Cornerstone Wealth Advisors, Inc. Top Holdings and 13F Report (2024) About Cornerstone Wealth Advisors, Inc.Investment ActivityCornerstone Wealth Advisors, Inc. has $359.75 million in total holdings as of September 30, 2024.Cornerstone Wealth Advisors, Inc. owns shares of 49 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 10.47% of the portfolio was purchased this quarter.About 7.83% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Advisors, Inc. has purchased 49 new stocks and bought additional shares in 17 stocks.Cornerstone Wealth Advisors, Inc. sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab Intermediate-Term U.S. Treasury ETF $79,398,456Vanguard Short-Term Treasury Index ETF $46,585,066Schwab U.S. Large-Cap Growth ETF $45,987,693Vanguard Growth ETF $36,392,435Vanguard Value ETF $32,217,560 Largest New Holdings this Quarter McDonald's $224,728 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 651,848 shares (about $32.98M)Vanguard Value ETF 6,269 shares (about $1.09M)Vanguard FTSE Developed Markets ETF 15,023 shares (about $793.36K)Vanguard Small-Cap Value ETF 3,511 shares (about $704.94K)Schwab International Equity ETF 13,511 shares (about $555.57K) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 425,004 shares (about $25.08M)Schwab Short-Term U.S. Treasury ETF 43,472 shares (about $2.13M)Schwab US Large-Cap ETF 2,424 shares (about $164.47K)Schwab International Small-Cap Equity ETF 2,221 shares (about $85.58K)iShares Russell 1000 Value ETF 447 shares (about $84.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHRSchwab Intermediate-Term U.S. Treasury ETF$79,398,456$32,983,518 ▲71.1%1,569,13922.1%ETFVGSHVanguard Short-Term Treasury Index ETF$46,585,066$25,083,731 ▼-35.0%789,31012.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$45,987,693$55,945 ▼-0.1%441,42512.8%ETFVUGVanguard Growth ETF$36,392,435$255,698 ▲0.7%94,78910.1%ETFVTVVanguard Value ETF$32,217,560$1,094,378 ▲3.5%184,5549.0%ETFVEAVanguard FTSE Developed Markets ETF$16,116,767$793,365 ▲5.2%305,1844.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$15,206,781$59,876 ▼-0.4%189,2104.2%ETFSCHFSchwab International Equity ETF$11,247,042$555,571 ▲5.2%273,5183.1%ETFVBKVanguard Small-Cap Growth ETF$10,373,411$308,812 ▲3.1%38,7982.9%ETFVBRVanguard Small-Cap Value ETF$8,345,014$704,938 ▲9.2%41,5632.3%ETFSCHXSchwab US Large-Cap ETF$6,431,552$164,468 ▼-2.5%94,7911.8%ETFSCHESchwab Emerging Markets Equity ETF$6,109,722$85,118 ▲1.4%209,3801.7%ETFIWFiShares Russell 1000 Growth ETF$5,390,301$69,819 ▼-1.3%14,3601.5%ETFVWOVanguard FTSE Emerging Markets ETF$4,545,951$324,089 ▲7.7%95,0041.3%ETFSCHCSchwab International Small-Cap Equity ETF$3,087,651$85,575 ▼-2.7%80,1360.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,050,002$111,601 ▲3.8%24,2140.8%ETFIWDiShares Russell 1000 Value ETF$2,994,319$84,842 ▼-2.8%15,7760.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,878,163$2,129,259 ▼-42.5%58,7620.8%ETFAAPLApple$2,181,516$117,662 ▲5.7%9,3630.6%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$2,015,007$15,588 ▲0.8%33,3500.6%ETFIWOiShares Russell 2000 Growth ETF$1,910,668$2,556 ▼-0.1%6,7280.5%ETFBRK.BBerkshire Hathaway$1,798,696$78,244 ▼-4.2%3,9080.5%FinanceIWNiShares Russell 2000 Value ETF$1,589,961$70,898 ▼-4.3%9,5310.4%ETFUNHUnitedHealth Group$1,414,0450.0%2,4180.4%MedicalBRK.ABerkshire Hathaway$1,382,3600.0%20.4%FinanceVBVanguard Small-Cap ETF$1,377,716$28,465 ▲2.1%5,8080.4%ETFTSLATesla$1,206,1140.0%4,6100.3%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$1,047,692$14,158 ▼-1.3%3,7000.3%ETFEFGiShares MSCI EAFE Growth ETF$783,154$5,921 ▼-0.8%7,2750.2%ETFNVDANVIDIA$738,3550.0%6,0800.2%Computer and TechnologySCHASchwab US Small-Cap ETF$551,738$2,472 ▲0.5%10,7130.2%ETFSPGIS&P Global$493,3720.0%9550.1%Business ServicesSCZiShares MSCI EAFE Small-Cap ETF$459,345$36,897 ▼-7.4%6,7850.1%ETFIVWiShares S&P 500 Growth ETF$368,6380.0%3,8500.1%ETFVOOVanguard S&P 500 ETF$347,2070.0%6580.1%ETFMSFTMicrosoft$323,047$62,373 ▲23.9%7510.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$322,561$4,182 ▼-1.3%3,8570.1%FinanceEEMiShares MSCI Emerging Markets ETF$320,195$1,147 ▼-0.4%6,9820.1%FinanceSPYXSPDR S&P Fossil Fuel Reserves Free ETF$314,827$5,765 ▼-1.8%6,6630.1%ETFCOSTCostco Wholesale$301,5370.0%3400.1%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$297,965$1,764 ▲0.6%4,7300.1%ETFLLYEli Lilly and Company$295,018$16,833 ▼-5.4%3330.1%MedicalAMZNAmazon.com$274,837$10,993 ▼-3.8%1,4750.1%Retail/WholesaleWFCWells Fargo & Company$268,8360.0%4,7590.1%FinancePEPPepsiCo$267,3190.0%1,5720.1%Consumer StaplesESGVVanguard ESG US Stock ETF$249,551$508 ▲0.2%2,4550.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$232,1010.0%5,5500.1%ETFMCDMcDonald's$224,728$224,728 ▲New Holding7380.1%Retail/WholesaleRINGCENTRAL INC$29,0860.0%30,0000.0%NOTE 3/0GOOGLAlphabet$0$201,458 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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