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 |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 151 | $1,899,238 | 38,053 | 0.00 | 0.00 | 889 | 2.39 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 152 | $1,895,288 | 37,568 | 0.00 | 0.00 | -480 | -1.26 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 153 | $1,854,197 | 6,854 | 0.00 | 0.00 | 1,091 | 18.93 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 154 | $1,852,971 | 51,201 | 0.00 | 0.00 | 3,640 | 7.65 | 03-31-2024 |
