$564 Million is the total value of Cornerstone Wealth Group, LLC's 146 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $37,488,029 | +130.4% | 87,297 | +139.2% | 6.65% | +125.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $34,261,944 | -0.7% | 364,334 | +3.4% | 6.08% | -2.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $32,298,170 | +27.6% | 75,555 | +32.3% | 5.73% | +24.8% |
| AAPL | Sell | APPLE INC | $25,236,662 | -15.3% | 147,402 | -4.1% | 4.48% | -17.1% |
| IDEV | Buy | ISHARES TRcore msci intl | $18,710,234 | +41.8% | 321,040 | +48.7% | 3.32% | +38.8% |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $17,481,164 | +3.1% | 347,331 | +2.1% | 3.10% | +0.9% |
| MSFT | Buy | MICROSOFT CORP | $16,758,048 | +1.6% | 53,074 | +9.5% | 2.97% | -0.6% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $15,158,654 | -4.7% | 146,716 | -2.1% | 2.69% | -6.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $11,926,988 | +63.4% | 56,151 | +69.4% | 2.12% | +59.9% |
| EWJ | New | ISHARES INCmsci jpn etf new | $11,623,008 | – | 192,785 | +100.0% | 2.06% | – |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $10,541,227 | +384.5% | 403,106 | +453.9% | 1.87% | +374.6% |
| IVOL | New | KRANESHARES TRquadrtc int rt | $8,910,724 | – | 433,401 | +100.0% | 1.58% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $8,062,368 | +39.7% | 169,413 | +44.6% | 1.43% | +36.7% |
| V | Sell | VISA INC | $7,618,566 | -5.6% | 33,123 | -2.5% | 1.35% | -7.7% |
| AVGO | Sell | BROADCOM INC | $7,533,520 | -38.7% | 9,070 | -36.0% | 1.34% | -40.0% |
| AMZN | Buy | AMAZON COM INC | $7,520,267 | +11.3% | 59,159 | +14.1% | 1.33% | +8.9% |
| LLY | Sell | ELI LILLY & CO | $7,221,624 | -19.3% | 13,445 | -29.6% | 1.28% | -21.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $6,445,513 | -6.8% | 44,190 | -3.1% | 1.14% | -8.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $6,392,916 | -4.2% | 44,083 | -3.9% | 1.13% | -6.3% |
| COP | Sell | CONOCOPHILLIPS | $6,109,601 | +12.7% | 50,998 | -2.6% | 1.08% | +10.3% |
| XOM | Sell | EXXON MOBIL CORP | $5,825,069 | +8.6% | 49,541 | -0.9% | 1.03% | +6.3% |
| T | Sell | AT&T INC | $5,723,539 | -6.7% | 381,061 | -0.9% | 1.02% | -8.6% |
| WMT | Sell | WALMART INC | $5,615,698 | -2.7% | 35,113 | -4.3% | 1.00% | -4.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,447,165 | +32.5% | 15,550 | +28.9% | 0.97% | +29.7% |
| D | Sell | DOMINION ENERGY INC | $5,364,280 | -45.9% | 120,087 | -37.3% | 0.95% | -47.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,322,861 | +8.3% | 40,676 | -0.9% | 0.94% | +5.9% |
| SNY | Sell | SANOFIsponsored adr | $5,280,000 | -1.6% | 98,434 | -1.1% | 0.94% | -3.7% |
| GILD | Sell | GILEAD SCIENCES INC | $5,211,988 | -4.0% | 69,549 | -1.3% | 0.92% | -6.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,966,215 | -7.6% | 31,886 | -1.8% | 0.88% | -9.5% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $4,924,425 | +2.6% | 43,517 | +4.5% | 0.87% | +0.5% |
| NVS | Sell | NOVARTIS AGsponsored adr | $4,817,156 | -5.2% | 47,292 | -6.1% | 0.86% | -7.2% |
