HoldingsChannel.com
Cornerstone Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 110,500 -11,153 $28,553
     IVV110,500-11,153$28,553
APPLE INC 99,499 +4,603 $25,302
     AAPL99,499+4,603$25,302
ISHARES TR (USMV) 419,225 +192,883 $22,642
     USMV419,225+192,883$22,642
VANGUARD INDEX FDS (VTI) 169,109 -9,475 $21,800
     VTI169,109-9,475$21,800
VANGUARD STAR FDS (VXUS) 414,391 +18,923 $17,388
     VXUS414,391+18,923$17,388
PIMCO ETF TR (BOND) 161,521 -20,253 $17,149
     BOND161,521-20,253$17,149
VANGUARD BD INDEX FDS (BND) 182,606 -41,388 $15,585
     BND182,606-41,388$15,585
PROCTER & GAMBLE CO 110,679 -940 $12,175
     PG110,679-940$12,175
VANGUARD SCOTTSDALE FDS (VCIT) 118,474 -3,948 $10,318
     VCIT118,474-3,948$10,318
SPDR S&P 500 ETF TR (SPY) 39,858 +13,467 $10,273
     SPY39,858+12,167$10,273
PACER FDS TR 325,614 +61,825 $8,795
     PTLC325,614+61,825$8,795
VANGUARD INDEX FDS (VUG) 51,799 -2,727 $8,116
     VUG51,799-2,727$8,116
MICROSOFT CORP 50,174 +2,528 $7,913
     MSFT50,174+2,528$7,913
VANGUARD SPECIALIZED FUNDS (VIG) 66,809 +783 $6,907
     VIG66,809+783$6,907
VANGUARD INDEX FDS (VTV) 76,803 +1,536 $6,840
     VTV76,803+1,536$6,840
VANGUARD BD INDEX FDS (BIV) 71,585 -9,402 $6,395
     BIV71,585-9,402$6,395
INVESCO QQQ TR 32,309 +8,956 $6,152
     QQQ32,309+8,956$6,152
FIRST TR VALUE LINE DIVID IN (FVD) 202,528 -3,279 $5,606
     FVD202,528-3,279$5,606
VANGUARD INDEX FDS (VBR) 59,221 -159 $5,259
     VBR59,221-159$5,259
AMAZON COM INC 2,517 +209 $4,907
     AMZN2,517+209$4,907
FIRST TR EXCHANGE TRADED FD (FTCS) 91,587 +23,908 $4,552
     FTCS91,587+23,908$4,552
AT&T INC 148,757 +2,919 $4,336
     T148,757+2,919$4,336
VANGUARD BD INDEX FDS (BSV) 50,864 -5,166 $4,180
     BSV50,864-5,166$4,180
ISHARES TR (DGRO) 116,878 +463 $3,809
     DGRO116,878+463$3,809
FIRST TR EXCHANGE TRADED FD (FCTR) 199,050 +11,151 $3,527
     FCTR199,050+11,151$3,527
VANGUARD INDEX FDS (VBK) 23,394 -827 $3,516
     VBK23,394-827$3,516
VANGUARD WHITEHALL FDS (VIGI) 59,245 +458 $3,455
     VIGI59,245+458$3,455
ISHARES TR (IWY) 39,507 -2,194 $3,327
     IWY39,507-2,194$3,327
BERKSHIRE HATHAWAY INC DEL      $3,066
     BRK.B12,306-502$2,250
     BRK.A3UNCH$816
ISHARES TR (IJH) 21,043 -17,949 $3,027
     IJH21,043-17,949$3,027
ISHARES TR (GOVT) 106,984 +41,287 $2,997
     GOVT106,984+41,287$2,997
WALMART INC 25,375 +1,264 $2,883
     WMT25,375+1,264$2,883
ISHARES TR (JKE) 15,420 +15,420 $2,864
     JKE15,420+15,420$2,864
ISHARES TR (IEFA) 57,170 -4,267 $2,852
     IEFA57,170-4,267$2,852
INVESCO EXCH TRD SLF IDX FD 135,314 +122,031 $2,838
     BSCL135,314+122,031$2,838
ISHARES TR (MUB) 25,017 +4,018 $2,827
     MUB25,017+4,018$2,827
JOHNSON & JOHNSON 21,038 -1,386 $2,759
     JNJ21,038-1,386$2,759
SPDR INDEX SHS FDS (SPDW) 115,205 +94,038 $2,758
     SPDW115,205+94,038$2,758
BLACKSTONE GROUP INC 58,608 +2,826 $2,671
     BX58,608+2,826$2,671
ISHARES TR (IJR) 44,999 -6,603 $2,525
     IJR44,999-6,603$2,525
VANGUARD INDEX FDS (VNQ) 36,019 -980 $2,516
     VNQ36,019-980$2,516
ISHARES TR (QUAL) 30,612 +9,575 $2,481
     QUAL30,612+9,575$2,481
SELECT SECTOR SPDR TR (XLK) 28,884 +2,051 $2,321
     XLK28,884+2,051$2,321
ALIBABA GROUP HLDG LTD 11,745 -1,418 $2,284
     BABA11,745-1,418$2,284
COCA COLA CO 50,954 +4,132 $2,255
     KO50,954+4,132$2,255
VANGUARD WHITEHALL FDS (VYM) 30,939 -2,014 $2,189
     VYM30,939-2,014$2,189
LATTICE STRATEGIES TR 95,698 -4,215 $2,109
     RODM95,698-4,215$2,109
FACEBOOK INC 12,053 +1,062 $2,010
     FB12,053+1,062$2,010
PIMCO ETF TR (MUNI) 36,577 +4,768 $1,995
     MUNI36,577+4,768$1,995
FIRST TR EXCHANGE TRADED FD (RDVY) 77,638 +77,638 $1,990
     RDVY77,638+77,638$1,990

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 03/31/2020: $518,705
At 12/31/2019: $617,216

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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