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CIK: 0001774879
Total reported value
$1.7B
$1.7B
287 檔
17.4%
In Q1 2025, Cornerstone Wealth Group, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 287 disclosed stock positions.
In Q1 2025, Cornerstone Wealth Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.32% | +0.50% | -27.98% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.24% | -0.16% | +0.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.04% | +0.01% | -8.68% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.00% | -0.07% | -29.01% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.65% | -0.15% | -1.84% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.48% | -0.09% | -1.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | -0.34% | +4.60% | |
| 8 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.78% | -0.09% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | -0.03% | +0.18% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.54% | -0.06% | -4.61% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.48% | -0.04% | -5.07% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | -0.06% | +0.24% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.37% | +0.01% | +29.75% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.18% | +1.23% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.08% | -2.95% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | -0.26% | -7.26% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.18% | — | +26.70% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.17% | — | +8.92% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.16% | +0.08% | +541.92% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | +0.15% | -4.44% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.09% | +8.06% | |
| 22 | LVHI | Franklin International Low V | ETF-Other | 1.00% | -0.01% | +4.45% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.13% | +9.29% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.16% | +8.43% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.10% | +14.20% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.05% | -4.51% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | +0.07% | +6.97% | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 0.87% | -0.17% | -4.05% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.08% | -6.10% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.86% | -0.03% | +82.00% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.12% | -0.91% | |
| 32 | WMB | Williams Cos Inc | Stock-Energy | 0.84% | -0.06% | -8.93% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.01% | +3.51% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.80% | — | +1.93% | |
| 35 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.78% | — | +41.02% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.09% | -2.09% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.22% | +11.69% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.75% | +0.01% | +25.70% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.03% | -0.08% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | -0.03% | -29.14% | |
| 41 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.70% | -0.06% | -3.53% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.69% | — | -5.66% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.66% | — | +844.70% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.34% | +0.72% | |
| 45 | DG | Dollar General CORP | Stock-Consumer Staples | 0.64% | +0.07% | +8.34% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | — | +18.85% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.63% | — | — | |
| 48 | PRU | Prudential Financial Inc | Stock-Financials | 0.62% | -0.26% | +14.88% | |
| 49 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.62% | -0.02% | -2.10% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-Other | 0.60% | +0.07% | — |
According to official SEC Form 13F filings, Cornerstone Wealth Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 287 disclosed positions in Q1 2025.
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, AAPL) accounted for 17.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $76.4M
During Q1 2025, Cornerstone Wealth Group, LLC's top holdings by market value included NVDA (6.3%)、SPY (6.2%)、AAPL (4.0%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q1 2025, Cornerstone Wealth Group, LLC made 50 total portfolio adjustments, initiating 50 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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