Cornerstone Wealth Group, LLC Top Holdings and 13F Report (2025) About Cornerstone Wealth Group, LLCInvestment ActivityCornerstone Wealth Group, LLC has $1.21 billion in total holdings as of March 31, 2025.Cornerstone Wealth Group, LLC owns shares of 287 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 13.17% of the portfolio was purchased this quarter.About 11.11% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Group, LLC has purchased 272 new stocks and bought additional shares in 132 stocks.Cornerstone Wealth Group, LLC sold shares of 102 stocks and completely divested from 19 stocks this quarter.Largest Holdings NVIDIA $76,366,401SPDR S&P 500 ETF Trust $75,378,428Apple $48,778,958iShares Core U.S. Aggregate Bond ETF $48,325,408iShares Core S&P 500 ETF $44,078,060 Largest New Holdings this Quarter 922020748 - VANGUARD MALVERN FDS $21,468,846 Holding81369Y886 - Utilities Select Sector SPDR Fund $7,577,530 Holding81369Y209 - Health Care Select Sector SPDR Fund $7,303,480 Holding47103U852 - Janus Henderson Mortgage-Backed Securities ETF $5,890,780 Holding47103U746 - JANUS DETROIT STR TR $5,875,423 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 277,268 shares (about $21.47M)Fidelity Total Bond ETF 258,980 shares (about $11.82M)Utilities Select Sector SPDR Fund 96,101 shares (about $7.58M)Health Care Select Sector SPDR Fund 50,020 shares (about $7.30M)Consumer Staples Select Sector SPDR Fund 87,773 shares (about $7.17M) Largest Sales this Quarter NVIDIA 457,487 shares (about $29.67M)iShares Core U.S. Aggregate Bond ETF 199,645 shares (about $19.75M)Merck & Co., Inc. 99,340 shares (about $8.92M)Intuitive Surgical 12,218 shares (about $6.05M)Communication Services Select Sector SPDR Fund 50,514 shares (about $4.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$76,366,401$29,673,077 ▼-28.0%1,177,3856.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$75,378,428$288,086 ▲0.4%134,7516.2%FinanceAAPLApple$48,778,958$4,634,085 ▼-8.7%219,5964.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$48,325,408$19,748,892 ▼-29.0%488,5304.0%FinanceIVViShares Core S&P 500 ETF$44,078,060$825,990 ▼-1.8%78,4453.6%ETFSCHXSchwab US Large-Cap ETF$29,967,467$509,452 ▼-1.7%1,357,2222.5%ETFMSFTMicrosoft$27,056,812$1,190,354 ▲4.6%72,0772.2%Computer and TechnologyVANGUARD MALVERN FDS$21,468,846$21,468,846 ▲New Holding277,2681.8%CORE BD ETFVOOVanguard S&P 500 ETF$19,143,846$34,946 ▲0.2%37,2511.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$18,663,172$901,782 ▼-4.6%336,5771.5%ManufacturingIWBiShares Russell 1000 ETF$17,915,480$956,417 ▼-5.1%58,4061.5%ETFVTIVanguard Total Stock Market ETF$17,111,027$40,951 ▲0.2%62,2581.4%ETFIDEViShares Core MSCI International Developed Markets ETF$16,555,527$3,795,637 ▲29.7%240,3181.4%ETFAMZNAmazon.com$15,444,223$187,978 ▲1.2%81,1741.3%Retail/WholesaleJPMJPMorgan Chase & Co.$14,805,960$449,632 ▼-2.9%60,3591.2%FinanceAVGOBroadcom$14,493,042$1,135,173 ▼-7.3%86,5621.