Long-term investor
Cornerstone Wealth Group, LLC @cornerstonewealthgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001774879).
Record
- Tracked since 2025-06-30 (454 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +17.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 5.4% · long · since 2025-06-30
- AAPL · 4.9% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- 464287200 · 3.1% · long · since 2025-06-30
- 46435G326 · 3.0% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- 808524201 · 2.1% · long · since 2025-06-30
- AVGO · 2.0% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- 78464A854 · 1.6% · long · since 2025-06-30
- 922020748 · 1.6% · long · since 2025-06-30
- 922908363 · 1.6% · long · since 2025-06-30