Cornerstone Wealth Group, LLC Portfolio Holdings
Cornerstone Wealth Group, LLC
- $1.29 Billion
- Q3 2024
Cornerstone Wealth Group, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.29 Billion distributed in 271 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $114M, Spdr S&P 500 ETF Trust with a value of $78.2M, Ishares Core U.S. Aggregate Bo with a value of $65.4M, Apple Inc. with a value of $54.2M, and Ishares Core S&P 500 ETF with a value of $43.3M.
Examining the 13F form we can see an increase of $85.5M in the current position value, from $1.21B to 1.29B.
Below you can find more details about Cornerstone Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.29 Billion
ETFs: $517 Million
Technology: $351 Million
Financial Services: $87.6 Million
Healthcare: $77.4 Million
Consumer Defensive: $55.4 Million
Industrials: $53.1 Million
Consumer Cyclical: $51.9 Million
Communication Services: $41.3 Million
Other: $59.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 271
- Current Value $1.29 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 26 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 86 stocks