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 |
|---|---|---|---|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | COM | 501 | $365,397 | 346 | 0.00 | 0.00 | -30 | -7.98 | 06-30-2024 |
| SMITH A O CORP | COM | 502 | $364,599 | 4,458 | 0.00 | 0.00 | 512 | 12.98 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 503 | $361,508 | 7,963 | 0.00 | 0.00 | -398 | -4.76 | 06-30-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 504 | $359,032 | 649 | 0.00 | 0.00 | 51 | 8.53 | 06-30-2024 |
