Cornerstone Wealth Group, LLC Portfolio Holdings
Cornerstone Wealth Group, LLC
- $1.21 Billion
- Q1 2025
Cornerstone Wealth Group, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $75.4M, Nvidia Corp with a value of $73.5M, Apple Inc. with a value of $48.8M, Ishares Core U.S. Aggregate Bo with a value of $48.3M, and Ishares Core S&P 500 ETF with a value of $44.1M.
Examining the 13F form we can see an decrease of $101M in the current position value, from $1.31B to 1.21B.
Below you can find more details about Cornerstone Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.21 Billion
ETFs: $497 Million
Technology: $267 Million
Financial Services: $95 Million
Healthcare: $67.4 Million
Consumer Cyclical: $65.4 Million
Consumer Defensive: $61.8 Million
Industrials: $53 Million
Communication Services: $40 Million
Other: $65.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 292
- Current Value $1.21 Billion
- Prior Value $1.31 Billion
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 34 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks