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

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464288646

Shares:6.9K

Value:$361.5K

% of Portfolio:0.0% ($361.5K/$1.1B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:3.2K

Value:$361.2K

% of Portfolio:0.0% ($361.2K/$1.1B)

GE Vernova Inc.

GEV|36828A101

Shares:1.2K

Value:$360.7K

% of Portfolio:0.0% ($360.7K/$1.1B)

YUM BRANDS INC

YUM|988498101

Shares:2.2K

Value:$341.7K

% of Portfolio:0.0% ($341.7K/$1.1B)

VALLEY NATIONAL BANCORP

VLY|919794107

Shares:38.4K

Value:$340.9K

% of Portfolio:0.0% ($340.9K/$1.1B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:3.9K

Value:$336.0K

% of Portfolio:0.0% ($336.0K/$1.1B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:5.3K

Value:$335.0K

% of Portfolio:0.0% ($335.0K/$1.1B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.0K

Value:$334.8K

% of Portfolio:0.0% ($334.8K/$1.1B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.9K

Value:$333.5K

% of Portfolio:0.0% ($333.5K/$1.1B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.3K

Value:$331.0K

% of Portfolio:0.0% ($331.0K/$1.1B)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:2.4K

Value:$329.1K

% of Portfolio:0.0% ($329.1K/$1.1B)

45782C508

Shares:7.9K

Value:$326.7K

% of Portfolio:0.0% ($326.7K/$1.1B)

45782C649

Shares:9.4K

Value:$324.0K

% of Portfolio:0.0% ($324.0K/$1.1B)

AMPHENOL CORP /DE/

APH|032095101

Shares:4.9K

Value:$322.7K

% of Portfolio:0.0% ($322.7K/$1.1B)

910710102

Shares:2.1K

Value:$318.6K

% of Portfolio:0.0% ($318.6K/$1.1B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:636

Value:$315.1K

% of Portfolio:0.0% ($315.1K/$1.1B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.3K

Value:$313.0K

% of Portfolio:0.0% ($313.0K/$1.1B)

INTEL CORP

INTC|458140100

Shares:13.6K

Value:$307.8K

% of Portfolio:0.0% ($307.8K/$1.1B)

HORACE MANN EDUCATORS CORP /DE/

HMN|440327104

Shares:7.2K

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$1.1B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.0K

Value:$305.5K

% of Portfolio:0.0% ($305.5K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288646)✕	6.9K	QoQ -20.19% (-1.7K) YoY -22.80% (-2.0K)	All Managers (Combined)	$361.5K	0.0% ($361.5K/$1.1B)	QoQ -19.16% (-$85.7K) YoY -21.16% (-$97.0K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	3.2K	QoQ -1.26% (-41) YoY -0.83% (-27)	All Managers (Combined)	$361.2K	0.0% ($361.2K/$1.1B)	QoQ +5.78% (-$19.8K) YoY -14.96% (-$63.6K)
GE Vernova Inc.(GEVcusip36828A101)	1.2K	QoQ +0.93% (-11) YoY NEW(+1.2K)	All Managers (Combined)	$360.7K	0.0% ($360.7K/$1.1B)	QoQ -6.34% (-$24.4K) YoY NEW(+$360.7K)
YUM BRANDS INC(YUMcusip988498101)	2.2K	QoQ -0.13% (-3) YoY +0.13% (+3)	All Managers (Combined)	$341.7K	0.0% ($341.7K/$1.1B)	QoQ +17.13% (-$50.0K) YoY +13.60% (+$40.9K)
VALLEY NATIONAL BANCORP(VLYcusip919794107)	38.4K	QoQ -43.10% (-29.1K) YoY -39.42% (-25.0K)	All Managers (Combined)	$340.9K	0.0% ($340.9K/$1.1B)	QoQ -44.17% (-$269.7K) YoY -32.34% (-$163.0K)
IRON MOUNTAIN INC(IRMcusip46284V101)	3.9K	QoQ +0.10% (-4) YoY +2.46% (+94)	All Managers (Combined)	$336.0K	0.0% ($336.0K/$1.1B)	QoQ -18.05% (-$74.0K) YoY +9.91% (+$30.3K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	5.3K	QoQ +57.37% (+1.9K) YoY NEW(+5.3K)	All Managers (Combined)	$335.0K	0.0% ($335.0K/$1.1B)	QoQ +46.17% (+$105.8K) YoY NEW(+$335.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.0K	QoQ +4.99% (-96) YoY NEW(+2.0K)	All Managers (Combined)	$334.8K	0.0% ($334.8K/$1.1B)	QoQ -11.75% (-$44.6K) YoY NEW(+$334.8K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.9K	QoQ +0.76% (-14) YoY +27.21% (+397)	All Managers (Combined)	$333.5K	0.0% ($333.5K/$1.1B)	QoQ -3.45% (-$11.9K) YoY +31.23% (+$79.4K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.3K	QoQ +30.64% (+535) YoY +46.78% (+727)	All Managers (Combined)	$331.0K	0.0% ($331.0K/$1.1B)	QoQ +16.55% (+$47.0K) YoY +3.26% (+$10.5K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	2.4K	QoQ +1.54% (-36) YoY +2.86% (+66)	All Managers (Combined)	$329.1K	0.0% ($329.1K/$1.1B)	QoQ -9.21% (-$33.4K) YoY +11.24% (+$33.3K)
(cusip45782C508)✕	7.9K	QoQ +28.88% (+1.8K) YoY +22.85% (+1.5K)	All Managers (Combined)	$326.7K	0.0% ($326.7K/$1.1B)	QoQ +26.50% (+$68.5K) YoY +30.27% (+$75.9K)
(cusip45782C649)✕	9.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$324.0K	0.0% ($324.0K/$1.1B)	QoQ -2.22% (-$7.4K) YoY +4.45% (+$13.8K)
AMPHENOL CORP /DE/(APHcusip032095101)	4.9K	QoQ +22.17% (+893) YoY NEW(+4.9K)	All Managers (Combined)	$322.7K	0.0% ($322.7K/$1.1B)	QoQ +15.39% (+$43.0K) YoY NEW(+$322.7K)
(cusip910710102)✕	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$318.6K	0.0% ($318.6K/$1.1B)	QoQ +28.06% (+$69.8K) YoY NEW(+$318.6K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	636	QoQ -95.05% (-12.2K) YoY NEW(+636)	All Managers (Combined)	$315.1K	0.0% ($315.1K/$1.1B)	QoQ -95.30% (-$6.4M) YoY NEW(+$315.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.3K	QoQ +0.62% (+8) YoY +14.24% (+160)	All Managers (Combined)	$313.0K	0.0% ($313.0K/$1.1B)	QoQ +15.57% (+$42.2K) YoY +35.31% (+$81.7K)
INTEL CORP(INTCcusip458140100)	13.6K	QoQ +8.15% (+1.0K) YoY -57.44% (-18.3K)	All Managers (Combined)	$307.8K	0.0% ($307.8K/$1.1B)	QoQ +22.50% (+$56.6K) YoY -78.12% (-$1.1M)
HORACE MANN EDUCATORS CORP /DE/(HMNcusip440327104)	7.2K	QoQ -0.18% (-13) YoY 0.00% (+0)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$1.1B)	QoQ +8.72% (-$24.7K) YoY +15.51% (+$41.3K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.0K	QoQ +9.66% (+267) YoY NEW(+3.0K)	All Managers (Combined)	$305.5K	0.0% ($305.5K/$1.1B)	QoQ +23.84% (+$58.8K) YoY NEW(+$305.5K)