Cornerstone Wealth Group, LLC Incresed Positions in Q4 2024

Cornerstone Wealth Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.79K
+ 3.35%
$221.69 - $259.02 $1.73M - $2.02M
240K $60.2M
WMB
Williams Companies, Inc.

Energy
83.4K
+ 81.4%
$46.37 - $59.74 $3.87M - $4.98M
186K $10.1M
MRK
Merck & Co., Inc.

Healthcare
57.1K
+ 90.02%
$96.31 - $114.76 $5.5M - $6.55M
120K $12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
24.9K
+ 62.32%
$174.22 - $187.62 $4.33M - $4.67M
64.8K $11.4M
IVV
Ishares Core S&P 500 ETF

ETFs
4.86K
+ 6.48%
$570.51 - $610.59 $2.77M - $2.97M
79.9K $47M
GOOGL
Alphabet Inc.

Communication Services
9.17K
+ 14.14%
$161.86 - $196.66 $1.48M - $1.8M
74K $14M
IEMG
Ishares Inc

ETFs
59.5K
+ 51.26%
N/A
176K $9.42M
AMZN
Amazon Com Inc

Consumer Cyclical
1.95K
+ 2.49%
$180.88 - $232.93 $352K - $454K
80.2K $17.6M
IWM
Ishares Russell 2000 ETF

ETFs
13.1K
+ 102.64%
$216.13 - $242.4 $2.82M - $3.16M
25.8K $5.7M
ADBE
Adobe Inc.

Technology
6.36K
+ 518.5%
$437.39 - $552.96 $2.78M - $3.52M
7.59K $3.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.9K
+ 199.31%
$66.77 - $71.52 $1.86M - $1.99M
41.9K $2.89M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
42.4K
+ 6.57%
$96.64 - $101.23 $4.1M - $4.3M
688K $66.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.13K
+ 3.13%
$521.84 - $558.82 $590K - $631K
37.2K $20M
CMI
Cummins Inc

Industrials
117
+ 0.34%
$324.93 - $383.42 $38K - $44.9K
34.9K $12.2M
NOW
Service Now, Inc.

Technology
30
+ 0.61%
$867.18 - $1148.42 $26K - $34.5K
4.95K $5.25M
MSFT
Microsoft Corp

Technology
3.28K
+ 4.99%
$406.35 - $454.46 $1.33M - $1.49M
68.9K $29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
920K
+ 199.86%
$22.4 - $68.28 $20.6M - $62.8M
1.38M $32M
NEE
Nextera Energy Inc

Utilities
13.1K
+ 89.91%
$69.77 - $85.43 $913K - $1.12M
27.6K $1.98M
HON
Honeywell International Inc

Industrials
1.04K
+ 4.41%
$202.84 - $236.0 $210K - $244K
24.5K $5.54M
VTI
Vanguard Total Stock Market Et

ETFs
840
+ 1.37%
$280.04 - $302.45 $235K - $254K
62.1K $18M
DIS
Walt Disney CO

Communication Services
57
+ 0.14%
$92.39 - $117.6 $5.27K - $6.7K
41.7K $4.65M
BX
Blackstone Inc.

Financial Services
22
+ 0.08%
$148.45 - $199.05 $3.27K - $4.38K
28.7K $4.95M
GOOG
Alphabet Inc.

Communication Services
953
+ 5.93%
$163.08 - $198.16 $155K - $189K
17K $3.24M
C
Citigroup Inc

Financial Services
1.62K
+ 2.91%
$61.31 - $72.5 $99.6K - $118K
57.5K $4.05M
META
Meta Platforms, Inc.

Communication Services
368
+ 1.94%
$554.08 - $632.68 $204K - $233K
19.3K $11.4M
ADP
Automatic Data Processing Inc

Industrials
296
+ 1.27%
$280.08 - $307.97 $82.9K - $91.2K
23.6K $6.91M
ISRG
Intuitive Surgical Inc

Healthcare
33
+ 0.26%
$471.27 - $550.62 $15.6K - $18.2K
12.9K $6.71M
PANW
Palo Alto Networks Inc

Technology
13.7K
+ 104.44%
$181.96 - $405.9 $2.49M - $5.56M
26.8K $4.88M
MA
Mastercard Inc

Financial Services
355
+ 6.25%
$491.3 - $536.15 $174K - $190K
6.03K $3.18M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.64K
+ 6.01%
$50.62 - $50.97 $336K - $338K
117K $5.93M
COST
Costco Wholesale Corp

Consumer Defensive
154
+ 2.66%
$873.59 - $994.69 $135K - $153K
5.95K $5.45M
ACN
Accenture PLC

Technology
931
+ 5.34%
$343.9 - $376.86 $320K - $351K
18.4K $6.46M
CRM
Salesforce, Inc.

Technology
441
+ 19.31%
$270.87 - $367.87 $119K - $162K
2.73K $911K
SRE
Sempra Energy

Utilities
1.24K
+ 3.14%
$80.81 - $94.77 $100K - $118K
40.9K $3.59M
TFC
Truist Financial Corp

Financial Services
4.05K
+ 3.32%
$41.51 - $48.1 $168K - $195K
126K $5.47M
MUB
Ishares National Muni Bond ETF

ETFs
2.58K
+ 18.25%
$105.78 - $108.7 $273K - $280K
16.7K $1.78M
MO
Altria Group, Inc.

Consumer Defensive
2.43K
+ 2.77%
$49.06 - $57.74 $119K - $140K
90.1K $4.71M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.1K
+ 2.76%
$87.25 - $95.52 $183K - $200K
78.2K $6.92M
SPG
Simon Property Group Inc

Real Estate
493
+ 2.18%
$167.23 - $183.84 $82.4K - $90.6K
23.2K $3.99M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.9K
+ 11.42%
$44.87 - $46.86 $220K - $230K
47.8K $2.14M
DBND
Doubleline ETF Tr Opportunisti

ETFs
4.92K
+ 11.54%
$45.15 - $47.26 $222K - $232K
47.5K $2.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.5K
+ 318.8%
$26.93 - $84.95 $390K - $1.23M
19K $519K
PRU
Prudential Financial Inc

Financial Services
2.33K
+ 4.15%
$114.59 - $129.52 $267K - $302K
58.4K $6.93M
CVX
Chevron Corp

Energy
1.65K
+ 3.51%
$141.15 - $162.53 $233K - $268K
48.6K $7.04M
POCT
Innovator U.S. Equity Power Bu

ETFs
2.79K
+ 11.7%
$38.63 - $40.03 $108K - $112K
26.6K $1.05M
CLX
Clorox CO

Consumer Defensive
801
+ 3.87%
$156.51 - $169.74 $125K - $136K
21.5K $3.49M
CSCO
Cisco Systems, Inc.

Technology
1.11K
+ 13.18%
$52.45 - $60.02 $58.4K - $66.9K
9.57K $566K
BMY
Bristol Myers Squibb CO

Healthcare
903
+ 6.84%
$51.92 - $59.94 $46.9K - $54.1K
14.1K $798K
SHOP
Shopify Inc.

Technology
22
+ 0.54%
$78.14 - $119.49 $1.72K - $2.63K
4.12K $438K
Activity Summary
Buys All Purchases 180 New Holdings 29 Increased Positions 151 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Cornerstone Wealth Group, LLC Portfolio

Follow Cornerstone Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email