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 12 of 15
45782C672
Shares:7.8K
Value:$271.4K
45782C532
Shares:7.9K
Value:$269.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.6K | All Managers (Combined) | $302.8K | |||
648 | All Managers (Combined) | $301.9K | |||
1.5K | QoQ -4.38% (-70)YoY NEW(+1.5K) | All Managers (Combined) | $296.4K | YoY NEW(+$296.4K) | |
602 | QoQ +2.90% (-17)YoY +18.03% (+92) | All Managers (Combined) | $291.3K | ||
5.9K | YoY NEW(+5.9K) | All Managers (Combined) | $291.1K | YoY NEW(+$291.1K) | |
557 | All Managers (Combined) | $285.1K | |||
647 | QoQ +6.06% (+37)YoY NEW(+647) | All Managers (Combined) | $283.1K | YoY NEW(+$283.1K) | |
Kenvue Inc.(KVUEcusip49177J102) | 11.7K | All Managers (Combined) | $281.6K | ||
Corteva, Inc.(CTVAcusip22052L104) | 4.5K | QoQ -1.19% (-54)YoY NEW(+4.5K) | All Managers (Combined) | $281.5K | YoY NEW(+$281.5K) |
7.4K | QoQ +1.66% (+121)YoY +1.31% (+96) | All Managers (Combined) | $281.0K | ||
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $280.0K | QoQ NEW(+$280.0K) YoY NEW(+$280.0K) | |
513 | QoQ -1.53% (-8)YoY +9.85% (+46) | All Managers (Combined) | $278.0K | ||
981 | QoQ -1.40% (-14)YoY NEW(+981) | All Managers (Combined) | $277.6K | YoY NEW(+$277.6K) | |
PAYCHEX INC(PAYXcusip704326107) | 1.8K | QoQ +6.06% (+101)YoY NEW(+1.8K) | All Managers (Combined) | $272.6K | YoY NEW(+$272.6K) |
(cusip45782C672)✕ | 7.8K | QoQ 0.00% (-0)YoY NEW(+7.8K) | All Managers (Combined) | $271.4K | YoY NEW(+$271.4K) |
S&P Global Inc.(SPGIcusip78409V104) | 534 | YoY NEW(+534) | All Managers (Combined) | $271.1K | YoY NEW(+$271.1K) |
3.2K | QoQ -0.03% (-1)YoY -0.59% (-19) | All Managers (Combined) | $271.1K | ||
2.5K | All Managers (Combined) | $270.6K | |||
(cusip45782C532)✕ | 7.9K | YoY NEW(+7.9K) | All Managers (Combined) | $269.5K | YoY NEW(+$269.5K) |
3.6K | QoQ -2.58% (-95) | All Managers (Combined) | $267.9K |