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$14,217,867$2,996,189 ▲26.7%82,0751.2%ETFTLTiShares 20+ Year Treasury Bond ETF$14,187,645$1,161,814 ▲8.9%155,8571.2%ETFFBNDFidelity Total Bond ETF$14,004,021$11,822,451 ▲541.9%306,7691.2%ETFABBVAbbVie$13,772,417$639,247 ▼-4.4%65,7331.1%MedicalGOOGLAlphabet$12,363,549$922,577 ▲8.1%79,9511.0%Computer and TechnologyLVHIFranklin International Low Volatility High Dividend Index ETF$12,077,702$514,651 ▲4.5%373,1141.0%ETFHDHome Depot$11,753,829$999,063 ▲9.3%32,0711.0%Retail/WholesalePEPPepsiCo$11,741,977$913,137 ▲8.4%78,3111.0%Consumer StaplesXOMExxon Mobil$11,482,432$1,427,514 ▲14.2%96,5481.0%EnergyBRK.BBerkshire Hathaway$11,407,933$538,974 ▼-4.5%21,4200.9%FinanceBACBank of America$11,326,024$738,079 ▲7.0%271,4120.9%FinanceCMICummins$10,496,933$442,897 ▼-4.0%33,4890.9%Auto/Tires/TrucksMETAMeta Platforms$10,439,398$678,362 ▼-6.1%18,1130.9%Computer and TechnologyACNAccenture$10,431,848$4,699,964 ▲82.0%33,4310.9%Computer and TechnologyLLYEli Lilly and Company$10,351,105$94,979 ▼-0.9%12,5330.9%MedicalWMBWilliams Companies$10,118,871$991,718 ▼-8.9%169,3250.8%EnergyPGProcter & Gamble$9,728,802$330,105 ▲3.5%57,0870.8%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$9,656,276$183,282 ▲1.9%178,9190.8%ETFDOMINOS PIZZA INC$9,380,602$2,728,677 ▲41.0%20,4170.8%COMVVisa$9,255,087$197,662 ▼-2.1%26,4080.8%Business ServicesCVXChevron$9,086,525$951,378 ▲11.7%54,3160.8%EnergyADPAutomatic Data Processing$9,067,597$1,853,666 ▲25.7%29,6780.8%Business ServicesABTAbbott Laboratories$8,701,301$6,765 ▼-0.1%65,5960.7%MedicalXLKTechnology Select Sector SPDR Fund$8,498,962$3,495,722 ▼-29.1%41,1610.7%ETFLECOLincoln Electric$8,438,428$308,520 ▼-3.5%44,6100.7%IndustrialsSOSouthern$8,333,877$499,564 ▼-5.7%90,6350.7%UtilitiesXLPConsumer Staples Select Sector SPDR Fund$8,017,054$7,168,421 ▲844.7%98,1640.7%ETFMCDMcDonald's$7,753,585$55,289 ▲0.7%24,8220.6%Retail/WholesaleDGDollar General$7,749,428$596,516 ▲8.3%88,1320.6%Retail/WholesaleUNHUnitedHealth Group$7,612,868$1,207,269 ▲18.8%14,5350.6%MedicalXLUUtilities Select Sector SPDR Fund$7,577,530$7,577,530 ▲New Holding96,1010.6%ETFPRUPrudential Financial$7,497,343$971,063 ▲14.9%67,1320.6%FinanceDEMWisdomTree Emerging Markets High Dividend Fund$7,441,890$159,988 ▼-2.1%176,8510.6%FinanceXLVHealth Care Select Sector SPDR Fund$7,303,480$7,303,480 ▲New Holding50,0200.6%ETFETNEaton$7,057,854$4,291,688 ▲155.1%25,9640.6%IndustrialsLOWLowe's Companies$6,847,847$768,491 ▲12.6%29,3610.6%Retail/WholesaleTAT&T$6,824,284$1,509,758 ▼-18.1%241,3110.6%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$6,476,203$543,052 ▲9.2%127,7110.5%ETFIJRiShares Core S&P Small-Cap ETF$6,290,956$79,264 ▼-1.2%60,1600.5%ETFIWRiShares Russell Mid-Cap ETF$6,200,117$456,398 ▼-6.9%72,8830.5%ETFADBEAdobe$5,975,045$3,064,421 ▲105.3%15,5790.5%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$5,890,780$5,890,780 ▲New Holding130,3270.5%ETFSPLGSPDR Portfolio S&P 500 