| PEP | Sell | PEPSICO INC | $4,760,774 | -10.2% | 28,097 | -1.9% | 0.84% | -12.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $4,637,106 | -11.9% | 9,197 | -16.0% | 0.82% | -13.7% |
| MCD | Sell | MCDONALDS CORP | $4,557,784 | -15.4% | 17,301 | -4.2% | 0.81% | -17.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $4,276,177 | -9.8% | 60,135 | -2.2% | 0.76% | -11.6% |
| NEE | Sell | NEXTERA ENERGY INC | $4,264,208 | -24.1% | 74,432 | -1.7% | 0.76% | -25.8% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $4,264,579 | +12.6% | 5,182 | -1.7% | 0.76% | +10.2% |
| PRU | Sell | PRUDENTIAL FINL INC | $4,247,443 | +4.0% | 44,762 | -3.3% | 0.75% | +1.8% |
| CVX | Buy | CHEVRON CORP NEW | $4,226,366 | +9.5% | 25,064 | +2.2% | 0.75% | +7.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $4,132,865 | -2.3% | 77,163 | +1.0% | 0.73% | -4.4% |
| LVHI | Sell | LEGG MASON ETF INVTfranklin intl lw | $4,101,646 | -0.0% | 150,464 | -0.3% | 0.73% | -2.2% |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $4,098,384 | +1.5% | 152,017 | +0.2% | 0.73% | -0.7% |
| QCOM | Sell | QUALCOMM INC | $4,064,259 | -8.0% | 36,595 | -1.4% | 0.72% | -10.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,033,198 | +646.5% | 43,564 | +687.2% | 0.72% | +629.6% |
| SO | Buy | SOUTHERN CO | $3,957,356 | -7.0% | 61,146 | +1.0% | 0.70% | -8.9% |
| MRK | Buy | MERCK & CO INC | $3,888,226 | -7.8% | 37,768 | +3.4% | 0.69% | -9.7% |
| MS | Sell | MORGAN STANLEY | $3,880,201 | -6.5% | 47,511 | -2.3% | 0.69% | -8.6% |
| MMM | New | 3M CO | $3,855,245 | – | 41,180 | +100.0% | 0.68% | – |
| C | Sell | CITIGROUP INC | $3,821,725 | -12.5% | 92,918 | -2.0% | 0.68% | -14.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,801,064 | +2.4% | 11,747 | +2.1% | 0.67% | +0.1% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $3,770,998 | -6.2% | 49,723 | -1.3% | 0.67% | -8.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $3,743,647 | -2.9% | 51,722 | -0.3% | 0.66% | -5.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $3,624,315 | +1.6% | 55,274 | +0.8% | 0.64% | -0.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $3,602,278 | -3.1% | 27,981 | -0.1% | 0.64% | -5.2% |
| CRM | New | SALESFORCE INC | $3,583,731 | – | 17,673 | +100.0% | 0.64% | – |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $3,574,385 | -5.7% | 50,033 | -0.2% | 0.63% | -7.7% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $3,551,006 | – | 21,662 | +100.0% | 0.63% | – |
| ETN | Sell | EATON CORP PLC | $3,536,156 | -0.5% | 16,580 | -6.2% | 0.63% | -2.6% |
| O | Sell | REALTY INCOME CORP | $3,359,081 | -18.0% | 67,262 | -1.8% | 0.60% | -19.7% |
| HD | Buy | HOME DEPOT INC | $3,346,129 | -0.4% | 11,074 | +2.3% | 0.59% | -2.5% |
| FB | Buy | META PLATFORMS INCcl a | $3,330,530 | +343.8% | 11,094 | +324.2% | 0.59% | +334.6% |
| MO | Buy | ALTRIA GROUP INC | $3,206,175 | -4.5% | 76,247 | +2.8% | 0.57% | -6.6% |
| BA | New | BOEING CO | $3,019,535 | – | 15,753 | +100.0% | 0.54% | – |
| NOW | Sell | SERVICENOW INC | $2,874,172 | -5.8% | 5,142 | -5.3% | 0.51% | -7.8% |
