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Asset Manager ← All Institutions

Cornerstone Wealth Management, LLC

7417 MEXICO RD. #104, ST. PETERS, MO 63376 • 636-397-6200

Q4 2025 · Filed 2026-02-05
Market Value
$1.9B
+6.1%
Holdings
713
+19
New Purchases
41
Added To
364
Closed
33
Reduced
229
Top 10 Concentration
26.0%
Turnover
10.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCS 0.77% 0.02% +0.75% $15M
FENI 0.64% 0.02% +0.62% $12M
IWM 0.59% 0.12% +0.47% $11M
AAPL 4.86% 4.71% +0.14% $93M
IYW 0.24% 0.11% +0.13% $5M
GOOGL 0.70% 0.57% +0.13% $13M
LMT 0.22% 0.11% +0.11% $4M
SLV 0.33% 0.24% +0.09% $6M
CRM 0.15% 0.06% +0.09% $3M
GOOG 0.48% 0.40% +0.09% $9M
LLY 0.30% 0.23% +0.07% $6M
BIV 0.62% 0.55% +0.07% $12M
SMH 0.48% 0.41% +0.07% $9M
SPIB 0.69% 0.63% +0.06% $13M
VHT 0.19% 0.13% +0.06% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCP 0.00% 0.74% -0.74% $0
RODM 0.00% 0.61% -0.61% $0
CALF 0.53% 0.96% -0.43% $10M
BBUS 4.32% 4.55% -0.23% $83M
BIDD 0.03% 0.19% -0.15% $594K
MSFT 1.87% 2.01% -0.14% $36M
NVDA 2.48% 2.60% -0.12% $47M
SPMD 3.37% 3.48% -0.11% $65M
IVV 2.69% 2.79% -0.10% $52M
BX 0.47% 0.56% -0.09% $9M
PG 0.81% 0.90% -0.09% $15M
VTI 0.95% 1.03% -0.09% $18M
VIOO 0.01% 0.08% -0.07% $241K
USMV 1.25% 1.31% -0.06% $24M
BSMP 0.00% 0.06% -0.06% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 68.4%
Technology 11.3%
Industrials 4.7%
Consumer Defensive 3.8%
Consumer Cyclical 2.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $621M 32.4%
Large Cap 360 $772M 40.3%
Mid Cap 156 $418M 21.8%
Small Cap 100 $92M 4.8%
Micro Cap 25 $11M 0.6%

Portfolio Analytics

Avg Market Cap
$118.0B
Median Market Cap
$19.8B
Avg P/E
34.0
Median P/E
23.5
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
343
# ETFs / Funds
370

