Titelia

Holdings of Cornerstone Wealth Group, LLC

388 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 32.6 % of the equity sleeve

Sector breakdown

  • Technology 19.0 %
  • Funds 9.9 %
  • Financials 8.3 %
  • Consumer discretionary 5.5 %
  • Health care 5.2 %
  • Industrials 4.7 %
  • Communication 4.5 %
  • Consumer staples 3.6 %
  • Energy 2.4 %
  • Utilities 1.8 %
  • Materials 0.5 %
  • Real estate 0.5 %
  • Unattributed 34.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.1 %
  • GB 0.1 %
  • NL 0.0 %
  • ES 0.0 %
  • JP 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3811.5B $99.83 %
2TW1845K $0.06 %
3GB3814.8K $0.06 %
4NL1595.5K $0.04 %
5ES1177.9K $0.01 %
6JP1100.2K $0.01 %

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P 500 ETF Trust 123,52787M $
2Apple Inc 277,26173.8M $
3iShares Core S&P 500 ETF 72,46051.2M $
4NVIDIA Corp 253,51150.7M $
5Microsoft Corp 117,69749.9M $
6iShares Core MSCI International Developed Markets ETF 523,25345.9M $
7Broadcom Inc 89,00635.8M $
8Schwab U.S. Large-Cap ETF 1,222,96134M $
9Alphabet Inc 87,32229M $
10Vanguard Core Bond ETF 332,72325.8M $
11Amazon.com Inc 101,26625.3M $
12Vanguard S&P 500 ETF 38,28324.8M $
13iShares Trust 58,95522.7M $
14Vanguard Total Stock Market ETF 63,92622.2M $
15iShares Trust 302,24022M $
16SPDR Series Trust 247,20020.5M $
17JPMorgan Chase & Co 59,21318.5M $
18iShares Core U.S. Aggregate Bond ETF 183,94518.3M $
19Fidelity Total Bond ETF 369,50917M $
20Cummins Inc 24,74115.8M $
21Bank of America Corp 279,17814.9M $
22AbbVie Inc 70,33714.4M $
23Exxon Mobil Corp 96,57214.3M $
24Home Depot Inc/The 39,57013.6M $
25Meta Platforms Inc 20,05213.4M $
26Williams Cos Inc/The 181,12512.8M $
27McDonald's Corp. 40,69312.3M $
28Berkshire Hathaway Inc 26,15712.3M $
29Amgen Inc 35,44812.2M $
30Johnson & Johnson 52,58111.9M $
31Applied Materials Inc 29,61011.7M $
32Lincoln Electric Holdings Inc 44,55811.6M $
33Honeywell International Inc 48,34210.7M $
34Altria Group, Inc. 162,19510.5M $
35SELECT SECTOR SPDR TRUST (THE) 67,65810.5M $
36Chevron Corp 53,1489.9M $
37Visa Inc 31,4219.7M $
38Southern Co/The 104,4439.6M $
39Avantis Emerging Markets Equity ETF 106,0669.3M $
40Vanguard Growth ETF 112,5119.2M $
41Eli Lilly & Co 10,0349.1M $
42PepsiCo Inc 58,3389M $
43BlackRock ETF Trust II 165,9078.7M $
44Walmart Inc 66,6758.6M $
45BlackRock ETF Trust 134,4838.5M $
46Uber Technologies Inc 108,9618.4M $
47Prudential Financial, Inc. 86,4768.3M $
48Vanguard Value ETF 40,4698.2M $
49Citigroup Inc 61,8318.1M $
50SPDR Series Trust 138,1418.1M $
51Procter & Gamble Co/The 56,9598.1M $
52Lam Research Corp 30,2827.8M $
53Dollar General Corp 63,0177.8M $
54iShares Core MSCI Emerging Markets ETF 101,9137.8M $
55Alphabet Inc 23,5437.8M $
56Lowe's Cos Inc 30,4077.6M $
57VictoryShares Free Cash Flow ETF 173,0147.2M $
58Janus Henderson Mortgage-Backed Securities ETF 158,3837.2M $
59Janus Henderson Securitized In 138,6967.2M $
60AT&T Inc 273,6507.1M $
61Select Sector Spdr Trust 40,1766.9M $
62Caterpillar Inc 8,5656.9M $
63Blackrock Inc 6,4506.7M $
64Truist Financial Corp 131,6126.7M $
65Costco Wholesale Corp 6,6216.7M $
66NextEra Energy Inc 71,6876.5M $
67Goldman Sachs Group Inc/The 6,9336.4M $
68Automatic Data Processing Inc 31,6046.4M $
69WisdomTree Trust 122,2526.4M $
70iShares Core S&P Small-Cap ETF 45,9576.2M $
71Philip Morris International Inc. 38,0815.8M $
72iShares U.S. Large Cap Premium 178,2085.8M $
73iShares Trust 55,4035.8M $
74QUALCOMM Inc 42,0995.7M $
75Texas Instruments Inc 24,3835.7M $
76Simon Property Group Inc 27,7305.7M $
77ConocoPhillips 46,9515.6M $
78Palo Alto Networks Inc 31,0835.4M $
79S&P Global Inc 12,1345.4M $
80RXO Inc 275,3945.4M $
81FirstEnergy Corp 106,1025.1M $
82Steel Dynamics Inc 23,2545.1M $
83Norwood Financial Corp 166,5855M $
84T-Mobile US Inc 25,4505M $
85International Business Machines Corp. 19,1434.9M $
86State Street Health Care Select Sector SPDR ETF 33,5294.9M $
87ServiceNow Inc 48,2224.8M $
88Tesla Inc 12,0194.6M $
89Danaher Corp 23,7294.6M $
90Novartis AG 31,1864.6M $
91CME Group Inc 15,7804.5M $
92Invesco Exchange-Traded Fund T 75,0884.5M $
93Republic Services Inc 20,6174.2M $
94Blackstone Inc 32,3904.2M $
95Invesco QQQ Trust Series 1 6,4144.1M $
96Select Sector Spdr Trust 68,8873.8M $
97Boston Scientific Corp 64,2333.8M $
98Oracle Corp 20,5373.7M $
99Intuit Inc 8,9543.6M $
100Genuine Parts Co 31,5033.6M $