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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cornerstone Wealth Group, LLC

Quarter ended Q1 2024 · Filed April 17, 2024 · Accession 0001214659-24-007028

Total Value
$1.09B
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA103,752$93.7M8.62%
2ISHARES TR464287226792,962$77.7M7.14%
3SPDR S&P 500 ETF TRSPY139,011$72.7M6.69%
4ISHARES TR46428720075,765$39.8M3.66%
5APPLE INCAAPL224,376$38.5M3.54%
6SCHWAB STRATEGIC TR808524201458,939$28.5M2.62%
7MICROSOFT CORPMSFT62,041$26.1M2.40%
8ISHARES TR464288240395,995$21.1M1.94%
9JANUS DETROIT STR TR47103U845344,119$17.5M1.61%
10VANGUARD INDEX FDS92290836334,560$16.6M1.53%
11VANGUARD INDEX FDS92290876960,678$15.8M1.45%
12ISHARES TR46435G326219,643$14.7M1.36%
13HOME DEPOT INCHD35,640$13.7M1.26%
14SELECT SECTOR SPDR TR81369Y80365,615$13.7M1.26%
15SELECT SECTOR SPDR TR81369Y704106,583$13.4M1.23%
16AMAZON COM INCAMZN73,443$13.2M1.22%
17BANK AMERICA CORP060505104339,198$12.9M1.18%
18PRINCIPAL EXCHANGE TRADED FD74255Y888694,902$12.6M1.16%
19BROADCOM INCAVGO9,324$12.4M1.14%
20SOUTHERN COSOMN168,993$12.1M1.11%
21ABBVIE INCABBV66,073$12.0M1.11%
22LINCOLN ELEC HLDGS INC53390010646,538$11.9M1.09%
23JPMORGAN CHASE & COVYLD59,270$11.9M1.09%
24VISA INCV36,321$10.1M0.93%
25CUMMINS INCCMI34,140$10.1M0.93%
26SELECT SECTOR SPDR TR81369Y308128,817$9.8M0.90%
27ALPHABET INCGOOG62,799$9.5M0.87%
28EXXON MOBIL CORPXOM80,878$9.4M0.86%
29ELI LILLY & COLLY11,982$9.3M0.86%
30MCDONALDS CORPMCD31,153$8.8M0.81%
31META PLATFORMS INCMETA18,006$8.7M0.80%
32BERKSHIRE HATHAWAY INC DELBRK-A20,739$8.7M0.80%
33SELECT SECTOR SPDR TR81369Y40747,280$8.7M0.80%
34ISHARES TR46428762229,911$8.6M0.79%
35SELECT SECTOR SPDR TR81369Y20958,268$8.6M0.79%
36JOHNSON & JOHNSONJNJ52,737$8.3M0.77%
37PROCTER AND GAMBLE CO74271810950,652$8.2M0.76%
38CONOCOPHILLIPSCOP64,162$8.2M0.75%
39MERCK & CO INCMRK60,152$7.9M0.73%
40WISDOMTREE TRWT185,398$7.8M0.71%
41KENVUE INCKVUE350,371$7.5M0.69%
42CHEVRON CORP NEWCVX46,236$7.3M0.67%
43PEPSICO INCPEP40,435$7.1M0.65%
44ABBOTT LABSABLZF61,457$7.0M0.64%
45ISHARES TR46428780459,501$6.6M0.60%
46PRUDENTIAL FINL INCPUKPF55,169$6.5M0.60%
47ISHARES TR46428749975,702$6.4M0.59%
48LOWES COS INC54866110724,105$6.1M0.56%
49WALMART INCWMT100,328$6.0M0.56%
50ISHARES INC46434G103112,334$5.8M0.53%
51UNITEDHEALTH GROUP INCUNH10,964$5.4M0.50%
52QUALCOMM INCQCOM31,160$5.3M0.49%
53SEMPRASREA73,252$5.3M0.48%
54ISHARES TR46428756491,104$5.3M0.48%
55AT&T INCT-PC281,841$5.0M0.46%
56VANECK ETF TRUST92189F64354,993$4.9M0.45%
57FIDELITY NATL INFORMATION SV31620M10666,573$4.9M0.45%
58DISNEY WALT CO25468710640,023$4.9M0.45%
59SCHWAB STRATEGIC TR80852460796,566$4.8M0.44%
60EATON CORP PLCETN14,993$4.7M0.43%
