HoldingsChannel.com
All Stocks Held By Cornerstone Wealth Group LLC
As of  03/31/2024, we find all stocks held by Cornerstone Wealth Group LLC to be as follows, presented in the table below with each row detailing each Cornerstone Wealth Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Cornerstone Wealth Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Cornerstone Wealth Group LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
NVIDIA CORPORATION      $88,662
     NVDA103,752+89,603$93,747
     Put83,000+83,000$5,085
ISHARES TR (AGG) 792,962 +18,350 $77,663
     AGG792,962+18,350$77,663
SPDR S&P 500 ETF TR (SPY) 139,011 +140 $72,712
     SPY139,011+140$72,712
ISHARES TR (IVV) 75,765 +528 $39,832
     IVV75,765+528$39,832
APPLE INC 224,376 +73,987 $38,476
     AAPL224,376+73,987$38,476
SCHWAB STRATEGIC TR 458,939 +458,939 $28,482
     SCHX458,939+458,939$28,482
MICROSOFT CORP 62,041 +12,742 $26,102
     MSFT62,041+12,742$26,102
ISHARES TR (ACWX) 395,995 +1,025 $21,142
     ACWX395,995+1,025$21,142
JANUS DETROIT STR TR 344,119 +4,945 $17,461
     JAAA344,119+4,945$17,461
VANGUARD INDEX FDS (VOO) 34,560 +34,560 $16,613
     VOO34,560+34,560$16,613
VANGUARD INDEX FDS (VTI) 60,678 -351 $15,770
     VTI60,678-351$15,770
ISHARES TR (IDEV) 219,643 +1,685 $14,745
     IDEV219,643+1,685$14,745
HOME DEPOT INC 35,640 +24,639 $13,672
     HD35,640+24,639$13,672
SELECT SECTOR SPDR TR (XLK) 65,615 +917 $13,666
     XLK65,615+917$13,666
SELECT SECTOR SPDR TR (XLI) 106,583 +106,583 $13,425
     XLI106,583+106,583$13,425
AMAZON COM INC 73,443 +11,574 $13,248
     AMZN73,443+11,574$13,248
BANK AMERICA CORP 339,198 +119,093 $12,862
     BAC339,198+119,093$12,862
PRINCIPAL EXCHANGE TRADED FD (PREF) 694,902 +23,083 $12,612
     PREF694,902+23,083$12,612
BROADCOM INC 9,324 +1,172 $12,359
     AVGO9,324+1,172$12,359
SOUTHERN CO 168,993 +4,923 $12,124
     SO168,993+4,923$12,124
ABBVIE INC 66,073 +37,203 $12,032
     ABBV66,073+37,203$12,032
LINCOLN ELEC HLDGS INC 46,538 +46,538 $11,888
     LECO46,538+46,538$11,888
JPMORGAN CHASE & CO 59,270 +14,003 $11,872
     JPM59,270+14,003$11,872
VISA INC 36,321 +3,936 $10,136
     V36,321+3,936$10,136
CUMMINS INC 34,140 +11,647 $10,059
     CMI34,140+11,647$10,059
SELECT SECTOR SPDR TR (XLP) 128,817 -44,534 $9,836
     XLP128,817-44,534$9,836
ALPHABET INC 62,799 +23,684 $9,478
     GOOGL62,799+23,684$9,478
EXXON MOBIL CORP 80,878 +2,828 $9,401
     XOM80,878+2,828$9,401
ELI LILLY & CO 11,982 -1,658 $9,321
     LLY11,982-1,658$9,321
MCDONALDS CORP 31,153 +11,554 $8,784
