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Cornerstone Wealth Group, LLC13F | |
| Cornerstone Wealth Group, LLC | |
| Last update 2025-04-23 | 288 Stocks (34 new) |
| Value $1.21 Bil | Turnover 13 % |
Cornerstone Wealth Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 134,751 | 75,378.4 | +0.38% | 6.240 | +0.02% | 0.010 | +16.39% | +8.89% | 654,583.2 | ||
NVDA | NVIDIA Corp | 678,085 | 73,490.8 | -26.26% | 6.080 | -2.65% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AAPL | Apple Inc | 219,596 | 48,779.0 | -8.68% | 4.040 | -0.43% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 488,530 | 48,325.4 | -29.01% | 4.000 | -1.58% | 0.040 | +0.05% | +1.43% | 128,074.0 | ||
IVV | iShares Core S&P 500 ETF | 78,445 | 44,078.1 | -1.84% | 3.650 | -0.07% | 0.010 | +16.09% | +8.31% | 642,461.0 | ||
SCHX | Schwab U.S. Large-Cap ETF | 1,357,222 | 29,967.5 | -1.67% | 2.480 | -0.04% | 0.060 | +16.20% | +8.33% | 57,581.0 | ||
MSFT | Microsoft Corp | 72,077 | 27,056.8 | +4.60% | 2.240 | +0.10% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
VCRB | Vanguard Core Bond ETF | 277,268 | 21,468.8 | New Holding | 1.780 | +1.78% | 1.020 | +0.13% | +1.46% | 2,961.9 | ||
VOO | Vanguard S&P 500 ETF | 37,251 | 19,143.8 | +0.18% | 1.580 | 0% | 0.000 | +16.09% | +8.25% | 664,077.8 | ||
ACWX | iShares MSCI ACWI Ex US Index Fund | 336,577 | 18,663.2 | -4.61% | 1.540 | -0.07% | 0.330 | +10.19% | +19.23% | 6,567.1 |
Cornerstone Wealth Group, LLC's Historical Top Holdings Breakdowns
Cornerstone Wealth Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.65% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Reduce -26.26% | 678,085 | -241,487 | |
VCRB | Vanguard Core Bond ETF | 2025-03-31 | New Buy New Buy | +1.78% | 74.92 ($76.52) 77.71 | $76.92 | 0.52% | New holding | 277,268 | 277,268 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Reduce Reduce | -1.58% | 95.85 ($97.76) 99.25 | $98.29 | 0.54% | Reduce -29.01% | 488,530 | -199,645 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.98% | 44.41 ($45.29) 45.98 | $45.51 | 0.49% | Add 541.92% | 306,769 | 258,980 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -0.81% | 83.01 ($93.37) 101.02 | $84.11 | -9.92% | Reduce -82.45% | 21,149 | -99,340 | |
XLU | Utilities Select Sector SPDR ETF | 2025-03-31 | New Buy New Buy | +0.63% | 74.7 ($78.14) 80.27 | $84.30 | 7.88% | New holding | 96,101 | 96,101 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | New Buy New Buy | +0.60% | 137.61 ($145.27) 149.68 | $135.76 | -6.55% | New holding | 50,020 | 50,020 | |
XLP | Consumer Staples Select Sector SPDR | 2025-03-31 | Add Add | +0.59% | 76.23 ($79.81) 83.6 | $81.36 | 1.94% | Add 844.7% | 98,164 | 87,773 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Reduce Reduce | -0.52% | 476.78 ($553.02) 610.45 | $488.61 | -11.65% | Reduce -95.05% | 636 | -12,218 | |
JMBS |
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
| 2025-03-31 | New Buy New Buy | +0.49% | 43.53 ($44.61) 45.42 | $44.56 | -0.11% | New holding | 130,327 | 130,327 |
Cornerstone Wealth Group, LLC Total Holding History ($B)
Cornerstone Wealth Group, LLC's Asset Allocation
Cornerstone Wealth Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cornerstone Wealth Group, LLC's Hypothetical Growth since 2025-03-31
Cornerstone Wealth Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cornerstone Wealth Group, LLC's Holdings Heat Map
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Cornerstone Wealth Group, LLC's Holdings Bubble Chart
Cornerstone Wealth Group, LLC News
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