Top Holdings (713 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 4.86% 341,995 $93M $271.86 $8M +8,101 +2.4%
2 BBUS 4.32% 670,243 $83M $123.31 $553K -10,138 -1.5%
3 SPMD 3.37% 1,115,038 $65M $57.91 $2M +18,009 +1.6%
4 IVV 2.69% 75,285 $52M $684.94 $1M -36 -0.1%
5 SPLG 2.52% 602,166 $48M $80.22 $3M +22,740 +3.9%
6 NVDA 2.48% 254,056 $47M $186.50 $547K +3,041 +1.2%
7 MSFT 1.87% 74,163 $36M $483.62 -$382K +4,179 +6.0%
8 QQQ 1.32% 41,018 $25M $614.31 $502K -117 -0.3%
9 BOND 1.28% 262,663 $24M $93.08 $1M +16,603 +6.8%
10 USMV 1.25% 253,762 $24M $94.16 $229K +5,018 +2.0%
11 AMZN 1.14% 94,758 $22M $230.82 $1M +641 +0.7%
12 VIG 1.10% 96,027 $21M $219.78 $274K -506 -0.5%
13 WMT 1.07% 183,234 $20M $111.41 $2M +5,067 +2.8%
14 SPY 1.01% 28,487 $19M $681.91 $433K -23 -0.1%
15 MINT 0.98% 187,495 $19M $100.34 $1M +14,075 +8.1%
16 SPYG 0.95% 170,110 $18M $106.70 $2M +11,773 +7.4%
17 VTI 0.95% 54,065 $18M $335.27 -$534K -2,797 -4.9%
18 VXUS 0.90% 229,177 $17M $75.44 $31K -5,750 -2.5%
19 PG 0.81% 107,769 $15M $143.31 -$715K +2,601 +2.5%
20 BSCR 0.80% 777,869 $15M $19.74 $505K +24,419 +3.2%
21 BSCS 0.77% 717,133 $15M $20.60 $14M +696,467 +3370.1%
22 PRF 0.75% 304,493 $14M $46.92 $2M +28,563 +10.3%
23 BSCQ 0.72% 708,629 $14M $19.57 $335K +16,607 +2.4%
24 GOOGL 0.70% 42,520 $13M $313.00 $3M +596 +1.4%
25 DIA 0.69% 27,520 $13M $480.57 $1M +2,209 +8.7%
26 SPIB 0.69% 390,584 $13M $33.81 $2M +56,265 +16.8%
27 SPDW 0.67% 289,284 $13M $44.41 $1M +23,086 +8.7%
28 IBM 0.64% 41,583 $12M $296.21 $156K -1,519 -3.5%
29 FENI 0.64% 335,423 $12M $36.58 $12M +326,370 +3605.1%
30 JNJ 0.64% 58,953 $12M $206.95 $2M +2,849 +5.1%
31 BND 0.63% 161,689 $12M $74.07 $257K +4,106 +2.6%
32 BIV 0.62% 153,356 $12M $77.88 $2M +26,030 +20.4%
33 FBND 0.62% 256,940 $12M $46.04 $1M +31,193 +13.8%
34 RDVY 0.61% 168,524 $12M $69.47 $672K +4,446 +2.7%
35 ILCG 0.60% 110,325 $11M $104.04 -$125K -921 -0.8%
36 DGRO 0.60% 165,080 $11M $69.42 $248K +400 +0.2%
37 VTV 0.60% 59,870 $11M $190.99 $916K +3,465 +6.1%
38 PWB 0.60% 89,762 $11M $127.11 $1M +10,079 +12.7%
39 IWM 0.59% 45,978 $11M $246.16 $9M +36,806 +401.3%
40 XOM 0.58% 92,575 $11M $120.34 $2M +8,484 +10.1%
41 JQUA 0.57% 171,419 $11M $63.18 $1M +22,344 +15.0%
42 VUG 0.56% 21,815 $11M $487.86 -$327K -1,057 -4.6%
43 CALF 0.53% 229,298 $10M $44.37 -$7M -165,835 -42.0%
44 SPAB 0.52% 383,478 $10M $25.75 $1M +54,021 +16.4%
45 JMUB 0.51% 194,805 $10M $50.50 $356K +6,934 +3.7%
46 AVUS 0.50% 85,929 $10M $111.78 $1M +9,992 +13.2%
47 RTX 0.49% 51,500 $9M $183.40 $249K -3,459 -6.3%
48 KO 0.49% 134,469 $9M $69.91 $670K +2,818 +2.1%
49 GOOG 0.48% 29,500 $9M $313.80 $2M +76 +0.3%
50 SMH 0.48% 25,330 $9M $360.13 $2M +2,641 +11.6%
51 TOTL 0.47% 222,662 $9M $40.25 $1M +35,367 +18.9%
52 QQQM 0.47% 35,408 $9M $252.92 $353K +595 +1.7%
53 BX 0.47% 57,937 $9M $154.14 -$1M -829 -1.4%
54 JEPQ 0.46% 152,844 $9M $58.12 $629K +9,344 +6.5%
