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 6 of 15
88521L108
Shares:94.5K
Value:$2.4M
25861R105
Shares:48.9K
Value:$2.3M
808524508
Shares:66.9K
Value:$1.8M
78468R721
Shares:35.6K
Value:$1.6M
464288281
Shares:17.0K
Value:$1.5M
00039J202
Shares:59.4K
Value:$1.5M
92189F437
Shares:50.6K
Value:$1.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.2K | All Managers (Combined) | $2.6M | |||
Duke Energy CORP(DUKcusip26441C204) | 21.0K | QoQ +1.11% (+233)YoY +3.06% (+625) | All Managers (Combined) | $2.6M | |
(cusip88521L108)✕ | 94.5K | QoQ NEW(+94.5K) YoY NEW(+94.5K) | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) |
ORACLE CORP(ORCLcusip68389X105) | 17.0K | All Managers (Combined) | $2.4M | ||
Tesla, Inc.(TSLAcusip88160R101) | 9.0K | All Managers (Combined) | $2.3M | ||
(cusip25861R105)✕ | 48.9K | All Managers (Combined) | $2.3M | ||
NVIDIA CORP(NVDAcusip67066G104) | 418.0K | All Managers (Combined) | $2.1M | ||
60.9K | All Managers (Combined) | $2.0M | |||
21.1K | All Managers (Combined) | $1.9M | |||
17.5K | QoQ +4.82% (+807)YoY +3.50% (+593) | All Managers (Combined) | $1.8M | ||
3.9K | All Managers (Combined) | $1.8M | |||
25.9K | All Managers (Combined) | $1.8M | |||
(cusip808524508)✕ | 66.9K | All Managers (Combined) | $1.8M | ||
COCA COLA CO(KOcusip191216100) | 23.8K | All Managers (Combined) | $1.7M | ||
(cusip78468R721)✕ | 35.6K | All Managers (Combined) | $1.6M | ||
(cusip464288281)✕ | 17.0K | All Managers (Combined) | $1.5M | ||
CATERPILLAR INC(CATcusip149123101) | 4.6K | QoQ +0.78% (-36)YoY +3.47% (-156) | All Managers (Combined) | $1.5M | |
(cusip00039J202)✕ | 59.4K | All Managers (Combined) | $1.5M | ||
(cusip92189F437)✕ | 50.6K | All Managers (Combined) | $1.5M | ||
16.6K | All Managers (Combined) | $1.4M |