Cornerstone Wealth Group, LLC Top Holdings and 13F Report (2025) About Cornerstone Wealth Group, LLCInvestment ActivityCornerstone Wealth Group, LLC has $1.23 billion in total holdings as of December 31, 2024.Cornerstone Wealth Group, LLC owns shares of 272 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 9.32% of the portfolio was purchased this quarter.About 7.20% of the portfolio was sold this quarter.This quarter, Cornerstone Wealth Group, LLC has purchased 264 new stocks and bought additional shares in 151 stocks.Cornerstone Wealth Group, LLC sold shares of 71 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $126,307,736SPDR S&P 500 ETF Trust $78,672,974iShares Core U.S. Aggregate Bond ETF $66,684,112Apple $60,215,397iShares Core S&P 500 ETF $47,044,203 Largest New Holdings this Quarter Dollar General $6,167,808 HoldingDOMINOS PIZZA INC $6,077,417 HoldingConsumer Discretionary Select Sector SPDR Fund $5,149,553 HoldingCommunication Services Select Sector SPDR Fund $5,099,435 HoldingIndustrial Select Sector SPDR Fund $3,702,760 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 919,985 shares (about $21.33M)Dollar General 81,348 shares (about $6.17M)DOMINOS PIZZA INC 14,478 shares (about $6.08M)Merck & Co., Inc. 57,081 shares (about $5.68M)Consumer Discretionary Select Sector SPDR Fund 22,953 shares (about $5.15M) Largest Sales this Quarter NVIDIA 86,167 shares (about $6.66M)Consumer Staples Select Sector SPDR Fund 60,466 shares (about $4.75M)Johnson & Johnson 28,876 shares (about $4.18M)Bank of America 92,909 shares (about $4.08M)Visa 12,373 shares (about $3.91M) 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$126,307,736$6,657,132 ▼-5.0%1,634,87210.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$78,672,974$1,182,709 ▼-1.5%134,2366.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$66,684,112$4,112,627 ▲6.6%688,1755.4%FinanceAAPLApple$60,215,397$1,951,520 ▲3.3%240,4584.9%Computer and TechnologyIVViShares Core S&P 500 ETF$47,044,203$2,863,330 ▲6.5%79,9153.8%ETFSCHXSchwab US Large-Cap ETF$31,995,241$21,325,254 ▲199.9%1,380,2952.6%ETFMSFTMicrosoft$29,043,821$1,380,831 ▲5.0%68,9062.4%Computer and TechnologyAVGOBroadcom$21,640,423$98,300 ▼-0.5%93,3421.8%Computer and TechnologyVOOVanguard S&P 500 ETF$20,034,690$608,859 ▲3.1%37,1831.6%ETFIWBiShares Russell 1000 ETF$19,820,427$100,191 ▼-0.5%61,5241.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$18,404,153$739,838 ▼-3.9%352,8401.5%ManufacturingVTIVanguard Total Stock Market ETF$17,999,918$243,442 ▲1.4%62,1091.5%ETFAMZNAmazon.com$17,591,948$427,151 ▲2.5%80,1861.4%Retail/WholesaleJPMJPMorgan Chase & Co.$14,908,121$419,015 ▲2.9%62,1921.2%FinanceGOOGLAlphabet$14,005,394$1,734,939 ▲14.1%73,9851.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$13,507,260$546,187 ▼-3.9%58,0911.1%ETFTLTiShares 20+ Year Treasury Bond ETF$12,496,385$162,958 ▲1.3%143,0941.0%ETFABBVAbbVie$12,222,864$200,267 ▲1.7%68,7841.0%MedicalCMICummins$12,166,696$40,786 ▲0.3%34,9021.0%Auto/Tires/TrucksMRKMerck & Co., Inc.