0001214659-23-001070.txt : 20230125
0001214659-23-001070.hdr.sgml : 20230125
20230125090548
ACCESSION NUMBER: 0001214659-23-001070
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230125
DATE AS OF CHANGE: 20230125
EFFECTIVENESS DATE: 20230125
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cornerstone Wealth Group, LLC
CENTRAL INDEX KEY: 0001774879
IRS NUMBER: 822502694
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19485
FILM NUMBER: 23549957
BUSINESS ADDRESS:
STREET 1: 16810 KENTON DRIVE, SUITE 200
CITY: HUNTERSVILLE
STATE: NC
ZIP: 28078
BUSINESS PHONE: 704-987-3410
MAIL ADDRESS:
STREET 1: 16810 KENTON DRIVE, SUITE 200
CITY: HUNTERSVILLE
STATE: NC
ZIP: 28078
13F-HR
1
primary_doc.xml
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0001774879
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12-31-2022
12-31-2022
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Cornerstone Wealth Group, LLC
16810 KENTON DRIVE, SUITE 200
HUNTERSVILLE
NC
28078
13F HOLDINGS REPORT
028-19485
N
Rachel L. Posner
Chief Compliance Officer
704-987-3410
/s/ Rachel L. Posner
Huntersville
NC
01-24-2023
0
135
528750464
INFORMATION TABLE
2
infotable.xml
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TAX AWARE SHRT
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0
51484
ABBVIE INC
COM
00287Y109
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35821
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
403794
1513
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0
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ACTIVISION BLIZZARD INC
COM
00507V109
3709605
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ADOBE SYSTEMS INCORPORATED
COM
00724F101
207639
617
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SOLE
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ALPHABET INC
CAP STK CL A
02079K305
3498086
39647
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39647
ALPHABET INC
CAP STK CL C
02079K107
455717
5136
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0
5136
ALTRIA GROUP INC
COM
02209S103
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72769
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AMAZON COM INC
COM
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48812
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AMERICAN EXPRESS CO
COM
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2139
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AON PLC
SHS CL A
G0403H108
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696
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APPLE INC
COM
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AT&T INC
COM
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BANK AMERICA CORP
COM
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BAXTER INTL INC
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BIOSIG TECHNOLOGIES INC
COM NEW
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BRISTOL-MYERS SQUIBB CO
COM
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BROADCOM INC
COM
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CATERPILLAR INC
COM
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CHEVRON CORP NEW
COM
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CISCO SYS INC
COM
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COCA COLA CO
COM
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COLGATE PALMOLIVE CO
COM
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COMCAST CORP NEW
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COM
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CVS HEALTH CORP
COM
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DEERE & CO
COM
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US CORE EQUITY 2
25434V708
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DISNEY WALT CO
COM
254687106
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DOMINION ENERGY INC
COM
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DUKE ENERGY CORP NEW
COM NEW
26441C204
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EATON CORP PLC
SHS
G29183103
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17218
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0
0
17218
ELEVANCE HEALTH INC
COM
036752103
3032399
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ENBRIDGE INC
COM
29250N105
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EXXON MOBIL CORP
COM
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FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
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FIRSTENERGY CORP
COM
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FOCUS FINL PARTNERS INC
COM CL A
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GENERAL ELECTRIC CO
COM NEW
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GENERAL MLS INC
COM
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GILEAD SCIENCES INC
COM
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GOLDMAN SACHS GROUP INC
COM
38141G104
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HESS CORP
COM
42809H107
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HOME DEPOT INC
COM
437076102
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12303
SH
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INNOVATOR ETFS TR
US EQTY BUFR JUL
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US EQTY PWR BF
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US EQTY PWR BUF
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US EQTY ULTRA B
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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INVESCO QQQ TR
UNIT SER 1
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CORE MSCI EMKT
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MSCI USA MMENTM
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IBOXX INV CP ETF
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ULTRA SHRT INC
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EQUITY PREMIUM
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JPMORGAN CHASE & CO
COM
46625H100
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SH
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KNIGHTSCOPE INC
CLASS A COM
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FRANKLIN INTL LW
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LILLY ELI & CO
COM
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LOCKHEED MARTIN CORP
COM
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LOWES COS INC
COM
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MASTERCARD INCORPORATED
CL A
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MCDONALDS CORP
COM
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MCKESSON CORP
COM
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
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MICROSOFT CORP
COM
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MONDELEZ INTL INC
CL A
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MONSTER BEVERAGE CORP NEW
COM
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COM NEW
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NASDAQ INC
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NETFLIX INC
COM
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NEXTERA ENERGY INC
COM
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SPONSORED ADR
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NU HLDGS LTD
ORD SHS CL A
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NVIDIA CORPORATION
COM
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ORACLE CORP
COM
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OREILLY AUTOMOTIVE INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILIP MORRIS INTL INC
COM
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SOLE
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PHILLIPS 66
COM
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PNC FINL SVCS GROUP INC
COM
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PROCTER AND GAMBLE CO
COM
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PROLOGIS INC.
COM
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SOLE
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PRUDENTIAL FINL INC
COM
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QUALCOMM INC
COM
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REALTY INCOME CORP
COM
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REGENERON PHARMACEUTICALS
COM
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ROCKWELL AUTOMATION INC
COM
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SHELL PLC
SPON ADS
780259305
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SOUTHERN CO
COM
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SPDR GOLD TR
GOLD SHS
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TR UNIT
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SSGA ACTIVE ETF TR
MULT ASS RLRTN
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COM
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STRYKER CORPORATION
COM
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TESLA INC
COM
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THERMO FISHER SCIENTIFIC INC
COM
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TRUIST FINL CORP
COM
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UNION PAC CORP
COM
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UNITED PARCEL SERVICE INC
CL B
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UNITEDHEALTH GROUP INC
COM
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VALERO ENERGY CORP
COM
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0
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VANECK ETF TRUST
MRNGSTR WDE MOAT
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TOTAL STK MKT
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
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VERISIGN INC
COM
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VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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WALMART INC
COM
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WEYERHAEUSER CO MTN BE
COM NEW
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SOLE
0
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WP CAREY INC
COM
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SH
SOLE
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YUM BRANDS INC
COM
988498101
257089
2007
SH
SOLE
0
0
2007