Cornerstone Financial Group, LLC /Ne/ New Holdings in Q4 2024

Cornerstone Financial Group, LLC /Ne/

  • $101 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
150K
New
$61.52 - $66.5 $9.24M - $9.99M
150K $9.57B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
93.5K
New
$69.3 - $74.3 $6.48M - $6.95M
93.5K $6.68B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
47.2K
New
$100.24 - $101.35 $4.73M - $4.79M
47.2K $4.75B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22.6K
New
$198.04 - $221.51 $4.47M - $5M
22.6K $4.75B
VGSH
Vanguard

ETFs
77.8K
New
$58.02 - $58.88 $4.51M - $4.58M
77.8K $4.52B
PFF
Ishares Trust Ishares Pfd And

ETFs
143K
New
$31.23 - $33.51 $4.46M - $4.79M
143K $4.49B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
67.8K
New
$58.88 - $64.8 $3.99M - $4.39M
67.8K $4B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
39.6K
New
$100.22 - $100.73 $3.97M - $3.99M
39.6K $3.98B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
113K
New
$34.13 - $37.35 $3.87M - $4.23M
113K $3.87B
TIP
Ishares Tr Tips Bd ETF

ETFs
34.4K
New
$106.33 - $110.69 $3.66M - $3.81M
34.4K $3.67B
SPIB
Spdr Portfolio Intermediate Te

ETFs
96.8K
New
$32.65 - $33.68 $3.16M - $3.26M
96.8K $3.17B
BND
Vanguard Bd Index Fd Inc Total

ETFs
35.1K
New
$71.75 - $75.11 $2.52M - $2.63M
35.1K $2.52B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
28K
New
$77.02 - $78.58 $2.16M - $2.2M
28K $2.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.77K
New
$442.29 - $483.08 $2.11M - $2.3M
4.77K $2.16B
VTI
Vanguard Total Stock Market Et

ETFs
6.98K
New
$280.04 - $302.45 $1.95M - $2.11M
6.98K $2.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.22K
New
$521.84 - $558.82 $1.68M - $1.8M
3.22K $1.74B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
35.2K
New
$46.69 - $49.2 $1.65M - $1.73M
35.2K $1.65B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
23.4K
New
$68.25 - $75.42 $1.6M - $1.77M
23.4K $1.6B
VT
Vanguard Total World Stk Index

ETFs
12.8K
New
$117.09 - $123.07 $1.5M - $1.57M
12.8K $1.5B
REET
Ishares Global Reit ETF

ETFs
62.1K
New
$23.43 - $26.54 $1.46M - $1.65M
62.1K $1.49B
IQLT
Ishares Msci Intl Quality Fact

ETFs
34K
New
$37.12 - $41.23 $1.26M - $1.4M
34K $1.26B
SUB
Ishares Short Term National Mu

ETFs
11.8K
New
$104.94 - $106.2 $1.24M - $1.25M
11.8K $1.24B
MOTI
Vaneck Morningstar Internation

ETFs
41K
New
$30.26 - $36.09 $1.24M - $1.48M
41K $1.24B
FNDB
Schwab Fundamental U S Broad M

ETFs
51.8K
New
$23.07 - $70.32 $1.2M - $3.64M
51.8K $1.2B
VCIT
Vanguard Intermediate Term Cor

ETFs
14.9K
New
$80.13 - $83.77 $1.2M - $1.25M
14.9K $1.2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.7K
New
$44.04 - $49.49 $1.13M - $1.27M
25.7K $1.13B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.9K
New
N/A
11.9K $1.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.14K
New
$481.22 - $538.17 $1.03M - $1.15M
2.14K $1.09B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
12.6K
New
$66.67 - $74.08 $841K - $935K
12.6K $858M
AAPL
Apple Inc.

Technology
3.23K
New
$221.69 - $259.02 $716K - $836K
3.23K $808M
NVDA
Nvidia Corp

Technology
6K
New
$117.0 - $148.88 $702K - $893K
6K $806M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
13.6K
New
$56.61 - $61.63 $769K - $837K
13.6K $770M
UNP
Union Pacific Corp

Industrials
3.31K
New
$223.15 - $249.32 $738K - $824K
3.31K $754M
MSFT
Microsoft Corp

Technology
1.77K
New
$406.35 - $454.46 $720K - $805K
1.77K $747M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
17.9K
New
$40.38 - $44.35 $724K - $795K
17.9K $734M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.63K
New
$124.61 - $133.96 $701K - $754K
5.63K $725M
RFG
Invesco Exchange Traded Fd Tr

ETFs
13.8K
New
$47.9 - $53.39 $662K - $738K
13.8K $669M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
25.5K
New
$25.0 - $25.11 $637K - $640K
25.5K $638M
MUB
Ishares National Muni Bond ETF

ETFs
5.93K
New
$105.78 - $108.7 $627K - $644K
5.93K $632M
MGV
Vanguard Mega Cap Value

ETFs
4.79K
New
$124.06 - $133.48 $594K - $639K
4.79K $598M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
7.8K
New
$75.44 - $80.53 $588K - $628K
7.8K $592M
IWS
Ishares Russell Midcap Value E

ETFs
4.26K
New
$128.08 - $140.32 $545K - $597K
4.26K $550M
VEA
Vanguard Ftse Developed Market

ETFs
10.9K
New
$47.57 - $52.44 $516K - $569K
10.9K $519M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
15.7K
New
$32.75 - $35.81 $513K - $561K
15.7K $517M
SPTS
Spdr Portfolio Short Term Trea

ETFs
16.3K
New
$28.88 - $29.33 $470K - $477K
16.3K $472M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.66K
New
$126.68 - $134.74 $463K - $493K
3.66K $467M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.34K
New
$100.18 - $109.1 $435K - $474K
4.34K $456M
VTV
Vanguard Value ETF

ETFs
2.65K
New
$168.32 - $181.87 $446K - $482K
2.65K $449M
ILCG
Ishares Morningstar Growth ETF
5.01K
New
N/A
5.01K $449M
Activity Summary
Buys All Purchases 67 New Holdings 67 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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