Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 556 | 1,299,609,635 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $73,274,805 | 347,901 | 0.01 | 0.00 | -138 | -0.04 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 2 | $63,603,576 | 648,223 | 0.00 | 0.00 | 41,607 | 6.86 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 3 | $46,377,184 | 904,034 | 0.00 | 0.00 | 37,577 | 4.34 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $43,260,467 | 79,054 | 0.00 | 0.00 | -1,119 | -1.40 | 06-30-2024 |