61SSGA ACTIVE ETF TR78467V103167,083$4.7M0.43%
62HONEYWELL INTL INC43851610622,436$4.6M0.42%
63TRUIST FINL CORP89832Q109117,402$4.6M0.42%
64ADVANCED MICRO DEVICES INCAMD24,635$4.4M0.41%
65J P MORGAN EXCHANGE TRADED F46641Q33272,243$4.2M0.38%
66SALESFORCE INCCRM13,553$4.1M0.38%
67LEGG MASON ETF INVT52468L505133,734$4.0M0.37%
68UBER TECHNOLOGIES INCUBER51,599$4.0M0.37%
69COSTCO WHSL CORP NEW22160K1055,408$4.0M0.36%
70ISHARES TR46428761411,436$3.9M0.35%
71NVIDIA CORPORATIONNVDA63,000$3.8M0.35%
72M & T BK CORP55261F10426,208$3.8M0.35%
73BLACKSTONE INCBX28,593$3.8M0.35%
74GOLDMAN SACHS GROUP INCGSCE8,968$3.7M0.34%
75ALTRIA GROUP INCMO84,040$3.7M0.34%
76COLGATE PALMOLIVE COCL40,635$3.7M0.34%
77AMGEN INCAMGN12,493$3.6M0.33%
78REPUBLIC SVCS INC76075910018,431$3.5M0.32%
79SERVICENOW INCNOW4,625$3.5M0.32%
80CITIGROUP INCC-PR55,264$3.5M0.32%
81REGENERON PHARMACEUTICALSREGN3,614$3.5M0.32%
82STEEL DYNAMICS INCSTLD23,119$3.4M0.32%
83PALO ALTO NETWORKS INCPANW11,784$3.3M0.31%
84T-MOBILE US INCTMUSZ20,330$3.3M0.31%
85MONSTER BEVERAGE CORP NEWMNST54,938$3.3M0.30%
86FIRSTENERGY CORPFE83,822$3.2M0.30%
87SIMON PPTY GROUP INC NEW82880610920,538$3.2M0.30%
88PPG INDS INC69350610720,421$3.0M0.27%
89AUTOMATIC DATA PROCESSING INADP11,709$2.9M0.27%
90SPDR SER TR78464A664101,864$2.8M0.26%
91DARDEN RESTAURANTS INCDRI16,550$2.8M0.25%
92ISHARES TR46428765512,797$2.7M0.25%
93L3HARRIS TECHNOLOGIES INCLHX12,585$2.7M0.25%
94NOVARTIS AGNVSEF27,443$2.7M0.24%
95MASTERCARD INCORPORATEDMA5,018$2.4M0.22%
96VANECK ETF TRUST92189F43774,936$2.2M0.20%
97ALPHABET INCGOOG14,055$2.1M0.20%
98DUKE ENERGY CORP NEWDUKB20,421$2.0M0.18%
99DIMENSIONAL ETF TRUST25434V70860,946$1.9M0.18%
100SCHWAB STRATEGIC TR80852450823,801$1.9M0.18%
101ORACLE CORPORCL-PD14,993$1.9M0.17%
102DOUBLELINE ETF TRUST25861R10540,159$1.8M0.17%
103FIDELITY MERRIMACK STR TR31618830940,389$1.8M0.17%
104ISHARES TR46428841416,925$1.8M0.17%
105SPDR SER TR78468R72135,428$1.6M0.15%
106CATERPILLAR INCCAT4,484$1.6M0.15%
107VANGUARD SCOTTSDALE FDS92206C87019,229$1.5M0.14%
108AB ACTIVE ETFS INC00039J20261,515$1.5M0.14%
109INVESCO QQQ TRIVZ3,463$1.5M0.14%
110INNOVATOR ETFS TRUSTINHD39,125$1.4M0.13%
111INTEL CORPINTC31,853$1.4M0.13%
112COCA COLA COKO22,542$1.4M0.13%
113INVESCO EXCHANGE TRADED FD TIVZ7,709$1.3M0.12%
114ISHARES TR46428828114,344$1.3M0.12%
115TESLA INCTSLA7,238$1.3M0.12%
116VANGUARD INDEX FDS9229087515,522$1.3M0.12%
117NVIDIA CORPORATIONNVDA20,000$1.3M0.12%
118INNOVATOR ETFS TRUSTINHD34,766$1.2M0.11%
119INNOVATOR ETFS TRUSTINHD33,308$1.1M0.10%
120THE CIGNA GROUP1255231003,014$1.1M0.10%
121ISHARES TR4642871688,783$1.1M0.10%
122ISHARES TR46428730912,276$1.0M0.10%
123ISHARES TR46428750717,025$1.0M0.10%
124VANGUARD INDEX FDS9229086294,012$1.0M0.09%
