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 8 of 15
05589G102
Shares:16.7K
Value:$746.9K
92189F643
Shares:8.4K
Value:$741.4K
464288661
Shares:6.1K
Value:$719.1K
69374H519
Shares:25.3K
Value:$687.3K
45782C656
Shares:16.6K
Value:$635.8K
03073E105
Shares:2.3K
Value:$634.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
17.7K | YoY NEW(+17.7K) | All Managers (Combined) | $901.6K | YoY NEW(+$901.6K) | |
10.6K | YoY NEW(+10.6K) | All Managers (Combined) | $851.4K | YoY NEW(+$851.4K) | |
3.1K | QoQ -7.90% (-269)YoY -6.33% (-212) | All Managers (Combined) | $843.6K | ||
6.5K | All Managers (Combined) | $841.5K | |||
Walt Disney Co(DIScusip254687106) | 8.3K | All Managers (Combined) | $821.1K | ||
13.3K | QoQ -5.69% (-804)YoY +3.01% (+390) | All Managers (Combined) | $811.5K | ||
STRYKER CORP(SYKcusip863667101) | 2.1K | QoQ +4.08% (+83)YoY -7.56% (-173) | All Managers (Combined) | $786.9K | |
1.7K | QoQ +7.46% (-117)YoY +8.36% (+130) | All Managers (Combined) | $752.8K | ||
(cusip05589G102)✕ | 16.7K | QoQ +0.01% (+3)YoY -1.03% (-175) | All Managers (Combined) | $746.9K | |
(cusip92189F643)✕ | 8.4K | All Managers (Combined) | $741.4K | ||
ENBRIDGE INC(ENBcusip29250N105) | 16.4K | QoQ -0.28% (-47)YoY +3.44% (+548) | All Managers (Combined) | $728.8K | |
(cusip464288661)✕ | 6.1K | QoQ -5.54% (-357)YoY +0.96% (+58) | All Managers (Combined) | $719.1K | |
5.2K | All Managers (Combined) | $689.5K | |||
Salesforce, Inc.(CRMcusip79466L302) | 2.6K | All Managers (Combined) | $687.8K | ||
(cusip69374H519)✕ | 25.3K | QoQ 0.00% (-0)YoY -0.14% (-38) | All Managers (Combined) | $687.3K | |
2.9K | QoQ +2.46% (+69) | All Managers (Combined) | $677.9K | ||
5.4K | All Managers (Combined) | $661.8K | |||
14.1K | All Managers (Combined) | $638.0K | |||
(cusip45782C656)✕ | 16.6K | All Managers (Combined) | $635.8K | ||
(cusip03073E105)✕ | 2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $634.6K | QoQ NEW(+$634.6K) YoY NEW(+$634.6K) |