Cornerstone Wealth Advisors, Inc. Portfolio Holdings
Cornerstone Wealth Advisors, Inc.
- $360 Million
- Q1 2025
Cornerstone Wealth Advisors, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $360 Million distributed in 45 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 $84.9M, Vanguard with a value of $49.6M, Schwab Strategic Tr Us Large C with a value of $43.6M, Vanguard Growth ETF with a value of $34.7M, and Vanguard Value ETF with a value of $32.3M.
Examining the 13F form we can see an decrease of $4.67M in the current position value, from $364M 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: $350 Million
Technology: $2.99 Million
Financial Services: $2.79 Million
Consumer Cyclical: $1.7 Million
Healthcare: $1.5 Million
Consumer Defensive: $555,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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