Cornerstone Wealth Advisors, Inc. Portfolio Holdings
Cornerstone Wealth Advisors, Inc.
- $334 Million
- Q2 2024
Cornerstone Wealth Advisors, Inc. has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $334 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $70.4M, Schwab Intermediate Term Us Tr with a value of $44.7M, Schwab Strategic Tr Us Large C with a value of $44.6M, Vanguard Growth ETF with a value of $35.2M, and Vanguard Value ETF with a value of $28.6M.
Examining the 13F form we can see an increase of $9.31M in the current position value, from $325M to 334M.
Below you can find more details about Cornerstone Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.