Morgan Exchange Traded F Internl Gwt (JIG) 0.2 $2.0M +13% 38k 53.50
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Ishares Tr Msci Kld400 Soc (DSI) 0.2 $2.0M -14% 25k 81.41
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.9M -3% 26k 75.66
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.9M -37% 57k 33.57
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.9M -16% 25k 75.17
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.9M 43k 43.72
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $1.8M +10% 67k 27.53
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Walt Disney Company (DIS) 0.2 $1.8M -15% 22k 81.05
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $1.8M -5% 20k 89.97
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ConocoPhillips (COP) 0.2 $1.7M +5% 15k 119.79
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Select Sector Spdr Tr Indl (XLI) 0.2 $1.7M +9% 17k 101.43
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Ameren Corporation (AEE) 0.2 $1.7M +2% 23k 74.83
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Costco Wholesale Corporation (COST) 0.2 $1.7M -4% 3.0k 565.18
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.7M 4.3k 392.91
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International Business Machines (IBM) 0.2 $1.7M 12k 140.29
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $1.6M +9% 32k 50.74
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Omega Healthcare Investors (OHI) 0.2 $1.6M +5% 49k 33.16
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Bank of America Corporation (BAC) 0.2 $1.6M +3% 59k 27.38
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Equifax (EFX) 0.2 $1.6M 8.8k 183.18
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Vanguard World Esg Us Stk Etf (ESGV) 0.2 $1.6M -5% 21k 75.22
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.6M -13% 6.0k 265.98
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Altria (MO) 0.1 $1.6M +3% 37k 42.05
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.6M +7% 8.8k 176.75
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UnitedHealth (UNH) 0.1 $1.6M +72% 3.1k 504.23
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.5M 12k 128.75
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Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.1 $1.5M 127k 12.06
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.5M 11k 145.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M -2% 39k 39.21
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.5M +28% 23k 64.35
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $1.5M +115% 29k 50.18
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Intel Corporation (INTC) 0.1 $1.5M 41k 35.55
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Deere & Company (DE) 0.1 $1.4M +38% 3.7k 378.00
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.4M 20k 68.42
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $1.4M -51% 56k 24.34
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United Parcel Service CL B (UPS) 0.1 $1.3M +4% 8.5k 155.89
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General Mills (GIS) 0.1 $1.3M +30% 21k 63.99
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Vanguard World Fds Health Car Etf (VHT) 0.1 $1.3M -28% 5.6k 235.42
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Philip Morris International (PM) 0.1 $1.3M -4% 14k 92.59
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.2M -4% 17k 72.72
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BP Sponsored Adr (BP) 0.1 $1.2M +3% 31k 38.71
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $1.2M NEW 26k 45.84
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Abbott Laboratories (ABT) 0.1 $1.2M +10% 12k 96.87
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Spdr Ser Tr Msci Usa Strtgic (QUS) 0.1 $1.2M -2% 9.8k 120.69
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $1.2M NEW 39k 30.10
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.2M +5% 2.8k 414.95
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Ford Motor Company (F) 0.1 $1.2M -16% 93k 12.42
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CVS Caremark Corporation (CVS) 0.1 $1.1M -4% 16k 69.82
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First Tr Morningstar Divid L SHS (FDL) 0.1 $1.1M 34k 33.44
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $1.1M +13% 26k 43.53
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $1.1M -5% 7.1k 159.61
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Adobe Systems Incorporated (ADBE) 0.1 $1.1M +44% 2.2k 509.91
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Qualcomm (QCOM) 0.1 $1.1M 9.9k 111.04
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.1M 8.3k 130.97
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Us Bancorp Del Com New (USB) 0.1 $1.1M 32k 33.06
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Vanguard World Fds Energy Etf (VDE) 0.1 $1.1M -11% 8.4k 126.75
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Oneok (OKE) 0.1 $1.0M +5% 17k 63.42
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Verizon Communications (VZ) 0.1 $1.0M +22% 32k 32.41
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Union Pacific Corporation (UNP) 0.1 $1.0M -3% 5.1k 203.61
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Nextera Energy (NEE) 0.1 $1.0M +102% 18k 57.32
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Netflix (NFLX) 0.1 $1.0M +9% 2.7k 377.60
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.0M -23% 23k 45.30
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Cummins (CMI) 0.1 $1.0M 4.4k 228.86
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $999k +2% 14k 69.25
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Ishares Tr Tips Bd Etf (TIP) 0.1 $984k -3% 9.5k 103.72
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $982k -11% 6.5k 151.81
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $977k 9.5k 103.34
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Raytheon Technologies Corp (RTX) 0.1 $972k +77% 14k 71.99
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salesforce (CRM) 0.1 $968k 4.8k 202.78
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $967k -4% 11k 89.97
