Cornerstone Wealth Advisors, Inc. Portfolio Holdings by Sector
Cornerstone Wealth Advisors, Inc.
- $387 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHR SCHG VGSH VUG VTV VEA SCHV SCHF 32 stocks |
$376,299
97.27% of portfolio
|
  14  
|
  16  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3,246
0.84% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,348
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,159
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$847
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC JPM 2 stocks |
$758
0.2% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$736
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$503
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$414
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$338
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$328
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$247
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$222
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$215
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$206
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|