Cornerstone Wealth Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Huntersville, NC
CIK
0001774879
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 145 698,121 AGG, SPY, IVV, AAPL RESTATEMENT 2/13/2024 000121465924002411
Q3 2023 146 563,726 IVV, AGG, SPY, AAPL 13F-HR 10/18/2023 000121465923013566
Q2 2023 145 551,696 AGG, AAPL, SPY, JAAA 13F-HR 8/2/2023 000121465923010619
Q1 2023 147 562,350 AGG, AAPL, SPY, MTUM 13F-HR 4/25/2023 000121465923005953
Q4 2022 135 528,750 SPY, AGG, MTUM, AAPL 13F-HR 1/25/2023 000121465923001070
Q3 2022 125 452,914 SPY, IVV, AAPL, DBMF 13F-HR 10/19/2022 000121465922012442
Q2 2022 127 477,884 SPY, IVV, AAPL, MSFT 13F-HR 7/20/2022 000121465922009014
Q1 2022 146 544,823 IVV, QQQ, AAPL, SPY 13F-HR 4/25/2022 000121465922005766
Q4 2021 149 584,216 IVV, AAPL, PREF, SPY 13F-HR 1/25/2022 000121465922001056
Q3 2021 152 566,028 IVV, AGG, SPY, PREF 13F-HR 10/29/2021 000121465921010932
Q2 2021 146 490,076 AGG, IVV, PREF, AAPL 13F-HR 7/21/2021 000121465921007709
Q1 2021 156 492,342 IVV, IVOL, PREF, AAPL 13F-HR 4/26/2021 000121465921004482
Q4 2020 150 406,960 PREF, MOAT, IVV, AGG 13F-HR 1/28/2021 000121465921000870
Q3 2020 134 365,847 AGG, MOAT, IVV, AAPL 13F-HR 10/27/2020 000121465920008862
Q2 2020 127 398,446 AGG, FBND, MOAT, TIP 13F-HR 7/27/2020 000121465920006544
Q1 2020 114 283,682 FBND, MOAT, IVV, GLD 13F-HR 5/6/2020 000121465920004109
Q4 2019 135 369,962 FBND, MOAT, IVV, FDLO 13F-HR 1/28/2020 000121465920000637
Q3 2019 132 398,620 FBND, AGG, USMV, MOAT 13F-HR 11/5/2019 000121465919006850
Q2 2019 149 370,976 FBND, AGG, MTUM, MOAT 13F-HR 8/8/2019 000121465919005081
Q1 2019 155 398,158 FBND, EMB, AGG, MTUM 13F-HR 5/2/2019 000121465919003143
Additional filings from Cornerstone Wealth Group, LLC that have since been restated