ETF$5,886,560$3,132,142 ▲113.7%89,5160.5%ETFCOPConocoPhillips$5,886,466$1,034,235 ▲21.3%56,0510.5%EnergyAMGNAmgen$5,885,647$1,739,741 ▲42.0%18,8910.5%MedicalJANUS DETROIT STR TR$5,875,423$5,875,423 ▲New Holding112,2330.5%HENDERSON SECURIJEPIJPMorgan Equity Premium Income ETF$5,782,874$1,416,106 ▲32.4%101,2050.5%ETFWMTWalmart$5,691,766$318,414 ▲5.9%64,8340.5%Retail/WholesaleTFCTruist Financial$5,664,458$476,969 ▲9.2%137,6540.5%FinanceBLACKROCK INC$5,635,389$5,189,593 ▲1,164.1%5,9540.5%COMQCOMQUALCOMM$5,547,640$664,672 ▲13.6%36,1150.5%Computer and TechnologyCOSTCostco Wholesale$5,529,329$99,312 ▼-1.8%5,8460.5%Retail/WholesaleHONHoneywell International$5,522,400$328,210 ▲6.3%26,0800.5%Multi-Sector ConglomeratesREGNRegeneron Pharmaceuticals$5,244,809$2,793,638 ▲114.0%8,2700.4%MedicalLULULululemon Athletica$5,220,476$5,220,476 ▲New Holding18,4430.4%Consumer DiscretionaryPMPhilip Morris International$5,148,876$1,063,172 ▼-17.1%32,4380.4%Consumer StaplesICFiShares Select U.S. REIT ETF$5,007,086$393,301 ▼-7.3%81,3760.4%ETFMTBM&T Bank$4,993,589$3,396 ▲0.1%27,9360.4%FinanceMOAltria Group$4,872,784$536,579 ▼-9.9%81,1860.4%Consumer StaplesDYNFiShares U.S. Equity Factor Rotation Active ETF$4,738,300$4,738,300 ▲New Holding97,1760.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,673,056$19,155 ▲0.4%38,3010.4%ETFPANWPalo Alto Networks$4,628,096$52,898 ▲1.2%27,1220.4%Computer and TechnologyGSThe Goldman Sachs Group$4,488,168$490,006 ▼-9.8%8,2160.4%FinanceUBERUber Technologies$4,461,570$352,933 ▲8.6%61,2350.4%Computer and TechnologyTMUST-Mobile US$4,423,105$1,363,417 ▼-23.6%16,5840.4%Computer and TechnologySCHASchwab US Small-Cap ETF$4,258,830$340,579 ▼-7.4%181,7680.4%ETFRSGRepublic Services$4,161,345$623,088 ▼-13.0%17,1840.3%Business ServicesNOWServiceNow$4,135,072$191,070 ▲4.8%5,1940.3%Computer and TechnologyCLColgate-Palmolive$4,130,801$198,177 ▲5.0%44,0850.3%Consumer StaplesBINCiShares Flexible Income Active ETF$4,087,788$4,087,788 ▲New Holding78,0410.3%ETFSPGSimon Property Group$4,071,821$225,705 ▲5.9%24,5170.3%FinanceBXBlackstone$4,041,692$24,881 ▲0.6%28,9150.3%FinanceFEFirstEnergy$3,948,018$265,721 ▲7.2%97,6750.3%UtilitiesIWFiShares Russell 1000 Growth ETF$3,903,661$194,623 ▼-4.7%10,8110.3%ETFJNJJohnson & Johnson$3,886,399$110,448 ▼-2.8%23,4350.3%MedicalCMECME Group$3,848,369$170,054 ▲4.6%14,5060.3%FinanceCCitigroup$3,836,116$247,686 ▼-6.1%54,0370.3%FinanceCLXClorox$3,766,990$601,523 ▲19.0%25,5820.3%Consumer StaplesFISFidelity National Information Services$3,617,432$1,335,132 ▼-27.0%48,4390.3%Business ServicesNVSNovartis$3,504,690$196,984 ▲6.0%31,4380.3%MedicalSTLDSteel Dynamics$3,420,105$309,577 ▲10.0%27,3430.3%Basic MaterialsGPCGenuine Parts$3,344,379$3,344,379 ▲New Holding28,0710.3%Retail/WholesaleMAMastercard$3,238,015$69,069 ▼-2.1%5,9070.3%Business ServicesALLAllstate$3,139,050$3,139,050 ▲New Holding15,1590.3%FinanceShowing largest 100 holdings. 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