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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46137V431

Shares:2.9K

Value:$291.4K

ServiceNow, Inc.

NOW|81762P102

Shares:363

Value:$289.0K

33737M409

Shares:5.8K

Value:$288.9K

Arista Networks, Inc.

ANET|040413205

Shares:3.7K

Value:$287.5K

78464A300

Shares:3.7K

Value:$287.3K

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:576

Value:$286.8K

92206C409

Shares:3.6K

Value:$286.2K

Coterra Energy Inc.

CTRA|127097103

Shares:9.9K

Value:$285.9K

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.8K

Value:$284.1K

American Water Works Company, Inc.

AWK|030420103

Shares:1.9K

Value:$283.8K

ALLIANT ENERGY CORP

LNT|018802108

Shares:4.4K

Value:$283.1K

REALTY INCOME CORP

O|756109104

Shares:4.8K

Value:$280.8K

14020Y300

Shares:10.3K

Value:$280.3K

26922A198

Shares:13.8K

Value:$277.8K

81369Y308

Shares:3.4K

Value:$275.9K

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:524

Value:$275.6K

74933W452

Shares:5.5K

Value:$275.2K

NIKE, Inc.

NKE|654106103

Shares:4.3K

Value:$275.1K

97717W570

Shares:4.6K

Value:$272.5K

464287606

IJK|464287606

Shares:3.3K

Value:$272.1K

Instrument	Shares		Other Manager	Value
(cusip46137V431)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$291.4K	QoQ NEW(+$291.4K) YoY NEW(+$291.4K)
ServiceNow, Inc.(NOWcusip81762P102)	363	QoQ 0.00% (-0) YoY NEW(+363)	All Managers (Combined)	$289.0K	QoQ -24.90% (-$95.8K) YoY NEW(+$289.0K)
(cusip33737M409)✕	5.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$288.9K	QoQ -9.59% (-$30.7K) YoY -8.46% (-$26.7K)
Arista Networks, Inc.(ANETcusip040413205)	3.7K	QoQ +62.43% (+1.4K) YoY NEW(+3.7K)	All Managers (Combined)	$287.5K	QoQ +13.86% (+$35.0K) YoY NEW(+$287.5K)
(cusip78464A300)✕	3.7K	QoQ -5.54% (-215) YoY +15.39% (+489)	All Managers (Combined)	$287.3K	QoQ -15.11% (-$51.2K) YoY +9.06% (+$23.9K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	576	QoQ -21.09% (-154) YoY -3.67% (-22)	All Managers (Combined)	$286.8K	QoQ -24.42% (-$92.7K) YoY -17.49% (-$60.8K)
(cusip92206C409)✕	3.6K	QoQ +4.19% (+146) YoY +3.60% (+126)	All Managers (Combined)	$286.2K	QoQ +5.45% (+$14.8K) YoY +5.79% (+$15.7K)
Coterra Energy Inc.(CTRAcusip127097103)	9.9K	QoQ +19.57% (+1.6K) YoY +24.07% (+1.9K)	All Managers (Combined)	$285.9K	QoQ +35.30% (+$74.6K) YoY +28.61% (+$63.6K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.8K	QoQ -17.32% (-590) YoY -20.94% (-746)	All Managers (Combined)	$284.1K	QoQ -6.62% (-$20.1K) YoY +16.44% (-$40.1K)
American Water Works Company, Inc.(AWKcusip030420103)	1.9K	QoQ 0.00% (+0) YoY -0.46% (-9)	All Managers (Combined)	$283.8K	QoQ +18.49% (+$44.3K) YoY +20.17% (-$47.7K)
ALLIANT ENERGY CORP(LNTcusip018802108)	4.4K	QoQ +9.23% (+372) YoY NEW(+4.4K)	All Managers (Combined)	$283.1K	QoQ +18.84% (+$44.9K) YoY NEW(+$283.1K)
REALTY INCOME CORP(Ocusip756109104)	4.8K	QoQ +18.56% (+758) YoY +17.04% (+705)	All Managers (Combined)	$280.8K	QoQ +28.77% (+$62.7K) YoY +25.50% (+$57.1K)
(cusip14020Y300)✕	10.3K	QoQ +11.06% (+1.0K) YoY NEW(+10.3K)	All Managers (Combined)	$280.3K	QoQ +11.15% (+$28.1K) YoY NEW(+$280.3K)
(cusip26922A198)✕	13.8K	QoQ -12.56% (-2.0K) YoY NEW(+13.8K)	All Managers (Combined)	$277.8K	QoQ -14.08% (-$45.6K) YoY NEW(+$277.8K)
(cusip81369Y308)✕	3.4K	QoQ +0.08% (+3) YoY -0.14% (-5)	All Managers (Combined)	$275.9K	QoQ +3.96% (+$10.5K) YoY +6.77% (-$17.5K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	524	QoQ +19.63% (+86) YoY NEW(+524)	All Managers (Combined)	$275.6K	QoQ +5.87% (+$15.3K) YoY NEW(+$275.6K)
(cusip74933W452)✕	5.5K	QoQ +21.72% (+982) YoY +8.17% (+416)	All Managers (Combined)	$275.2K	QoQ +22.09% (+$49.8K) YoY +8.14% (+$20.7K)
NIKE, Inc.(NKEcusip654106103)	4.3K	QoQ +3.21% (-135) YoY NEW(+4.3K)	All Managers (Combined)	$275.1K	QoQ -13.40% (-$42.6K) YoY NEW(+$275.1K)
(cusip97717W570)✕	4.6K	QoQ -2.49% (-117) YoY -6.78% (-333)	All Managers (Combined)	$272.5K	QoQ -7.02% (-$20.6K) YoY -8.95% (-$26.8K)
(IJKcusip464287606)	3.3K	QoQ 0.00% (-0) YoY -10.85% (-398)	All Managers (Combined)	$272.1K	QoQ -8.41% (-$25.0K) YoY -18.64% (-$62.4K)