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CIK: 0001774879
Total reported value
$1.7B
$1.7B
248 檔
20.3%
At the close of Q2 2024, Cornerstone Wealth Group, LLC disclosed equity holdings valued at approximately $1.7B, spread across 248 reported holdings.
During Q2 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 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.84% | +0.50% | +858.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.94% | -0.16% | +3.15% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.56% | -0.07% | -33.41% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.34% | +0.01% | +3.23% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.73% | -0.15% | +1.27% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.63% | -0.09% | +0.36% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.34% | +4.53% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.79% | -0.06% | -4.25% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.69% | -0.04% | +112.91% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | -0.03% | +5.36% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.57% | -0.17% | +0.96% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | -0.06% | +5.24% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | -0.26% | +0.87% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.18% | +4.58% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.32% | +0.01% | +2.82% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.26% | -0.03% | -4.49% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.22% | +0.07% | +1.88% | |
| 18 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.14% | — | +1.12% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.13% | +3.01% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.08% | +0.63% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.09% | +2.58% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.15% | +2.21% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.02% | -0.16% | +71.62% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +0.12% | +2.14% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | -0.09% | +5.70% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 0.85% | -0.17% | +1.34% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.08% | +4.35% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.10% | +1.03% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.80% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | +0.05% | +5.96% | |
| 31 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.78% | -0.06% | -0.47% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.01% | +2.94% | |
| 33 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.73% | -0.02% | +2.46% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | +0.01% | +4.03% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.21% | -0.85% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.22% | +5.42% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.67% | -0.08% | +3.29% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.63% | +0.07% | -16.89% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.63% | — | -46.33% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.33% | +0.43% | |
| 41 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.60% | — | +5.48% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.03% | +3.42% | |
| 43 | PRU | Prudential Financial Inc | Stock-Financials | 0.58% | -0.26% | +0.83% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | — | +1.34% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | -0.02% | +1.96% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | — | +2.94% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.34% | -23.43% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | -0.15% | -2.28% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | — | +7.91% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.01% | — |
According to official SEC Form 13F filings, Cornerstone Wealth Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 248 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, AGG) accounted for 20.3% of total reported equity market value during Q2 2024.
During Q2 2024, Cornerstone Wealth Group, LLC's top holdings by market value included NVDA (10.8%)、SPY (6.9%)、AGG (4.6%). The largest single position, NVDA, represented 10.8% of total portfolio value.
In Q2 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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