Cornerstone Wealth Advisors, Inc. Portfolio Holdings
Cornerstone Wealth Advisors, Inc.
- $364 Million
- Q4 2024
Cornerstone Wealth Advisors, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $364 Million distributed in 52 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 $80.3M, Vanguard with a value of $48.2M, Schwab Strategic Tr Us Large C with a value of $47.6M, Vanguard Growth ETF with a value of $38.1M, and Vanguard Value ETF with a value of $31.8M.
Examining the 13F form we can see an increase of $4.6M in the current position value, from $360M to 364M.
Below you can find more details about Cornerstone Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$364 Million
ETFs: $352 Million
Financial Services: $4.14 Million
Technology: $3.45 Million
Consumer Cyclical: $2.41 Million
Healthcare: $1.45 Million
Consumer Defensive: $550,000
Communication Services: $225,000
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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