Cornerstone Wealth Group, LLC Portfolio Holdings
Cornerstone Wealth Group, LLC
- $1.31 Billion
- Q4 2024
Cornerstone Wealth Group, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.31 Billion distributed in 279 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $123M, Spdr S&P 500 ETF Trust with a value of $78.7M, Ishares Core U.S. Aggregate Bo with a value of $66.7M, Apple Inc. with a value of $60.2M, and Ishares Core S&P 500 ETF with a value of $47M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $1.29B to 1.31B.
Below you can find more details about Cornerstone Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.31 Billion
ETFs: $503 Million
Technology: $374 Million
Financial Services: $91.1 Million
Healthcare: $72 Million
Consumer Defensive: $57.7 Million
Consumer Cyclical: $54.9 Million
Industrials: $51.3 Million
Communication Services: $46.9 Million
Other: $61.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 279
- Current Value $1.31 Billion
- Prior Value $1.29 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 29 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 71 stocks