Cornerstone Wealth Management, LLC Portfolio Holdings
Cornerstone Wealth Management, LLC
- $1.43 Billion
- Q1 2025
Cornerstone Wealth Management, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.43 Billion distributed in 606 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $76.1M, J P Morgan Exchg Traded Fd with a value of $73M, Spdr Portfolio with a value of $53M, Ishares Core S&P 500 ETF with a value of $43.9M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $35.8M.
Examining the 13F form we can see an decrease of $10.4M in the current position value, from $1.44B to 1.43B.
Below you can find more details about Cornerstone Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.43 Billion
ETFs: $912 Million
Technology: $162 Million
Financial Services: $72.3 Million
Consumer Defensive: $61.8 Million
Industrials: $60.5 Million
Consumer Cyclical: $39.6 Million
Healthcare: $30.9 Million
Energy: $29.7 Million
Other: $60.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 606
- Current Value $1.43 Billion
- Prior Value $1.44 Billion
- Filing
- Period Q1 2025
- Filing Date April 18, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 40 stocks
- Additional Purchases 334 stocks
- Sold out of 0 stocks
- Reduced holdings in 194 stocks