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

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

Search and click to pin securities to the top

Page 3 of 31

Sort by:

922908736

VUG|922908736

Shares:23.0K

Value:$8.5M

46641Q779

Shares:150.0K

Value:$8.5M

Blackstone Inc.

BX|09260D107

Shares:57.7K

Value:$8.1M

78464A763

SDY|78464A763

Shares:56.9K

Value:$7.7M

92206C870

VCIT|92206C870

Shares:93.4K

Value:$7.6M

33738R506

Shares:129.8K

Value:$7.6M

46137V746

Shares:75.2K

Value:$7.2M

RTX Corp

RTX|75513E101

Shares:54.1K

Value:$7.2M

46641Q761

Shares:125.6K

Value:$7.1M

46137V241

Shares:106.6K

Value:$7.1M

922908611

VBR|922908611

Shares:37.6K

Value:$7.0M

78464A649

Shares:272.0K

Value:$6.9M

97717W505

Shares:138.2K

Value:$6.8M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:12.8K

Value:$6.8M

78467V848

Shares:158.1K

Value:$6.4M

Alphabet Inc.

GOOGL|02079K305

Shares:41.0K

Value:$6.3M

69374H360

Shares:205.7K

Value:$6.3M

Meta Platforms, Inc.

META|30303M102

Shares:10.8K

Value:$6.2M

025072885

Shares:64.9K

Value:$6.0M

AFLAC INC

AFL|001055102

Shares:53.8K

Value:$6.0M

Instrument	Shares		Other Manager	Value
(VUGcusip922908736)	23.0K	QoQ -3.58% (-855) YoY -5.65% (-1.4K)	All Managers (Combined)	$8.5M	QoQ -12.89% (-$1.3M) YoY +1.64% (-$137.5K)
(cusip46641Q779)✕	150.0K	QoQ +7.78% (+10.8K) YoY +9.73% (+13.3K)	All Managers (Combined)	$8.5M	QoQ +4.25% (+$344.8K) YoY +17.40% (+$1.3M)
Blackstone Inc.(BXcusip09260D107)	57.7K	QoQ +3.35% (-1.9K) YoY +0.86% (+493)	All Managers (Combined)	$8.1M	QoQ -16.20% (-$1.6M) YoY +7.31% (+$550.1K)
(SDYcusip78464A763)	56.9K	QoQ +1.17% (+661) YoY +4.69% (+2.6K)	All Managers (Combined)	$7.7M	QoQ +3.91% (+$291.2K) YoY +8.23% (+$588.2K)
(VCITcusip92206C870)	93.4K	QoQ -2.68% (-2.6K) YoY -21.08% (-25.0K)	All Managers (Combined)	$7.6M	QoQ -0.88% (-$68.1K) YoY -19.86% (-$1.9M)
(cusip33738R506)✕	129.8K	QoQ +8.06% (+9.7K) YoY +56.26% (+46.8K)	All Managers (Combined)	$7.6M	QoQ +6.96% (+$495.1K) YoY +62.85% (+$2.9M)
(cusip46137V746)✕	75.2K	QoQ +5.02% (-3.6K) YoY +29.38% (+17.1K)	All Managers (Combined)	$7.2M	QoQ -0.85% (-$62.5K) YoY +39.16% (+$2.0M)
RTX Corp(RTXcusip75513E101)	54.1K	QoQ +2.58% (+1.4K) YoY +10.96% (+5.3K)	All Managers (Combined)	$7.2M	QoQ +17.42% (+$1.1M) YoY +50.71% (+$2.4M)
(cusip46641Q761)✕	125.6K	QoQ +6.07% (+7.2K) YoY +35.91% (+33.2K)	All Managers (Combined)	$7.1M	QoQ +4.59% (+$311.9K) YoY +45.16% (+$2.2M)
(cusip46137V241)✕	106.6K	QoQ +0.14% (-159) YoY -0.66% (-718)	All Managers (Combined)	$7.1M	QoQ -0.88% (-$62.9K) YoY +9.06% (-$587.6K)
(VBRcusip922908611)	37.6K	QoQ +0.92% (-343) YoY -19.91% (-9.3K)	All Managers (Combined)	$7.0M	QoQ -5.13% (-$378.8K) YoY -22.24% (-$2.0M)
(cusip78464A649)✕	272.0K	QoQ +7.65% (+19.3K) YoY +967.64% (+246.6K)	All Managers (Combined)	$6.9M	QoQ +10.02% (+$633.1K) YoY +978.64% (+$6.3M)
(cusip97717W505)✕	138.2K	QoQ +1.38% (-1.9K) YoY +5.60% (+7.3K)	All Managers (Combined)	$6.8M	QoQ -1.49% (-$104.1K) YoY +7.22% (+$461.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	12.8K	QoQ +0.03% (+5) YoY +4.29% (+528)	All Managers (Combined)	$6.8M	QoQ +17.54% (+$1.0M) YoY +32.08% (+$1.7M)
(cusip78467V848)✕	158.1K	QoQ +9.53% (+13.8K) YoY +60.37% (+59.5K)	All Managers (Combined)	$6.4M	QoQ +12.03% (+$684.4K) YoY +61.33% (+$2.4M)
Alphabet Inc.(GOOGLcusip02079K305)	41.0K	QoQ +0.23% (-95) YoY -4.82% (-2.1K)	All Managers (Combined)	$6.3M	QoQ -18.11% (-$1.4M) YoY -2.48% (-$161.9K)
(cusip69374H360)✕	205.7K	QoQ +2.39% (-4.8K) YoY +17.34% (+30.4K)	All Managers (Combined)	$6.3M	QoQ -1.59% (-$102.9K) YoY +38.96% (+$1.8M)
Meta Platforms, Inc.(METAcusip30303M102)	10.8K	QoQ +1.47% (-157) YoY +0.86% (+92)	All Managers (Combined)	$6.2M	QoQ -0.11% (-$7.0K) YoY +19.71% (+$1.0M)
(cusip025072885)✕	64.9K	QoQ +7.01% (+4.2K) YoY +37.21% (+17.6K)	All Managers (Combined)	$6.0M	QoQ +1.98% (+$116.8K) YoY +41.62% (+$1.8M)
AFLAC INC(AFLcusip001055102)	53.8K	QoQ +0.37% (+203) YoY -2.70% (-1.5K)	All Managers (Combined)	$6.0M	QoQ +7.90% (+$437.7K) YoY +25.99% (-$1.2M)