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CIK: 0001774879
Total reported value
$1.7B
$1.7B
244 檔
19.4%
The Q1 2024 SEC filing reveals that Cornerstone Wealth Group, LLC held a total portfolio value of $1.7B, covering 244 public equity positions.
During Q1 2024, Cornerstone Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.09% | +0.50% | +1219.90% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.14% | -0.07% | +2.37% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.69% | -0.16% | +0.10% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.66% | -0.15% | +0.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.54% | +0.01% | +49.20% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.62% | -0.09% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.34% | +25.85% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.94% | -0.06% | +0.26% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.61% | -0.17% | +1.46% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | -0.03% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | -0.06% | -0.58% | |
| 12 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.36% | +0.01% | +0.77% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.13% | +223.97% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.26% | -0.03% | +1.42% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.23% | — | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | -0.18% | +18.71% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.18% | +0.07% | +54.11% | |
| 18 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.16% | — | +3.44% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | -0.26% | +14.38% | |
| 20 | SO | Southern Co/the | Stock-Utilities | 1.11% | — | +3.00% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +0.15% | +128.86% | |
| 22 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.09% | -0.06% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.08% | +30.93% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | -0.09% | +12.15% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 0.93% | -0.17% | +51.78% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.90% | — | -25.69% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.09% | +60.55% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.10% | +3.62% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.12% | -12.16% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.34% | +58.95% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.08% | +18.60% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | +0.05% | +24.46% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.80% | — | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.79% | -0.04% | — | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.79% | +0.07% | -36.19% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | +0.21% | +63.32% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.01% | +14.73% | |
| 38 | COP | Conocophillips | Stock-Energy | 0.75% | -0.08% | +3.89% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | +0.01% | +38.43% | |
| 40 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.71% | -0.02% | — | |
| 41 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.69% | — | +176.24% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.22% | +55.00% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.16% | +12.77% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.03% | +117.53% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | — | — | |
| 46 | PRU | Prudential Financial Inc | Stock-Financials | 0.60% | -0.26% | +2.98% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.59% | -0.02% | — | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.56% | -0.05% | +29.35% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.33% | +216.05% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.53% | — | +1.68% |
According to official SEC Form 13F filings, Cornerstone Wealth Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 244 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AGG, SPY) accounted for 19.4% of total reported equity market value during Q1 2024.
During Q1 2024, Cornerstone Wealth Group, LLC's top holdings by market value included NVDA (9.1%)、AGG (7.1%)、SPY (6.7%). The largest single position, NVDA, represented 9.1% of total portfolio value.
In Q1 2024, Cornerstone Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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