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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52468L505

Shares:373.1K

Value:$12.1M

% of Portfolio:1.1% ($12.1M/$1.1B)

HOME DEPOT, INC.

HD|437076102

Shares:32.1K

Value:$11.8M

% of Portfolio:1.0% ($11.8M/$1.1B)

PEPSICO INC

PEP|713448108

Shares:78.3K

Value:$11.7M

% of Portfolio:1.0% ($11.7M/$1.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:96.5K

Value:$11.5M

% of Portfolio:1.0% ($11.5M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:21.4K

Value:$11.4M

% of Portfolio:1.0% ($11.4M/$1.1B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:271.4K

Value:$11.3M

% of Portfolio:1.0% ($11.3M/$1.1B)

CUMMINS INC

CMI|231021106

Shares:33.5K

Value:$10.5M

% of Portfolio:0.9% ($10.5M/$1.1B)

Meta Platforms, Inc.

META|30303M102

Shares:18.1K

Value:$10.4M

% of Portfolio:0.9% ($10.4M/$1.1B)

Accenture plc

ACN|G1151C101

Shares:33.4K

Value:$10.4M

% of Portfolio:0.9% ($10.4M/$1.1B)

ELI LILLY & Co

LLY|532457108

Shares:12.5K

Value:$10.4M

% of Portfolio:0.9% ($10.4M/$1.1B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:169.3K

Value:$10.1M

% of Portfolio:0.9% ($10.1M/$1.1B)

PROCTER & GAMBLE Co

PG|742718109

Shares:57.1K

Value:$9.7M

% of Portfolio:0.9% ($9.7M/$1.1B)

46434G103

IEMG|46434G103

Shares:178.9K

Value:$9.7M

% of Portfolio:0.9% ($9.7M/$1.1B)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:20.4K

Value:$9.4M

% of Portfolio:0.8% ($9.4M/$1.1B)

VISA INC.

V|92826C839

Shares:26.4K

Value:$9.3M

% of Portfolio:0.8% ($9.3M/$1.1B)

CHEVRON CORP

CVX|166764100

Shares:54.3K

Value:$9.1M

% of Portfolio:0.8% ($9.1M/$1.1B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:29.7K

Value:$9.1M

% of Portfolio:0.8% ($9.1M/$1.1B)

ABBOTT LABORATORIES

ABT|002824100

Shares:65.6K

Value:$8.7M

% of Portfolio:0.8% ($8.7M/$1.1B)

81369Y803

XLK|81369Y803

Shares:41.2K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.1B)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:44.6K

