Holdings Channel
Size ($ in 1000's)
At 09/30/2019: $398,620
At 06/30/2019: $370,976

Cornerstone Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cornerstone Wealth Group LLC 13F filings. Link to 13F filings: SEC filings

Cornerstone Wealth Group LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FIDELITY 483,789 -10,670 $25,012
     FBND483,789-10,670$25,012
ISHARES TR (AGG) 189,797 -3,754 $21,479
     AGG189,797-3,754$21,479
ISHARES TR (USMV) 266,124 +202,894 $17,059
     USMV266,124+202,894$17,059
VANECK VECTORS ETF TR (MOAT) 313,915 -12,779 $15,743
     MOAT313,915-12,779$15,743
ISHARES TR (IVV) 45,913 -367 $13,706
     IVV45,913-367$13,706
FIDELITY COVINGTON TR 369,111 +10,736 $13,554
     FDLO369,111+10,736$13,554
ISHARES TR (MTUM) 111,421 -44,451 $13,287
     MTUM111,421-44,451$13,287
SELECT SECTOR SPDR TR (XLY) 98,519 +3,342 $11,891
     XLY98,519+3,342$11,891
ARK ETF TR (ARKK) 254,153 -54,313 $10,901
     ARKK254,153-54,313$10,901
DUKE ENERGY CORP NEW 80,382 +38,709 $7,705
     DUK80,382+38,709$7,705
DOMINION ENERGY INC 84,867 +49,080 $6,878
     D84,867+49,080$6,878
INNOVATOR ETFS TR (PAUG) 272,148 +272,148 $6,857
     PAUG272,148+272,148$6,857
APPLE INC 29,271 -4,666 $6,556
     COM29,271+29,271$6,556
ISHARES TR (EFA) 98,352 +11,827 $6,414
     EFA98,352+11,827$6,414
SELECT SECTOR SPDR TR (XLP) 102,258 +207 $6,281
     XLP102,258+207$6,281
ISHARES TR (IVW) 30,974 +3,117 $5,576
     IVW30,974+3,117$5,576
ISHARES TR (IVE) 45,437 +4,969 $5,413
     IVE45,437+4,969$5,413
NEXTERA ENERGY INC 22,177 +12,122 $5,167
     NEE22,177+12,122$5,167
ISHARES TR (IDEV) 94,174 +853 $5,144
     IDEV94,174+853$5,144
ISHARES TR (REM) 116,684 +116,684 $4,916
     REM116,684+116,684$4,916
VERIZON COMMUNICATIONS INC 75,662 +67,220 $4,567
     VZ75,662+67,220$4,567
WELLTOWER INC 50,096 +30,908 $4,541
     WELL50,096+30,908$4,541
AT&T INC 112,809 -2,456 $4,269
     T112,809-2,456$4,269
ISHARES TR (IJR) 54,830 -4,509 $4,268
     IJR54,830-4,509$4,268
JPMORGAN CHASE & CO 36,056 +13,799 $4,243
     JPM36,056+13,799$4,243
WALMART INC 32,697 +23,148 $3,881
     WMT32,697+23,148$3,881
SPDR GOLD TRUST (GLD)      $3,817
     GLD27,486-3,613$3,817
     Call1,000+1,000$0
ANNALY CAP MGMT INC 418,793 +418,793 $3,685
     COM418,793+418,793$3,685
INVESCO EXCHNG TRADED FD TR (SPHD) 84,879 -2,681 $3,618
     SPHD84,879-2,681$3,618
FIDELITY COVINGTON TR 109,266 -16,464 $3,525
     FDRR109,266-16,464$3,525
VANGUARD WHITEHALL FDS INC (VYM) 39,537 +39,537 $3,508
     VYM39,537+39,537$3,508
SPDR SERIES TRUST (SPYD) 91,717 -914 $3,483
     SPYD91,717-914$3,483
INTEL CORP 66,878 -186 $3,446
     INTC66,878-186$3,446
PROCTER & GAMBLE CO 26,782 +21,839 $3,331
     PG26,782+21,839$3,331
ISHARES TR (GVI) 28,082 +91 $3,179
     GVI28,082+91$3,179
ISHARES TR (MBB) 29,187 +99 $3,161
     MBB29,187+99$3,161
INTERNATIONAL BUSINESS MACHS 21,698 +17,728 $3,155
     IBM21,698+17,728$3,155
CARLYLE GROUP L P 122,197 -5,725 $3,123
     CG122,197-5,725$3,123
CROWN CASTLE INTL CORP NEW 22,452 +13,049 $3,121
     CCI22,452+13,049$3,121
JOHNSON & JOHNSON 24,079 +7,627 $3,115
     JNJ24,079+7,627$3,115
BRISTOL MYERS SQUIBB CO 60,522 +20,030 $3,069
     BMY60,522+20,030$3,069
MERCK & CO INC 33,131 +11,493 $2,789
     MRK33,131+11,493$2,789
QUALCOMM INC 36,338 +13,132 $2,772
     QCOM36,338+13,132$2,772
MCDONALDS CORP 12,899 +11,547 $2,769
     MCD12,899+11,547$2,769
ISHARES TR (PFF) 72,516 +375 $2,722
     PFF72,516+375$2,722
MICROSOFT CORP 19,493 -1,539 $2,710
     MSFT19,493-1,539$2,710
ISHARES TR (EMB) 23,845 -263 $2,703
     EMB23,845-263$2,703
ISHARES TR (TIP) 23,037 +274 $2,679
     TIP23,037+274$2,679
CISCO SYS INC 53,902 +19,658 $2,663
     CSCO53,902+19,658$2,663
GILEAD SCIENCES INC 40,094 +19,679 $2,541
     GILD40,094+19,679$2,541

See Full List: All Stocks Held By Cornerstone Wealth Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cornerstone Wealth Group LLC

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