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Home > Institutional Investor > Cornerstone Wealth Group, Llc > Profile

Instuitional Investor - Cornerstone Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: Cornerstone Wealth Group, Llc
Portfolio Value $1,225,142,632
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 919,572 $123,489,318 10.07%
2.
Spdr S & P 500 Etf Trust
 SPY 134,236 $78,672,974 6.42%
3.
Ishares Trust
 IEF 688,175 $66,684,112 5.44%
4.
Apple Inc.
 AAPL 240,458 $60,215,397 4.91%
5.
Ishares Trust
 IEF 79,915 $47,044,203 3.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)