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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 $1,162,814,377
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 355,358 $68,417,180 5.88%
2.
J P Morgan Exchange Traded F
 625,885 $53,757,298 4.62%
3.
Spdr Series Trust
 859,363 $41,868,134 3.6%
4.
Ishares Trust
 IEF 79,884 $38,155,046 3.28%
5.
Spdr Series Trust
 540,089 $30,191,028 2.59%
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)