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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 $1,208,423,292
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 134,751 $75,378,428 6.24%
2.
Nvidia Corp
 NVDA 678,085 $73,490,826 6.08%
3.
Apple Inc.
 AAPL 219,596 $48,778,958 4.04%
4.
Ishares Trust
 IEF 488,530 $48,325,408 4%
5.
Ishares Trust
 IEF 78,445 $44,078,060 3.65%
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)