Cornerstone-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 606
Total Value: 1477488208
Accession Number: 0001085146-25-002197
Form Type: 13F-HR
CIK: cornerstone-wealth-management
Manager Name: Cornerstone-Wealth-Management

Data Enrichment

65% identified

393 identified213 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

606 positions • $1,477,488.208K total value

606 positions

Manager:

SEC FilingSEC DataHachi Filing

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UNION PACIFIC CORP

UNP|907818108

Shares:5.3K

Value:$1.3M

Chubb Ltd

CB|H1467J104

Shares:4.2K

Value:$1.3M

81369Y209

Shares:8.6K

Value:$1.2M

Aurora Innovation, Inc.

AUR|051774107

Shares:185.5K

Value:$1.2M

Medtronic plc

MDT|G5960L103

Shares:13.9K

Value:$1.2M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:7.3K

Value:$1.2M

464287630

IWN|464287630

Shares:8.0K

Value:$1.2M

67092P706

Shares:38.3K

Value:$1.2M

41653L503

Shares:31.0K

Value:$1.2M

464288760

Shares:7.7K

Value:$1.2M

46641Q845

Shares:27.1K

Value:$1.2M

97717W281

Shares:24.3K

Value:$1.2M

33737A108

Shares:10.4K

Value:$1.2M

46138E354

Shares:15.7K

Value:$1.2M

14020G101

Shares:34.2K

Value:$1.2M

Cheniere Energy, Inc.

LNG|16411R208

Shares:5.0K

Value:$1.2M

14019W109

Shares:47.1K

Value:$1.2M

Salesforce, Inc.

CRM|79466L302

Shares:4.2K

Value:$1.1M

46435U549

Shares:23.8K

Value:$1.1M

CUMMINS INC

CMI|231021106

Shares:3.6K

Value:$1.1M

Instrument	Shares		Other Manager	Value
UNION PACIFIC CORP(UNPcusip907818108)	5.3K	QoQ -0.57% (-31) YoY +47.79% (+1.7K)	All Managers (Combined)	$1.3M	QoQ +2.99% (-$36.6K) YoY +41.94% (+$371.7K)
Chubb Ltd(CBcusipH1467J104)	4.2K	QoQ -0.59% (-25) YoY +56.85% (+1.5K)	All Managers (Combined)	$1.3M	QoQ +8.65% (-$100.2K) YoY +82.77% (+$569.4K)
(cusip81369Y209)✕	8.6K	QoQ -3.05% (-269) YoY -13.86% (-1.4K)	All Managers (Combined)	$1.2M	QoQ +2.90% (-$35.2K) YoY -14.86% (-$217.9K)
Aurora Innovation, Inc.(AURcusip051774107)	185.5K	QoQ +153.28% (+112.2K) YoY NEW(+185.5K)	All Managers (Combined)	$1.2M	QoQ +170.37% (+$785.9K) YoY NEW(+$1.2M)
Medtronic plc(MDTcusipG5960L103)	13.9K	QoQ -2.56% (-366) YoY +19.17% (+2.2K)	All Managers (Combined)	$1.2M	QoQ +9.60% (-$109.2K) YoY +22.88% (+$232.2K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	7.3K	QoQ +2.42% (-173) YoY +22.91% (+1.4K)	All Managers (Combined)	$1.2M	QoQ -13.90% (-$195.5K) YoY +49.96% (+$403.4K)
(IWNcusip464287630)	8.0K	QoQ +2.31% (-181) YoY +5.22% (+398)	All Managers (Combined)	$1.2M	QoQ -5.90% (-$75.9K) YoY +0.03% (+$410)
(cusip67092P706)✕	38.3K	QoQ +1.03% (-392) YoY +91.29% (+18.3K)	All Managers (Combined)	$1.2M	QoQ -0.64% (-$7.8K) YoY +95.46% (+$585.2K)
(cusip41653L503)✕	31.0K	QoQ +28.43% (+6.9K) YoY NEW(+31.0K)	All Managers (Combined)	$1.2M	QoQ +27.73% (+$258.5K) YoY NEW(+$1.2M)
(cusip464288760)✕	7.7K	QoQ +0.02% (+2) YoY +29.78% (+1.8K)	All Managers (Combined)	$1.2M	QoQ +5.35% (+$60.2K) YoY +50.60% (+$397.7K)
(cusip46641Q845)✕	27.1K	QoQ -4.46% (-1.3K) YoY +97.60% (+13.4K)	All Managers (Combined)	$1.2M	QoQ -11.03% (-$146.4K) YoY +90.57% (+$561.3K)
(cusip97717W281)✕	24.3K	QoQ +1.29% (+311) YoY +74.06% (+10.3K)	All Managers (Combined)	$1.2M	QoQ +0.03% (+$401) YoY +65.33% (+$463.5K)
(cusip33737A108)✕	10.4K	QoQ +303.58% (+7.8K) YoY NEW(+10.4K)	All Managers (Combined)	$1.2M	QoQ +282.57% (+$866.3K) YoY NEW(+$1.2M)
(cusip46138E354)✕	15.7K	QoQ +5.33% (+795) YoY -2.46% (-396)	All Managers (Combined)	$1.2M	QoQ +12.44% (+$129.7K) YoY +10.64% (-$112.7K)
(cusip14020G101)✕	34.2K	QoQ 0.00% (-0) YoY +7.13% (+2.3K)	All Managers (Combined)	$1.2M	QoQ -7.85% (-$99.8K) YoY +14.70% (+$150.1K)
Cheniere Energy, Inc.(LNGcusip16411R208)	5.0K	QoQ +31.13% (+1.2K) YoY +47.40% (+1.6K)	All Managers (Combined)	$1.2M	QoQ +41.22% (+$341.1K) YoY +111.48% (+$616.0K)
(cusip14019W109)✕	47.1K	QoQ +0.42% (-200) YoY +35.21% (+12.3K)	All Managers (Combined)	$1.2M	QoQ -0.34% (-$4.0K) YoY +28.39% (+$255.2K)
Salesforce, Inc.(CRMcusip79466L302)	4.2K	QoQ +9.63% (-370) YoY -8.49% (-391)	All Managers (Combined)	$1.1M	QoQ -11.99% (-$154.0K) YoY -18.46% (-$255.9K)
(cusip46435U549)✕	23.8K	QoQ -0.46% (-112) YoY -0.88% (-213)	All Managers (Combined)	$1.1M	QoQ +1.75% (-$19.5K) YoY 0.00% (-$19)
CUMMINS INC(CMIcusip231021106)	3.6K	QoQ +7.83% (-259) YoY +7.86% (+260)	All Managers (Combined)	$1.1M	QoQ -3.02% (-$34.9K) YoY +14.75% (+$143.7K)