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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Cornerstone Wealth Management, LLC INSTITUTION : Cornerstone Wealth Management, LLC
Cornerstone Wealth Management, LLC Portfolio (reported on 2020-07-16)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 34,071,000 110,017 5.51%
APPLE INC    (COM) AAPL 33,161,000 90,902 5.36%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 25,875,000 165,302 4.18%
ISHARES TR    (MSCI MIN VOL ETF) USMV 25,534,000 421,152 4.12%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 20,606,000 419,070 3.33%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 18,038,000 161,642 2.91%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 15,839,000 179,291 2.56%
PROCTER AND GAMBLE CO    (COM) PG 13,284,000 111,098 2.14%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 11,103,000 116,697 1.79%
INVESCO QQQ TR    (UNIT SER 1) 10,612,000 42,861 1.71%
MICROSOFT CORP    (COM) MSFT 10,080,000 49,529 1.63%
FIRST TR NASDAQ-100 TECH IND    (CAP STRENGTH ETF) FDV 9,760,000 167,061 1.57%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 8,932,000 44,198 1.44%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 8,860,000 292,210 1.43%
PACER FDS TR    (TRENDP US LAR CP) 8,838,000 325,029 1.42%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 8,408,000 27,266 1.35%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 7,505,000 64,044 1.21%
VANGUARD INDEX FDS    (VALUE ETF) VTV 7,042,000 70,705 1.13%
AMAZON COM INC    (COM) AMZN 6,988,000 2,533 1.13%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 6,462,000 69,347 1.04%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 5,951,000 55,660 0.96%
AT&T INC    (COM) T 5,048,000 166,995 0.81%
ISHARES TR    (CORE DIV GRWTH) DGRO 4,559,000 121,257 0.73%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 4,490,000 22,493 0.72%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 4,255,000 51,190 0.68%
ISHARES TR    (MRNGSTR LG-CP GR) JKE 4,026,000 17,172 0.65%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 3,961,000 13,976 0.64%
VANGUARD WHITEHALL FDS    (INTL DVD ETF) 3,927,000 58,546 0.63%
ISHARES TR    (ESG MSCI USA ETF) 3,924,000 56,066 0.63%
ISHARES TR    (CORE S&P MCP ETF) IJH 3,596,000 20,222 0.58%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 3,464,000 162,117 0.56%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 3,267,000 118,269 0.52%
PIMCO ETF TR    (INTER MUN BD ACT) MUNI 3,206,000 57,627 0.51%
WALMART INC    (COM) WMT 3,206,000 26,763 0.51%
ISHARES TR    (NATIONAL MUN ETF) MUB 3,142,000 27,228 0.50%
BLACKSTONE GROUP INC    (COM CL A) 3,132,000 55,276 0.50%
JOHNSON & JOHNSON    (COM) JNJ 3,074,000 21,859 0.49%
FIRST TR NASDAQ-100 TECH IND    (DJ INTERNT IDX) FDN 3,023,000 17,729 0.48%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 3,002,000 54,784 0.48%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 2,992,000 11,601 0.48%
ARK ETF TR    (INNOVATION ETF) ARKK 2,894,000 40,580 0.46%
ISHARES TR    (CORE S&P SCP ETF) IJR 2,855,000 41,809 0.46%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 2,751,000 27,374 0.44%
FACEBOOK INC    (CL A) FB 2,744,000 12,085 0.44%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 2,686,000 34,206 0.43%
