Cornerstone Wealth Management, LLC Portfolio Holdings
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
Cornerstone Wealth Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.39 Billion distributed in 566 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $81.3M, J P Morgan Exchg Traded Fd with a value of $70.2M, Spdr Portfolio with a value of $51.9M, Ishares Core S&P 500 ETF with a value of $46.4M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $36.2M.
Examining the 13F form we can see an increase of $115M in the current position value, from $1.27B to 1.39B.
Below you can find more details about Cornerstone Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.39 Billion
ETFs: $886 Million
Technology: $169 Million
Financial Services: $64.3 Million
Industrials: $60.5 Million
Consumer Defensive: $53.6 Million
Consumer Cyclical: $38.9 Million
Healthcare: $29.1 Million
Communication Services: $28.6 Million
Other: $54.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 566
- Current Value $1.39 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 37 stocks
- Additional Purchases 282 stocks
- Sold out of 0 stocks
- Reduced holdings in 206 stocks