HoldingsChannel.com
Cornerstone Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 122,446 -15,579 $26,823
     IVV122,446-15,579$26,823
PIMCO ETF TR (BOND) 181,836 -290 $24,425
     BOND181,836-290$24,425
VANGUARD INDEX FDS (VTI) 152,363 -5,826 $22,228
     VTI152,363-5,826$22,228
VANGUARD BD INDEX FD INC (BND) 248,195 +37,871 $19,628
     BND248,195+37,871$19,628
ISHARES TR (IJH) 39,056 +852 $19,379
     IJH39,056+852$19,379
VANGUARD SCOTTSDALE FDS (VCIT) 125,539 +3,705 $17,901
     VCIT125,539+3,705$17,901
VANGUARD STAR FD (VXUS) 187,068 +3,915 $17,843
     VXUS187,068+3,915$17,843
VANGUARD GROUP (VIG) 69,423 -17,391 $14,675
     VIG69,423-17,391$14,675
VANGUARD BD INDEX FD INC (BIV) 80,844 -2,969 $14,602
     BIV80,844-2,969$14,602
ISHARES TR (IJR) 70,453 +96 $14,077
     IJR70,453+96$14,077
VANGUARD BD INDEX FD INC (BSV) 56,715 -27,353 $12,532
     BSV56,715-27,353$12,532
AT&T INC 131,830 +9,762 $11,995
     T131,830+9,762$11,995
ISHARES TR (USMV) 140,740 -6,706 $11,292
     USMV140,740-6,706$11,292
SPDR SERIES TRUST (SDY) 99,020 +19,208 $10,569
     SDY99,020+19,208$10,569
APPLE INC 98,631 +7,744 $10,449
     AAPL98,631+7,744$10,449
ISHARES TR (JKD) 24,670 +467 $8,883
     JKD24,670+467$8,883
FIRST TR VALUE LINE DIVID IN (FVD) 168,290 +35,793 $8,778
     FVD168,290+35,793$8,778
ISHARES TR (DGRO) 112,284 +49,293 $7,926
     DGRO112,284+49,293$7,926
PROCTER AND GAMBLE CO 99,951 +2,992 $7,579
     PG99,951+2,992$7,579
GENERAL ELECTRIC CO 140,806 +32,442 $7,454
     GE140,806+32,442$7,454
MICROSOFT CORP 58,434 +15,359 $7,248
     MSFT58,434+15,359$7,248
JOHNSON & JOHNSON 22,566 +1,849 $7,101
     JNJ22,566+1,849$7,101
VANGUARD INDEX FDS (VUG) 60,914 +1,791 $6,786
     VUG60,914+1,791$6,786
VANGUARD INDEX FDS (VBR) 58,362 +2,544 $6,776
     VBR58,362+2,544$6,776
COCA COLA CO 41,879 +3,926 $6,642
     KO41,879+3,926$6,642
AMAZON COM INC 3,362 +1,425 $6,061
     AMZN3,362+1,425$6,061
WABTEC CORP 628 +628 $6,049
     WAB628+628$6,049
VANGUARD INTL EQUITY INDEX F (VWO) 77,145 +5,760 $5,686
     VWO77,145+5,760$5,686
ISHARES TR (ITA) 9,707 -2,974 $5,502
     ITA9,707-2,974$5,502
VANGUARD INDEX FDS (VTV) 72,383 +1,384 $4,889
     VTV72,383+1,384$4,889
INVESCO EXCHNG TRADED FD TR (SPHD) 119,251 +26,151 $4,856
     SPHD119,251+26,151$4,856
VANGUARD INDEX FDS (VBK) 25,357 +940 $4,825
     VBK25,357+940$4,825
ISHARES TR (LRGF) 80,777 +22,287 $4,691
     LRGF80,777+22,287$4,691
CHEVRON CORP NEW 18,552 +3,450 $4,609
     CVX18,552+3,450$4,609
ISHARES INC (IEMG) 35,117 -5,405 $4,564
     IEMG35,117-5,405$4,564
ISHARES TR (SMLF) 36,667 +3,174 $4,367
     SMLF36,667+3,174$4,367
UNITED PARCEL SERVICE INC 8,982 +1,288 $4,351
     UPS8,982+1,288$4,351
VANGUARD TAX MANAGED INTL FD (VEA) 79,783 +2,534 $4,209
     VEA79,783+2,534$4,209
WISDOMTREE TR 56,940 +8,208 $4,109
     DON56,940+8,208$4,109
VANGUARD INDEX FDS (VNQ) 37,029 -1,456 $4,103
     VNQ37,029-1,456$4,103
VANGUARD INDEX FDS (VB) 10,055 +1,044 $3,930
     VB10,055+1,044$3,930
SPDR S&P 500 ETF TR (SPY)      $3,840
     SPY31,415-982$3,840
     Put400+400$16
     Call400+400$16
INVESCO QQQ TR 20,608 -134 $3,655
     QQQ20,608-134$3,655
SELECT SECTOR SPDR TR (XLI) 10,746 +381 $3,579
     XLI10,746+381$3,579
GENERAL MLS INC 16,528 -25 $3,511
     GIS16,528-25$3,511
ISHARES TR (IEFA) 61,656 +425 $3,506
     IEFA61,656+425$3,506
ISHARES TR (ITOT) 53,305 +35,637 $3,478
     ITOT53,305+35,637$3,478
EMERSON ELEC CO 19,776 +2,862 $3,409
     EMR19,776+2,862$3,409
LOWES COS INC 13,561 +2,225 $3,399
     LOW13,561+2,225$3,399
INTEL CORP 31,547 +2,989 $3,338
     INTC31,547+2,989$3,338

See Full List: All Stocks Held By Cornerstone Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cornerstone Wealth Management LLC

Size ($ in 1000's)
At 03/31/2019: $823,380
At 12/31/2018: $468,217

Combined Holding Report Includes:
Cornerstone Wealth Management LLC
LPL Financial LLC

Cornerstone Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cornerstone Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Cornerstone Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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