125INNOVATOR ETFS TRUSTINHD24,847$1.0M0.09%
126SCHWAB STRATEGIC TR80852430010,633$985,9280.09%
127INNOVATOR ETFS TRUSTINHD28,708$964,3020.09%
128DEERE & CODE2,273$933,6280.09%
129ISHARES TR4642872428,555$931,8090.09%
130INNOVATOR ETFS TRUSTINHD24,574$921,2790.08%
131NEXTERA ENERGY INCNEE-PW14,271$912,0490.08%
132STRYKER CORPORATIONSYK2,287$818,3090.08%
133DOMINION ENERGY INCD16,439$808,6380.07%
134GENERAL ELECTRIC CO3696043014,574$802,8760.07%
135PHILLIPS 66PSX4,724$771,6180.07%
136AMERICAN EXPRESS COAXP3,347$762,1540.07%
137NETFLIX INCNFLX1,223$742,7620.07%
138LOCKHEED MARTIN CORPLMT1,555$707,3880.07%
139BRISTOL-MYERS SQUIBB COCELG-RI12,915$700,4040.06%
140VANGUARD WHITEHALL FDS9219464065,787$700,1660.06%
141ISHARES TR4642886616,029$698,2180.06%
142INNOVATOR ETFS TRUSTINHD19,952$688,7430.06%
143TRUMP MEDIA & TECHNOLOGY GRODJTWW10,689$662,2900.06%
144ACCENTURE PLC IRELANDACN1,891$655,5920.06%
145INTERNATIONAL BUSINESS MACHSINTR3,431$655,1540.06%
146PACER FDS TR69374H51925,367$646,4780.06%
147PHILIP MORRIS INTL INC7181721097,014$642,5970.06%
148UNION PAC CORPUNP2,488$611,8970.06%
149ISHARES TR4642877214,517$610,0070.06%
150INNOVATOR ETFS TRUSTINHD15,985$585,0160.05%
151ENBRIDGE INCENNPF15,899$575,2260.05%
152ADOBE INCADBE1,106$558,0880.05%
153MONDELEZ INTL INC6092071057,929$555,0410.05%
154STARBUCKS CORPSBUX6,049$552,7860.05%
155ELEVANCE HEALTH INCELV1,052$545,5600.05%
156THERMO FISHER SCIENTIFIC INCTMO932$541,7240.05%
157LENNAR CORPLEN-B3,092$531,8460.05%
158VERIZON COMMUNICATIONS INCVZ12,030$504,7690.05%
159VALLEY NATL BANCORP91979410763,307$503,9240.05%
160DOW INCDOW8,452$489,6040.05%
161BRP GROUP INC05589G10216,888$488,7390.04%
162SPDR GOLD TRGLD2,291$471,3050.04%
163COMCAST CORP NEWCCZ10,849$470,2890.04%
164UNITED PARCEL SERVICE INCUPS3,122$464,0150.04%
165ISHARES TR4642886468,941$458,4940.04%
166SCHWAB STRATEGIC TR80852480511,598$452,5400.04%
167NU HLDGS LTDNU37,683$449,5580.04%
168ISHARES TR46428723410,932$449,0870.04%
169INNOVATOR ETFS TRUSTINHD11,926$435,2990.04%
170KIMBERLY-CLARK CORPKMB3,337$431,6980.04%
171PFIZER INCPFE15,412$427,6740.04%
172ZIMMER BIOMET HOLDINGS INCZBH3,218$424,7120.04%
173INNOVATOR ETFS TRUSTINHD12,202$396,2030.04%
174CISCO SYS INCCSCO7,579$378,2820.03%
175SCHWAB STRATEGIC TR80852470614,716$371,5880.03%
176TJX COS INC NEW8725401093,657$370,8560.03%
177ISHARES TR4642871194,860$366,8500.03%
178SCHWAB STRATEGIC TR8085247974,543$366,2770.03%
179FISERV INCFISV2,182$348,7270.03%
180MCKESSON CORPMCK648$348,1330.03%
181ISHARES TR4642875981,936$346,6710.03%
182MORGAN STANLEYMS-PQ3,647$343,4170.03%
183INVESCO EXCHANGE TRADED FD TIVZ8,130$342,5170.03%
184UNILEVER PLCUNLYF6,722$337,3770.03%
185BLACKROCK INCBLK404$336,8360.03%
186ISHARES TR4642874574,019$328,6740.03%
