Cornerstone Wealth Management, LLC
CIK
1674117
City
ST. PETERS
State / Country
MO
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 PTY
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $821,430 | 68,112 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $847,800 | 65,721 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $961,776 | 66,605 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $916,975 | 65,922 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $964,872 | 66,727 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $952,443 | 66,280 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $955,337 | 66,389 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $967,384 | 67,602 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $999,055 | 67,186 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $915,691 | 69,161 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $682,593 | 52,226 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $738,808 | 52,772 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $657,892 | 52,758 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $686,752 | 58,447 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $706,039 | 56,438 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $906,064 | 59,027 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $988,265 | 59,750 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,184,954 | 64,787 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,287,022 | 65,034 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,193,012 | 65,299 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,158,572 | 64,906 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,041,546 | 64,572 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $954,935 | 61,569 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $782,849 | 60,639 | Shares | Sole | 2020-05-13 | |
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