Cornerstone Wealth Management, LLC Portfolio Holdings
Cornerstone Wealth Management, LLC
- $1.59 Billion
- Q2 2025
Cornerstone Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.59 Billion distributed in 649 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $77M, Apple Inc. with a value of $70.7M, Spdr Portfolio with a value of $58.3M, Ishares Core S&P 500 ETF with a value of $46.8M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $40M.
Examining the 13F form we can see an increase of $155M in the current position value, from $1.43B to 1.59B.
Below you can find more details about Cornerstone Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.59 Billion
ETFs: $1.01 Billion
Technology: $191 Million
Financial Services: $77.9 Million
Industrials: $70.9 Million
Consumer Defensive: $64.5 Million
Consumer Cyclical: $45.9 Million
Communication Services: $36.8 Million
Healthcare: $30.7 Million
Other: $59 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 649
- Current Value $1.59 Billion
- Prior Value $1.43 Billion
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 58 stocks
- Additional Purchases 344 stocks
- Sold out of 0 stocks
- Reduced holdings in 199 stocks