| STLD | Sell | STEEL DYNAMICS INC | $2,868,038 | -3.4% | 26,749 | -1.9% | 0.51% | -5.4% |
| KO | Sell | COCA COLA CO | $2,774,464 | -7.3% | 49,562 | -0.2% | 0.49% | -9.2% |
| HES | Sell | HESS CORP | $2,713,368 | +11.8% | 17,734 | -0.7% | 0.48% | +9.3% |
| PAUG | Sell | INNOVATOR ETFS TRus eqty pwr bf | $2,674,749 | -0.8% | 86,143 | -0.3% | 0.47% | -3.1% |
| TMUS | Buy | T-MOBILE US INC | $2,589,244 | +2.4% | 18,488 | +1.5% | 0.46% | 0.0% |
| ABT | Sell | ABBOTT LABS | $2,586,811 | -33.0% | 26,709 | -24.6% | 0.46% | -34.4% |
| UBER | New | UBER TECHNOLOGIES INC | $2,589,559 | – | 56,307 | +100.0% | 0.46% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $2,589,516 | -1.8% | 46,852 | -2.8% | 0.46% | -4.0% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $2,517,825 | -8.3% | 47,551 | -0.5% | 0.45% | -10.2% |
| RSG | New | REPUBLIC SVCS INC | $2,472,134 | – | 17,347 | +100.0% | 0.44% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $2,423,863 | – | 27,944 | +100.0% | 0.43% | – |
| PLD | Buy | PROLOGIS INC. | $2,351,830 | -7.2% | 20,959 | +1.4% | 0.42% | -9.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,337,047 | +0.0% | 4,617 | +3.1% | 0.42% | -2.1% |
| PANW | New | PALO ALTO NETWORKS INC | $2,311,110 | – | 9,858 | +100.0% | 0.41% | – |
| FE | Buy | FIRSTENERGY CORP | $2,267,929 | -10.9% | 66,353 | +1.3% | 0.40% | -12.8% |
| MTCH | Buy | MATCH GROUP INC NEW | $2,210,098 | +73.1% | 56,416 | +84.9% | 0.39% | +69.7% |
| COST | New | COSTCO WHSL CORP NEW | $2,064,408 | – | 3,654 | +100.0% | 0.37% | – |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $1,939,050 | -3.4% | 21,171 | +1.9% | 0.34% | -5.5% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $1,807,242 | -3.5% | 68,979 | 0.0% | 0.32% | -5.3% | |
| BAC | Sell | BANK AMERICA CORP | $1,634,126 | -6.7% | 59,683 | -2.3% | 0.29% | -8.8% |
| NVDA | Buy | NVIDIA CORPORATION | $1,622,523 | +17.7% | 3,730 | +14.5% | 0.29% | +15.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,607,280 | +1.9% | 4,060 | +1.2% | 0.28% | -0.3% |
| IWM | ISHARES TRrussell 2000 etf | $1,344,817 | -5.6% | 7,609 | 0.0% | 0.24% | -7.4% | |
| TSLA | Buy | TESLA INC | $1,345,590 | +0.7% | 5,378 | +5.4% | 0.24% | -1.2% |
| LOW | Sell | LOWES COS INC | $1,334,628 | -8.8% | 6,421 | -1.0% | 0.24% | -10.6% |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,286,381 | – | 12,511 | +100.0% | 0.23% | – |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $1,163,450 | -10.5% | 26,624 | -5.4% | 0.21% | -12.7% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,123,937 | +0.4% | 25,802 | +4.7% | 0.20% | -2.0% |
| Buy | DOUBLELINE ETF TRUSTopportunistic bd | $1,115,970 | +0.1% | 25,294 | +4.8% | 0.20% | -2.0% | |
| Sell | AB ACTIVE ETFS INCtax aware shrt | $1,117,675 | -6.9% | 45,434 | -5.5% | 0.20% | -9.2% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,112,335 | -2.7% | 12,603 | -1.1% | 0.20% | -4.8% |
| MUB | Sell | ISHARES TRnational mun etf | $962,646 | -9.3% | 9,388 | -5.6% | 0.17% | -10.9% |
| BJUL | INNOVATOR ETFS TRus eqty bufr jul | $940,790 | -2.3% | 27,293 | 0.0% | 0.17% | -4.6% | |
