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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$7.12 Million 0.53% of portfolio
246,177
Q2 2025 Added 2.02%
$199B
$6.68 Million 0.5% of portfolio
36,511
Q2 2025 Added 1,500.66%
$284B
$6.59 Million 0.49% of portfolio
67,438
Q2 2025 Added 4.02%
$151B
$6.5 Million 0.48% of portfolio
29,294
Q2 2025 Reduced 0.23%
$0
$6.46 Million 0.48% of portfolio
70,233
Q2 2025 Reduced 3.64%
$0
$6.41 Million 0.47% of portfolio
126,264
Q2 2025 Reduced 1.13%
$238B
$6.16 Million 0.46% of portfolio
33,799
Q2 2025 Added 4.2%
$145B
$6.22 Million 0.46% of portfolio
26,698
Q2 2025 Added 2.37%
$0
$6.02 Million 0.45% of portfolio
55,072
Q2 2025 Reduced 8.46%
$270B
$6.05 Million 0.45% of portfolio
8,550
Q2 2025 Added 4.07%
$211B
$6.09 Million 0.45% of portfolio
38,213
Q2 2025 Added 5.81%
$59.2B
$6.03 Million 0.45% of portfolio
140,243
Q2 2025 Added 1.88%
$0
$5.95 Million 0.44% of portfolio
132,098
Q2 2025 Added 1.36%
$412B
$5.94 Million 0.44% of portfolio
5,999
Q2 2025 Added 2.62%
$0
$6 Million 0.44% of portfolio
13,689
Q2 2025 New
$0
$5.62 Million 0.42% of portfolio
103,146
Q2 2025 Added 6.14%
$31.6B
$5.64 Million 0.42% of portfolio
29,051
Q2 2025 Added 3.99%
$65.9B
$5.61 Million 0.42% of portfolio
27,416
Q2 2025 Added 1.08%
$191B
$5.55 Million 0.41% of portfolio
5,397
Q2 2025 Added 3.91%
$113B
$5.31 Million 0.39% of portfolio
59,117
Q2 2025 Added 5.47%
$0
$4.93 Million 0.37% of portfolio
36,490
Q2 2025 Reduced 4.73%
$114B
$4.86 Million 0.36% of portfolio
82,879
Q2 2025 Added 2.09%
$0
$4.8 Million 0.36% of portfolio
56,618
Q2 2025 New
$196B
$4.78 Million 0.35% of portfolio
56,105
Q2 2025 Added 3.83%
$0
$4.62 Million 0.34% of portfolio
31,325
Q2 2025 New
$0
$4.44 Million 0.33% of portfolio
10,458
Q2 2025 Reduced 3.27%
$0
$4.45 Million 0.33% of portfolio
33,047
Q2 2025 Reduced 33.93%
$0
$4.51 Million 0.33% of portfolio
73,688
Q2 2025 Reduced 9.45%
$0
$4.28 Million 0.32% of portfolio
169,359
Q2 2025 Reduced 6.83%
$69.8B
$4.36 Million 0.32% of portfolio
17,693
Q2 2025 Added 2.96%
$26.6B
$4.12 Million 0.31% of portfolio
102,356
Q2 2025 Added 4.79%
$275B
$4.15 Million 0.31% of portfolio
17,433
Q2 2025 Added 5.12%
$64.9B
$4.16 Million 0.31% of portfolio
45,793
Q2 2025 Added 3.87%
$58.9B
$4.21 Million 0.31% of portfolio
26,175
Q2 2025 Added 6.76%
$97.4B
$4.07 Million 0.3% of portfolio
14,753
Q2 2025 Added 1.7%
$40.4B
$3.98 Million 0.3% of portfolio
48,933
Q2 2025 Added 1.02%
$278B
$3.95 Million 0.29% of portfolio
32,611
Q2 2025 Added 3.73%
$759B
$3.92 Million 0.29% of portfolio
17,930
Q2 2025 Added 5.78%
$161B
$3.95 Million 0.29% of portfolio
19,990
Q2 2025 Added 1,469.07%
$498B
$3.82 Million 0.28% of portfolio
24,990
Q2 2025 Added 6.64%
$18.6B
$3.52 Million 0.26% of portfolio
29,056
Q2 2025 Added 3.51%
$1.64T
$3.4 Million 0.25% of portfolio
19,147
Q2 2025 Added 8.67%
$1.43T
$3.33 Million 0.25% of portfolio
10,493
Q2 2025 Added 17.02%
$546B
$3.28 Million 0.24% of portfolio
5,842
Q2 2025 Reduced 1.1%
$52.2B
$2.93 Million 0.22% of portfolio
14,533
Q2 2025 Reduced 4.13%
$17.2B
$2.75 Million 0.2% of portfolio
28,048
Q2 2025 Added 2.58%
$98.2B
$2.67 Million 0.2% of portfolio
22,620
Q2 2025 Added 7.48%
$0
$2.54 Million 0.19% of portfolio
4,609
Q2 2025 Added 17.28%
$0
$2.12 Million 0.16% of portfolio
45,872
Q2 2025 Reduced 6.28%

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
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