     MCD31,153+11,554$8,784
META PLATFORMS INC 18,006 +2,824 $8,743
     META18,006+2,824$8,743
BERKSHIRE HATHAWAY INC DEL      $8,721
     BRK.B20,739+4,076$8,721
SELECT SECTOR SPDR TR (XLY) 47,280 +47,280 $8,694
     XLY47,280+47,280$8,694
ISHARES TR (IWB) 29,911 +29,911 $8,615
     IWB29,911+29,911$8,615
SELECT SECTOR SPDR TR (XLV) 58,268 -33,044 $8,608
     XLV58,268-33,044$8,608
JOHNSON & JOHNSON 52,737 +20,446 $8,343
     JNJ52,737+20,446$8,343
PROCTER AND GAMBLE CO 50,652 +6,503 $8,218
     PG50,652+6,503$8,218
CONOCOPHILLIPS 64,162 +2,403 $8,167
     COP64,162+2,403$8,167
MERCK & CO INC 60,152 +16,699 $7,937
     MRK60,152+16,699$7,937
WISDOMTREE TR 185,398 +185,398 $7,757
     DEM185,398+185,398$7,757
KENVUE INC 350,371 +223,537 $7,519
     KVUE350,371+223,537$7,519
CHEVRON CORP NEW 46,236 +16,406 $7,293
     CVX46,236+16,406$7,293
PEPSICO INC 40,435 +4,579 $7,077
     PEP40,435+4,579$7,077
ABBOTT LABS 61,457 +33,205 $6,985
     ABT61,457+33,205$6,985
ISHARES TR (IJR) 59,501 +59,501 $6,576
     IJR59,501+59,501$6,576
PRUDENTIAL FINL INC 55,169 +1,596 $6,477
     PRU55,169+1,596$6,477
ISHARES TR (IWR) 75,702 +75,702 $6,366
     IWR75,702+75,702$6,366
LOWES COS INC 24,105 +5,470 $6,140
     LOW24,105+5,470$6,140
WALMART INC 100,328 +68,584 $6,037
     WMT100,328+68,584$6,037
ISHARES INC (IEMG) 112,334 +1,860 $5,796
     IEMG112,334+1,860$5,796
UNITEDHEALTH GROUP INC 10,964 +1,712 $5,424
     UNH10,964+1,712$5,424
QUALCOMM INC 31,160 +738 $5,275
     QCOM31,160+738$5,275
SEMPRA 73,252 +56 $5,262
     SRE73,252+56$5,262
ISHARES TR (ICF) 91,104 +91,104 $5,257
     ICF91,104+91,104$5,257
AT&T INC 281,841 +1,905 $4,960
     T281,841+1,905$4,960
VANECK ETF TRUST (MOAT) 54,993 +190 $4,944
     MOAT54,993+190$4,944
FIDELITY NATL INFORMATION SV 66,573 -1,051 $4,938
     FIS66,573-1,051$4,938
DISNEY WALT CO 40,023 +2,898 $4,897
     DIS40,023+2,898$4,897
SCHWAB STRATEGIC TR 96,566 +96,566 $4,755
     SCHA96,566+96,566$4,755
EATON CORP PLC 14,993 -8,056 $4,688
     ETN14,993-8,056$4,688
SSGA ACTIVE ETF TR (RLY) 167,083 -5,586 $4,670
     RLY167,083-5,586$4,670
HONEYWELL INTL INC 22,436 +22,436 $4,605
     HON22,436+22,436$4,605
TRUIST FINL CORP 117,402 +2,248 $4,576
     TFC117,402+2,248$4,576
ADVANCED MICRO DEVICES INC 24,635 +1,569 $4,446
     AMD24,635+1,569$4,446
J P MORGAN EXCHANGE TRADED F (JEPI) 72,243 +2,266 $4,180
     JEPI72,243+2,266$4,180
SALESFORCE INC 13,553 -3,480 $4,082
     CRM13,553-3,480$4,082
LEGG MASON ETF INVT (LVHI) 133,734 -5,212 $3,983
     LVHI133,734-5,212$3,983
