Cornerstone-Wealth-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  "RJF",
  "MU",
  null,
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "QQQX",
  null,
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "BSX",
  null,
  "COF",
  "CMI",
  "DUK",
  "D",
  null,
  null,
  "FRA",
  "GILD",
  null,
  "HON",
  "HD",
  "MCD",
  "INTU",
  "EVV",
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "LEN",
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  "BKNG",
  null,
  null,
  null,
  "NWL",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "LRCX",
  "ICF",
  "LIN",
  null,
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "FIS",
  "GE",
  "GPC",
  null,
  null,
  "NI",
  "NVS",
  "NU",
  "ORLY",
  "BX",
  "AMP",
  "DG",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "REGN",
  null,
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "RTX",
  "GLD",
  "STX",
  null,
  "SPYG",
  null,
  "RSG",
  "SPLG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "SCHW",
  "IWV",
  "VCIT",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "VVX",
  "DFH",
  "TSM",
  "OHI",
  null,
  "VYM",
  "DD",
  "VRTX",
  null,
  "LECO",
  "AON",
  "STWD",
  "AFL",
  "APH",
  "AMD",
  "FI",
  "F",
  "WM",
  "IWR",
  "VLY",
  null,
  "HMN",
  null,
  null,
  "AMZN",
  "MSI",
  null,
  null,
  null,
  null,
  "VGT",
  "VYMI",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  "YUM",
  "MTB",
  "GEN",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  "SO",
  "TTD",
  "PSX",
  "CRM",
  "SYY",
  "GEV",
  "ZBH",
  "MCK",
  "SPYV",
  "GWW",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BCS",
  "BRK-B",
  null,
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "LNG",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "COST",
  "CTVA",
  "DHR",
  "DE",
  "DFAC",
  "DPZ",
  "RSP",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 287
Total Value: 1134188691
Accession Number: 0001214659-25-006250
Form Type: 13F-HR
CIK: cornerstone-wealth-group
Manager Name: Cornerstone-Wealth-Group

Data Enrichment

77% identified

221 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

287 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 15

Sort by:

45782C318

Shares:12.4K

Value:$445.1K

% of Portfolio:0.0% ($445.1K/$1.1B)

PFIZER INC

PFE|717081103

Shares:17.0K

Value:$430.7K

% of Portfolio:0.0% ($430.7K/$1.1B)

808524805

SCHF|808524805

Shares:21.7K

Value:$428.7K

% of Portfolio:0.0% ($428.7K/$1.1B)

464287234

EEM|464287234

Shares:9.7K

Value:$421.9K

% of Portfolio:0.0% ($421.9K/$1.1B)

COMCAST CORP

CMCSA|20030N101

Shares:11.3K

Value:$416.2K

% of Portfolio:0.0% ($416.2K/$1.1B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:284

Value:$406.9K

% of Portfolio:0.0% ($406.9K/$1.1B)

464287598

IWD|464287598

Shares:2.1K

Value:$403.4K

% of Portfolio:0.0% ($403.4K/$1.1B)

808524706

Shares:14.5K

Value:$399.9K

% of Portfolio:0.0% ($399.9K/$1.1B)

464287119

Shares:4.9K

Value:$393.6K

% of Portfolio:0.0% ($393.6K/$1.1B)

SHOPIFY INC.

SHOP|82509L107

Shares:4.1K

Value:$389.7K

% of Portfolio:0.0% ($389.7K/$1.1B)

Nu Holdings Ltd.

NU|G6683N103

Shares:37.7K

Value:$385.7K

% of Portfolio:0.0% ($385.7K/$1.1B)

UNILEVER PLC

UL|904767704

Shares:6.4K

Value:$379.1K

% of Portfolio:0.0% ($379.1K/$1.1B)

Constellation Energy Corp

CEG|21037T109

Shares:1.9K

Value:$377.7K

% of Portfolio:0.0% ($377.7K/$1.1B)

Gen Digital Inc.

GEN|668771108

Shares:14.2K

Value:$376.9K

% of Portfolio:0.0% ($376.9K/$1.1B)

46137V233

Shares:8.1K

Value:$374.1K

% of Portfolio:0.0% ($374.1K/$1.1B)

AFLAC INC

AFL|001055102

Shares:3.4K

Value:$373.9K

% of Portfolio:0.0% ($373.9K/$1.1B)

Aon plc

AON|G0403H108

Shares:932

Value:$372.0K

% of Portfolio:0.0% ($372.0K/$1.1B)

Zoetis Inc.

