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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 51 | $6,513,620 | 44,565 | 0.00 | 0.00 | 2,456 | 5.83 | 06-30-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 52 | $6,429,783 | 183,289 | 0.00 | 0.00 | 15,585 | 9.29 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,265 | 6.85 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO INTRMD | 54 | $6,375,578 | 195,810 | 0.00 | 0.00 | 19,653 | 11.16 | 06-30-2024 |
