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CIK: 0001774879
Total reported value
$1.7B
$1.7B
272 檔
22.4%
The Q4 2024 SEC filing reveals that Cornerstone Wealth Group, LLC held a total portfolio value of $1.7B, covering 272 public equity positions.
In Q4 2024, Cornerstone Wealth Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.31% | +0.50% | -5.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.42% | -0.16% | -1.48% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.44% | -0.07% | +6.57% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.92% | +0.01% | +3.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.84% | -0.15% | +6.48% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.61% | -0.09% | +199.86% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.34% | +4.99% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | -0.26% | -0.45% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | -0.03% | +3.13% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.62% | -0.04% | -0.50% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.50% | -0.06% | -3.86% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.47% | -0.06% | +1.37% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.18% | +2.49% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.08% | +2.89% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.09% | +14.14% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.10% | -0.03% | -3.89% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.02% | — | +1.32% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.15% | +1.67% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 0.99% | -0.17% | +0.34% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | +0.01% | +90.02% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.97% | +0.01% | -18.52% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.13% | -21.54% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | — | +62.32% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.08% | +1.94% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | +0.07% | -26.80% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | -0.16% | -0.36% | |
| 27 | LVHI | Franklin International Low V | ETF-Other | 0.89% | -0.01% | +0.59% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | +0.05% | +1.38% | |
| 29 | WMB | Williams Cos Inc | Stock-Energy | 0.82% | -0.06% | +81.40% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.12% | +0.68% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.01% | +3.54% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.75% | — | +51.26% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.10% | +2.48% | |
| 34 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.71% | -0.06% | -0.17% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.09% | -31.45% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.65% | — | +3.31% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.03% | +1.99% | |
| 38 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.60% | -0.02% | -4.49% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.34% | +2.64% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.22% | +3.51% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | — | +0.37% | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 0.57% | -0.26% | +4.15% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | -0.02% | +2.76% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.56% | +0.01% | +1.27% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.55% | -0.03% | -0.19% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | -0.01% | +0.26% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.03% | +5.34% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.53% | -0.05% | +0.83% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | — | +1.58% | |
| 50 | DG | Dollar General CORP | Stock-Consumer Staples | 0.50% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -5.01% | Trim |
| 2 | DG | Dollar General CORP | +0.5% | NEW | New buy |
| 3 | DPZ | Domino's Pizza Inc | +0.5% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.4% | +3.35% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | -0.45% | Trim |
| 6 | WMB | Williams Cos Inc | +0.4% | +81.40% | Add |
| 7 | XLY | Ss Consumer Disc Select Sect | +0.4% | NEW | New buy |
| 8 | XLC | Ss Comm Select Sector Spdr | +0.4% | NEW | New buy |
| 9 | MRK | Merck & Co. Inc. | +0.4% | +90.02% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +62.32% | Add |
| 11 | XLI | Ss Industrial Select Sector | +0.3% | NEW | New buy |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.3% | +6.48% | Add |
| 13 | CME | Cme Group Inc | +0.3% | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +14.14% | Add |
| 15 | AMZN | Amazon.com Inc | +0.2% | +2.49% | Add |
| 16 | IWM | Ishares Russell 2000 ETF | +0.2% | +102.64% | Add |
| 17 | ADBE | Adobe Inc | +0.2% | +518.50% | Add |
| 18 | IEMG | Ishares Core Msci Emerging | +0.2% | +51.26% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +2.89% | Add |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +199.31% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | -2.97% | Trim |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.13% | Add |
| 23 | NOW | Servicenow Inc | +0.1% | +0.61% | Add |
| 24 | CMI | Cummins Inc | +0.1% | +0.34% | Add |
| 25 | AGG | Ishares Core U.s. Aggregate | 0% | +6.57% | Add |
| 26 | MSFT | Microsoft CORP | 0% | +4.99% | Add |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | +1.58% | Add |
| 28 | UBER | Uber Technologies Inc | -0.1% | +0.26% | Add |
| 29 | DEM | Wisdomtree Emerging Markets | -0.1% | -4.49% | Trim |
| 30 | REGN | Regeneron Pharmaceuticals | -0.1% | +3.67% | Add |
| 31 | ABBV | Abbvie Inc | -0.1% | +1.67% | Add |
| 32 | LLY | Eli Lilly & Co | -0.1% | +0.68% | Add |
| 33 | PEP | Pepsico Inc | -0.1% | -0.36% | Trim |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +1.32% | Add |
| 35 | ETN | Eaton Corporation plc | -0.1% | -34.33% | Trim |
| 36 | V | Visa Inc-class A Shares | -0.2% | -31.45% | Trim |
| 37 | WMT | Walmart Inc | -0.2% | -38.27% | Trim |
| 38 | SLB | Slb LTD | -0.2% | EXIT | Sold out |
| 39 | BAC | Bank Of America CORP | -0.2% | -26.80% | Trim |
| 40 | DRI | Darden Restaurants Inc | -0.2% | EXIT | Sold out |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | -0.2% | -3.86% | Trim |
| 42 | AMD | Advanced Micro Devices | -0.3% | -81.60% | Trim |
| 43 | HD | Home Depot Inc | -0.3% | -21.54% | Trim |
| 44 | XLRE | Ss Real Estate Select Sector | -0.3% | EXIT | Sold out |
| 45 | IDEV | Ishares Core Msci Dev Mkts | -0.4% | -18.52% | Trim |
| 46 | XLP | Ss Consumer Staples Sel Sect | -0.4% | -85.34% | Trim |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | EXIT | Sold out |
| 48 | JNJ | Johnson & Johnson | -0.4% | -54.51% | Trim |
| 49 | XLV | Ss Health Care Select Sector | -0.6% | EXIT | Sold out |
| 50 | BTAL | Agf US Market Neutral Anti-b | -1.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Cornerstone Wealth Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 272 disclosed positions in Q4 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, SPY, AGG) accounted for 22.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
DG
市值: $6.2M
Top Position Liquidated / Trimmed
BTAL
前期市值: $20.1M
During Q4 2024, Cornerstone Wealth Group, LLC's top holdings by market value included NVDA (10.3%)、SPY (6.4%)、AGG (5.4%). The largest single position, NVDA, represented 10.3% of total portfolio value.
In Q4 2024, Cornerstone Wealth Group, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 15 holdings, and fully liquidating 6 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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