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CIK: 0001674117
Total reported value
$2.3B
$2.3B
535 檔
10.3%
According to the latest 13F quarterly dataset, Cornerstone Wealth Management, LLC managed an equity portfolio of $2.3B at the end of Q1 2024, spanning 535 distinct U.S. exchange-listed positions.
During Q1 2024, Cornerstone Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 535 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.83% | -0.01% | -2.06% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 4.64% | -0.12% | -3.08% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.74% | -0.09% | +0.83% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | -0.07% | +0.36% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | +0.09% | +0.28% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.13% | +0.88% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.76% | -0.14% | +0.69% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.06% | -3.52% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.50% | -0.06% | +0.15% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.47% | -0.12% | +2.21% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.37% | -0.02% | -2.15% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.08% | +4.12% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.28% | +0.01% | +9.00% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | -0.09% | -2.59% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | — | +6.00% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | -0.01% | -2.44% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.97% | -0.07% | +6.67% | |
| 18 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.92% | — | +0.77% | |
| 19 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.88% | — | +2.08% | |
| 20 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.86% | — | -0.58% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.18% | +2.56% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.79% | -0.08% | -1.45% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.79% | -0.02% | +4.62% | |
| 24 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.79% | -0.10% | -1.81% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.77% | -0.05% | +2.39% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.73% | -0.02% | +1.53% | |
| 27 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.71% | +0.02% | +2.37% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.70% | -0.07% | -1.05% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.68% | +0.01% | -2.33% | |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.68% | -0.10% | +7.10% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | -0.01% | -5.41% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.61% | +0.11% | +5.03% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.61% | -0.04% | -4.16% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.21% | +217.55% | |
| 35 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 0.58% | — | +4.29% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.58% | -0.03% | +3.92% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.23% | +1.33% | |
| 38 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.57% | — | +3.73% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.57% | +0.12% | +3.63% | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.57% | -0.03% | +6.18% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.55% | -0.01% | +5.54% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.07% | +5.00% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.04% | +3.31% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.09% | +0.31% | |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.52% | +0.02% | +1.24% | |
| 46 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.52% | — | +6.85% | |
| 47 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.52% | -0.03% | +6.86% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | +0.09% | +7.04% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.47% | +0.05% | +9.18% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.45% | -0.05% | -0.83% |
According to official SEC Form 13F filings, Cornerstone Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.3B across 535 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, BBUS, SPMD) accounted for 10.3% of total reported equity market value during Q1 2024.
During Q1 2024, Cornerstone Wealth Management, LLC's top holdings by market value included AAPL (4.8%)、BBUS (4.6%)、SPMD (3.7%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q1 2024, Cornerstone Wealth Management, 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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