Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 535 | 1,235,197,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $59,681,730 | 348,039 | 0.00 | 0.01 | -7,319 | -2.06 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 2 | $57,282,671 | 606,616 | 0.00 | 0.00 | -19,269 | -3.08 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 3 | $46,216,842 | 866,457 | 0.00 | 0.00 | 7,094 | 0.83 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $42,149,465 | 80,173 | 0.00 | 0.00 | 289 | 0.36 | 03-31-2024 |
