Top 50 Cornerstone Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.37% | 344.0K | $87.3M | +0.58%(+1.99K) | $62.40(+378.96%) | 2026-03-31 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 3.95% | 673.3K | $78.9M | +0.45%(+3.04K) | $85.87(+55.65%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 3.31% | 1.12M | $66.1M | +0.10%(+1.09K) | $48.69(+31.70%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.42% | 631.0K | $48.3M | +4.79%(+28.84K) | $49.54(+76.37%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.39% | 73.2K | $47.8M | -2.76%(-2.08K) | $166.91(+346.79%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.32% | 265.6K | $46.3M | +4.52%(+11.50K) | $46.02(+390.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.45% | 78.3K | $29.0M | +5.57%(+4.13K) | $219.09(+84.95%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 1.3% | 281.9K | $26.0M | +7.32%(+19.23K) | $96.34(-4.73%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.2% | 41.6K | $24.0M | +1.38%(+565) | $246.06(+190.46%) | 2026-03-31 | |
| USMV | ISHARES TR | 1.19% | 256.1K | $23.7M | +0.90%(+2.29K) | $65.63(+43.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.45% | +49.91% |
| Top 20 Holdings Unweighted | +14.99% | +52.06% |
Sign up free to track Cornerstone Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.