PRINCIPAL EXCHANGE-TRADED FD    (US MEGA CAP) 2,540,000 84,538 0.41%
FIRST TR EXCHANGE-TRADED FD    (RISNG DIVD ACHIV) RDVY 2,490,000 80,730 0.40%
FIDELITY COMWLTH TR    (NDQ CP IDX TRK) ONEQ 2,480,000 6,341 0.40%
SPDR SER TR    (S&P DIVID ETF) SDY 2,477,000 27,157 0.40%
ABBVIE INC    (COM) ABBV 2,425,000 24,696 0.39%
COCA COLA CO    (COM) KO 2,419,000 54,137 0.39%
LOWES COS INC    (COM) LOW 2,397,000 17,740 0.38%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 2,387,000 96,947 0.38%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 2,375,000 22,731 0.38%
SPDR SER TR    (SPDR BLOOMBERG) 2,312,000 25,264 0.37%
ISHARES TR    (IBOXX INV CP ETF) LQD 2,161,000 16,064 0.34%
ISHARES TR    (EAFE GRWTH ETF) EFG 2,140,000 25,747 0.34%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 2,119,000 59,828 0.34%
ALPHABET INC    (CAP STK CL A) GOOGL 2,041,000 1,439 0.33%
BOEING CO    (COM) BA 2,027,000 11,061 0.32%
MASTERCARD INCORPORATED    (CL A) MA 2,015,000 6,814 0.32%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 1,967,000 63,728 0.31%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,936,000 10,843 0.31%
SPDR SER TR    (MSCI USA STRTGIC) 1,931,000 21,865 0.31%
ISHARES TR    (U.S. MED DVC ETF) IHI 1,918,000 7,243 0.31%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 1,875,000 56,050 0.30%
ISHARES INC    (ESG MSCI EM ETF) 1,825,000 56,874 0.29%
DISNEY WALT CO    (COM DISNEY) DIS 1,810,000 16,235 0.29%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,773,000 8,218 0.28%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,754,000 12,037 0.28%
INVESCO EXCH TRADED FD TR II    (S&P MIDCP LOW) 1,750,000 42,285 0.28%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 1,647,000 77,396 0.26%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 1,588,000 20,162 0.25%
EQUIFAX INC    (COM) EFX 1,578,000 9,178 0.25%
SPDR INDEX SHS FDS    (MSCI EAFE STRTGC) QEFA 1,572,000 26,419 0.25%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 1,560,000 27,031 0.25%
ISHARES TR    (US AER DEF ETF) ITA 1,534,000 9,311 0.24%
CHEVRON CORP NEW    (COM) CVX 1,533,000 17,178 0.24%
JPMORGAN CHASE & CO    (COM) JPM 1,527,000 16,236 0.24%
EXXON MOBIL CORP    (COM) XOM 1,521,000 34,006 0.24%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,519,000 38,356 0.24%
FIRST TR NASDAQ-100 TECH IND    (NY ARCA BIOTECH) FBT 1,513,000 9,020 0.24%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 1,509,000 18,005 0.24%
WISDOMTREE TR    (US MIDCAP DIVID) DON 1,509,000 53,257 0.24%
LPL FINL HLDGS INC    (COM) LPLA 1,466,000 18,699 0.23%
PFIZER INC    (COM) PFE 1,441,000 44,073 0.23%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1500) 1,413,000 12,650 0.22%
FIRST TR EXCH TRADED FD III    (HORIZON MNGD ETF) 1,411,000 50,439 0.22%
ISHARES TR    (US TREAS BD ETF) GOVT 1,410,000 50,377 0.22%
EMERSON ELEC CO    (COM) EMR 1,394,000 22,478 0.22%
AMEREN CORP    (COM) AEE 1,371,000 19,483 0.22%
ISHARES TR    (EDGE MSCI MINM) 1,367,000 47,163 0.22%
PAYPAL HLDGS INC    (COM) PYPL 1,341,000 7,695 0.21%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 1,334,000 13,804 0.21%
ISHARES TR    (MSCI USA ESG SLC) KLD 1,333,000 9,967 0.21%
VISA INC    (COM CL A) V 1,322,000 6,843 0.21%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,320,000 11,869 0.21%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 1,301,000 59,626 0.21%
