Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH GROUP LLC | 04-17-2024 | 03-31-2024 | 246 | 1,087,433,043 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $98,831,820 | 186,752 | 0.01 | 0.00 | 172,603 | 1219.90 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 2 | $77,662,734 | 792,962 | 0.01 | 0.01 | 18,350 | 2.37 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $72,712,469 | 139,011 | 0.01 | 0.01 | 140 | 0.10 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $39,831,699 | 75,765 | 0.00 | 0.01 | 528 | 0.70 | 03-31-2024 |
