Cornerstone Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$360M
Signature - Title
Jonathan Guyton - Chief Compliance Officer
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Wealth Advisors, Inc. reported 49 stock holdings with total value $360M as of Q3 2024. Top holdings included SCHR, VGSH, SCHG, VUG, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 49 $360M +$37.7M -$28.2M +$9.49M SCHR, VGSH, SCHG, VUG, VTV 13F-HR 10/24/2024, 06:11 PM
Q2 2024 49 $334M +$7.34M -$2.8M +$4.54M VGSH, SCHR, SCHG, VUG, VTV 13F-HR 7/12/2024, 02:54 PM
Q1 2024 45 $325M +$6.19M -$5.52M +$665K VGSH, SCHR, SCHG, VUG, VTV 13F-HR 4/11/2024, 09:59 AM
Q4 2023 45 $309M +$14.4M -$10.1M +$4.29M VGSH, SCHR, SCHG, VUG, VTV 13F-HR 1/19/2024, 04:52 PM
Q3 2023 44 $284M +$5.79M -$4.18M +$1.61M VGSH, SCHR, SCHG, VUG, VTV 13F-HR 10/23/2023, 08:34 PM
Q2 2023 45 $290M +$7.1M -$2.4M +$4.71M VGSH, SCHG, SCHR, VUG, VTV 13F-HR 7/20/2023, 10:33 AM
Q1 2023 43 $275M +$7.74M -$3.66M +$4.07M VGSH, SCHR, SCHG, VUG, VTV 13F-HR 5/11/2023, 09:05 PM
Q4 2022 43 $258M +$5.6M -$10.8M -$5.21M VGSH, SCHR, VTV, SCHG, VUG 13F-HR 1/23/2023, 09:40 PM
Q3 2022 44 $253M +$10.2M -$6.25M +$3.96M VGSH, SCHR, SCHG, VTV, VUG 13F-HR 10/18/2022, 06:51 PM
Q2 2022 43 $262M +$49.6M -$45.9M +$3.65M VGSH, SCHR, SCHG, VUG, VTV 13F-HR 7/15/2022, 05:52 PM
Q1 2022 43 $289M +$33M -$12.1M +$20.9M VGSH, VCSH, SCHG, VUG, VTV 13F-HR 4/18/2022, 08:08 PM
Q4 2021 40 $301M +$7.97M -$2.21M +$5.75M VGSH, VCSH, SCHG, VUG, VTV 13F-HR 2/8/2022, 05:42 PM
Q3 2021 40 $286M +$7.57M -$4.05M +$3.52M VGSH, VCSH, SCHG, VUG, VTV 13F-HR 11/15/2021, 02:47 PM
Q2 2021 39 $285M +$14.8M -$7M +$7.8M VGSH, VCSH, SCHG, VUG, VTV 13F-HR 7/16/2021, 05:03 PM
Q1 2021 37 $265M $0 $0 VGSH, VCSH, SCHG, VUG, VTV 13F-HR 5/17/2021, 03:38 PM