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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 $1,333,386,258
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 631,626 $99,790,604 7.48%
2.
Spdr S & P 500 Etf Trust
 SPY 131,950 $81,525,589 6.11%
3.
Ishares Trust
 IEF 555,983 $55,153,472 4.14%
4.
Ishares Trust
 IEF 76,010 $47,194,615 3.54%
5.
Apple Inc.
 AAPL 223,612 $45,878,532 3.44%
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)