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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Cornerstone-Wealth-Group
Data Enrichment
77% identified221 identified66 unidentified
Holdings
287 positions
Manager:
Search and click to pin securities to the top
Page 11 of 15
464288646
Shares:6.9K
Value:$361.5K
45782C508
Shares:7.9K
Value:$326.7K
45782C649
Shares:9.4K
Value:$324.0K
910710102
Shares:2.1K
Value:$318.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288646)✕ | 6.9K | All Managers (Combined) | $361.5K | ||
3.2K | QoQ -1.26% (-41)YoY -0.83% (-27) | All Managers (Combined) | $361.2K | ||
GE Vernova Inc.(GEVcusip36828A101) | 1.2K | QoQ +0.93% (-11)YoY NEW(+1.2K) | All Managers (Combined) | $360.7K | YoY NEW(+$360.7K) |
YUM BRANDS INC(YUMcusip988498101) | 2.2K | QoQ -0.13% (-3)YoY +0.13% (+3) | All Managers (Combined) | $341.7K | |
38.4K | All Managers (Combined) | $340.9K | |||
3.9K | QoQ +0.10% (-4)YoY +2.46% (+94) | All Managers (Combined) | $336.0K | ||
5.3K | YoY NEW(+5.3K) | All Managers (Combined) | $335.0K | YoY NEW(+$335.0K) | |
2.0K | QoQ +4.99% (-96)YoY NEW(+2.0K) | All Managers (Combined) | $334.8K | YoY NEW(+$334.8K) | |
1.9K | QoQ +0.76% (-14) | All Managers (Combined) | $333.5K | ||
2.3K | All Managers (Combined) | $331.0K | |||
2.4K | QoQ +1.54% (-36)YoY +2.86% (+66) | All Managers (Combined) | $329.1K | ||
(cusip45782C508)✕ | 7.9K | All Managers (Combined) | $326.7K | ||
(cusip45782C649)✕ | 9.4K | All Managers (Combined) | $324.0K | ||
4.9K | YoY NEW(+4.9K) | All Managers (Combined) | $322.7K | YoY NEW(+$322.7K) | |
(cusip910710102)✕ | 2.1K | QoQ 0.00% (+0)YoY NEW(+2.1K) | All Managers (Combined) | $318.6K | YoY NEW(+$318.6K) |
636 | YoY NEW(+636) | All Managers (Combined) | $315.1K | YoY NEW(+$315.1K) | |
1.3K | QoQ +0.62% (+8) | All Managers (Combined) | $313.0K | ||
INTEL CORP(INTCcusip458140100) | 13.6K | All Managers (Combined) | $307.8K | ||
7.2K | QoQ -0.18% (-13)YoY 0.00% (+0) | All Managers (Combined) | $307.7K | ||
3.0K | QoQ +9.66% (+267)YoY NEW(+3.0K) | All Managers (Combined) | $305.5K | YoY NEW(+$305.5K) |