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $956k +5% 15k 64.46
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.1 $955k +6% 39k 24.64
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Eli Lilly & Co. (LLY) 0.1 $955k 1.8k 537.17
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Caterpillar (CAT) 0.1 $948k +13% 3.5k 273.14
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Owl Rock Capital Corporation (OBDC) 0.1 $947k +10% 68k 13.85
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $943k +4% 16k 58.79
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Spdr Gold Tr Gold Shs (GLD) 0.1 $932k +14% 5.4k 171.45
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Kellogg Company (K) 0.1 $927k 16k 59.51
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Enbridge (ENB) 0.1 $920k +8% 28k 33.19
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Bristol Myers Squibb (BMY) 0.1 $913k +6% 16k 58.04
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $907k -7% 6.7k 135.54
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General Electric Com New (GE) 0.1 $904k -4% 8.2k 110.60
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General Dynamics Corporation (GD) 0.1 $893k +11% 4.0k 221.03
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $891k +3% 11k 77.96
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Enterprise Products Partners (EPD) 0.1 $889k +10% 33k 27.37
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Duke Energy Corp Com New (DUK) 0.1 $887k +19% 10k 88.25
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $887k +2% 51k 17.32
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $886k +390% 29k 30.15
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $882k +11% 12k 75.84
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Neuberger Berman Next Genera Common Stock (NBXG) 0.1 $877k +19% 84k 10.42
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $868k -3% 26k 34.07
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $865k 13k 67.05
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Ishares Core Msci Emkt (IEMG) 0.1 $861k +27% 18k 47.59
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $861k +16% 32k 27.36
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First Tr Exchange-traded Multi Asset Di (MDIV) 0.1 $860k 59k 14.60
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First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $856k -7% 10k 83.99
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Sixth Street Specialty Lending (TSLX) 0.1 $854k +11% 42k 20.44
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $850k +8% 31k 27.06
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $842k +99% 155k 5.42
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Pioneer Natural Resources (PXD) 0.1 $836k 3.6k 229.54
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $823k 34k 24.50
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Paypal Holdings (PYPL) 0.1 $819k +19% 14k 58.46
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Waste Management (WM) 0.1 $813k +71% 5.3k 152.46
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $802k -5% 20k 39.67
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Invesco Exch Trd Slf Idx Bulshs 2023 Muni (BSMN) 0.1 $802k 32k 25.04
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $799k 7.7k 104.35
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Lockheed Martin Corporation (LMT) 0.1 $798k +17% 2.0k 408.77
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Wells Fargo & Company (WFC) 0.1 $796k +3% 20k 40.86
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Medtronic SHS (MDT) 0.1 $787k +17% 10k 78.35
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Nucor Corporation (NUE) 0.1 $785k -2% 5.0k 156.36
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ON Semiconductor (ON) 0.1 $781k +48% 8.4k 92.94
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $775k +8% 32k 24.00
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $773k 8.2k 93.91
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Phillips 66 (PSX) 0.1 $770k 6.4k 120.19
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Wp Carey (WPC) 0.1 $769k 14k 54.07
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Eaton Vance Short Duration Diversified I (EVG) 0.1 $767k 74k 10.37
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PNC Financial Services (PNC) 0.1 $766k NEW 6.2k 122.78
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Honeywell International (HON) 0.1 $763k 4.1k 184.70
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PennantPark Investment (PNNT) 0.1 $753k +24% 115k 6.58
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $740k 11k 67.67
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Ishares Silver Tr Ishares (SLV) 0.1 $738k -4% 36k 20.34
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Mondelez Intl Cl A (MDLZ) 0.1 $729k -8% 11k 69.41
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Capital Southwest Corporation (CSWC) 0.1 $726k +9% 32k 22.90
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $724k 1.6k 457.00
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $712k -58% 15k 47.84
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Bk Nova Cad (BNS) 0.1 $704k 15k 45.59
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Commerce Bancshares (CBSH) 0.1 $692k 14k 47.98
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PIMCO Corporate Opportunity Fund (PTY) 0.1 $683k 52k 13.07
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3M Company (MMM) 0.1 $682k +35% 7.3k 93.63
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Gilead Sciences (GILD) 0.1 $676k +4% 9.0k 74.96
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Advanced Micro Devices (AMD) 0.1 $671k +65% 6.5k 102.82
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $664k +11% 9.4k 70.76
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $658k +19% 7.0k 94.05
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Kinder Morgan (KMI) 0.1 $650k +3% 39k 16.58
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Past Filings by Cornerstone Wealth Management

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

View all past filings