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
$545B
$2.08 Million 0.15% of portfolio
1,550
Q2 2025 Added 11.35%
$306B
$1.84 Million 0.14% of portfolio
26,003
Q2 2025 Added 9.09%
$0
$1.7 Million 0.13% of portfolio
17,855
Q2 2025 Added 68.55%
$141B
$1.77 Million 0.13% of portfolio
25,520
Q2 2025 Reduced 1.56%
$218B
$1.73 Million 0.13% of portfolio
4,463
Q2 2025 Reduced 3.81%
$203B
$1.71 Million 0.13% of portfolio
21,558
Q2 2025 Added 1.93%
$0
$1.63 Million 0.12% of portfolio
58,208
Q2 2025 Reduced 12.96%
$0
$1.48 Million 0.11% of portfolio
15,990
Q2 2025 Reduced 6.13%
$210B
$1.36 Million 0.1% of portfolio
4,599
Q2 2025 Added 13.28%
$0
$1.3 Million 0.1% of portfolio
11,809
Q2 2025 Added 3.1%
$0
$1.3 Million 0.1% of portfolio
24,878
Q2 2025 Added 40.92%
$0
$1.37 Million 0.1% of portfolio
5,784
Q2 2025 Reduced 1.6%
$367B
$1.3 Million 0.1% of portfolio
9,557
Q2 2025 Added 120.16%
$0
$1.38 Million 0.1% of portfolio
16,677
Q2 2025 Added 0.18%
$306B
$1.35 Million 0.1% of portfolio
5,246
Q2 2025 Added 15.14%
$0
$1.38 Million 0.1% of portfolio
6,415
Q2 2025 Reduced 51.47%
$0
$1.17 Million 0.09% of portfolio
40,212
Q2 2025 Added 3.1%
$153B
$1.23 Million 0.09% of portfolio
2,412
Q2 2025 Added 1.56%
$0
$1.24 Million 0.09% of portfolio
32,322
Q2 2025 New
$0
$1.27 Million 0.09% of portfolio
30,056
Q1 2025 Reduced 8.13%
$0
$1.15 Million 0.09% of portfolio
28,913
Q2 2025 Reduced 5.56%
$0
$1.19 Million 0.09% of portfolio
4,249
Q2 2025 Reduced 1.92%
$0
$1.22 Million 0.09% of portfolio
31,993
Q1 2025 Added 8.07%
$0
$1.17 Million 0.09% of portfolio
24,847
Q1 2024 Reduced 8.62%
$0
$1.02 Million 0.08% of portfolio
7,620
Q2 2025 Added 16.78%
$0
$1.12 Million 0.08% of portfolio
38,137
Q2 2025 Reduced 24.64%
$227B
$1.01 Million 0.08% of portfolio
3,174
Q2 2025 Added 1.24%
$207B
$1.02 Million 0.08% of portfolio
8,241
Q2 2025 Reduced 0.94%
$85.6B
$1.13 Million 0.08% of portfolio
3,410
Q2 2025 Added 4.06%
$0
$1.1 Million 0.08% of portfolio
26,599
Q2 2025 Reduced 0.46%
$293B
$890,000 0.07% of portfolio
12,839
Q2 2025 Added 32.27%
$113B
$954,000 0.07% of portfolio
2,062
Q2 2025 Added 22.37%
$0
$980,000 0.07% of portfolio
15,811
Q2 2025 Reduced 10.55%
$0
$967,000 0.07% of portfolio
7,286
Q2 2025 Reduced 2.44%
$51B
$939,000 0.07% of portfolio
16,629
Q2 2025 Reduced 8.78%
$95.8B
$929,000 0.07% of portfolio
20,507
Q2 2025 Added 24.69%
$229B
$928,000 0.07% of portfolio
6,356
Q2 2025 Added 22.09%
$0
$798,000 0.06% of portfolio
4,606
Q2 2025 Added 2.24%
$201B
$814,000 0.06% of portfolio
1,034
Q2 2025 Added 22.22%
$142B
$842,000 0.06% of portfolio
2,130
Q2 2025 Added 0.76%
$0
$841,000 0.06% of portfolio
22,560
Q2 2025 Reduced 12.64%
$282B
$748,000 0.06% of portfolio
5,273
Q2 2025 Reduced 1.27%
$302B
$711,000 0.05% of portfolio
8,878
Q2 2025 Added 18.04%
$182B
$712,000 0.05% of portfolio
16,460
Q2 2025 Added 17.03%
$0
$673,000 0.05% of portfolio
8,858
Q2 2025 Reduced 90.98%
$2.41B
$668,000 0.05% of portfolio
16,701
Q2 2025 Reduced 0.07%
$245B
$730,000 0.05% of portfolio
2,341
Q2 2025 Reduced 83.89%
$0
$631,000 0.05% of portfolio
14,412
Q2 2025 Reduced 0.87%
$0
$685,000 0.05% of portfolio
7,983
Q2 2025 Reduced 5.25%

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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