Cornerstone Wealth Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Cornerstone Wealth Group, LLC | Institutional Filer | ▲ 0.56% | $1.47B | 440 |
Current Portfolio Holdings
Showing all 440 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 294K | $78.3M | 5.32% |
| 2 | NVDA | NVIDIA Corporation | Technology | 257K | $51.3M | 3.49% |
| 3 | IVV | ISHARES TR | — | 72K | $51.2M | 3.48% |
| 4 | MSFT | Microsoft Corporation | Technology | 119K | $50.4M | 3.43% |
| 5 | IDEV | ISHARES TR | — | 523K | $45.9M | 3.12% |
| 6 | AVGO | Broadcom Inc. | Technology | 89K | $35.8M | 2.43% |
| 7 | SCHX | SCHWAB STRATEGIC TR | — | 1.2M | $34.0M | 2.31% |
| 8 | GOOGL | Alphabet Inc. | Technology | 87K | $29.0M | 1.97% |
| 9 | VCRB | VANGUARD MALVERN FDS | — | 333K | $25.8M | 1.76% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 101K | $25.3M | 1.72% |
| 11 | VOO | VANGUARD INDEX FDS | — | 38K | $24.8M | 1.68% |
| 12 | IWB | iShares Russell 1000 ETF | — | 59K | $22.7M | 1.55% |
| 13 | VTI | VANGUARD INDEX FDS | — | 64K | $22.2M | 1.51% |
| 14 | ACWX | ISHARES TR | — | 302K | $22.0M | 1.49% |
| 15 | SPYM | SPDR SERIES TRUST | — | 247K | $20.5M | 1.39% |
Showing 1 to 15 of 440 holdings