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  Name: Cornerstone Wealth Advisors Inc.
  City: EDINA
  State: MN
  Zip: 55436
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $324,754,000
  Total Value Change : $15,778,000
  Securities Held Change : 0
   
All Securities Held : 44
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 11
  Decreased Positions : 20

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     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
   (AAPL)1 Year Chart         AAPL Apple Inc 23 - $189.84 $1,554,000 9,060 0.48% -190,000 0 0    Personal Computers
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 25 - $625,100.00 $1,269,000 2 0.39% 184,000 0 0    Property & Casualty I...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 26 - $521.27 $1,180,000 2,385 0.36% -76,000 0 0    Health Care Plans
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 29 - $177.81 $835,000 4,750 0.26% -345,000 0 0    Auto Manufacturers
   (SPGI)1 Year Chart         SPGI S&P Global Inc 33 - $438.02 $406,000 955 0.13% -15,000 0 0    Publishing
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 35 - $86.27 $325,000 3,850 0.1% 36,000 0 0.001    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 37 - $81.36 $310,000 3,882 0.1% 17,000 0 0.001    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 38 - $61.06 $287,000 4,949 0.09% 43,000 0 0.001    Domestic Money Center...
   (PEP)1 Year Chart         PEP Pepsico Inc 40 - $183.11 $275,000 1,572 0.08% 8,000 0 0    Beverage Soft Drinks...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 41 - $771.12 $274,000 352 0.08% 69,000 0 0    Drug Manufacturers - ...
   (MCD)1 Year Chart         MCD McDonalds Corp 43 - $273.51 $208,000 738 0.06% -11,000 0 0    Restaurants

      11 Records Found
  1    
Page 1 of 1
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