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

Instuitional Investor - Cornerstone Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Cornerstone Wealth Management, Llc
Portfolio Value $1,477,488,208
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 342,447 $76,067,702 5.15%
2.
J P Morgan Exchange Traded F
 723,582 $73,002,138 4.94%
3.
Spdr Series Trust
 1,038,432 $53,147,055 3.6%
4.
Ishares Trust
 IEF 78,046 $43,854,134 2.97%
5.
Spdr Series Trust
 548,371 $36,060,871 2.44%
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)