Cornerstone Retirement Group, Inc. Portfolio Holdings
Cornerstone Retirement Group, Inc.
- $349 Million
- Q3 2023
Cornerstone Retirement Group, Inc. has filed its 13F form on October 25, 2023 for Q3 2023 where it was disclosed a total value porftolio of $349 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $134M, Ishares Barclays with a value of $115M, Ishares Tr with a value of $58.6M, Ishares Core U.S. Aggregate Bo with a value of $16.1M, and Ishares Core S&P Total U.S. St with a value of $7.12M.
Examining the 13F form we can see an decrease of $12.5M in the current position value, from $362M to 349M.
Below you can find more details about Cornerstone Retirement Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$349 Million
ETFs: $344 Million
Technology: $2.09 Million
Financial Services: $1.29 Million
Industrials: $540,000
Energy: $483,000
Healthcare: $321,000
Consumer Defensive: $284,000
Utilities: $251,000
Other: $0
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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