Cornerstone Wealth Management, LLC Portfolio Holdings
Cornerstone Wealth Management, LLC
- $1.73 Billion
- Q3 2025
Cornerstone Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.73 Billion distributed in 679 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $85M, J P Morgan Exchg Traded Fd with a value of $82.1M, Spdr Portfolio with a value of $62.7M, Ishares Core S&P 500 ETF with a value of $50.4M, and Nvidia Corp with a value of $46.8M.
Examining the 13F form we can see an increase of $141M in the current position value, from $1.59B to 1.73B.
Below you can find more details about Cornerstone Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.73 Billion
ETFs: $1.09 Billion
Technology: $222 Million
Financial Services: $82.9 Million
Industrials: $74.2 Million
Consumer Defensive: $65.5 Million
Consumer Cyclical: $51.3 Million
Communication Services: $41.3 Million
Healthcare: $35 Million
Other: $63.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 679
- Current Value $1.73 Billion
- Prior Value $1.59 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 52 stocks
- Additional Purchases 350 stocks
- Sold out of 0 stocks
- Reduced holdings in 238 stocks