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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 $1,647,131,260
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 687,686 $76,965,818 4.67%
2.
Apple Inc.
 AAPL 344,807 $70,744,029 4.29%
3.
Spdr Series Trust
 1,072,776 $58,337,646 3.54%
4.
Ishares Trust
 IEF 75,417 $46,826,240 2.84%
5.
Spdr Series Trust
 549,971 $39,977,353 2.43%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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