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:
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Page 13 of 15
37954Y475
Shares:6.8K
Value:$267.2K
45782C474
Shares:7.2K
Value:$256.4K
46429B663
Shares:2.1K
Value:$253.8K
389637109
Shares:3.9K
Value:$253.3K
92204A207
Shares:1.1K
Value:$236.6K
78467V103
Shares:7.9K
Value:$226.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip37954Y475)✕ | 6.8K | QoQ NEW(+6.8K) YoY NEW(+6.8K) | All Managers (Combined) | $267.2K | QoQ NEW(+$267.2K) YoY NEW(+$267.2K) |
2.4K | QoQ +8.49% (+184)YoY NEW(+2.4K) | All Managers (Combined) | $263.3K | YoY NEW(+$263.3K) | |
1.5K | QoQ -2.71% (-43)YoY NEW(+1.5K) | All Managers (Combined) | $262.7K | YoY NEW(+$262.7K) | |
1.1K | QoQ +1.42% (+16)YoY NEW(+1.1K) | All Managers (Combined) | $262.5K | YoY NEW(+$262.5K) | |
444 | QoQ NEW(+444) YoY NEW(+444) | All Managers (Combined) | $261.8K | QoQ NEW(+$261.8K) YoY NEW(+$261.8K) | |
1.3K | QoQ +8.05% (-95) | All Managers (Combined) | $261.2K | ||
(cusip45782C474)✕ | 7.2K | QoQ NEW(+7.2K) YoY NEW(+7.2K) | All Managers (Combined) | $256.4K | QoQ NEW(+$256.4K) YoY NEW(+$256.4K) |
732 | YoY NEW(+732) | All Managers (Combined) | $255.7K | YoY NEW(+$255.7K) | |
(cusip46429B663)✕ | 2.1K | QoQ +2.14% (+44)YoY -2.19% (-47) | All Managers (Combined) | $253.8K | |
(cusip389637109)✕ | 3.9K | QoQ +1.17% (-45) | All Managers (Combined) | $253.3K | |
3.5K | YoY NEW(+3.5K) | All Managers (Combined) | $252.1K | YoY NEW(+$252.1K) | |
3.7K | All Managers (Combined) | $243.0K | |||
448 | All Managers (Combined) | $239.0K | |||
Trade Desk, Inc.(TTDcusip88339J105) | 4.3K | QoQ +4.96% (-205)YoY NEW(+4.3K) | All Managers (Combined) | $237.2K | YoY NEW(+$237.2K) |
(cusip92204A207)✕ | 1.1K | QoQ -2.34% (-26)YoY NEW(+1.1K) | All Managers (Combined) | $236.6K | YoY NEW(+$236.6K) |
NASDAQ, INC.(NDAQcusip631103108) | 3.1K | QoQ -0.22% (-7)YoY NEW(+3.1K) | All Managers (Combined) | $235.8K | YoY NEW(+$235.8K) |
1.3K | QoQ +6.94% (+84)YoY NEW(+1.3K) | All Managers (Combined) | $231.9K | YoY NEW(+$231.9K) | |
(cusip78467V103)✕ | 7.9K | All Managers (Combined) | $226.5K | ||
10.0K | QoQ +0.22% (-22)YoY NEW(+10.0K) | All Managers (Combined) | $226.1K | YoY NEW(+$226.1K) | |
711 | QoQ -8.02% (-62)YoY -9.07% (-71) | All Managers (Combined) | $225.9K |