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Size ($ in 1000's)
At 03/31/2024: $1,087,307
At 12/31/2023: $698,115
Cornerstone Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cornerstone Wealth Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Cornerstone Wealth Group LLC top holdings by largest position size, as per the latest 13f filing made by Cornerstone Wealth Group LLC.
In the Cornerstone Wealth Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cornerstone Wealth Group LLC in that top holding, then the share count change between reporting periods, and finally the Cornerstone Wealth Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
 NVIDIA CORPORATION |
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$88,662 | | NVDA | 103,752 | +89,603 | $93,747 | | Put | 83,000 | +83,000 | $5,085 | | ISHARES TR (AGG) |
792,962 |
+18,350 |
$77,663 | | AGG | 792,962 | +18,350 | $77,663 | | SPDR S&P 500 ETF TR (SPY) |
139,011 |
+140 |
$72,712 | | SPY | 139,011 | +140 | $72,712 | | ISHARES TR (IVV) |
75,765 |
+528 |
$39,832 | | IVV | 75,765 | +528 | $39,832 | | APPLE INC |
224,376 |
+73,987 |
$38,476 | | AAPL | 224,376 | +73,987 | $38,476 | | SCHWAB STRATEGIC TR |
458,939 |
+458,939 |
$28,482 | | SCHX | 458,939 | +458,939 | $28,482 | | MICROSOFT CORP |
62,041 |
+12,742 |
$26,102 | | MSFT | 62,041 | +12,742 | $26,102 | | ISHARES TR (ACWX) |
395,995 |
+1,025 |
$21,142 | | ACWX | 395,995 | +1,025 | $21,142 | | JANUS DETROIT STR TR |
344,119 |
+4,945 |
$17,461 | | JAAA | 344,119 | +4,945 | $17,461 | | VANGUARD INDEX FDS (VOO) |
34,560 |
+34,560 |
$16,613 | | VOO | 34,560 | +34,560 | $16,613 | | VANGUARD INDEX FDS (VTI) |
60,678 |
-351 |
$15,770 | | VTI | 60,678 | -351 | $15,770 | | ISHARES TR (IDEV) |
219,643 |
+1,685 |
$14,745 | | IDEV | 219,643 | +1,685 | $14,745 | | HOME DEPOT INC |
35,640 |
+24,639 |
$13,672 | | HD | 35,640 | +24,639 | $13,672 | | SELECT SECTOR SPDR TR (XLK) |
65,615 |
+917 |
$13,666 | | XLK | 65,615 | +917 | $13,666 | | SELECT SECTOR SPDR TR (XLI) |
106,583 |
+106,583 |
$13,425 | | XLI | 106,583 | +106,583 | $13,425 | | AMAZON COM INC |
73,443 |
+11,574 |
$13,248 | | AMZN | 73,443 | +11,574 | $13,248 | | BANK AMERICA CORP |
339,198 |
+119,093 |
$12,862 | | BAC | 339,198 | +119,093 | $12,862 | | PRINCIPAL EXCHANGE TRADED FD (PREF) |
694,902 |
+23,083 |
$12,612 | | PREF | 694,902 | +23,083 | $12,612 | | BROADCOM INC |
9,324 |
+1,172 |
$12,359 | | AVGO | 9,324 | +1,172 | $12,359 | | SOUTHERN CO |
168,993 |
+4,923 |
$12,124 | | SO | 168,993 | +4,923 | $12,124 | | ABBVIE INC |
66,073 |
+37,203 |
$12,032 | | ABBV | 66,073 | +37,203 | $12,032 | | LINCOLN ELEC HLDGS INC |
46,538 |
+46,538 |
$11,888 | | LECO | 46,538 | +46,538 | $11,888 | | JPMORGAN CHASE & CO |
59,270 |
+14,003 |
$11,872 | | JPM | 59,270 | +14,003 | $11,872 | | VISA INC |
36,321 |
+3,936 |
$10,136 | | V | 36,321 | +3,936 | $10,136 | | CUMMINS INC |
34,140 |
+11,647 |
$10,059 | | CMI | 34,140 | +11,647 | $10,059 | | SELECT SECTOR SPDR TR (XLP) |
128,817 |
-44,534 |
$9,836 | | XLP | 128,817 | -44,534 | $9,836 | | ALPHABET INC |
62,799 |
+23,684 |
$9,478 | | GOOGL | 62,799 | +23,684 | $9,478 | | EXXON MOBIL CORP |
80,878 |
+2,828 |
$9,401 | | XOM | 80,878 | +2,828 | $9,401 | | ELI LILLY & CO |
11,982 |
-1,658 |
$9,321 | | LLY | 11,982 | -1,658 | $9,321 | | MCDONALDS CORP |
31,153 |
+11,554 |
$8,784 | | MCD | 31,153 | +11,554 | $8,784 | | META PLATFORMS INC |
18,006 |
+2,824 |
$8,743 | | META | 18,006 | +2,824 | $8,743 | | BERKSHIRE HATHAWAY INC DEL |
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$8,721 | | BRK.B | 20,739 | +4,076 | $8,721 | | SELECT SECTOR SPDR TR (XLY) |
47,280 |
+47,280 |
$8,694 | | XLY | 47,280 | +47,280 | $8,694 | | ISHARES TR (IWB) |
29,911 |
+29,911 |
$8,615 | | IWB | 29,911 | +29,911 | $8,615 | | SELECT SECTOR SPDR TR (XLV) |
58,268 |
-33,044 |
$8,608 | | XLV | 58,268 | -33,044 | $8,608 | | JOHNSON & JOHNSON |
52,737 |
+20,446 |
$8,343 | | JNJ | 52,737 | +20,446 | $8,343 | | PROCTER AND GAMBLE CO |
50,652 |
+6,503 |
$8,218 | | PG | 50,652 | +6,503 | $8,218 | | CONOCOPHILLIPS |
64,162 |
+2,403 |
$8,167 | | COP | 64,162 | +2,403 | $8,167 | | MERCK & CO INC |
60,152 |
+16,699 |
$7,937 | | MRK | 60,152 | +16,699 | $7,937 | | WISDOMTREE TR |
185,398 |
+185,398 |
$7,757 | | DEM | 185,398 | +185,398 | $7,757 | | KENVUE INC |
350,371 |
+223,537 |
$7,519 | | KVUE | 350,371 | +223,537 | $7,519 | | CHEVRON CORP NEW |
46,236 |
+16,406 |
$7,293 | | CVX | 46,236 | +16,406 | $7,293 | | PEPSICO INC |
40,435 |
+4,579 |
$7,077 | | PEP | 40,435 | +4,579 | $7,077 | | ABBOTT LABS |
61,457 |
+33,205 |
$6,985 | | ABT | 61,457 | +33,205 | $6,985 | | ISHARES TR (IJR) |
59,501 |
+59,501 |
$6,576 | | IJR | 59,501 | +59,501 | $6,576 | | PRUDENTIAL FINL INC |
55,169 |
+1,596 |
$6,477 | | PRU | 55,169 | +1,596 | $6,477 | | ISHARES TR (IWR) |
75,702 |
+75,702 |
$6,366 | | IWR | 75,702 | +75,702 | $6,366 | | LOWES COS INC |
24,105 |
+5,470 |
$6,140 | | LOW | 24,105 | +5,470 | $6,140 | | WALMART INC |
100,328 |
+68,584 |
$6,037 | | WMT | 100,328 | +68,584 | $6,037 | | ISHARES INC (IEMG) |
112,334 |
+1,860 |
$5,796 | | IEMG | 112,334 | +1,860 | $5,796 |
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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