• 13F History

Cornerstone Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 18, 2025
Value $
$1.48B
Signature - Title
Gregory Shoemaker - Chief Executive Officer
Location
St. Peters, MO
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Wealth Management, LLC reported 606 stock holdings with total value $1.48B as of Q1 2025. Top holdings included AAPL, BBUS, SPMD, IVV, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 606 $1.48B +$60.2M -$23.1M +$37.1M AAPL, BBUS, SPMD, IVV, SPLG 13F-HR 4/18/2025, 05:04 PM
Q4 2024 580 $1.48B +$113M -$52.3M +$60.4M AAPL, BBUS, SPMD, IVV, SPLG 13F-HR 1/17/2025, 07:14 PM
Q3 2024 562 $1.42B +$66M -$23.7M +$42.3M AAPL, BBUS, SPMD, IVV, SPLG 13F-HR 10/16/2024, 05:01 PM
Q2 2024 552 $1.3B +$86.4M -$23.4M +$63M AAPL, BBUS, SPMD, IVV, SPLG 13F-HR 7/16/2024, 02:06 PM
Q1 2024 534 $1.24B +$52.1M -$46.8M +$5.28M AAPL, BBUS, SPMD, IVV, SPLG 13F-HR 4/19/2024, 12:39 PM
Q4 2023 520 $1.16B +$81.1M -$74.3M +$6.76M AAPL, BBUS, SPMD, IVV, SPLG 13F-HR 1/10/2024, 02:51 PM
Q3 2023 555 $1.06B +$66.3M -$77M -$10.7M AAPL, BBUS, IVV, SPLG, SPMD 13F-HR 11/6/2023, 05:58 PM
Q2 2023 502 $1.12B +$91.1M -$24.8M +$66.3M AAPL, BBUS, IVV, SPMD, BND 13F-HR 7/14/2023, 10:56 AM
Q1 2023 469 $1.02B +$93.6M -$70.5M +$23.1M AAPL, BBUS, IVV, SPMD, BND 13F-HR 5/15/2023, 05:09 PM
Q3 2022 439 $897M +$75.5M -$16.7M +$58.8M AAPL, IVV, BBUS, SPMD, BND 13F-HR 10/14/2022, 05:13 PM
Q2 2022 444 $902M +$91.9M -$55.5M +$36.4M AAPL, IVV, BBUS, SPMD, USMV 13F-HR 8/3/2022, 05:51 PM
Q1 2022 460 $1.03B +$145M -$88.9M +$55.6M AAPL, IVV, BBUS, SPMD, BND 13F-HR 4/20/2022, 08:39 PM
Q4 2021 499 $1.05B +$70M -$15.8M +$54.2M AAPL, IVV, VTI, VXUS, USMV 13F-HR 2/14/2022, 11:33 AM
Q3 2021 451 $940M +$71.8M -$71.6M +$252K AAPL, IVV, VTI, VXUS, BND 13F-HR 11/12/2021, 10:36 AM
Q2 2021 473 $950M +$91.2M -$28.6M +$62.6M AAPL, IVV, USMV, VTI, VXUS 13F-HR 8/6/2021, 07:13 PM
Q1 2021 451 $845M +$80.1M -$58.8M +$21.3M AAPL, IVV, USMV, VTI, VXUS 13F-HR 4/30/2021, 09:44 AM
Q4 2020 417 $797M +$87.6M -$22.2M +$65.4M AAPL, IVV, USMV, VTI, VXUS 13F-HR 1/29/2021, 10:25 AM
Q3 2020 386 $671M +$83.3M -$22M +$61.3M AAPL, IVV, USMV, VTI, VXUS 13F-HR 10/13/2020, 09:54 AM
Q2 2020 374 $614M +$68.6M -$39.3M +$29.3M IVV, AAPL, VTI, USMV, VXUS 13F-HR 7/16/2020, 04:50 PM
Q1 2020 346 $517M +$67.8M -$45.2M +$22.7M IVV, AAPL, USMV, VTI, VXUS 13F-HR 5/13/2020, 11:32 AM
Q4 2019 347 $614M +$45.9M -$23.8M +$22.2M IVV, VTI, AAPL, VXUS, BOND 13F-HR 2/20/2020, 02:12 PM
Q3 2019 339 $567M +$33M -$16.8M +$16.1M IVV, VTI, AAPL, BOND, BND 13F-HR 10/28/2019, 06:09 PM
Q2 2019 350 $551M IVV, VTI, BND, BOND, AAPL 13F-HR 8/2/2019, 05:16 PM
Q1 2019 29 $34.4M AMZN, SPHD, BRKB, BXXXXX, FTA 13F-HR 5/10/2019, 08:51 PM
Q4 2018 330 $468M IVV, VTI, BOND, BND, AAPL 13F-HR 2/12/2019, 07:13 PM
Q3 2018 91 $532M HEFA, ANGL, FVD, CIZ, DGRO 13F-HR 10/19/2018, 12:11 PM
Q2 2018 109 $792M FVD, T, DGRO, BXXXXX, BUFFXXXX 13F-HR 7/19/2018, 08:55 PM
Q1 2018 376 $523M +$51.9M -$18.6M +$33.3M IVV, VTI, BOND, BND, AAPL 13F-HR 4/24/2018, 11:24 AM
Q4 2017 399 $533M +$52.8M -$17.5M +$35.4M IVV, VTI, BOND, BND, AAPL 13F-HR 2/9/2018, 02:53 PM
Q3 2017 386 $483M +$41.3M -$12.5M +$28.8M IVV, VTI, BOND, BND, AAPL 13F-HR 11/14/2017, 03:27 PM
Q2 2017 376 $446M +$58.4M -$11.9M +$46.5M IVV, VTI, BND, BOND, AAPL 13F-HR 8/11/2017, 09:23 AM
Q1 2017 340 $404M +$91.8M -$4.12M +$87.6M IVV, VTI, BND, BOND, AAPL 13F-HR 5/11/2017, 07:18 PM
Q4 2016 279 $312M +$56.2M -$9.25M +$47M IVV, VTI, BND, BOND, VCIT 13F-HR 2/14/2017, 09:14 AM
Q3 2016 272 $271M +$168M -$11.1M +$157M IVV, BND, VTI, BOND, USMV 13F-HR 10/31/2016, 04:03 PM
Q1 2016 67 $105M BND, VTI, BOND, USMV, VTV 13F-HR 5/13/2016, 09:50 PM