Cornerstone Wealth Advisors, Inc. has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $325 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $68.8M, Schwab Intermediate Term Us Tr with a value of $43.4M, Schwab Strategic Tr Us Large C with a value of $41.6M, Vanguard Growth ETF with a value of $32.5M, and Vanguard Value ETF with a value of $28.7M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $309M to 325M.

Below you can find more details about Cornerstone Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $315 Million
Financial Services: $3.68 Million
Technology: $2.67 Million
Healthcare: $1.45 Million
Consumer Cyclical: $1.28 Million
Consumer Defensive: $275,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $325 Million
  • Prior Value $309 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Cornerstone Wealth Advisors, Inc. Portfolio

Follow Cornerstone Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Advisors, Inc. with notifications on news.