Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
NVIDIA CORPORATION | $88,662 | ||
NVDA | 103,752 | +89,603 | $93,747 |
Put | 83,000 | +83,000 | $5,085 |
ISHARES TR (AGG) | 792,962 | +18,350 | $77,663 |
AGG | 792,962 | +18,350 | $77,663 |
SPDR S&P 500 ETF TR (SPY) | 139,011 | +140 | $72,712 |
SPY | 139,011 | +140 | $72,712 |
ISHARES TR (IVV) | 75,765 | +528 | $39,832 |
IVV | 75,765 | +528 | $39,832 |
APPLE INC | 224,376 | +73,987 | $38,476 |
AAPL | 224,376 | +73,987 | $38,476 |
SCHWAB STRATEGIC TR | 458,939 | +458,939 | $28,482 |
SCHX | 458,939 | +458,939 | $28,482 |
MICROSOFT CORP | 62,041 | +12,742 | $26,102 |
MSFT | 62,041 | +12,742 | $26,102 |
ISHARES TR (ACWX) | 395,995 | +1,025 | $21,142 |
ACWX | 395,995 | +1,025 | $21,142 |
JANUS DETROIT STR TR | 344,119 | +4,945 | $17,461 |
JAAA | 344,119 | +4,945 | $17,461 |
VANGUARD INDEX FDS (VOO) | 34,560 | +34,560 | $16,613 |
VOO | 34,560 | +34,560 | $16,613 |
VANGUARD INDEX FDS (VTI) | 60,678 | -351 | $15,770 |
VTI | 60,678 | -351 | $15,770 |
ISHARES TR (IDEV) | 219,643 | +1,685 | $14,745 |
IDEV | 219,643 | +1,685 | $14,745 |
HOME DEPOT INC | 35,640 | +24,639 | $13,672 |
HD | 35,640 | +24,639 | $13,672 |
SELECT SECTOR SPDR TR (XLK) | 65,615 | +917 | $13,666 |
XLK | 65,615 | +917 | $13,666 |
SELECT SECTOR SPDR TR (XLI) | 106,583 | +106,583 | $13,425 |
XLI | 106,583 | +106,583 | $13,425 |
AMAZON COM INC | 73,443 | +11,574 | $13,248 |
AMZN | 73,443 | +11,574 | $13,248 |
BANK AMERICA CORP | 339,198 | +119,093 | $12,862 |
BAC | 339,198 | +119,093 | $12,862 |
PRINCIPAL EXCHANGE TRADED FD (PREF) | 694,902 | +23,083 | $12,612 |
PREF | 694,902 | +23,083 | $12,612 |
BROADCOM INC | 9,324 | +1,172 | $12,359 |
AVGO | 9,324 | +1,172 | $12,359 |
SOUTHERN CO | 168,993 | +4,923 | $12,124 |
SO | 168,993 | +4,923 | $12,124 |
ABBVIE INC | 66,073 | +37,203 | $12,032 |
ABBV | 66,073 | +37,203 | $12,032 |
LINCOLN ELEC HLDGS INC | 46,538 | +46,538 | $11,888 |
LECO | 46,538 | +46,538 | $11,888 |
JPMORGAN CHASE & CO | 59,270 | +14,003 | $11,872 |
JPM | 59,270 | +14,003 | $11,872 |
VISA INC | 36,321 | +3,936 | $10,136 |
V | 36,321 | +3,936 | $10,136 |
CUMMINS INC | 34,140 | +11,647 | $10,059 |
CMI | 34,140 | +11,647 | $10,059 |
SELECT SECTOR SPDR TR (XLP) | 128,817 | -44,534 | $9,836 |
XLP | 128,817 | -44,534 | $9,836 |
ALPHABET INC | 62,799 | +23,684 | $9,478 |
GOOGL | 62,799 | +23,684 | $9,478 |
EXXON MOBIL CORP | 80,878 | +2,828 | $9,401 |
XOM | 80,878 | +2,828 | $9,401 |
ELI LILLY & CO | 11,982 | -1,658 | $9,321 |
LLY | 11,982 | -1,658 | $9,321 |
MCDONALDS CORP | 31,153 | +11,554 | $8,784 |
MCD | 31,153 | +11,554 | $8,784 |
META PLATFORMS INC | 18,006 | +2,824 | $8,743 |
META | 18,006 | +2,824 | $8,743 |
BERKSHIRE HATHAWAY INC DEL | $8,721 | ||
BRK.B | 20,739 | +4,076 | $8,721 |
SELECT SECTOR SPDR TR (XLY) | 47,280 | +47,280 | $8,694 |
XLY | 47,280 | +47,280 | $8,694 |
ISHARES TR (IWB) | 29,911 | +29,911 | $8,615 |
IWB | 29,911 | +29,911 | $8,615 |
SELECT SECTOR SPDR TR (XLV) | 58,268 | -33,044 | $8,608 |
XLV | 58,268 | -33,044 | $8,608 |
JOHNSON & JOHNSON | 52,737 | +20,446 | $8,343 |
JNJ | 52,737 | +20,446 | $8,343 |
PROCTER AND GAMBLE CO | 50,652 | +6,503 | $8,218 |
PG | 50,652 | +6,503 | $8,218 |
CONOCOPHILLIPS | 64,162 | +2,403 | $8,167 |
COP | 64,162 | +2,403 | $8,167 |
MERCK & CO INC | 60,152 | +16,699 | $7,937 |
MRK | 60,152 | +16,699 | $7,937 |
WISDOMTREE TR | 185,398 | +185,398 | $7,757 |
DEM | 185,398 | +185,398 | $7,757 |
KENVUE INC | 350,371 | +223,537 | $7,519 |
KVUE | 350,371 | +223,537 | $7,519 |
CHEVRON CORP NEW | 46,236 | +16,406 | $7,293 |
CVX | 46,236 | +16,406 | $7,293 |
PEPSICO INC | 40,435 | +4,579 | $7,077 |
PEP | 40,435 | +4,579 | $7,077 |
ABBOTT LABS | 61,457 | +33,205 | $6,985 |
ABT | 61,457 | +33,205 | $6,985 |
ISHARES TR (IJR) | 59,501 | +59,501 | $6,576 |
IJR | 59,501 | +59,501 | $6,576 |
PRUDENTIAL FINL INC | 55,169 | +1,596 | $6,477 |
PRU | 55,169 | +1,596 | $6,477 |
ISHARES TR (IWR) | 75,702 | +75,702 | $6,366 |
IWR | 75,702 | +75,702 | $6,366 |
LOWES COS INC | 24,105 | +5,470 | $6,140 |
LOW | 24,105 | +5,470 | $6,140 |
WALMART INC | 100,328 | +68,584 | $6,037 |
WMT | 100,328 | +68,584 | $6,037 |
ISHARES INC (IEMG) | 112,334 | +1,860 | $5,796 |
IEMG | 112,334 | +1,860 | $5,796 |
See Full List: All Stocks Held By Cornerstone Wealth Group LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Cornerstone Wealth Group LLC
Size ($ in 1000's)
At 03/31/2024: $1,087,307 At 12/31/2023: $698,115 Cornerstone Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cornerstone Wealth Group LLC 13F filings. Link to 13F filings: SEC filings |