Cornerstone Wealth Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$1.22B
Signature - Title
Rahcel L. Posner - Chief Compliance Officer
Location
Huntersville, NC
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Wealth Group, LLC reported 272 stock holdings with total value $1.22B as of Q4 2024. Top holdings included NVDA, SPY, AGG, AAPL, and IVV.
Holdings Value