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Cornerstone Wealth Management, LLC13F | |
| Cornerstone Wealth Management, LLC | |
| Last update 2025-04-19 | 606 Stocks (40 new) |
| Value $1.48 Bil | Turnover 4 % |
Cornerstone Wealth Management,... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 342,447 | 76,067.7 | -1.87% | 5.150 | -0.11% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 723,582 | 73,002.1 | +2.55% | 4.940 | +0.12% | 1.680 | +19.95% | +7.96% | 5,111.7 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 1,038,432 | 53,147.1 | +4.38% | 3.600 | +0.15% | 0.440 | +16.07% | +2.46% | 13,571.3 | ||
IVV | iShares Core S&P 500 ETF | 78,046 | 43,854.1 | -1.59% | 2.970 | -0.05% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 548,371 | 36,060.9 | +1.71% | 2.440 | +0.04% | 0.060 | +19.60% | +7.78% | 76,985.6 | ||
NVDA | NVIDIA Corp | 242,773 | 26,311.8 | +1.31% | 1.780 | +0.02% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 65,317 | 24,519.5 | -0.07% | 1.660 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
USMV | iShares MSCI USA Min Vol Factor ETF | 257,086 | 24,078.7 | -0.51% | 1.630 | -0.01% | 0.100 | +3.59% | +5.42% | 23,553.1 | ||
VIG | Vanguard Dividend Appreciation FTF | 93,819 | 18,199.9 | -0.58% | 1.230 | -0.01% | 0.020 | +12.58% | +6.21% | 89,349.2 | ||
PG | Procter & Gamble Co | 99,460 | 16,950.0 | -1.31% | 1.150 | -0.01% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods |
Cornerstone Wealth Management, LLC's Historical Top Holdings Breakdowns
Cornerstone Wealth Management, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.15% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -12.68% | 26,424 | -3,836 | |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | Add Add | +0.15% | 50.21 ($54.51) 57.73 | $55.62 | 2.04% | Add 4.38% | 1,038,432 | 43,581 | |
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 2025-03-31 | Add Add | +0.12% | 99.5 ($106.33) 110.96 | $113.72 | 6.95% | Add 2.55% | 723,582 | 18,013 | |
VFLO | VictoryShares Free Cash Flow ETF | 2025-03-31 | Add Add | +0.12% | 33.49 ($35.11) 36.26 | $35.08 | -0.09% | Add 138.89% | 88,378 | 51,382 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.11% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -1.87% | 342,447 | -6,541 | |
EVTR | MORGAN STANLEY ETF | 2025-03-31 | New Buy New Buy | +0.10% | 49.32 ($50.31) 50.97 | $50.55 | 0.48% | New holding | 28,490 | 28,490 | |
FMDE | Fidelity Enhanced Mid Cap ETF | 2025-03-31 | New Buy New Buy | +0.09% | 30.53 ($33.12) 34.64 | $34.83 | 5.16% | New holding | 40,347 | 40,347 | |
EWMC |
Invesco S P MidCap 400 Equal Weight ETF
Invesco S P MidCap 400 Equal Weight ETF
| 2025-03-31 | Reduce Reduce | -0.09% | 101.15 ($110.63) 118.49 | $90.08 | -18.58% | Reduce -58.74% | 8,230 | -11,719 | |
BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.08% | 19.43 ($19.52) 19.62 | $19.69 | 0.87% | Add 10.31% | 678,401 | 63,381 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Reduce Reduce | -0.08% | 89.18 ($97.46) 104.04 | $99.53 | 2.12% | Reduce -16.62% | 63,079 | -12,572 |
Cornerstone Wealth Management, LLC Total Holding History ($B)
Cornerstone Wealth Management, LLC's Asset Allocation
Cornerstone Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cornerstone Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Cornerstone Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cornerstone Wealth Management, LLC's Holdings Heat Map
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Cornerstone Wealth Management, LLC's Holdings Bubble Chart
Cornerstone Wealth Management, LLC News
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