$11,986,236$5,678,413 ▲90.0%120,4891.0%MedicalIDEViShares Core MSCI International Developed Markets ETF$11,941,184$2,714,764 ▼-18.5%185,2211.0%ETFHDHome Depot$11,414,972$3,134,498 ▼-21.5%29,3450.9%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$11,351,206$4,358,138 ▲62.3%64,7790.9%ETFMETAMeta Platforms$11,294,509$215,468 ▲1.9%19,2900.9%Computer and TechnologyBACBank of America$11,151,202$4,083,346 ▼-26.8%253,7250.9%FinancePEPPepsiCo$10,981,902$39,840 ▼-0.4%72,2210.9%Consumer StaplesLVHIFranklin International Low Volatility High Dividend Index ETF$10,902,191$63,573 ▲0.6%357,2150.9%ETFBRK.BBerkshire Hathaway$10,167,796$138,701 ▲1.4%22,4320.8%FinanceWMBWilliams Companies$10,062,011$4,515,187 ▲81.4%185,9200.8%Oils/EnergyLLYEli Lilly and Company$9,764,549$65,622 ▲0.7%12,6480.8%MedicalPGProcter & Gamble$9,245,912$316,188 ▲3.5%55,1500.8%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$9,165,828$3,106,051 ▲51.3%175,5230.7%ETFXOMExxon Mobil$9,094,536$219,981 ▲2.5%84,5450.7%Oils/EnergyLECOLincoln Electric$8,668,800$14,810 ▼-0.2%46,2410.7%Industrial ProductsVVisa$8,524,342$3,910,414 ▼-31.4%26,9720.7%Business ServicesSOSouthern$7,908,358$253,382 ▲3.3%96,0680.6%UtilitiesABTAbbott Laboratories$7,425,346$144,781 ▲2.0%65,6470.6%MedicalDEMWisdomTree Emerging Markets High Dividend Fund$7,314,640$344,044 ▼-4.5%180,6530.6%FinanceMCDMcDonald's$7,144,334$183,500 ▲2.6%24,6450.6%Retail/WholesaleCVXChevron$7,043,445$238,697 ▲3.5%48,6290.6%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$7,018,996$25,579 ▲0.4%60,9180.6%ETFPRUPrudential Financial$6,926,503$276,292 ▲4.2%58,4370.6%FinanceIWRiShares Russell Mid-Cap ETF$6,917,153$185,464 ▲2.8%78,2480.6%ETFADPAutomatic Data Processing$6,911,582$86,647 ▲1.3%23,6110.6%Business ServicesTAT&T$6,710,252$12,797 ▼-0.2%294,6970.5%Computer and TechnologyISRGIntuitive Surgical$6,709,274$17,225 ▲0.3%12,8540.5%MedicalACNAccenture$6,461,999$327,515 ▲5.3%18,3690.5%Computer and TechnologyLOWLowe's Companies$6,433,022$52,815 ▲0.8%26,0660.5%Retail/WholesaleUNHUnitedHealth Group$6,186,567$96,112 ▲1.6%12,2300.5%MedicalDGDollar General$6,167,808$6,167,808 ▲New Holding81,3480.5%Retail/WholesaleDOMINOS PIZZA INC$6,077,417$6,077,417 ▲New Holding14,4780.5%COMJAAAJanus Henderson AAA CLO ETF$5,933,173$336,461 ▲6.0%117,0020.5%ETFIWMiShares Russell 2000 ETF$5,695,095$2,884,669 ▲102.6%25,7740.5%FinanceHONHoneywell International$5,541,139$233,799 ▲4.4%24,5300.5%Multi-Sector ConglomeratesWMTWalmart$5,530,083$3,428,892 ▼-38.3%61,2070.5%Retail/WholesaleTFCTruist Financial$5,468,593$175,471 ▲3.3%126,0630.4%FinanceCOSTCostco Wholesale$5,453,174$141,117 ▲2.7%5,9510.4%Retail/WholesaleFISFidelity National Information Services$5,356,388$95,469 ▲1.8%66,3170.4%Business ServicesICFiShares Cohen & Steers REIT ETF$5,288,903$43,508 ▼-0.8%87,7680.4%ETFNOWServiceNow$5,251,654$31,803 ▲0.6%4,9540.4%Computer and TechnologyMTBM&T Bank$5,248,726$24,066 ▼-0.5%27,9170.4%FinanceGSThe Goldman Sachs Group$5,218,430$65,853 ▼-1.2%9,1130.4%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$5,149,553$5,149,553 ▲New Holding22,9530.4%FinanceMOATVanEck Morningstar Wide Moat ETF$5,146,600$193,424 ▼-3.6%55,5040.4%ETFXLCCommunication Services Select Sector SPDR Fund$5,099,435$5,099,435 ▲New Holding52,6750.4%ETFSCHASchwab US Small-Cap ETF$5,076,411$2,568,255 ▲102.4%196,3040.4%ETFBXBlackstone$4,954,834$3,793 ▲0.1%28,7370.4%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$4,906,128$245,152 ▼-4.8%38,1440.4%ETFQCOMQUALCOMM$4,883,327$223,366 ▲4.8%31,7880.4%Computer and TechnologyPANWPalo Alto Networks$4,878,712$2,492,306 ▲104.4%26,8120.4%Computer and TechnologyTMUST-Mobile US$4,788,856$17,217 ▼-0.4%21,6960.4%Computer and TechnologyMOAltria Group$4,712,670$127,116 ▲2.8%90,1260.4%Consumer StaplesPMPhilip Morris International$4,709,973$63,785 ▲1.4%39,1360.4%Consumer StaplesDISWalt Disney$4,647,852$6,347 ▲0.1%41,7410.4%Consumer DiscretionaryCOPConocoPhillips$4,581,994$179,202 ▲4.1%46,2030.4%Oils/EnergyIWFiShares Russell 1000 Growth ETF$4,558,033$29,316 ▼-0.6%11,3500.4%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$4,524,727$92,922 ▼-2.0%167,4580.4%ETFJEPIJPMorgan Equity Premium Income ETF$4,396,579$75,537 ▲1.7%76,4220.4%ETFCCitigroup$4,049,264$114,314 ▲2.9%57,5260.3%FinanceSPGSimon Property Group$3,988,059$84,900 ▲2.2%23,1580.3%FinanceRSGRepublic Services$3,974,628$59,347 ▲1.5%19,7570.3%Business ServicesCLColgate-Palmolive$3,815,502$145,365 ▲4.0%41,9700.3%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$3,702,760$3,702,760 ▲New Holding28,1020.3%ETFFEFirstEnergy$3,623,984$80,037 ▲2.3%91,1010.3%UtilitiesSRESempra$3,585,705$109,035 ▲3.1%40,8770.3%UtilitiesCLXClorox$3,491,259$130,088 ▲3.9%21,4970.3%Consumer StaplesJNJJohnson & Johnson$3,485,474$4,176,032 ▼-54.5%24,1010.3%MedicalAMGNAmgen$3,468,385$94,614 ▲2.8%13,3070.3%MedicalUBERUber Technologies$3,401,510$8,867 ▲0.3%56,3910.3%Computer and TechnologyETNEaton$3,376,998$1,765,158 ▼-34.3%10,1760.3%Industrial ProductsADBEAdobe$3,374,677$2,829,055 ▲518.5%7,5890.3%Computer and TechnologyTSLATesla$3,311,892$101,364 ▼-3.0%8,2010.3%Auto/Tires/TrucksGOOGAlphabet$3,242,977$181,488 ▲5.9%17,0290.3%Computer and TechnologyCMECME Group$3,219,869$3,219,869 ▲New Holding13,8650.3%FinanceMAMastercard$3,176,535$186,917 ▲6.3%6,0330.3%Business ServicesLHXL3Harris Technologies$3,047,963$90,209 ▲3.0%14,4950.2%AerospaceSPLGSPDR Portfolio S&P 500 ETF$2,887,600$1,922,861 ▲199.3%41,8860.2%ETFNVSNovartis$2,887,236$150,731 ▲5.5%29,6710.2%MedicalSTLDSteel Dynamics$2,836,717$127,645 ▲4.7%24,8680.2%Basic MaterialsREGNRegeneron Pharmaceuticals$2,753,155$97,589 ▲3.7%3,8650.2%MedicalShowing largest 100 holdings. 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