ZTS|98978V103

Shares:2.3K

Value:$371.6K

% of Portfolio:0.0% ($371.6K/$1.1B)

88521L207

Shares:14.6K

Value:$368.7K

% of Portfolio:0.0% ($368.7K/$1.1B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:4.3K

Value:$366.4K

% of Portfolio:0.0% ($366.4K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C318)✕	12.4K	QoQ 0.00% (-0) YoY +1.88% (+230)	All Managers (Combined)	$445.1K	0.0% ($445.1K/$1.1B)	QoQ -0.29% (-$1.3K) YoY +12.33% (+$48.9K)
PFIZER INC(PFEcusip717081103)	17.0K	QoQ +1.60% (-268) YoY +10.29% (+1.6K)	All Managers (Combined)	$430.7K	0.0% ($430.7K/$1.1B)	QoQ -2.95% (-$13.1K) YoY +0.71% (+$3.1K)
(SCHFcusip808524805)	21.7K	QoQ -14.95% (-3.8K) YoY +86.86% (-10.1K)	All Managers (Combined)	$428.7K	0.0% ($428.7K/$1.1B)	QoQ -9.07% (-$42.8K) YoY -5.26% (-$23.8K)
(EEMcusip464287234)	9.7K	QoQ +0.06% (+6) YoY -11.69% (-1.3K)	All Managers (Combined)	$421.9K	0.0% ($421.9K/$1.1B)	QoQ +4.56% (+$18.4K) YoY -6.05% (-$27.2K)
COMCAST CORP(CMCSAcusip20030N101)	11.3K	QoQ +7.44% (+782) YoY +3.96% (-430)	All Managers (Combined)	$416.2K	0.0% ($416.2K/$1.1B)	QoQ +5.64% (+$22.2K) YoY -11.50% (-$54.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	284	QoQ -3.07% (-9) YoY +32.09% (+69)	All Managers (Combined)	$406.9K	0.0% ($406.9K/$1.1B)	QoQ +17.10% (-$59.4K) YoY +67.62% (+$164.1K)
(IWDcusip464287598)	2.1K	QoQ 0.00% (+0) YoY +10.74% (+208)	All Managers (Combined)	$403.4K	0.0% ($403.4K/$1.1B)	QoQ +1.63% (+$6.5K) YoY +16.36% (+$56.7K)
(cusip808524706)✕	14.5K	QoQ -5.83% (-899) YoY -1.44% (-212)	All Managers (Combined)	$399.9K	0.0% ($399.9K/$1.1B)	QoQ -2.51% (-$10.3K) YoY +7.61% (-$28.3K)
(cusip464287119)✕	4.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$393.6K	0.0% ($393.6K/$1.1B)	QoQ -9.60% (-$41.8K) YoY +7.29% (+$26.8K)
SHOPIFY INC.(SHOPcusip82509L107)	4.1K	QoQ -0.94% (-39) YoY +7.05% (+269)	All Managers (Combined)	$389.7K	0.0% ($389.7K/$1.1B)	QoQ -11.06% (-$48.5K) YoY +32.45% (+$95.5K)
Nu Holdings Ltd.(NUcusipG6683N103)	37.7K	QoQ -0.15% (-59) YoY -0.03% (-15)	All Managers (Combined)	$385.7K	0.0% ($385.7K/$1.1B)	QoQ -1.31% (-$5.1K) YoY -14.20% (-$63.8K)
UNILEVER PLC(ULcusip904767704)	6.4K	QoQ -2.19% (-143) YoY -5.29% (-356)	All Managers (Combined)	$379.1K	0.0% ($379.1K/$1.1B)	QoQ +2.71% (-$10.0K) YoY +12.36% (-$41.7K)
Constellation Energy Corp(CEGcusip21037T109)	1.9K	QoQ +0.91% (-17) YoY +56.47% (+676)	All Managers (Combined)	$377.7K	0.0% ($377.7K/$1.1B)	QoQ -9.03% (-$37.5K) YoY +70.69% (+$156.4K)
Gen Digital Inc.(GENcusip668771108)	14.2K	QoQ NEW(+14.2K) YoY NEW(+14.2K)	All Managers (Combined)	$376.9K	0.0% ($376.9K/$1.1B)	QoQ NEW(+$376.9K) YoY NEW(+$376.9K)
(cusip46137V233)✕	8.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$374.1K	0.0% ($374.1K/$1.1B)	QoQ -7.88% (-$32.0K) YoY +9.23% (+$31.6K)
AFLAC INC(AFLcusip001055102)	3.4K	QoQ -9.98% (-373) YoY -4.65% (-164)	All Managers (Combined)	$373.9K	0.0% ($373.9K/$1.1B)	QoQ -3.22% (-$12.5K) YoY +23.51% (-$71.2K)
Aon plc(AONcusipG0403H108)	932	QoQ +4.95% (+44) YoY +12.83% (+106)	All Managers (Combined)	$372.0K	0.0% ($372.0K/$1.1B)	QoQ +16.62% (+$53.0K) YoY +34.93% (+$96.3K)
Zoetis Inc.(ZTScusip98978V103)	2.3K	QoQ +12.68% (+254) YoY NEW(+2.3K)	All Managers (Combined)	$371.6K	0.0% ($371.6K/$1.1B)	QoQ +13.87% (+$45.3K) YoY NEW(+$371.6K)
(cusip88521L207)✕	14.6K	QoQ NEW(+14.6K) YoY NEW(+14.6K)	All Managers (Combined)	$368.7K	0.0% ($368.7K/$1.1B)	QoQ NEW(+$368.7K) YoY NEW(+$368.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	4.3K	QoQ +8.25% (+331) YoY NEW(+4.3K)	All Managers (Combined)	$366.4K	0.0% ($366.4K/$1.1B)	QoQ +20.80% (+$63.1K) YoY NEW(+$366.4K)