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 • $1.1B total value
Manager:
Search and click to pin securities to the top
Page 7 of 15
45782C383
Shares:30.1K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
45782C680
Shares:31.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
45782C417
Shares:32.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
45782C748
Shares:30.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
45782C789
Shares:24.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
45782C797
Shares:26.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
Shares:4.1K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
45782C870
Shares:25.8K
Value:$920.9K
% of Portfolio:0.1% ($920.9K/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5.9K | QoQ -1.65% (-99)YoY +6.44% (+356) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | ||
NETFLIX INC(NFLXcusip64110L106) | 1.4K | QoQ -1.13% (-16) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | |
| 44.7K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | |||
(cusip45782C383)✕ | 30.1K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
(cusip45782C680)✕ | 31.5K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
(cusip45782C417)✕ | 32.0K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | ||
(cusip45782C748)✕ | 30.6K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | ||
| 4.3K | QoQ -2.25% (-100)YoY +7.97% (+320) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | ||
DEERE & CO(DEcusip244199105) | 2.4K | QoQ +1.14% (+27)YoY +4.48% (+102) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | |
Cigna Group(CIcusip125523100) | 3.3K | QoQ +5.47% (+170)YoY +8.72% (-263) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | |
(cusip45782C789)✕ | 24.8K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | ||
| 11.5K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | |||
(cusip45782C797)✕ | 26.7K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.1B) | ||
| 17.7K | QoQ +1.82% (-316)YoY +3.81% (-650) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.1B) | ||
| 18.2K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.1B) | |||
| 4.1K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.1B) | |||
| 7.5K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.1B) | |||
| 39.0K | All Managers (Combined) | $976.6K | 0.1% ($976.6K/$1.1B) | |||
(cusip45782C870)✕ | 25.8K | All Managers (Combined) | $920.9K | 0.1% ($920.9K/$1.1B) | ||
| 4.6K | QoQ +1.33% (+60)YoY -0.39% (-18) | All Managers (Combined) | $911.9K | 0.1% ($911.9K/$1.1B) |