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 • $1,134,188.691K total value

287 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908751

VB|922908751

Shares:5.9K

Value:$1.3M

NETFLIX INC

NFLX|64110L106

Shares:1.4K

Value:$1.3M

808524797

SCHD|808524797

Shares:44.7K

Value:$1.2M

45782C383

Shares:30.1K

Value:$1.2M

45782C680

Shares:31.5K

Value:$1.2M

45782C417

Shares:32.0K

Value:$1.1M

45782C748

Shares:30.6K

Value:$1.1M

922908629

VO|922908629

Shares:4.3K

Value:$1.1M

DEERE & CO

DE|244199105

Shares:2.4K

Value:$1.1M

Cigna Group

CI|125523100

Shares:3.3K

Value:$1.1M

45782C789

Shares:24.8K

Value:$1.1M

464287309

IVW|464287309

Shares:11.5K

Value:$1.1M

45782C797

Shares:26.7K

Value:$1.0M

464287507

IJH|464287507

Shares:17.7K

Value:$1.0M

DOMINION ENERGY, INC

D|25746U109

Shares:18.2K

Value:$1.0M

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.1K

Value:$1.0M

464287168

DVY|464287168

Shares:7.5K

Value:$1.0M

808524300

SCHG|808524300

Shares:39.0K

Value:$976.6K

45782C870

Shares:25.8K

Value:$920.9K

GENERAL ELECTRIC CO

GE|369604301

Shares:4.6K

Value:$911.9K

Instrument	Shares		Other Manager	Value
(VBcusip922908751)	5.9K	QoQ -1.65% (-99) YoY +6.44% (+356)	All Managers (Combined)	$1.3M	QoQ -9.24% (-$132.8K) YoY +3.25% (+$41.1K)
NETFLIX INC(NFLXcusip64110L106)	1.4K	QoQ -1.13% (-16) YoY +13.81% (+169)	All Managers (Combined)	$1.3M	QoQ +3.40% (-$42.7K) YoY +74.70% (+$554.9K)
(SCHDcusip808524797)	44.7K	QoQ +134.77% (+25.6K) YoY +883.22% (+40.1K)	All Managers (Combined)	$1.2M	QoQ +140.26% (+$729.1K) YoY +240.97% (+$882.6K)
(cusip45782C383)✕	30.1K	QoQ -8.12% (-2.7K) YoY -23.17% (-9.1K)	All Managers (Combined)	$1.2M	QoQ -8.71% (-$114.5K) YoY -16.65% (-$239.9K)
(cusip45782C680)✕	31.5K	QoQ -8.24% (-2.8K) YoY -9.52% (-3.3K)	All Managers (Combined)	$1.2M	QoQ -9.96% (-$131.5K) YoY -3.38% (-$41.7K)
(cusip45782C417)✕	32.0K	QoQ +8.07% (+2.4K) YoY -3.94% (-1.3K)	All Managers (Combined)	$1.1M	QoQ +5.19% (+$56.6K) YoY +0.71% (-$8.2K)
(cusip45782C748)✕	30.6K	QoQ -4.49% (-1.4K) YoY +53.43% (+10.7K)	All Managers (Combined)	$1.1M	QoQ -5.79% (-$69.7K) YoY +64.50% (+$444.3K)
(VOcusip922908629)	4.3K	QoQ -2.25% (-100) YoY +7.97% (+320)	All Managers (Combined)	$1.1M	QoQ -4.31% (-$50.5K) YoY +11.74% (+$117.8K)
DEERE & CO(DEcusip244199105)	2.4K	QoQ +1.14% (+27) YoY +4.48% (+102)	All Managers (Combined)	$1.1M	QoQ +12.05% (+$119.9K) YoY +19.39% (+$181.1K)
Cigna Group(CIcusip125523100)	3.3K	QoQ +5.47% (+170) YoY +8.72% (-263)	All Managers (Combined)	$1.1M	QoQ +25.68% (+$220.3K) YoY -1.50% (-$16.4K)
(cusip45782C789)✕	24.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	QoQ -3.10% (-$34.3K) YoY +7.05% (+$70.7K)
(IVWcusip464287309)	11.5K	QoQ -11.26% (-1.5K) YoY -6.69% (-822)	All Managers (Combined)	$1.1M	QoQ -18.86% (-$247.3K) YoY +2.56% (-$26.6K)
(cusip45782C797)✕	26.7K	QoQ +0.43% (-116) YoY +8.74% (+2.1K)	All Managers (Combined)	$1.0M	QoQ -1.38% (-$14.6K) YoY +12.68% (+$116.9K)
(IJHcusip464287507)	17.7K	QoQ +1.82% (-316) YoY +3.81% (-650)	All Managers (Combined)	$1.0M	QoQ -4.64% (-$50.3K) YoY -0.26% (-$2.7K)
DOMINION ENERGY, INC(Dcusip25746U109)	18.2K	QoQ +1.12% (+202) YoY +10.88% (+1.8K)	All Managers (Combined)	$1.0M	QoQ +5.26% (+$51.1K) YoY +26.39% (+$213.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.1K	QoQ +8.06% (+303) YoY +18.33% (+629)	All Managers (Combined)	$1.0M	QoQ +22.22% (+$183.6K) YoY +54.09% (+$354.4K)
(DVYcusip464287168)	7.5K	QoQ -12.82% (-1.1K) YoY -14.97% (-1.3K)	All Managers (Combined)	$1.0M	QoQ -10.83% (-$121.9K) YoY -7.30% (-$79.0K)
(SCHGcusip808524300)	39.0K	QoQ -0.10% (-40) YoY +266.81% (-28.4K)	All Managers (Combined)	$976.6K	QoQ -10.24% (-$111.5K) YoY -0.94% (-$9.3K)
(cusip45782C870)✕	25.8K	QoQ -12.53% (-3.7K) YoY -10.04% (-2.9K)	All Managers (Combined)	$920.9K	QoQ -15.02% (-$162.8K) YoY -4.50% (-$43.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.6K	QoQ +1.33% (+60) YoY -0.39% (-18)	All Managers (Combined)	$911.9K	QoQ +21.59% (+$161.9K) YoY +13.57% (-$109.0K)