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Size ($ in 1000's)
At 03/31/2024: $324,782
At 12/31/2023: $309,004
Cornerstone Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cornerstone Wealth Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Cornerstone Wealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Cornerstone Wealth Advisors Inc..
In the Cornerstone Wealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cornerstone Wealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Cornerstone Wealth Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VGSH) |
1,185,301 |
+38,178 |
$68,830 | | VGSH | 1,185,301 | +38,178 | $68,830 | | SCHWAB STRATEGIC TR |
884,987 |
+48,348 |
$43,409 | | SCHR | 884,987 | +48,348 | $43,409 | | SCHWAB STRATEGIC TR |
448,320 |
-3,136 |
$41,568 | | SCHG | 448,320 | -3,136 | $41,568 | | VANGUARD INDEX FDS (VUG) |
94,278 |
-2,172 |
$32,450 | | VUG | 94,278 | -2,172 | $32,450 | | VANGUARD INDEX FDS (VTV) |
176,521 |
+505 |
$28,748 | | VTV | 176,521 | +505 | $28,748 | | SCHWAB STRATEGIC TR |
191,998 |
-3,917 |
$14,588 | | SCHV | 191,998 | -3,917 | $14,588 | | VANGUARD TAX MANAGED FDS (VEA) |
288,370 |
-2,603 |
$14,468 | | VEA | 288,370 | -2,603 | $14,468 | | SCHWAB STRATEGIC TR |
261,132 |
-15,198 |
$10,189 | | SCHF | 261,132 | -15,198 | $10,189 | | VANGUARD INDEX FDS (VBK) |
37,019 |
+1,464 |
$9,652 | | VBK | 37,019 | +1,464 | $9,652 | | VANGUARD INDEX FDS (VBR) |
35,588 |
+2,411 |
$6,829 | | VBR | 35,588 | +2,411 | $6,829 | | SCHWAB STRATEGIC TR |
99,966 |
-4,873 |
$6,204 | | SCHX | 99,966 | -4,873 | $6,204 | | ISHARES TR (IWF) |
16,645 |
-1,510 |
$5,610 | | IWF | 16,645 | -1,510 | $5,610 | | SCHWAB STRATEGIC TR |
207,970 |
+5,579 |
$5,251 | | SCHE | 207,970 | +5,579 | $5,251 | | SCHWAB STRATEGIC TR |
86,811 |
-31,922 |
$4,185 | | SCHO | 86,811 | -31,922 | $4,185 | | VANGUARD INTL EQUITY INDEX F (VWO) |
85,395 |
+2,216 |
$3,567 | | VWO | 85,395 | +2,216 | $3,567 | | SCHWAB STRATEGIC TR |
90,097 |
-12,966 |
$3,225 | | SCHC | 90,097 | -12,966 | $3,225 |  BERKSHIRE HATHAWAY INC DEL |
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$2,985 | | BRK.B | 4,081 | -215 | $1,716 | | BRK.A | 2 | UNCH | $1,269 | | ISHARES TR (IWD) |
16,428 |
-435 |
$2,942 | | IWD | 16,428 | -435 | $2,942 | | VANGUARD INTL EQUITY INDEX F (VSS) |
22,758 |
+1,019 |
$2,659 | | VSS | 22,758 | +1,019 | $2,659 | | ISHARES TR (IWO) |
6,959 |
-642 |
$1,885 | | IWO | 6,959 | -642 | $1,885 | | VANGUARD SCOTTSDALE FDS (VGIT) |
30,627 |
+943 |
$1,793 | | VGIT | 30,627 | +943 | $1,793 | | ISHARES TR (IWN) |
10,432 |
-777 |
$1,657 | | IWN | 10,432 | -777 | $1,657 | | APPLE INC |
9,060 |
UNCH |
$1,554 | | AAPL | 9,060 | UNCH | $1,554 | | VANGUARD INDEX FDS (VB) |
5,557 |
-101 |
$1,270 | | VB | 5,557 | -101 | $1,270 | | UNITEDHEALTH GROUP INC |
2,385 |
UNCH |
$1,180 | | UNH | 2,385 | UNCH | $1,180 | | VANGUARD INDEX FDS (VTI) |
4,021 |
-35 |
$1,045 | | VTI | 4,021 | -35 | $1,045 | | NVIDIA CORPORATION |
1,011 |
+215 |
$913 | | NVDA | 1,011 | +215 | $913 | | TESLA INC |
4,750 |
UNCH |
$835 | | TSLA | 4,750 | UNCH | $835 | | ISHARES TR (EFG) |
7,185 |
+233 |
$746 | | EFG | 7,185 | +233 | $746 | | SCHWAB STRATEGIC TR |
10,970 |
-386 |
$540 | | SCHA | 10,970 | -386 | $540 | | ISHARES TR (SCZ) |
7,545 |
-845 |
$478 | | SCZ | 7,545 | -845 | $478 | | S&P GLOBAL INC |
955 |
UNCH |
$406 | | SPGI | 955 | UNCH | $406 | | VANGUARD INDEX FDS (VOO) |
748 |
+91 |
$360 | | VOO | 748 | +91 | $360 | | ISHARES TR (IVW) |
3,850 |
UNCH |
$325 | | IVW | 3,850 | UNCH | $325 | | ISHARES TR (EEM) |
7,861 |
+100 |
$323 | | EEM | 7,861 | +100 | $323 | | ISHARES TR (EFA) |
3,882 |
UNCH |
$310 | | EFA | 3,882 | UNCH | $310 | | VANGUARD INTL EQUITY INDEX F (VEU) |
4,898 |
-122 |
$287 | | VEU | 4,898 | -122 | $287 | | WELLS FARGO CO NEW |
4,949 |
UNCH |
$287 | | WFC | 4,949 | UNCH | $287 | | PEPSICO INC |
1,572 |
UNCH |
$275 | | PEP | 1,572 | UNCH | $275 | | ELI LILLY & CO |
352 |
UNCH |
$274 | | LLY | 352 | UNCH | $274 | | AMAZON COM INC |
1,337 |
-166 |
$241 | | AMZN | 1,337 | -166 | $241 | | MCDONALDS CORP |
738 |
UNCH |
$208 | | MCD | 738 | UNCH | $208 | | MICROSOFT CORP |
483 |
-100 |
$203 | | MSFT | 483 | -100 | $203 |
See Full List: All Stocks Held By Cornerstone Wealth Advisors Inc.
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cornerstone Wealth Advisors Inc.
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