• 13F History

Cornerstone Wealth Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$1.22B
Signature - Title
Rahcel L. Posner - Chief Compliance Officer
Location
Huntersville, NC
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Wealth Group, LLC reported 272 stock holdings with total value $1.22B as of Q4 2024. Top holdings included NVDA, SPY, AGG, AAPL, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 272 $1.22B +$114M -$84.3M +$30M NVDA, SPY, AGG, AAPL, IVV 13F-HR 1/22/2025, 09:22 AM
Q3 2024 264 $1.21B +$109M -$70M +$39.2M NVDA, SPY, AGG, AAPL, IVV 13F-HR 10/25/2024, 02:17 PM
Q2 2024 248 $1.12B +$179M -$74.4M +$104M NVDA, SPY, AGG, AAPL, IVV 13F-HR 7/24/2024, 04:36 PM
Q1 2024 243 $1.08B +$377M -$43.6M +$333M NVDA, AGG, SPY, IVV, AAPL 13F-HR 4/17/2024, 04:36 PM
Q4 2023 145 $698M +$220M -$135M +$84.3M AGG, SPY, IVV, AAPL, ACWX Restatement 2/13/2024, 09:34 AM
Q3 2023 146 $564M +$114M -$19.6M +$94.6M IVV, AGG, SPY, AAPL, IDEV 13F-HR 10/18/2023, 10:04 AM
Q2 2023 145 $552M +$80.3M -$35.8M +$44.5M AGG, AAPL, SPY, JAAA, MSFT 13F-HR 8/2/2023, 02:02 PM
Q1 2023 147 $562M +$111M -$67.2M +$44.2M AGG, AAPL, SPY, MTUM, MSFT 13F-HR 4/25/2023, 04:59 PM
Q4 2022 135 $529M +$163M -$34.2M +$128M SPY, AGG, MTUM, AAPL, QQQ 13F-HR 1/25/2023, 08:05 AM
Q3 2022 125 $453M +$146M -$39.6M +$107M SPY, IVV, AAPL, DBMF, USDU 13F-HR 10/19/2022, 08:38 AM
Q2 2022 127 $478M +$152M -$57.9M +$93.9M SPY, IVV, AAPL, MSFT, VYM 13F-HR 7/20/2022, 09:17 AM
Q1 2022 146 $545M +$123M -$58.9M +$64.3M IVV, QQQ, AAPL, SPY, VYM 13F-HR 4/25/2022, 04:45 PM
Q4 2021 149 $584M +$131M -$99.7M +$31.4M IVV, AAPL, PREF, SPY, MSFT 13F-HR 1/25/2022, 07:31 AM
Q3 2021 151 $566M +$152M -$80.1M +$71.4M IVV, AGG, SPY, PREF, AAPL 13F-HR 10/29/2021, 04:22 PM
Q2 2021 144 $490M +$103M -$108M -$4.64M AGG, IVV, PREF, AAPL, GLD 13F-HR 7/21/2021, 05:28 PM
Q1 2021 154 $492M +$147M -$98.2M +$49.1M IVV, IVOL, PREF, AAPL, AGG 13F-HR 4/26/2021, 03:37 PM
Q4 2020 150 $407M +$142M -$77.2M +$64.8M PREF, MOAT, IVV, AGG, AAPL 13F-HR 1/28/2021, 08:11 AM
Q3 2020 134 $366M +$83.2M -$73.3M +$9.92M AGG, MOAT, IVV, AAPL, GLD 13F-HR 10/27/2020, 03:42 PM
Q2 2020 124 $398M +$149M -$26.6M +$122M AGG, FBND, MOAT, TIP, IVV 13F-HR 7/27/2020, 03:34 PM
Q1 2020 112 $273M +$62.9M -$18.4M +$44.6M FBND, MOAT, IVV, GLD, AGG 13F-HR 5/6/2020, 11:23 AM
Q4 2019 134 $332M +$79.9M -$24.5M +$55.5M MOAT, IVV, FDLO, AAPL, EFA 13F-HR 1/28/2020, 01:28 PM
Q3 2019 121 $399M +$112M -$22.5M +$89.1M FBND, AGG, USMV, MOAT, IVV 13F-HR 11/5/2019, 08:14 AM
Q2 2019 149 $371M +$103M -$59.6M +$43.3M FBND, AGG, MTUM, MOAT, ARKK 13F-HR 8/8/2019, 11:24 AM
Q1 2019 155 $398M FBND, EMB, AGG, MTUM, VTV 13F-HR 5/2/2019, 01:23 PM