Cornerstone Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Cornerstone Wealth Management, LLC | Institutional Filer | ▲ 3.98% | $2.00B | 711 |
Current Portfolio Holdings
Showing all 711 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 344K | $87.3M | 4.37% |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | — | 673K | $78.9M | 3.95% |
| 3 | SPMD | SPDR SERIES TRUST | — | 1.1M | $66.1M | 3.31% |
| 4 | SPYM | SPDR SERIES TRUST | — | 631K | $48.3M | 2.42% |
| 5 | IVV | ISHARES TR | — | 73K | $47.8M | 2.39% |
| 6 | NVDA | NVIDIA Corporation | Technology | 266K | $46.3M | 2.32% |
| 7 | MSFT | Microsoft Corporation | Technology | 78K | $29.0M | 1.45% |
| 8 | BOND | PIMCO ETF TR | — | 282K | $26.0M | 1.30% |
| 9 | QQQ | Invesco QQQ Trust | — | 42K | $24.0M | 1.20% |
| 10 | USMV | ISHARES TR | — | 256K | $23.7M | 1.19% |
| 11 | WMT | Walmart Inc. | Consumer Defensive | 181K | $22.5M | 1.12% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 100K | $20.9M | 1.05% |
| 13 | SPYG | SPDR SERIES TRUST | — | 192K | $18.8M | 0.94% |
| 14 | MINT | PIMCO ETF TR | — | 184K | $18.5M | 0.93% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 28K | $18.4M | 0.92% |
Showing 1 to 15 of 711 holdings