Cornerstone-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VSGX", null, null, null, "GDX", null, "TROW", null, "AWR", "SMCI", "ARM", "MU", null, null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "OBDC", "APD", "BABA", "PAA", "MAIN", null, null, "VONG", "NNE", "ALL", "GOOGL", "PXF", "VDE", null, null, "AXP", null, "GDXJ", "SENS", "ATMU", null, null, "JOE", "T", "BLK", null, "CAT", "BUD", "AVDE", "AVGO", "LOW", "CLS", null, "ARCC", "WRB", "GME", null, null, "BSX", null, null, null, null, "DBEF", null, "COF", "CMI", null, null, "LEG", null, "LNC", null, "DUK", null, "EVT", "D", null, "PTY", "PDI", "QS", null, null, null, "PHK", null, null, "EOG", null, null, null, null, "PNR", null, null, "FCX", null, "FITB", null, null, "GD", null, "TSLX", "GILD", "ADV", "GIS", "HON", null, "HD", null, "CRVO", null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MCD", null, null, null, null, "BEN", null, "FE", "UNP", null, "QCOM", null, null, "FSCO", null, null, null, null, "ISRG", null, "HSBC", null, "EMXC", null, "LEN", "ITW", "AMAT", "EMR", null, "MUB", "META", null, null, "OIA", "HEFA", "NML", null, null, null, "IVW", null, null, "IJH", null, null, null, null, "SR", "TGI", null, null, null, null, null, "PDX", "DMAC", null, null, null, "BBUS", null, null, "KMI", null, "EVG", null, null, "IWS", "LIN", null, null, "NBXG", "MPC", null, null, "MRVL", null, "MA", "MDT", "MSFT", "MDLZ", "MS", "TMUS", "EQIX", "EVRG", null, "GE", "NVS", "OXY", "ORLY", null, "DLN", "BX", "FDUS", "DG", "IJR", "EFG", "ANET", "KKR", "KLAC", "IWD", "KR", "ORCL", "KHC", "NOC", "OKE", "PAYX", "VGIT", null, null, null, null, "VHT", null, null, null, null, "IWF", null, "PANW", "PYPL", "PEP", null, "PNC", "IRM", "PGR", "IEMG", "IJK", "HTGC", "GBDC", "IVV", null, null, "DOW", "UNH", "AAPL", "SPY", "EFAV", "BXSL", "HLN", "NVDA", "GS", "ENB", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, "LPLA", "MKC", "AMGN", null, null, "IOT", "TMDX", null, "IEFA", "SPGI", null, null, null, "NOW", "SHW", "SHOP", "SLB", "SPG", "SRE", "O", "RIO", "RTX", "SPDW", "GLD", null, null, null, null, "SPYG", null, "BP", null, "AMT", null, null, null, "SPLG", null, null, "IBM", "SBUX", "CI", "TXN", "TGT", "TMO", "TJX", "TRV", "TSN", "UBER", "UL", "UPS", "BIV", "VNQ", "VO", "MET", "VV", "RCL", "MGNI", "VOE", "SCHW", "TREE", null, "VWO", "ETV", null, null, null, null, null, null, null, "PRF", null, null, null, "VCIT", "CSWC", null, "VIG", "OLPX", null, null, null, "TSCO", null, "GAIN", "ULTA", "IWO", "XLB", "IWN", null, "TSM", "GSK", "OHI", null, null, null, null, "FSK", "VYM", "AHR", null, null, null, "TT", "MTDR", "LECO", "ATO", "AEE", "GM", "HAL", "AFL", "AXON", "APH", "AMD", "SDY", "DOV", "F", "AJG", "WM", "IWP", "IWR", "EFX", "TTC", "TRIN", "CAH", "AEP", "EFSC", "GPRK", null, "AOS", "NVO", "DHI", "VIGI", "AMZN", null, null, null, "CLF", null, "PFG", null, null, "PLUG", null, "ABM", null, null, "CEF", null, null, null, null, "DKNG", "VGT", null, "USB", "ESGV", "VUG", "VLO", "VFH", "VEA", "VALE", "MGK", null, null, "VXUS", "VOOG", null, "VTWO", "VBK", "BNDX", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VTV", "V", null, null, "WBD", "WMT", "WFC", null, "WMB", null, null, null, "WPC", "YUM", "Z", "XYL", null, null, null, "LNT", null, "GEN", "FLR", "SCHD", "ET", "DVY", "SCHG", null, null, "JD", "NSC", "KEY", "LUMN", "NDSN", null, "JCI", "MFC", null, "SO", "TTD", "ON", null, "PSX", "CRM", null, "SYY", "DIA", "TS", "PFLT", null, null, null, "LYV", null, null, "IXUS", null, "GEV", "CHWY", "DGRO", "SPYV", null, null, "GWW", "ESGU", null, null, "NUE", null, "FDX", null, null, "KMB", "AUR", "ADP", "BAC", "OZK", "BNS", "BRK-A", "BRK-B", "BBAI", "BKH", null, "BA", null, "BMY", "CARR", "CSL", "CBRE", "CASY", "CNC", "CVX", "LNG", "CB", "CSCO", "C", "YOU", "KOF", "KO", "CBSH", "CMCSA", "CL", "COP", "CEG", "ED", "CTRA", "COST", "GLW", "CRWD", "CVS", "CSX", "DELL", "DE", "DVN", "FANG", "RSP", null, "IJJ", "EFA", "ADI", "VOD", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", "AWK", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Cornerstone-Wealth-Management
Data Enrichment
65% identified393 identified213 unidentified
Holdings
606 positions • $1.5B total value
Manager:
Search and click to pin securities to the top
Page 11 of 31
81369Y209
Shares:8.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
Shares:7.3K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
67092P706
Shares:38.3K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
41653L503
Shares:31.0K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
464288760
Shares:7.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
46641Q845
Shares:27.1K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
97717W281
Shares:24.3K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
33737A108
Shares:10.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
46138E354
Shares:15.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
14020G101
Shares:34.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
14019W109
Shares:47.1K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.5B)
46435U549
Shares:23.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5.3K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | |||
| 4.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.5B) | |||
(cusip81369Y209)✕ | 8.6K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
| 185.5K | YoY NEW(+185.5K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | YoY NEW(+$1.2M) | |
Medtronic plc(MDTcusipG5960L103) | 13.9K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
| 7.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | |||
| 8.0K | QoQ +2.31% (-181)YoY +5.22% (+398) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
(cusip67092P706)✕ | 38.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
(cusip41653L503)✕ | 31.0K | YoY NEW(+31.0K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | YoY NEW(+$1.2M) |
(cusip464288760)✕ | 7.7K | QoQ +0.02% (+2) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | |
(cusip46641Q845)✕ | 27.1K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
(cusip97717W281)✕ | 24.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
(cusip33737A108)✕ | 10.4K | YoY NEW(+10.4K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | YoY NEW(+$1.2M) |
(cusip46138E354)✕ | 15.7K | QoQ +5.33% (+795)YoY -2.46% (-396) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | |
(cusip14020G101)✕ | 34.2K | QoQ 0.00% (-0) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | |
| 5.0K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | |||
(cusip14019W109)✕ | 47.1K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.5B) | ||
Salesforce, Inc.(CRMcusip79466L302) | 4.2K | QoQ +9.63% (-370)YoY -8.49% (-391) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.5B) | |
(cusip46435U549)✕ | 23.8K | QoQ -0.46% (-112)YoY -0.88% (-213) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.5B) | |
CUMMINS INC(CMIcusip231021106) | 3.6K | QoQ +7.83% (-259)YoY +7.86% (+260) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.5B) |