UBER TECHNOLOGIES INC 51,599 +1,824 $3,973
     UBER51,599+1,824$3,973
COSTCO WHSL CORP NEW 5,408 +807 $3,962
     COST5,408+807$3,962
ISHARES TR (IWF) 11,436 +3,799 $3,855
     IWF11,436+3,799$3,855
M & T BK CORP 26,208 +26,208 $3,812
     MTB26,208+26,208$3,812
BLACKSTONE INC 28,593 +28,593 $3,756
     BX28,593+28,593$3,756
GOLDMAN SACHS GROUP INC 8,968 -2,806 $3,746
     GS8,968-2,806$3,746
ALTRIA GROUP INC 84,040 +3,282 $3,666
     MO84,040+3,282$3,666
COLGATE PALMOLIVE CO 40,635 +649 $3,659
     CL40,635+649$3,659
AMGEN INC 12,493 +11,214 $3,552
     AMGN12,493+11,214$3,552
REPUBLIC SVCS INC 18,431 +846 $3,528
     RSG18,431+846$3,528
SERVICENOW INC 4,625 +224 $3,526
     NOW4,625+224$3,526
CITIGROUP INC 55,264 -664 $3,495
     C55,264-664$3,495
REGENERON PHARMACEUTICALS 3,614 -1,457 $3,478
     REGN3,614-1,457$3,478
STEEL DYNAMICS INC 23,119 -208 $3,427
     STLD23,119-208$3,427
PALO ALTO NETWORKS INC 11,784 +1,532 $3,348
     PANW11,784+1,532$3,348
T MOBILE US INC 20,330 +1,226 $3,318
     TMUS20,330+1,226$3,318
MONSTER BEVERAGE CORP NEW 54,938 +3,146 $3,257
     MNST54,938+3,146$3,257
FIRSTENERGY CORP 83,822 +4,765 $3,237
     FE83,822+4,765$3,237
SIMON PPTY GROUP INC NEW 20,538 +20,538 $3,214
     SPG20,538+20,538$3,214
PPG INDS INC 20,421 +20,421 $2,959
     PPG20,421+20,421$2,959
AUTOMATIC DATA PROCESSING IN 11,709 +11,709 $2,924
     ADP11,709+11,709$2,924
SPDR SER TR (SPTL) 101,864 -3,089 $2,846
     SPTL101,864-3,089$2,846
DARDEN RESTAURANTS INC 16,550 +66 $2,766
     DRI16,550+66$2,766
ISHARES TR (IWM) 12,797 +5,172 $2,691
     IWM12,797+5,172$2,691
L3HARRIS TECHNOLOGIES INC 12,585 +12,585 $2,682
     LHX12,585+12,585$2,682
NOVARTIS AG 27,443 -608 $2,655
     NVS27,443-608$2,655
MASTERCARD INCORPORATED 5,018 +827 $2,416
     MA5,018+827$2,416
VANECK ETF TRUST (ANGL) 74,936 +74,936 $2,175
     ANGL74,936+74,936$2,175
ALPHABET INC 14,055 +9,023 $2,140
     GOOG14,055+9,023$2,140
DUKE ENERGY CORP NEW 20,421 +5,701 $1,975
     DUK20,421+5,701$1,975
DIMENSIONAL ETF TRUST (DFAC) 60,946 UNCH $1,947
     DFAC60,946UNCH$1,947
SCHWAB STRATEGIC TR 23,801 +23,801 $1,938
     SCHM23,801+23,801$1,938
ORACLE CORP 14,993 +11,583 $1,883
     ORCL14,993+11,583$1,883
DOUBLELINE ETF TRUST (DBND) 40,159 +1,187 $1,842
     DBND40,159+1,187$1,842
FIDELITY MERRIMACK STR TR 40,389 +1,234 $1,830
     FBND40,389+1,234$1,830
ISHARES TR (MUB) 16,925 +4,438 $1,821
     MUB16,925+4,438$1,821
SPDR SER TR (TFI) 35,428 +1,217 $1,647
     TFI35,428+1,217$1,647
CATERPILLAR INC 4,484 +3,336 $1,643
