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  Name: Cornerstone Wealth Group LLC
  City: HUNTERSVILLE
  State: NC
  Zip: 28078
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,082,350,000
  Total Value Change : $384,235,000
  Securities Held Change : 99
   
All Securities Held : 244
  New Positions : 103
  Closed Positions : 7
  Increased Positions : 117
  Unchanged Positions : 3
  Decreased Positions : 21

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 98 - $32.10 $1,947,000 60,946 0.18% 166,000 0 0.007    N/A
   (USEP)1 Year Chart         USEP Innovator S&p 500 Ultra Buf... 187 - $0.00 $310,000 9,416 0.03% 15,000 0 0.032    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 237 - $0.00 $202,000 4,000 0.02% 1,000 0 0    N/A

      3 Records Found
  1    
Page 1 of 1
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