Cornerstone Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$364M
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 52 stock holdings with total value $364M as of Q4 2024. Top holdings included SCHR, VGSH, SCHG, VUG, and VTV.
Holdings Value