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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 $698,121,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 774,612 $76,880,195 11.01%
2.
Spdr S & P 500 Etf Trust
 SPY 138,871 $66,006,975 9.45%
3.
Ishares Trust
 IEF 75,237 $35,935,427 5.14%
4.
Apple Inc.
 AAPL 150,389 $28,954,316 4.14%
5.
Ishares Tr
 394,970 $20,159,284 2.88%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)