Value:$8.4M

% of Portfolio:0.7% ($8.4M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip52468L505)✕	373.1K	QoQ +4.45% (+15.9K) YoY +178.99% (+239.4K)	All Managers (Combined)	$12.1M	1.1% ($12.1M/$1.1B)	QoQ +10.78% (+$1.2M) YoY +203.26% (+$8.1M)
HOME DEPOT, INC.(HDcusip437076102)	32.1K	QoQ +9.28% (+2.7K) YoY -10.01% (-3.6K)	All Managers (Combined)	$11.8M	1.0% ($11.8M/$1.1B)	QoQ +2.96% (+$338.9K) YoY -14.02% (-$1.9M)
PEPSICO INC(PEPcusip713448108)	78.3K	QoQ +8.43% (+6.1K) YoY +93.67% (+37.9K)	All Managers (Combined)	$11.7M	1.0% ($11.7M/$1.1B)	QoQ +6.92% (+$760.1K) YoY +65.92% (+$4.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	96.5K	QoQ +14.19% (+12.0K) YoY +19.37% (+15.7K)	All Managers (Combined)	$11.5M	1.0% ($11.5M/$1.1B)	QoQ +26.25% (+$2.4M) YoY +22.13% (+$2.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	21.4K	QoQ -4.51% (-1.0K) YoY +3.28% (+681)	All Managers (Combined)	$11.4M	1.0% ($11.4M/$1.1B)	QoQ +12.19% (-$1.2M) YoY +30.80% (+$2.7M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	271.4K	QoQ +6.97% (+17.7K) YoY -19.98% (-67.8K)	All Managers (Combined)	$11.3M	1.0% ($11.3M/$1.1B)	QoQ +1.56% (+$174.8K) YoY -11.94% (-$1.5M)
CUMMINS INC(CMIcusip231021106)	33.5K	QoQ -4.04% (-1.4K) YoY -1.90% (-651)	All Managers (Combined)	$10.5M	0.9% ($10.5M/$1.1B)	QoQ -13.72% (-$1.7M) YoY +4.35% (-$437.6K)
Meta Platforms, Inc.(METAcusip30303M102)	18.1K	QoQ -6.10% (-1.2K) YoY +0.59% (+107)	All Managers (Combined)	$10.4M	0.9% ($10.4M/$1.1B)	QoQ -7.57% (-$855.1K) YoY +19.39% (+$1.7M)
Accenture plc(ACNcusipG1151C101)	33.4K	QoQ +81.99% (+15.1K) YoY +1667.90% (+31.5K)	All Managers (Combined)	$10.4M	0.9% ($10.4M/$1.1B)	QoQ +61.43% (+$4.0M) YoY +1491.21% (+$9.8M)
ELI LILLY & Co(LLYcusip532457108)	12.5K	QoQ -0.90% (-115) YoY +4.59% (+551)	All Managers (Combined)	$10.4M	0.9% ($10.4M/$1.1B)	QoQ +6.00% (-$586.6K) YoY +11.04% (+$1.0M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	169.3K	QoQ -8.92% (-16.6K) YoY NEW(+169.3K)	All Managers (Combined)	$10.1M	0.9% ($10.1M/$1.1B)	QoQ +0.56% (-$56.9K) YoY NEW(+$10.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	57.1K	QoQ +3.51% (+1.9K) YoY +12.70% (+6.4K)	All Managers (Combined)	$9.7M	0.9% ($9.7M/$1.1B)	QoQ +5.22% (+$482.9K) YoY +18.37% (+$1.5M)
(IEMGcusip46434G103)	178.9K	QoQ +1.93% (+3.4K) YoY +59.27% (+66.6K)	All Managers (Combined)	$9.7M	0.9% ($9.7M/$1.1B)	QoQ +5.35% (+$490.4K) YoY +66.59% (+$3.9M)
DOMINOS PIZZA INC(DPZcusip25754A201)	20.4K	QoQ +41.02% (+5.9K) YoY NEW(+20.4K)	All Managers (Combined)	$9.4M	0.8% ($9.4M/$1.1B)	QoQ +54.35% (+$3.3M) YoY NEW(+$9.4M)
VISA INC.(Vcusip92826C839)	26.4K	QoQ -2.09% (-564) YoY -27.29% (-9.9K)	All Managers (Combined)	$9.3M	0.8% ($9.3M/$1.1B)	QoQ +8.57% (-$730.7K) YoY -8.69% (-$881.2K)
CHEVRON CORP(CVXcusip166764100)	54.3K	QoQ +11.69% (+5.7K) YoY +17.47% (+8.1K)	All Managers (Combined)	$9.1M	0.8% ($9.1M/$1.1B)	QoQ +29.00% (+$2.0M) YoY +24.58% (+$1.8M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	29.7K	QoQ +25.69% (+6.1K) YoY +153.46% (+18.0K)	All Managers (Combined)	$9.1M	0.8% ($9.1M/$1.1B)	QoQ +31.19% (+$2.2M) YoY +210.08% (+$6.1M)
ABBOTT LABORATORIES(ABTcusip002824100)	65.6K	QoQ -0.07% (-51) YoY +6.73% (+4.1K)	All Managers (Combined)	$8.7M	0.8% ($8.7M/$1.1B)	QoQ +17.18% (-$1.3M) YoY +24.56% (+$1.7M)
(XLKcusip81369Y803)	41.2K	QoQ -29.14% (-16.9K) YoY -37.26% (-24.5K)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.1B)	QoQ -37.07% (-$5.0M) YoY -37.80% (-$5.2M)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	44.6K	QoQ -3.52% (-1.6K) YoY -4.14% (-1.9K)	All Managers (Combined)	$8.4M	0.7% ($8.4M/$1.1B)	QoQ -2.65% (-$230.4K) YoY -29.01% (-$3.4M)