Long-term investor
Cornerstone Wealth Advisors, Inc. @cornerstonewealthadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001862176).
Record
- Tracked since 2025-06-30 (472 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days -1.9% · 6 months +3.9% · 1 year +29.6% · all +29.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524854 · 21.3% · long · since 2025-06-30
- 92206C102 · 13.3% · long · since 2025-06-30
- 808524300 · 11.3% · long · since 2025-06-30
- 922908736 · 11.0% · long · since 2025-06-30
- 922908744 · 7.9% · long · since 2025-06-30
- 921943858 · 6.2% · long · since 2025-06-30
- 808524805 · 5.4% · long · since 2025-06-30
- 808524409 · 4.8% · long · since 2025-06-30
- 922908595 · 2.4% · long · since 2025-06-30
- 922908611 · 1.9% · long · since 2025-06-30
- 808524706 · 1.7% · long · since 2025-06-30
- 922042858 · 1.5% · long · since 2025-06-30