Cornerstone Wealth Management, LLC
Top Portfolio Positions
362 positions ·
$784,796,583 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
343,985 | $87,299,953 | 11.12% | |
| NVDA |
Nvidia Corp
Technology
|
265,552 | $46,312,268 | 5.90% | |
| MSFT |
Microsoft Corp
Technology
|
78,292 | $28,981,349 | 3.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
41,583 | $24,000,875 | 3.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
180,723 | $22,460,254 | 2.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
100,438 | $20,918,222 | 2.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
28,351 | $18,437,789 | 2.35% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
108,645 | $15,692,683 | 2.00% | |
| XOM |
Exxon Mobil Corp
Energy
|
89,195 | $15,132,823 | 1.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
61,619 | $15,062,148 | 1.92% |
Portfolio Trend
24 quarters · across all stocks
Holdings in DBO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,568 | 10,400 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $193,455 | 13,500 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $193,185 | 13,500 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $190,900 | 13,665 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $216,590 | 13,665 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $212,354 | 13,665 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $190,080 | 13,665 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||