Cornerstone Wealth Group, LLC
CIK
1774879
City
HUNTERSVILLE
State / Country
NC
Top Portfolio Positions
296 positions ·
$947,696,562 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
124,527 | $80,984,889 | 8.55% | |
| AAPL |
Apple Inc.
Technology
|
294,261 | $74,680,499 | 7.88% | |
| NVDA |
Nvidia Corp
Technology
|
256,811 | $44,787,838 | 4.73% | |
| MSFT |
Microsoft Corp
Technology
|
118,797 | $43,975,085 | 4.64% | |
| AVGO |
Broadcom Inc.
Technology
|
89,006 | $27,548,247 | 2.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
87,322 | $25,110,314 | 2.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
101,266 | $21,090,669 | 2.23% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
4,278 | $18,011,748 | 1.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
59,213 | $17,418,096 | 1.84% | |
| XOM |
Exxon Mobil Corp
Energy
|
96,572 | $16,384,405 | 1.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QQQX
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,441 | 8,453 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $241,079 | 8,453 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $232,119 | 8,453 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $223,750 | 8,453 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $200,758 | 8,453 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $228,653 | 8,453 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $212,339 | 8,453 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $212,001 | 8,453 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $204,055 | 8,453 | Shares | Sole | 2024-04-17 | |
| 2023-06-30 | $210,733 | 8,453 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $202,364 | 8,453 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $240,487 | 8,453 | Shares | Sole | 2022-04-25 | |
| No 13F history on record for this holder in this stock. | ||||||