| POCT | Sell | INNOVATOR ETFS TRus eqty pwr buf | $861,022 | -2.7% | 25,354 | -4.1% | 0.15% | -4.4% |
| INTC | Buy | INTEL CORP | $785,357 | +7.0% | 22,092 | +0.7% | 0.14% | +4.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $770,079 | -0.2% | 9,332 | +4.6% | 0.14% | -2.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $746,854 | -3.8% | 2,085 | -0.8% | 0.13% | -6.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $596,226 | +19.2% | 4,522 | +9.4% | 0.11% | +16.5% |
| ENB | Sell | ENBRIDGE INC | $524,722 | -12.5% | 15,808 | -2.1% | 0.09% | -14.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $509,427 | -15.3% | 6,777 | -14.8% | 0.09% | -17.4% |
| DIS | Buy | DISNEY WALT CO | $495,823 | +0.1% | 6,117 | +10.2% | 0.09% | -2.2% |
| SYK | Sell | STRYKER CORPORATION | $471,391 | -11.2% | 1,725 | -0.9% | 0.08% | -12.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $472,754 | +1.0% | 1,539 | +1.5% | 0.08% | -1.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $418,379 | -15.9% | 2,804 | -1.9% | 0.07% | -17.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $419,702 | +9.3% | 9,466 | +2.4% | 0.07% | +5.7% |
| Buy | GENERAL ELECTRIC CO | $416,368 | +2.3% | 3,766 | +1.6% | 0.07% | 0.0% | |
| ANTM | Buy | ELEVANCE HEALTH INC | $403,237 | -1.9% | 926 | +0.1% | 0.07% | -2.7% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $384,056 | -19.0% | 2,464 | -6.9% | 0.07% | -20.9% |
| PSEP | INNOVATOR ETFS TRus eqty pwr buf | $369,652 | -0.9% | 11,409 | 0.0% | 0.07% | -2.9% | |
| SBUX | Buy | STARBUCKS CORP | $366,477 | -6.7% | 4,015 | +1.2% | 0.06% | -8.5% |
| ORCL | Buy | ORACLE CORP | $346,202 | -8.9% | 3,269 | +2.4% | 0.06% | -11.6% |
| GLD | Sell | SPDR GOLD TR | $344,272 | -4.5% | 2,008 | -0.7% | 0.06% | -6.2% |
| UNP | Buy | UNION PAC CORP | $341,901 | +3.1% | 1,679 | +3.6% | 0.06% | +1.7% |
| IWF | ISHARES TRrus 1000 grw etf | $337,322 | -3.3% | 1,268 | 0.0% | 0.06% | -4.8% | |
| ABBV | Buy | ABBVIE INC | $325,168 | +21.2% | 2,181 | +9.5% | 0.06% | +18.4% |
| DE | Sell | DEERE & CO | $317,009 | -88.1% | 840 | -87.2% | 0.06% | -88.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $311,078 | -23.2% | 9,598 | -11.9% | 0.06% | -24.7% |
| AMGN | New | AMGEN INC | $304,408 | – | 1,133 | +100.0% | 0.05% | – |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $290,005 | -7.3% | 4,179 | -2.6% | 0.05% | -10.5% |
| PFE | Sell | PFIZER INC | $283,960 | -16.3% | 8,561 | -7.4% | 0.05% | -18.0% |
| CAT | Buy | CATERPILLAR INC | $284,498 | +14.8% | 1,042 | +3.5% | 0.05% | +11.1% |
| ADBE | Buy | ADOBE INC | $284,524 | +8.4% | 558 | +3.9% | 0.05% | +4.2% |
| USEP | INNOVATOR ETFS TRus eqty ultra b | $275,606 | -0.1% | 9,416 | 0.0% | 0.05% | -2.0% | |
| NFLX | Buy | NETFLIX INC | $271,493 | -10.5% | 719 | +4.4% | 0.05% | -12.7% |
| WPC | WP CAREY INC | $271,968 | -20.0% | 5,029 | 0.0% | 0.05% | -22.6% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $270,135 | +32.1% | 4,654 | +45.6% | 0.05% | +29.7% |
| PSX | PHILLIPS 66 | $260,485 | +26.0% | 2,168 | 0.0% | 0.05% | +24.3% | |
