| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q2 2024 | 8.4% |
| SPDR S&P 500 ETF TR | 22 | Q2 2024 | 9.5% |
| VANECK VECTORS ETF TRUST | 22 | Q2 2024 | 6.6% |
| MICROSOFT CORP | 22 | Q2 2024 | 3.3% |
| ISHARES TR | 22 | Q2 2024 | 3.3% |
| VISA INC | 22 | Q2 2024 | 1.5% |
| NEXTERA ENERGY INC | 22 | Q2 2024 | 1.7% |
| PROCTER & GAMBLE CO | 22 | Q2 2024 | 1.3% |
| WALMART INC | 22 | Q2 2024 | 2.1% |
| JPMORGAN CHASE & CO. | 22 | Q2 2024 | 1.7% |
View Cornerstone Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-24 |
| 13F-HR | 2024-04-17 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-19 |
View Cornerstone Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.