Cornerstone Wealth Advisors, Inc. Portfolio Holdings
Cornerstone Wealth Advisors, Inc.
- $360 Million
- Q3 2024
Cornerstone Wealth Advisors, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $360 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Intermediate Term Us Tr with a value of $79.4M, Vanguard with a value of $46.6M, Schwab Strategic Tr Us Large C with a value of $46M, Vanguard Growth ETF with a value of $36.4M, and Vanguard Value ETF with a value of $32.2M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $334M to 360M.
Below you can find more details about Cornerstone Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$360 Million
ETFs: $349 Million
Financial Services: $3.94 Million
Technology: $3.24 Million
Healthcare: $1.71 Million
Consumer Cyclical: $1.7 Million
Consumer Defensive: $568,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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