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Cornerstone Wealth, LLC/TN

Portfolio Manager
Cornerstone Wealth, LLC/TN
Performance
0% (N/A)
AUM (13F)
$177.72M
# of Holdings
96
Performance Rank
N/A
Allocation (Top 20)
69.02%

Cornerstone Wealth, LLC/TN Holdings Map

Top 50 Cornerstone Wealth, LLC/TN Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAIE
CALAMOS ETF TR
10.51%693.5K$18.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 693.5K shares
$25.94(+3.78%)
2026-03-31
FDVV
FIDELITY COVINGTON TRUST
6.73%203.6K$12.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 203.6K shares
$55.97(+9.50%)
2026-03-31
POCT
INNOVATOR ETFS TRUST
4.62%181.6K$8.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 181.6K shares
$43.51(+6.56%)
2026-03-31
NJAN
INNOVATOR ETFS TRUST
4.38%136.6K$7.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 136.6K shares
$54.14(+8.07%)
2026-03-31
JQUA
J P MORGAN EXCHANGE TRADED F
4.38%118.8K$7.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 118.8K shares
$62.25(+15.63%)
2026-03-31
IWY
ISHARES TR
4.33%27.6K$7.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 27.6K shares
$262.89(+7.80%)
2026-03-31
PAUG
INNOVATOR ETFS TRUST
3.54%141.0K$6.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 141.0K shares
$42.99(+6.25%)
2026-03-31
NMAR
INNOVATOR ETFS TRUST
3.18%181.3K$5.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 181.3K shares
$29.45(+8.58%)
2026-03-31
PFEB
INNOVATOR ETFS TRUST
3.04%128.6K$5.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 128.6K shares
$40.41(+6.50%)
2026-03-31
NFEB
INNOVATOR ETFS TRUST
2.99%181.7K$5.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 181.7K shares
$27.71(+8.58%)
2026-03-31

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