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Gregory Shoemaker

@Cornerstone Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.481BTotal holdings580
Assets growth rate4.29%Assets growth rate (2-Q avg)6.79%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 580 positions.

Assets under management

The assets under management (AUM) of Cornerstone Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.481B in assets, with a quarterly growth rate of 4.29% and a 2-quarter average growth rate of 6.79%. The portfolio is managed by Gregory Shoemaker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.03%
5.91%
$87.394M
348,988 shares@ $250.43 avg price
BBUS
J P Morgan Exchange Traded F
Recent Activity
Increased 4.16%
5.05%
$74.734M
705,569 shares@ $105.92 avg price
SPMD
Spdr Ser Tr
Recent Activity
Increased 4.91%
3.68%
$54.408M
994,851 shares@ $54.69 avg price
IVV
Ishares Tr
Recent Activity
Decreased -1.31%
3.16%
$46.689M
79,311 shares@ $588.68 avg price
SPLG
Spdr Ser Tr
Recent Activity
Increased 0.62%
2.51%
$37.171M
539,175 shares@ $68.95 avg price
NVDA
Nvidia Corporation
Recent Activity
Decreased -0.33%
2.18%
$32.181M
239,635 shares@ $134.3 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.16%
1.86%
$27.55M
65,362 shares@ $421.51 avg price
USMV
Ishares Tr
Recent Activity
Decreased -0.08%
1.55%
$22.943M
258,396 shares@ $88.79 avg price
AMZN
Amazon Com Inc
Recent Activity
Increased 4.17%
1.27%
$18.738M
85,408 shares@ $219.4 avg price
VIG
Vanguard Specialized Funds
Recent Activity
Decreased -1.22%
1.25%
$18.48M
94,368 shares@ $195.84 avg price

1-10 of 580