187APPLIED MATLS INC0382221051,554$320,4810.03%
188INNOVATOR ETFS TRUSTINHD8,319$315,9560.03%
189INNOVATOR ETFS TRUSTINHD9,416$310,2110.03%
190IRON MTN INC DEL46284V1013,811$305,6800.03%
191AFLAC INCAFL3,526$302,7050.03%
192YUM BRANDS INCYUM2,169$300,7910.03%
193SEAGATE TECHNOLOGY HLDNGS PLSE3,211$298,7840.03%
194RAYMOND JAMES FINL INC7547301092,304$295,8800.03%
195SHOPIFY INCSHOP3,812$294,1720.03%
196WELLS FARGO CO NEW9497461015,039$292,0890.03%
197WP CAREY INC92936U1095,174$292,0210.03%
198INTUITINTU433$281,4500.03%
199AON PLCAON826$275,6930.03%
200GRAYSCALE BITCOIN TR BTCGBTC4,364$275,6740.03%
201HORACE MANN EDUCATORS CORP N4403271047,200$266,3280.02%
202DANAHER CORPORATION2358511021,046$261,1560.02%
203GENERAL MLS INC3703341043,682$257,6360.02%
204HUNTINGTON BANCSHARES INCHBANP18,291$255,1590.02%
205CSX CORPCSX6,870$254,6710.02%
206PRICE T ROWE GROUP INCTROW2,086$254,3250.02%
207TEXAS INSTRS INC8825081041,459$254,0940.02%
208TARGET CORPTGT1,424$252,4230.02%
209INNOVATOR ETFS TRUSTINHD6,413$250,8120.02%
210SPDR S&P MIDCAP 400 ETF TRMDY448$249,2670.02%
211RTX CORPORATIONRTX2,526$246,3140.02%
212VANGUARD WORLD FD92204A702467$244,7130.02%
213LAM RESEARCH CORPLRCX250$242,8930.02%
214OREILLY AUTOMOTIVE INC67103H107215$242,7090.02%
215NIKE INCNKE2,562$240,7390.02%
216ISHARES TR46429B6632,143$236,1400.02%
217ISHARES TR464287689782$234,7820.02%
218MARSH & MCLENNAN COS INC5717481021,123$231,3510.02%
219OMEGA HEALTHCARE INVS INC6819361007,283$230,6530.02%
220PAYPAL HLDGS INCPYPL3,357$224,8850.02%
221AMERIPRISE FINL INC03076C106510$223,6410.02%
222CONSTELLATION ENERGY CORPCEG1,197$221,2650.02%
223UNITED CMNTY BKS BLAIRSVLE GUNTCW8,405$221,2200.02%
224DUPONT DE NEMOURS INCDD2,871$220,1340.02%
225BP PLCBPPFF5,802$218,6050.02%
226MICRON TECHNOLOGY INCMU1,852$218,3320.02%
227NORTHROP GRUMMAN CORPNOC455$217,8670.02%
228ROCKWELL AUTOMATION INCROK735$214,1280.02%
229CARLISLE COS INC142339100538$210,8150.02%
230SYSCO CORPSYY2,594$210,5810.02%
231LINDE PLCLIN452$210,0040.02%
232PACER FDS TR69374H5507,724$209,1910.02%
233GRAINGER W W INC384802104204$207,5290.02%
234CVS HEALTH CORPCVS2,598$207,2340.02%
235PROLOGIS INC.PLDGP1,588$206,7710.02%
236STARWOOD PPTY TR INCSTHO10,160$206,5530.02%
237SPDR SER TR78464A8543,335$205,2090.02%
238NUVEEN NASDAQ 100 DYNAMIC OV6706991078,453$204,0550.02%
239J P MORGAN EXCHANGE TRADED F46641Q8374,000$201,8000.02%
240FORD MTR CO DEL34537086011,291$149,9460.01%
241BLACKROCK FLOATING RATE INCOBLK10,984$141,9130.01%
242BLACKROCK CORPOR HI YLD FD IBLK13,504$132,2040.01%
243PIMCO HIGH INCOME FD72201410724,810$122,5610.01%
244EATON VANCE LTD DURATION INCETN12,460$121,4850.01%
245BARCLAYS PLCBCLYF10,561$99,8010.01%
246KNIGHTSCOPE INCKSCP91,470$45,7350.00%