Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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
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.