Cornerstone Wealth Management, LLC
Top Portfolio Positions
361 positions ·
$778,034,046 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
343,985 | $87,299,953 | 11.22% | |
| NVDA |
Nvidia Corp
Technology
|
265,552 | $46,312,268 | 5.95% | |
| MSFT |
Microsoft Corp
Technology
|
78,292 | $28,981,349 | 3.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
41,583 | $24,000,875 | 3.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
180,723 | $22,460,254 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
100,438 | $20,918,222 | 2.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
28,351 | $18,437,789 | 2.37% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
108,645 | $15,692,683 | 2.02% | |
| XOM |
Exxon Mobil Corp
Energy
|
89,195 | $15,132,823 | 1.95% | |
| JNJ |
Johnson & Johnson
Healthcare
|
61,619 | $15,062,148 | 1.94% |
Portfolio Trend
Holdings in AWR
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,924,223 | 65,118 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,371,196 | 60,309 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,185,032 | 57,079 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,149,145 | 54,124 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,959,177 | 50,320 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,685,793 | 47,424 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,912,547 | 46,975 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,272,036 | 45,088 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,946,163 | 40,783 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,077,753 | 38,271 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,818,396 | 35,821 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,996,193 | 34,439 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,798,346 | 31,481 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $2,109,638 | 27,064 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,937,655 | 23,772 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,876,274 | 21,077 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,043,664 | 19,757 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,627,873 | 19,035 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,341,142 | 16,857 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,163,262 | 15,383 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,129,598 | 14,207 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,003,430 | 13,388 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $944,896 | 12,017 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $925,950 | 11,328 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||