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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 $1,481,238,083
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 348,988 $87,393,684 5.9%
2.
J P Morgan Exchange Traded F
 705,569 $74,733,808 5.04%
3.
Spdr Series Trust
 994,851 $54,408,384 3.67%
4.
Ishares Trust
 IEF 79,311 $46,688,551 3.15%
5.
Spdr Series Trust
 539,175 $37,170,775 2.5%
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)