CVS HEALTH CORP    (COM) CVS 1,300,000 20,017 0.21%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 1,300,000 21,671 0.21%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 1,286,000 17,260 0.20%
INTEL CORP    (COM) INTC 1,277,000 21,338 0.20%
WORLD GOLD TR    (SPDR GLD MINIS) 1,250,000 70,402 0.20%
ALPS ETF TR    (RIVRFRNT STR INC) RIGS 1,220,000 49,644 0.19%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,219,000 52,676 0.19%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 1,200,000 17,474 0.19%
NORDSON CORP    (COM) NDSN 1,192,000 6,281 0.19%
ISHARES TR    (USA QUALITY FCTR) QUAL 1,187,000 12,372 0.19%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 1,171,000 9,042 0.18%
INVESCO EXCH TRADED FD TR II    (S&P INTL QULTY) 1,163,000 47,357 0.18%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,161,000 21,052 0.18%
PARKER HANNIFIN CORP    (COM) PH 1,141,000 6,228 0.18%
FIRST TR EXCHANGE-TRADED FD    (MULTI ASSET DI) MDIV 1,132,000 82,725 0.18%
VANGUARD MUN BD FDS    (TAX EXEMPT BD) 1,131,000 20,892 0.18%
ALTRIA GROUP INC    (COM) MO 1,129,000 28,764 0.18%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 1,116,000 10,991 0.18%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 1,088,000 24,216 0.17%
TRANSAMERICA ETF TR    (DELTASHS S&P 500) 1,065,000 18,537 0.17%
SPDR SER TR    (PORTFOLIO S&P500) ELR 1,053,000 29,059 0.17%
FIRST TR NASDAQ-100 TECH IND    (LUNT US FACTOR) 1,051,000 44,297 0.16%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 1,048,000 21,104 0.16%
GRAINGER W W INC    (COM) GWW 1,041,000 3,314 0.16%
ISHARES TR    (MBS ETF) MBB 1,032,000 9,322 0.16%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 1,032,000 9,533 0.16%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,031,000 3,698 0.16%
ISHARES TR    (MSCI KLD400 SOC) DSI 1,015,000 8,602 0.16%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 1,013,000 20,210 0.16%
FIRST TR EXCHANGE TRADED FD    (NASDAQ CYB ETF) 1,012,000 30,635 0.16%
CONOCOPHILLIPS    (COM) COP 1,012,000 24,088 0.16%
ABBOTT LABS    (COM) ABT 1,005,000 10,996 0.16%
GENUINE PARTS CO    (COM) GPC 992,000 11,403 0.16%
PIEDMONT OFFICE REALTY TR IN    (COM CL A) PDM 985,000 59,290 0.15%
ALPHABET INC    (CAP STK CL C) GOOG 974,000 689 0.15%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 972,000 17,226 0.15%
ISHARES TR    (GLOBAL TECH ETF) IXN 968,000 4,110 0.15%
ARCHER DANIELS MIDLAND CO    (COM) ADM 968,000 24,260 0.15%
US BANCORP DEL    (COM NEW) USB 966,000 26,224 0.15%
PEPSICO INC    (COM) PEP 961,000 7,266 0.15%
PHILIP MORRIS INTL INC    (COM) PM 958,000 13,669 0.15%
PIMCO CORPORATE & INCOME OPP    (COM) PTY 955,000 61,569 0.15%
AMER STATES WTR CO    (COM) AWR 945,000 12,017 0.15%
PIMCO DYNAMIC CR INCOME FD    (COM SHS) PCI 935,000 50,755 0.15%
UNION PAC CORP    (COM) UNP 934,000 5,527 0.15%
AGF INVTS TR    (AGFIQ US MK ANTI) 924,000 37,972 0.14%
DOVER CORP    (COM) DOV 918,000 9,504 0.14%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 897,000 8,965 0.14%
TARGET CORP    (COM) TGT 883,000 7,361 0.14%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 879,000 22,671 0.14%
GENERAL MLS INC    (COM) GIS 865,000 14,025 0.13%
INVESCO EXCHANGE TRADED FD T    (BUYBACK ACHIEV) 856,000 14,921 0.13%