     CAT4,484+3,336$1,643
VANGUARD SCOTTSDALE FDS (VCIT) 19,229 +19,229 $1,548
     VCIT19,229+19,229$1,548
AB ACTIVE ETFS INC (TAFI) 61,515 +1,994 $1,543
     TAFI61,515+1,994$1,543
INVESCO QQQ TR 3,463 +1,110 $1,538
     QQQ3,463+1,110$1,538
INNOVATOR ETFS TRUST (PMAR) 39,125 +39,125 $1,440
     PMAR39,125+39,125$1,440
INTEL CORP 31,853 +9,734 $1,407
     INTC31,853+9,734$1,407
COCA COLA CO 22,542 +12,501 $1,379
     KO22,542+12,501$1,379
INVESCO EXCHANGE TRADED FD T (RSP) 7,709 +7,709 $1,306
     RSP7,709+7,709$1,306
ISHARES TR (EMB) 14,344 +434 $1,286
     EMB14,344+434$1,286
TESLA INC 7,238 +1,318 $1,272
     TSLA7,238+1,318$1,272
VANGUARD INDEX FDS (VB) 5,522 +5,522 $1,262
     VB5,522+5,522$1,262
INNOVATOR ETFS TRUST (PAUG) 34,766 -235 $1,230
     PAUG34,766-235$1,230
INNOVATOR ETFS TRUST (PFEB) 33,308 +33,308 $1,138
     PFEB33,308+33,308$1,138
THE CIGNA GROUP 3,014 +3,014 $1,095
     CI3,014+3,014$1,095
ISHARES TR (DVY) 8,783 +8,783 $1,082
     DVY8,783+8,783$1,082
ISHARES TR (IVW) 12,276 +12,276 $1,037
     IVW12,276+12,276$1,037
ISHARES TR (IJH) 17,025 +17,025 $1,034
     IJH17,025+17,025$1,034
INNOVATOR ETFS TRUST (BJUL) 24,847 -2,344 $1,002
     BJUL24,847-2,344$1,002
VANGUARD INDEX FDS (VO) 4,012 +4,012 $1,002
     VO4,012+4,012$1,002
SCHWAB STRATEGIC TR 10,633 +10,633 $986
     SCHG10,633+10,633$986
INNOVATOR ETFS TRUST (PAPR) 28,708 +28,708 $964
     PAPR28,708+28,708$964
DEERE & CO 2,273 +1,377 $934
     DE2,273+1,377$934
ISHARES TR (LQD) 8,555 +6,509 $932
     LQD8,555+6,509$932
INNOVATOR ETFS TRUST (POCT) 24,574 +3,431 $921
     POCT24,574+3,431$921
NEXTERA ENERGY INC 14,271 +10,791 $912
     NEE14,271+10,791$912
STRYKER CORPORATION 2,287 +554 $818
     SYK2,287+554$818
DOMINION ENERGY INC 16,439 +2,902 $809
     D16,439+2,902$809
GENERAL ELECTRIC CO 4,574 +695 $803
     GE4,574+695$803
PHILLIPS 66 4,724 +2,460 $772
     PSX4,724+2,460$772
AMERICAN EXPRESS CO 3,347 +332 $762
     AXP3,347+332$762
NETFLIX INC 1,223 +471 $743
     NFLX1,223+471$743
LOCKHEED MARTIN CORP 1,555 +1,555 $707
     LMT1,555+1,555$707
BRISTOL MYERS SQUIBB CO 12,915 +8,582 $700
     BMY12,915+8,582$700
VANGUARD WHITEHALL FDS (VYM) 5,787 -803 $700
     VYM5,787-803$700
ISHARES TR (IEI) 6,029 +6,029 $698
     IEI6,029+6,029$698
INNOVATOR ETFS TRUST (PJUN) 19,952 +19,952 $689
     PJUN19,952+19,952$689
ACCENTURE PLC IRELAND 1,891 +213 $656
     ACN1,891+213$656
INTERNATIONAL BUSINESS MACHS 3,431 +1,697 $655
     IBM3,431+1,697$655
PACER FDS TR 25,367 +25,367 $646
     PSMR25,367+25,367$646
