Cornerstone-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "MCD", null, "IVW", "MSFT", "EFG", "IWD", "VGIT", "EEM", "IWF", "PEP", "VGSH", "UNH", "AAPL", "NVDA", null, "SPGI", "SCHX", "VWO", "VSS", "IWO", "IWN", "AMZN", null, null, null, "ESGV", "VUG", "VEA", "VBK", "VBR", "VB", "VOO", "VTV", "WFC", "SCHG", "SCHF", "SCHA", null, "BRK-B", "COST", "EFA", "LLY", "TSLA", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 45
- Total Value
- 360172311
- Accession Number
- 0001085146-25-002184
- Form Type
- 13F-HR
- Manager Name
- Cornerstone-Wealth-Advisors
Data Enrichment
84% identified38 identified7 unidentified
Holdings
45 positions • $360.2M total value
Manager:
Search and click to pin securities to the top
Page 3 of 3
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.6K | QoQ -7.12% (-275)YoY -7.72% (-300) | All Managers (Combined) | $292.8K | 0.1% ($292.8K/$360.2M) | ||
AMAZON COM INC(AMZNcusip023135106) | 1.5K | All Managers (Combined) | $290.1K | 0.1% ($290.1K/$360.2M) | ||
ELI LILLY & Co(LLYcusip532457108) | 318 | QoQ -4.50% (-15)YoY -9.65% (-34) | All Managers (Combined) | $262.6K | 0.1% ($262.6K/$360.2M) | |
PEPSICO INC(PEPcusip713448108) | 1.6K | QoQ -0.50% (-8)YoY -0.50% (-8) | All Managers (Combined) | $234.5K | 0.1% ($234.5K/$360.2M) | |
MCDONALDS CORP(MCDcusip580135101) | 738 | All Managers (Combined) | $230.5K | 0.1% ($230.5K/$360.2M) |