CW

Cornerstone Wealth Group, LLC

13F
Cornerstone Wealth Group, LLC
Last update 2024-10-25 265 Stocks (26 new)
Value $1.21 Bil Turnover 10 %
Countries:
Top Holdings: NVDA(9.43%)SPY(6.47%)AGG(5.41%)AAPL(4.48%)IVV(3.58%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cornerstone Wealth Group, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
939,339
114073.350
-3.08%
9.430
-0.33%
0.000
+34.34%
+181.42%
3417887.550
Semiconductors
SPY 		S&P 500 ETF TRUST ETF
136,254
78176.820
-4.97%
6.470
-0.35%
0.010
+7.00%
+22.01%
601198.992
 
AGG 		iShares Core U.S. Aggregate Bond ETF
645,733
65393.330
+22.29%
5.410
+0.99%
0.050
-0.14%
-0.82%
117700.285
 
AAPL 		Apple Inc
232,665
54210.960
+0.45%
4.480
+0.02%
0.000
+5.31%
+20.00%
3499384.173
Hardware
IVV 		iShares Core S&P 500 ETF
75,051
43290.990
-2.18%
3.580
-0.08%
0.010
+6.95%
+21.99%
547129.357
 
SCHX 		Schwab U.S. Large-Cap ETF
1,380,930
31232.020
+199.80%
2.580
+1.72%
0.020
+7.21%
+21.86%
50153.427
 
MSFT 		Microsoft Corp
65,630
28240.700
+1.20%
2.340
+0.03%
0.000
+2.46%
+15.65%
3215616.771
Software
ACWX 		iShares MSCI ACWI Ex US Index Fund
367,024
21001.090
-3.20%
1.740
-0.06%
0.440
+2.92%
+7.70%
4617.319
 
BTAL 		AGF U.S. Market Neutral Anti-Beta Fund
1,026,327
20116.010
New Holding
1.660
+1.66%
5.010
-0.31%
+15.52%
401.388
 
IWB 		iShares Russell 1000 ETF
61,835
19440.330
-2.90%
1.610
-0.05%
0.050
+6.94%
+21.31%
38163.646
 

Cornerstone Wealth Group, LLC's Historical Top Holdings Breakdowns

Cornerstone Wealth Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+1.72%
●
20.37 ($21.79) 22.62
$22.91
5.14%
Add 199.8%
1,380,930
306,773
BTAL 		AGF U.S. Market Neutral Anti-Beta Fund2024-09-30New Buy
+1.66%
●
18.74 ($19.89) 20.92
$19.58
-1.56%
New holding
1,026,327
1,026,327
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30New Buy
+1.15%
●
89.91 ($96.43) 101.33
$92.33
-4.26%
New holding
141,228
141,228
PREF 		Principal Spectrum Preferred Securities Active ETF2024-09-30Sold Out
-1.14%
●
18.19 ($18.46) 18.84
$18.71
1.35%
Sold Out
0
-702,701
JAAA 		Janus Henderson AAA CLO ETF2024-09-30Reduce
-1.07%
●
50.52 ($50.76) 50.95
$50.90
0.28%
Reduce -68.23%
110,367
-237,047
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.99%
●
96.25 ($99.77) 101.98
$98.44
-1.33%
Add 22.29%
645,733
117,681
KVUE 		Kenvue Inc2024-09-30Reduce
-0.58%
●
17.7 ($20.72) 23.39
$22.89
10.47%
Reduce -96.56%
12,698
-356,875
LVHI 		Franklin International Low Volatility High Dividend Index ETF2024-09-30Add
+0.57%
●
28.72 ($30.42) 31.28
$31.06
2.10%
Add 163.98%
355,132
220,602
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30Add
+0.47%
●
162.83 ($170.84) 179.16
$178.19
4.30%
Add 412.23%
39,908
32,117
ACN 		Accenture PLC2024-09-30Add
+0.44%
●
295.44 ($328.84) 355.81
$346.57
5.39%
Add 662.48%
17,438
15,151

Cornerstone Wealth Group, LLC Total Holding History ($B)

To

Cornerstone Wealth Group, LLC's Asset Allocation

To

Cornerstone Wealth Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cornerstone Wealth Group, LLC's Hypothetical Growth since 2024-09-30

Cornerstone Wealth Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cornerstone Wealth Group, LLC's Holdings Heat Map

Size field:

Cornerstone Wealth Group, LLC's Holdings Bubble Chart

Cornerstone Wealth Group, LLC News

  • 1

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