PHILIP MORRIS INTL INC 7,014 +1,391 $643
     PM7,014+1,391$643
UNION PAC CORP 2,488 +662 $612
     UNP2,488+662$612
ISHARES TR (IYW) 4,517 +4,517 $610
     IYW4,517+4,517$610
INNOVATOR ETFS TRUST (PDEC) 15,985 +15,985 $585
     PDEC15,985+15,985$585
ENBRIDGE INC 15,899 +91 $575
     ENB15,899+91$575
ADOBE INC 1,106 +503 $558
     ADBE1,106+503$558
MONDELEZ INTL INC 7,929 +3,576 $555
     MDLZ7,929+3,576$555
STARBUCKS CORP 6,049 +1,906 $553
     SBUX6,049+1,906$553
ELEVANCE HEALTH INC 1,052 +112 $546
     ELV1,052+112$546
THERMO FISHER SCIENTIFIC INC 932 +487 $542
     TMO932+487$542
TRUMP MEDIA & TECHNOLOGY GRO 10,689 +10,689 $534
     DWAC10,689+10,689$534
LENNAR CORP 3,092 +3,092 $532
     LEN3,092+3,092$532
VERIZON COMMUNICATIONS INC 12,030 +2,228 $505
     VZ12,030+2,228$505
VALLEY NATL BANCORP 63,307 +63,307 $504
     VLY63,307+63,307$504
DOW INC 8,452 +8,452 $490
     DOW8,452+8,452$490
BRP GROUP INC 16,888 +16,888 $489
     BRP16,888+16,888$489
SPDR GOLD TR (GLD) 2,291 +235 $471
     GLD2,291+235$471
COMCAST CORP NEW 10,849 +2,139 $470
     CMCSA10,849+2,139$470
UNITED PARCEL SERVICE INC 3,122 +635 $464
     UPS3,122+635$464
ISHARES TR (IGSB) 8,941 +8,941 $458
     IGSB8,941+8,941$458
SCHWAB STRATEGIC TR 11,598 +11,598 $453
     SCHF11,598+11,598$453
NU HLDGS LTD 37,683 +3,038 $450
     NU37,683+3,038$450
ISHARES TR (EEM) 10,932 +10,932 $449
     EEM10,932+10,932$449
INNOVATOR ETFS TRUST (PSEP) 11,926 -79 $435
     PSEP11,926-79$435
KIMBERLY CLARK CORP 3,337 +3,337 $432
     KMB3,337+3,337$432
PFIZER INC 15,412 +6,452 $428
     PFE15,412+6,452$428
ZIMMER BIOMET HOLDINGS INC 3,218 +3,218 $425
     ZBH3,218+3,218$425
INNOVATOR ETFS TRUST (PMAY) 12,202 +5,358 $396
     PMAY12,202+5,358$396
CISCO SYS INC 7,579 +2,455 $378
     CSCO7,579+2,455$378
SCHWAB STRATEGIC TR 14,716 +14,716 $372
     SCHE14,716+14,716$372
TJX COS INC NEW 3,657 +3,657 $371
     TJX3,657+3,657$371
ISHARES TR (ILCG) 4,860 +4,860 $367
     ILCG4,860+4,860$367
SCHWAB STRATEGIC TR 4,543 +4,543 $366
     SCHD4,543+4,543$366
FISERV INC 2,182 +2,182 $349
     FI2,182+2,182$349
MCKESSON CORP 648 +73 $348
     MCK648+73$348
ISHARES TR (IWD) 1,936 +557 $347
     IWD1,936+557$347
MORGAN STANLEY 3,647 +3,647 $343
     MS3,647+3,647$343
INVESCO EXCHANGE TRADED FD T (XLG) 8,130 +8,130 $343
     XLG8,130+8,130$343
BLACKROCK INC 404 +404 $337
     BLK404+404$337
UNILEVER PLC 6,722 +6,722 $337
     UL6,722+6,722$337
ISHARES TR (SHY) 4,019 +432 $329
     SHY4,019+432$329
APPLIED MATLS INC 1,554 +1,554 $320
     AMAT1,554+1,554$320