55 JIVE 0.46% 108,507 $9M $80.28 $1M +6,794 +6.7%
56 VCIT 0.45% 102,948 $9M $83.75 $266K +3,606 +3.6%
57 TSLA 0.44% 18,737 $8M $449.72 -$342K -980 -5.0%
58 XMHQ 0.44% 82,160 $8M $102.42 $810K +9,709 +13.4%
59 SPHQ 0.43% 109,367 $8M $75.05 $298K +1,445 +1.3%
60 COWG 0.42% 227,682 $8M $35.21 $224K +12,996 +6.0%
61 META 0.42% 12,049 $8M $660.11 -$462K +589 +5.1%
62 SDY 0.40% 54,959 $8M $139.16 -$569K -3,711 -6.3%
63 JPM 0.39% 23,456 $8M $322.22 $270K +352 +1.5%
64 VBR 0.39% 35,194 $7M $211.79 -$334K -2,120 -5.7%
65 EMR 0.39% 55,921 $7M $132.72 $35K -390 -0.7%
66 BRK-B 0.39% 14,732 $7M $502.65 $418K +835 +6.0%
67 DON 0.38% 141,506 $7M $51.60 -$179K -1,532 -1.1%
68 JIG 0.37% 96,046 $7M $73.34 $790K +13,036 +15.7%
69 PH 0.36% 7,916 $7M $878.94 $628K -433 -5.2%
70 AVDE 0.36% 83,396 $7M $82.32 $181K -1,319 -1.6%
71 GLD 0.35% 17,001 $7M $396.31 $899K +577 +3.5%
72 CGXU 0.34% 221,639 $7M $29.55 $523K +18,178 +8.9%
73 FLQL 0.34% 93,044 $6M $69.33 $177K +1,367 +1.5%
74 AVGO 0.34% 18,570 $6M $346.10 $818K +1,569 +9.2%
75 AFL 0.33% 57,997 $6M $110.27 -$55K +250 +0.4%
76 LOW 0.33% 26,422 $6M $241.16 -$148K +480 +1.9%
77 SLV 0.33% 98,620 $6M $64.42 $2M -3,065 -3.0%
78 VIGI 0.32% 65,960 $6M $91.45 $168K +488 +0.8%
79 DOV 0.31% 30,241 $6M $195.24 $918K +353 +1.2%
80 IJH 0.30% 87,519 $6M $66.00 $35K -462 -0.5%
81 LLY 0.30% 5,338 $6M $1,074.76 $2M -10 -0.2%
82 PRFZ 0.30% 123,804 $6M $45.89 -$245K -6,683 -5.1%
83 SPSM 0.29% 119,055 $6M $46.86 -$44K -2,333 -1.9%
84 XLK 0.29% 38,708 $6M $143.97 -$225K +18,139 +88.2%
85 ED 0.29% 55,347 $5M $99.32 $194K +2,589 +4.9%
86 IDHQ 0.29% 156,285 $5M $35.15 $341K +3,176 +2.1%
87 ONEQ 0.27% 57,042 $5M $91.40 $135K +68 +0.1%
88 NDSN 0.27% 21,309 $5M $240.43 $511K +987 +4.9%
89 VB 0.27% 19,688 $5M $257.95 $142K +275 +1.4%
90 COST 0.27% 5,888 $5M $862.37 $484K +925 +18.6%
91 GWW 0.26% 5,022 $5M $1,008.99 $397K +122 +2.5%
92 SPMO 0.26% 41,450 $5M $119.32 $138K +1,733 +4.4%
93 SPTI 0.25% 163,155 $5M $28.84 $654K +22,953 +16.4%
94 FIXD 0.25% 105,823 $5M $44.32 -$284K -6,150 -5.5%
95 LIN 0.24% 10,821 $5M $426.40 -$289K +499 +4.8%
96 IYW 0.24% 22,985 $5M $199.68 $3M +13,037 +131.1%
97 CVX 0.24% 30,012 $5M $152.41 $653K +4,762 +18.9%
98 V 0.23% 12,745 $4M $350.71 -$91 -349 -2.7%
99 QUAL 0.23% 22,370 $4M $198.62 $80K -61 -0.3%
100 AWR 0.23% 60,309 $4M $72.48 $186K +3,230 +5.7%

New Positions

SymbolValue% Port
VCR $948K 0.05%
CGGO $752K 0.04%
EXPE $725K 0.04%
JHMD $704K 0.04%
IYJ $656K 0.03%
DCI $596K 0.03%
PYLD $558K 0.03%
CGNG $456K 0.02%
EVIM $378K 0.02%
CGMM $333K 0.02%
IBDR $329K 0.02%
ANTM $328K 0.02%
IBDW $328K 0.02%
WCMI $300K 0.02%
BTI $300K 0.02%

Sold Out Positions

SymbolValue% Port
AN —%
FLR —%
ZTS —%
DLR —%
CARR —%
SPOT —%
AJG —%
CSL —%
VST —%
UL —%
SLB —%
OKLO —%
JOE —%
TS —%
KOF —%
View SEC EDGAR Filings for Cornerstone Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms