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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464287721

Shares:4.5K

Value:$632.6K

% of Portfolio:0.1% ($632.6K/$1.1B)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.1K

Value:$612.6K

% of Portfolio:0.1% ($612.6K/$1.1B)

Phillips 66

PSX|718546104

Shares:5.0K

Value:$612.0K

% of Portfolio:0.1% ($612.0K/$1.1B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.7K

Value:$599.0K

% of Portfolio:0.1% ($599.0K/$1.1B)

FISERV INC

FI|337738108

Shares:2.7K

Value:$592.0K

% of Portfolio:0.1% ($592.0K/$1.1B)

45782C813

Shares:14.5K

Value:$584.3K

% of Portfolio:0.1% ($584.3K/$1.1B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.3K

Value:$548.7K

% of Portfolio:0.0% ($548.7K/$1.1B)

45784N817

Shares:21.4K

Value:$546.8K

% of Portfolio:0.0% ($546.8K/$1.1B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.1K

Value:$542.0K

% of Portfolio:0.0% ($542.0K/$1.1B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.5K

Value:$539.9K

% of Portfolio:0.0% ($539.9K/$1.1B)

AUTOZONE INC

AZO|053332102

Shares:141

Value:$538.9K

% of Portfolio:0.0% ($538.9K/$1.1B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.7K

Value:$531.8K

% of Portfolio:0.0% ($531.8K/$1.1B)

Mondelez International, Inc.

MDLZ|609207105

Shares:7.8K

Value:$527.4K

% of Portfolio:0.0% ($527.4K/$1.1B)

STARBUCKS CORP

SBUX|855244109

Shares:5.3K

Value:$523.5K

% of Portfolio:0.0% ($523.5K/$1.1B)

INTUIT INC.

INTU|461202103

Shares:846

Value:$519.5K

% of Portfolio:0.0% ($519.5K/$1.1B)

45782C425

Shares:15.7K

Value:$509.7K

% of Portfolio:0.0% ($509.7K/$1.1B)

45782C540

Shares:13.1K

Value:$494.0K

% of Portfolio:0.0% ($494.0K/$1.1B)

MORGAN STANLEY

MS|617446448

Shares:4.1K

Value:$478.5K

% of Portfolio:0.0% ($478.5K/$1.1B)

464287242

Shares:4.2K

Value:$454.2K

% of Portfolio:0.0% ($454.2K/$1.1B)