INNOVATOR ETFS TRUST (PJUL) 8,319 +8,319 $316
     PJUL8,319+8,319$316
INNOVATOR ETFS TRUST (USEP) 9,416 UNCH $310
     USEP9,416UNCH$310
IRON MTN INC DEL 3,811 +3,811 $306
     IRM3,811+3,811$306
AFLAC INC 3,526 +3,526 $303
     AFL3,526+3,526$303
YUM BRANDS INC 2,169 +145 $301
     YUM2,169+145$301
SEAGATE TECHNOLOGY HLDNGS PL 3,211 +718 $299
     STX3,211+718$299
RAYMOND JAMES FINL INC 2,304 +2,304 $296
     RJF2,304+2,304$296
SHOPIFY INC 3,812 -250 $294
     SHOP3,812-250$294
WELLS FARGO CO NEW 5,039 +5,039 $292
     WFC5,039+5,039$292
WP CAREY INC 5,174 +431 $292
     WPC5,174+431$292
INTUIT 433 +433 $281
     INTU433+433$281
AON PLC 826 +110 $276
     AON826+110$276
GRAYSCALE BITCOIN TR BTC 4,364 +4,364 $276
     GBTC4,364+4,364$276
HORACE MANN EDUCATORS CORP N 7,200 +7,200 $266
     HMN7,200+7,200$266
DANAHER CORPORATION 1,046 +1,046 $261
     DHR1,046+1,046$261
GENERAL MLS INC 3,682 +3,682 $258
     GIS3,682+3,682$258
CSX CORP 6,870 +6,870 $255
     CSX6,870+6,870$255
HUNTINGTON BANCSHARES INC (HBAN) 18,291 +18,291 $255
     HBAN18,291+18,291$255
PRICE T ROWE GROUP INC 2,086 +2,086 $254
     TROW2,086+2,086$254
TEXAS INSTRS INC 1,459 +1,459 $254
     TXN1,459+1,459$254
TARGET CORP 1,424 +1,424 $252
     TGT1,424+1,424$252
INNOVATOR ETFS TRUST (PJAN) 6,413 +6,413 $251
     PJAN6,413+6,413$251
SPDR S&P MIDCAP 400 ETF TR (MDY) 448 +448 $249
     MDY448+448$249
RTX CORPORATION 2,526 +2,526 $246
     RTX2,526+2,526$246
VANGUARD WORLD FD (VGT) 467 +467 $245
     VGT467+467$245
LAM RESEARCH CORP 250 +250 $243
     LRCX250+250$243
OREILLY AUTOMOTIVE INC 215 +215 $243
     ORLY215+215$243
NIKE INC 2,562 +2,562 $241
     NKE2,562+2,562$241
ISHARES TR (HDV) 2,143 +2,143 $236
     HDV2,143+2,143$236
ISHARES TR (IWV) 782 +782 $235
     IWV782+782$235
MARSH & MCLENNAN COS INC 1,123 +1,123 $231
     MMC1,123+1,123$231
OMEGA HEALTHCARE INVS INC 7,283 +7,283 $231
     OHI7,283+7,283$231
PAYPAL HLDGS INC 3,357 -83 $225
     PYPL3,357-83$225
AMERIPRISE FINL INC 510 +510 $224
     AMP510+510$224
CONSTELLATION ENERGY CORP 1,197 +1,197 $221
     CEG1,197+1,197$221
UNITED CMNTY BKS BLAIRSVLE G 8,405 +8,405 $221
     UCBI8,405+8,405$221
DUPONT DE NEMOURS INC 2,871 +92 $220
     DD2,871+92$220
BP PLC 5,802 +5,802 $219
     BP5,802+5,802$219
MICRON TECHNOLOGY INC 1,852 +1,852 $218
     MU1,852+1,852$218
NORTHROP GRUMMAN CORP 455 +455 $218
     NOC455+455$218
ROCKWELL AUTOMATION INC 735 +62 $214
     ROK735+62$214
CARLISLE COS INC 538 +538 $211
     CSL538+538$211
SYSCO CORP 2,594 +2,594 $211
     SYY2,594+2,594$211
