Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Cornerstone Wealth Management LLC
  City: ST. PETERS
  State: MO
  Zip: 63376
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,235,154,000
  Total Value Change : $72,336,000
  Securities Held Change : 14
   
All Securities Held : 534
  New Positions : 21
  Closed Positions : 9
  Increased Positions : 264
  Unchanged Positions : 29
  Decreased Positions : 220

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GNRC)1 Year Chart         GNRC Generac Holdings Inc. 539 Closed $140.07 $0 0 0% -223,000 -1,728 0    Electronic Equipment
   (VONV)1 Year Chart         VONV Vanguard Russell 1000 Value... 538 Closed $77.59 $0 0 0% -326,000 -4,497 0    N/A
   (CHRW)1 Year Chart         CHRW CH Robinson Worldwide Inc 537 Closed $84.47 $0 0 0% -366,000 -4,242 0    AirDelivery & Freight...
   (VONE)1 Year Chart         VONE Vanguard Russell 1000 Etf 536 Closed $236.89 $0 0 0% -566,000 -2,608 0    N/A
   (IQDG)1 Year Chart         IQDG Wisdomtree International Qu... 542 Closed $0.00 $0 0 0% -20,004,000 -551,519 0    N/A
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... 535 Closed $0.00 $0 0 0% -213,000 -2,119 0    N/A
   (ROKU)1 Year Chart         ROKU Roku, Inc 541 Closed $60.16 $0 0 0% -257,000 -2,809 0    N/A
   (FXZ)1 Year Chart         FXZ First Trust Materials AlphaDEX 534 Closed $69.64 $0 0 0% -201,000 -2,909 0    N/A
   (SMLF)1 Year Chart         SMLF Ishares Edge Msci Multifact... 540 Closed $62.28 $0 0 0% -210,000 -3,565 0    N/A

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results