MCKESSON CORP

MCK|58155Q103

Shares:664

Value:$446.6K

% of Portfolio:0.0% ($446.6K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287721)✕	4.5K	QoQ 0.00% (-0) YoY -0.26% (-12)	All Managers (Combined)	$632.6K	0.1% ($632.6K/$1.1B)	QoQ -11.96% (-$85.9K) YoY +3.70% (-$22.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.1K	QoQ -4.87% (-109) YoY -7.20% (-165)	All Managers (Combined)	$612.6K	0.1% ($612.6K/$1.1B)	QoQ +13.22% (-$71.5K) YoY +29.97% (-$141.3K)
Phillips 66(PSXcusip718546104)	5.0K	QoQ +1.72% (+84) YoY +4.91% (-232)	All Managers (Combined)	$612.0K	0.1% ($612.0K/$1.1B)	QoQ +10.24% (+$56.9K) YoY -20.68% (-$159.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.7K	QoQ +1.48% (+142) YoY +28.07% (+2.1K)	All Managers (Combined)	$599.0K	0.1% ($599.0K/$1.1B)	QoQ +5.79% (+$32.8K) YoY +58.35% (+$220.7K)
FISERV INC(FIcusip337738108)	2.7K	QoQ +12.74% (+303) YoY +22.86% (+499)	All Managers (Combined)	$592.0K	0.1% ($592.0K/$1.1B)	QoQ +21.19% (+$103.6K) YoY +69.77% (+$243.3K)
(cusip45782C813)✕	14.5K	QoQ 0.00% (-0) YoY +74.75% (+6.2K)	All Managers (Combined)	$584.3K	0.1% ($584.3K/$1.1B)	QoQ -2.38% (-$14.2K) YoY +84.92% (+$268.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.3K	QoQ +8.16% (-403) YoY -78.31% (-19.3K)	All Managers (Combined)	$548.7K	0.0% ($548.7K/$1.1B)	QoQ -8.01% (-$47.8K) YoY -87.65% (-$3.9M)
(cusip45784N817)✕	21.4K	QoQ NEW(+21.4K) YoY NEW(+21.4K)	All Managers (Combined)	$546.8K	0.0% ($546.8K/$1.1B)	QoQ NEW(+$546.8K) YoY NEW(+$546.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.1K	QoQ 0.00% (-0) YoY +16.84% (+157)	All Managers (Combined)	$542.0K	0.0% ($542.0K/$1.1B)	QoQ -4.33% (-$24.5K) YoY +0.04% (+$258)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.5K	QoQ +30.00% (+1.7K) YoY +49.25% (+2.5K)	All Managers (Combined)	$539.9K	0.0% ($539.9K/$1.1B)	QoQ +32.88% (+$133.6K) YoY +84.85% (+$247.9K)
AUTOZONE INC(AZOcusip053332102)	141	QoQ NEW(+141) YoY NEW(+141)	All Managers (Combined)	$538.9K	0.0% ($538.9K/$1.1B)	QoQ NEW(+$538.9K) YoY NEW(+$538.9K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.7K	QoQ +4.55% (+163) YoY +12.04% (+402)	All Managers (Combined)	$531.8K	0.0% ($531.8K/$1.1B)	QoQ +13.47% (+$63.2K) YoY +23.19% (+$100.1K)
Mondelez International, Inc.(MDLZcusip609207105)	7.8K	QoQ +2.81% (+213) YoY -1.95% (-155)	All Managers (Combined)	$527.4K	0.0% ($527.4K/$1.1B)	QoQ +16.79% (+$75.8K) YoY -4.97% (-$27.6K)
STARBUCKS CORP(SBUXcusip855244109)	5.3K	QoQ -2.48% (-136) YoY -11.77% (-712)	All Managers (Combined)	$523.5K	0.0% ($523.5K/$1.1B)	QoQ +4.82% (-$24.1K) YoY -5.29% (-$29.3K)
INTUIT INC.(INTUcusip461202103)	846	QoQ +27.02% (+180) YoY +95.38% (+413)	All Managers (Combined)	$519.5K	0.0% ($519.5K/$1.1B)	QoQ +24.11% (+$100.9K) YoY +84.58% (+$238.1K)
(cusip45782C425)✕	15.7K	QoQ NEW(+15.7K) YoY NEW(+15.7K)	All Managers (Combined)	$509.7K	0.0% ($509.7K/$1.1B)	QoQ NEW(+$509.7K) YoY NEW(+$509.7K)
(cusip45782C540)✕	13.1K	QoQ -6.94% (-981) YoY -17.81% (-2.8K)	All Managers (Combined)	$494.0K	0.0% ($494.0K/$1.1B)	QoQ -8.93% (-$48.5K) YoY -15.56% (-$91.1K)
MORGAN STANLEY(MScusip617446448)	4.1K	QoQ +7.80% (+297) YoY +12.44% (+454)	All Managers (Combined)	$478.5K	0.0% ($478.5K/$1.1B)	QoQ +0.05% (+$260) YoY +39.32% (+$135.0K)
(cusip464287242)✕	4.2K	QoQ -16.00% (-796) YoY -51.15% (-4.4K)	All Managers (Combined)	$454.2K	0.0% ($454.2K/$1.1B)	QoQ -14.54% (-$77.3K) YoY -51.25% (-$477.6K)
MCKESSON CORP(MCKcusip58155Q103)	664	QoQ +3.91% (+25) YoY +2.46% (+16)	All Managers (Combined)	$446.6K	0.0% ($446.6K/$1.1B)	QoQ +22.61% (+$82.4K) YoY +28.29% (+$98.5K)