Cornerstone Wealth Group, LLC Portfolio Holdings
Cornerstone Wealth Group, LLC
- $1.35 Billion
- Q2 2025
Cornerstone Wealth Group, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 331 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $99.8M, Spdr S&P 500 ETF Trust with a value of $81.5M, Ishares Core U.S. Aggregate Bo with a value of $55.2M, Ishares Core S&P 500 ETF with a value of $47.2M, and Apple Inc. with a value of $45.9M.
Examining the 13F form we can see an increase of $138M in the current position value, from $1.21B to 1.35B.
Below you can find more details about Cornerstone Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
ETFs: $523 Million
Technology: $350 Million
Financial Services: $109 Million
Consumer Cyclical: $65.1 Million
Industrials: $62.8 Million
Consumer Defensive: $62.4 Million
Healthcare: $61.4 Million
Communication Services: $49.6 Million
Other: $65 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 331
- Current Value $1.35 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 46 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks