Cornerstone Wealth Management, LLC Portfolio Holdings
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
Cornerstone Wealth Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.44 Billion distributed in 580 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $87.4M, J P Morgan Exchg Traded Fd with a value of $74.7M, Spdr Portfolio with a value of $54.4M, Ishares Core S&P 500 ETF with a value of $46.7M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $37.2M.
Examining the 13F form we can see an increase of $55.2M in the current position value, from $1.39B to 1.44B.
Below you can find more details about Cornerstone Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.44 Billion
ETFs: $913 Million
Technology: $181 Million
Financial Services: $70.2 Million
Industrials: $60.7 Million
Consumer Defensive: $58.3 Million
Consumer Cyclical: $44.6 Million
Communication Services: $31.2 Million
Healthcare: $27.6 Million
Other: $53.3 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 580
- Current Value $1.44 Billion
- Prior Value $1.39 Billion
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 46 stocks
- Additional Purchases 332 stocks
- Sold out of 0 stocks
- Reduced holdings in 171 stocks