| YUM | YUM BRANDS INC | $252,423 | -9.8% | 2,020 | 0.0% | 0.04% | -11.8% | |
| CSCO | Buy | CISCO SYS INC | $247,436 | +9.8% | 4,603 | +5.7% | 0.04% | +7.3% |
| IBM | INTERNATIONAL BUSINESS MACHS | $234,669 | +4.8% | 1,673 | 0.0% | 0.04% | +2.4% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $234,337 | -6.2% | 1,544 | -2.5% | 0.04% | -6.7% |
| MCK | MCKESSON CORP | $232,348 | +1.8% | 534 | 0.0% | 0.04% | 0.0% | |
| AON | Buy | AON PLC | $232,175 | -5.3% | 716 | +0.8% | 0.04% | -6.8% |
| Buy | NU HLDGS LTD | $227,353 | +2.6% | 31,359 | +11.7% | 0.04% | 0.0% | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $221,549 | -11.5% | 775 | +2.0% | 0.04% | -13.3% |
| SHOP | SHOPIFY INCcl a | $221,663 | -15.5% | 4,062 | 0.0% | 0.04% | -18.8% | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $213,527 | – | 3,060 | +100.0% | 0.04% | – |
| DD | New | DUPONT DE NEMOURS INC | $206,623 | – | 2,770 | +100.0% | 0.04% | – |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $200,720 | +0.1% | 4,000 | 0.0% | 0.04% | 0.0% | |
| PMAY | INNOVATOR ETFS TRus eqty pwr buf | $202,035 | -1.1% | 6,844 | 0.0% | 0.04% | -2.7% | |
| Buy | KNIGHTSCOPE INC | $71,861 | +61.9% | 90,630 | +8.4% | 0.01% | +62.5% | |
| BSGM | BIOSIG TECHNOLOGIES INC | $7,829 | -60.9% | 16,000 | 0.0% | 0.00% | -75.0% | |
| XXII | Exit | 22ND CENTY GROUP INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| UOCT | Exit | INNOVATOR ETFS TRus eqty ultra b | $0 | – | -6,986 | -100.0% | -0.04% | – |
| QQQX | Exit | NUVEEN NASDAQ 100 DYNAMIC OV | $0 | – | -8,453 | -100.0% | -0.04% | – |
| FOCS | Exit | FOCUS FINL PARTNERS INC | $0 | – | -36,750 | -100.0% | -0.35% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -32,712 | -100.0% | -0.65% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -50,708 | -100.0% | -0.68% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -50,085 | -100.0% | -0.76% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -4,803 | -100.0% | -0.83% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -61,993 | -100.0% | -0.86% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -24,276 | -100.0% | -0.99% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -15,647 | -100.0% | -1.31% | – |
| FXY | Exit | INVESCO CURRENCYSHARES JAPANjapanese yen | $0 | – | -142,983 | -100.0% | -1.67% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -98,788 | -100.0% | -1.84% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -130,761 | -100.0% | -1.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q3 2023 | 8.4% |
| SPDR S&P 500 ETF TR | 19 | Q3 2023 | 6.4% |
| VANECK VECTORS ETF TRUST | 19 | Q3 2023 | 6.6% |
| MICROSOFT CORP | 19 | Q3 2023 | 3.3% |
| ISHARES TR | 19 | Q3 2023 | 3.3% |
| NEXTERA ENERGY INC | 19 | Q3 2023 | 1.7% |
| VISA INC | 19 | Q3 2023 | 1.5% |
| SPDR GOLD TRUST | 19 | Q3 2023 | 4.4% |
| WALMART INC | 19 | Q3 2023 | 2.1% |
| PROCTER & GAMBLE CO | 19 | Q3 2023 | 1.3% |
View Cornerstone Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-25 |
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.