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 |
|---|---|---|---|---|---|---|---|---|---|
| SMITH A O CORP | COM | 501 | $353,012 | 3,946 | 0.00 | 3,946 | +Inf | 03-31-2024 | |
| CROWDSTRIKE HLDGS INC | CL A | 502 | $352,973 | 1,101 | 0.00 | 0.00 | -24 | -2.13 | 03-31-2024 |
| KROGER CO | COM | 503 | $352,690 | 6,173 | 0.00 | 0.00 | 828 | 15.49 | 03-31-2024 |
| DOLLAR GEN CORP NEW | COM | 504 | $352,344 | 2,258 | 0.00 | 0.00 | 329 | 17.06 | 03-31-2024 |
