Cornerstone Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Apple Inc's 13F holdings experienced a slight decrease from Q3 2023 to Q4 2023, with a 1.2% decrease in shares. Despite the decrease in shares, the value of Apple Inc's holdings increased by 11.2%. This can be attributed to the increase in the value of each share during this period.

J P Morgan Exchange Traded Fund saw a significant increase in its holdings during Q3 2023 to Q4 2023. The number of shares held increased by 48,757 shares, representing a 20.8% increase. The value of J P Morgan Exchange Traded Fund's holdings also increased by 20.8%, reflecting positive growth during this period.

SPDR Ser Tr experienced a substantial increase in its holdings from Q3 2023 to Q4 2023. The number of shares held increased by 302,817 shares, representing a 71.8% increase. The value of SPDR Ser Tr's holdings also increased significantly by 71.8%, indicating strong performance during this period.

iShares Tr's 13F holdings remained relatively stable, with a slight decrease of 2.6% in the number of shares held from Q3 2023 to Q4 2023. However, the value of iShares Tr's holdings only decreased by 8.4%, indicating a minor decline in value during this period.

SPDR Ser Tr's holdings experienced a moderate increase from Q3 2023 to Q4 2023. The number of shares held increased by 19,117 shares, representing a 15.3% increase. The value of SPDR Ser Tr's holdings also increased by 15.3%, indicating growth during this period.

Microsoft Corp's 13F holdings saw a slight decrease from Q3 2023 to Q4 2023. The number of shares held decreased by 1,650 shares, representing a 2.7% decrease. However, the value of Microsoft Corp's holdings increased by 15.9%, suggesting a positive performance during this period.

iShares Tr's 13F holdings experienced a minor decrease of 13,163 shares, representing a 4.8% decrease. The value of iShares Tr's holdings also decreased by 4.8%, indicating a slight decline in value during this period.

WisdomTree Tr's 13F holdings saw a substantial increase from Q3 2023 to Q4 2023. The number of shares held increased by 49,450 shares, representing a significant 24.4% increase. The value of WisdomTree Tr's holdings also increased by 24.4%, indicating strong growth during this period.

Vanguard Star Fds' 13F holdings remained relatively stable, with a minor decrease of 6,337 shares, representing a 2% decrease. However, the value of Vanguard Star Fds' holdings only decreased by 6.1%, indicating a slight decline in value during this period.

Vanguard Specialized Funds' 13F holdings saw a slight increase of 3 shares, representing a negligible 0.003% increase. The value of Vanguard Specialized Funds' holdings increased by 9.7%, indicating positive growth during this period.

Vanguard Index Fds' 13F holdings experienced a slight decrease from Q3 2023 to Q4 2023. The number of shares held decreased by 1,039 shares, representing a 1.5% decrease. However, the value of Vanguard Index Fds' holdings increased by 10%, suggesting a positive performance during this period.

In conclusion, the Q3 2023 vs. Q4 2023 13F Holdings Comparison for Cornerstone Wealth Management, LLC showcases various changes in holdings for different companies and funds. While some experienced significant increases, others saw minor decreases or remained relatively stable. These changes indicate the dynamic nature of the investment landscape and the continuous evaluation and adjustments made by Cornerstone Wealth Management, LLC in managing their clients' portfolios.