BK OF AMERICA CORP    (COM) BAC 856,000 36,059 0.13%
SPROTT PHYSICAL GOLD & SILVE    (TR UNIT) 851,000 50,375 0.13%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 848,000 16,242 0.13%
ISHARES TR    (AGGRES ALLOC ETF) 840,000 15,308 0.13%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 838,000 14,259 0.13%
NETFLIX INC    (COM) NFLX 828,000 1,819 0.13%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 820,000 23,549 0.13%
HOME DEPOT INC    (COM) HD 815,000 3,254 0.13%
AFLAC INC    (COM) AFL 809,000 22,456 0.13%
VANGUARD INDEX FDS    (MID CAP ETF) VO 802,000 4,892 0.12%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 802,000 3 0.12%
ISHARES TR    (EDGE MSCI USA VL) VLUE 798,000 11,034 0.12%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 790,000 4,785 0.12%
ISHARES TR    (S&P 500 GRWT ETF) IVW 772,000 3,719 0.12%
NORTHWEST NAT HLDG CO    (COM) 772,000 13,840 0.12%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 762,000 7,485 0.12%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 746,000 25,986 0.12%
INVESCO EXCH TRADED FD TR II    (S&P500 HDL VOL) 745,000 22,638 0.12%
MERCK & CO. INC    (COM) MRK 745,000 9,636 0.12%
OGE ENERGY CORP    (COM) OGE 737,000 24,261 0.11%
VANECK VECTORS ETF TR    (AMT FREE INT ETF) 733,000 14,393 0.11%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 721,000 14,548 0.11%
SPDR GOLD TR    (GOLD SHS) GLD 712,000 4,253 0.11%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 687,000 7,179 0.11%
CISCO SYS INC    (COM) CSCO 673,000 14,431 0.10%
BP PLC    (SPONSORED ADR) BP 672,000 28,820 0.10%
ISHARES TR    (RUS 2000 VAL ETF) IWN 671,000 6,885 0.10%
PROSHARES TR    (SHORT S&P 500 NE) 664,000 29,674 0.10%
ISHARES TR    (RUS 1000 GRW ETF) IWF 662,000 3,451 0.10%
FIRST TR EXCHNG TRADED FD VI    (LOW DUR STRTGC) 653,000 32,210 0.10%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 651,000 2,008 0.10%
ISHARES TR    (CORE MSCI EAFE) IEFA 645,000 11,282 0.10%
SPDR SER TR    (PORTFOLI S&P1500) TMW 636,000 16,828 0.10%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 634,000 12,057 0.10%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 626,000 7,508 0.10%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 625,000 3,343 0.10%
SPDR SER TR    (PORTFLI MORTGAGE) MBG 613,000 22,900 0.09%
COMMERCE BANCSHARES INC    (COM) CBSH 610,000 10,253 0.09%
GENERAL ELECTRIC CO    (COM) GE 610,000 89,348 0.09%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 606,000 11,013 0.09%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 589,000 8,912 0.09%
ISHARES TR    (MSCI EAFE ETF) EFA 584,000 9,596 0.09%
GILEAD SCIENCES INC    (COM) GILD 580,000 7,535 0.09%
ISHARES TR    (CORE US AGGBD ET) AGG 575,000 4,862 0.09%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 566,000 8,405 0.09%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 565,000 4,677 0.09%
MONDELEZ INTL INC    (CL A) MDLZ 563,000 11,013 0.09%
ISHARES TR    (SH TR CRPORT ETF) CSJ 562,000 10,266 0.09%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 561,000 11,213 0.09%
COSTCO WHSL CORP NEW    (COM) COST 556,000 1,835 0.08%
1 2 Next >Full Portfolio View
Total Value As 2020-06-30: 618,273,000 SEC FILING
* Portfolios do not reflect changes after reporting
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