Cornerstone Wealth Management, LLC
Top Portfolio Positions
360 positions ·
$777,407,653 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
343,985 | $87,299,953 | 11.23% |
| NVDA |
Nvidia Corp
Technology
|
265,552 | $46,312,268 | 5.96% |
| MSFT |
Microsoft Corp
Technology
|
78,292 | $28,981,349 | 3.73% |
| QQQ |
Invesco Qqq Trust, Series 1
|
41,583 | $24,000,875 | 3.09% |
| 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 PDX
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,187 | 15,421 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $300,179 | 15,984 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $410,098 | 16,450 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $401,647 | 16,294 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $408,811 | 16,659 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $390,225 | 14,934 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $350,075 | 14,840 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $307,441 | 13,799 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $288,880 | 13,620 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $263,454 | 12,864 | Shares | Sole | 2024-01-10 | |
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