LINDE PLC 452 +452 $210
     LIN452+452$210
PACER FDS TR 7,724 +7,724 $209
     PSMD7,724+7,724$209
GRAINGER W W INC 204 +204 $208
     GWW204+204$208
CVS HEALTH CORP 2,598 +2,598 $207
     CVS2,598+2,598$207
PROLOGIS INC. 1,588 +1,588 $207
     PLD1,588+1,588$207
STARWOOD PPTY TR INC 10,160 +10,160 $207
     STWD10,160+10,160$207
SPDR SER TR (SPLG) 3,335 +3,335 $205
     SPLG3,335+3,335$205
NUVEEN NASDAQ 100 DYNAMIC OV 8,453 +8,453 $204
     QQQX8,453+8,453$204
J P MORGAN EXCHANGE TRADED F (JPST) 4,000 UNCH $202
     JPST4,000UNCH$202
FORD MTR CO DEL 11,291 +11,291 $150
     F11,291+11,291$150
BLACKROCK FLOATING RATE INCO 10,984 +10,984 $142
     FRA10,984+10,984$142
BLACKROCK CORPOR HI YLD FD I 13,504 +13,504 $132
     HYT13,504+13,504$132
PIMCO HIGH INCOME FD 24,810 +24,810 $123
     PHK24,810+24,810$123
EATON VANCE LTD DURATION INC 12,460 +12,460 $121
     EVV12,460+12,460$121
BARCLAYS PLC 10,561 +10,561 $100
     BCS10,561+10,561$100
KNIGHTSCOPE INC 91,470 +6,500 $46
     KSCP91,470+6,500$46
BOEING CO $0 (exited)
     BA0-16,632$0
BIOSIG TECHNOLOGIES INC $0 (exited)
     BSGM0-16,000$0
ISHARES INC $0 (exited)
     EWJ0-3,173$0
GILEAD SCIENCES INC $0 (exited)
     GILD0-36,295$0
HESS CORP $0 (exited)
     HES0-19,284$0
3M CO $0 (exited)
     MMM0-39,340$0
SELECT SECTOR SPDR TR 0 -196,253 $0 (exited)
     XLU0-196,253$0

See Summary: Cornerstone Wealth Group LLC Top Holdings
See Details: Top 10 Stocks Held By Cornerstone Wealth Group LLC

EntityShares/Amount
Change
Position Value
Change
SCHX +458,939+$28,482
VOO +34,560+$16,613
XLI +106,583+$13,425
LECO +46,538+$11,888
XLY +47,280+$8,694
IWB +29,911+$8,615
DEM +185,398+$7,757
IJR +59,501+$6,576
IWR +75,702+$6,366
ICF +91,104+$5,257
EntityShares/Amount
Change
Position Value
Change
XLU -196,253-$12,429
BA -16,632-$4,335
MMM -39,340-$4,301
GILD -36,295-$2,940
HES -19,284-$2,780
EWJ -3,173-$204
BSGM -16,000-$8
EntityShares/Amount
Change
Position Value
Change
KVUE +223,537+$4,788
BAC +119,093+$5,451
AAPL +73,987+$9,522
WMT +68,584+$1,033
ABBV +37,203+$7,558
ABT +33,205+$3,875
HD +24,639+$9,860
GOOGL +23,684+$4,014
PREF +23,083+$848
JNJ +20,446+$3,282
EntityShares/Amount
Change
Position Value
Change
XLP -44,534-$2,651
XLV -33,044-$3,845
ETN -8,056-$863
RLY -5,586-$30
LVHI -5,212+$140
CRM -3,480-$400
SPTL -3,089-$200
GS -2,806-$796
BJUL -2,344-$21
Size ($ 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

All Stocks Held By Cornerstone Wealth Group LLC | www.HoldingsChannel.com

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