Cornerstone Retirement Group, Inc. holdings history

41 is the total number of securities Cornerstone Retirement Group, Inc. has owned. The longest Cornerstone Retirement Group, Inc. has owned a single stock is 11 quarters.

Cornerstone Retirement Group, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR111138.43%46.25%51.83%Q1 2021Q3 202311
SHV ISHARES TR111116.76%34.72%56.41%Q1 2021Q3 202311
IEF ISHARES TR7713.61%27.38%32.94%Q1 2022Q3 20237
AAPL APPLE INC440.11%0.48%0.91%Q4 2022Q3 20234
MSFT MICROSOFT CORP440.07%0.19%0.46%Q4 2022Q3 20234
ABBV ABBVIE INC440.08%0.09%0.10%Q4 2022Q3 20234
NEE NEXTERA ENERGY INC440.07%0.09%0.10%Q4 2022Q3 20234
CAT CATERPILLAR INC440.08%0.09%0.09%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.07%0.08%0.09%Q4 2022Q3 20234
WMT WALMART INC440.07%0.08%0.08%Q4 2022Q3 20234
LMT LOCKHEED MARTIN CORP440.06%0.07%0.07%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION330.08%0.12%0.14%Q1 2023Q3 20233
GOVT ISHARES TR330.08%0.08%0.09%Q1 2023Q3 20233
SPBO SPDR SER TR330.08%0.08%0.09%Q1 2023Q3 20233
SKOR FLEXSHARES TR330.08%0.08%0.08%Q1 2023Q3 20233
ILTB ISHARES TR330.07%0.08%0.08%Q1 2023Q3 20233
BMY BRISTOL-MYERS SQUIBB CO330.07%0.07%0.08%Q4 2022Q2 20233
XOM EXXON MOBIL CORP330.06%0.07%0.07%Q1 2023Q3 20233
AGG ISHARES TR220.10%2.36%4.61%Q2 2023Q3 20232
IGSB ISHARES TR220.10%0.11%0.12%Q1 2023Q2 20232
AGGY WISDOMTREE TR220.08%0.08%0.08%Q1 2023Q2 20232
ITOT ISHARES TR112.04%2.04%2.04%Q3 2023Q3 20231
IXUS ISHARES TR111.34%1.34%1.34%Q3 2023Q3 20231
IAGG ISHARES TR110.67%0.67%0.67%Q3 2023Q3 20231
IWB ISHARES TR110.29%0.29%0.29%Q3 2023Q3 20231
GOF GUGGENHEIM STRATEGIC O...110.28%0.28%0.28%Q3 2023Q3 20231
ACWX ISHARES TR110.22%0.22%0.22%Q3 2023Q3 20231
MBB ISHARES TR110.18%0.18%0.18%Q3 2023Q3 20231
ISHARES TR110.14%0.14%0.14%Q3 2023Q3 20231
MUB ISHARES TR110.13%0.13%0.13%Q3 2023Q3 20231
FB META PLATFORMS INC110.12%0.12%0.12%Q2 2023Q2 20231
IWR ISHARES TR110.12%0.12%0.12%Q3 2023Q3 20231
IGIB ISHARES TR110.11%0.11%0.11%Q3 2023Q3 20231
ICVT ISHARES TR110.08%0.08%0.08%Q3 2023Q3 20231
TSLA TESLA INC110.08%0.08%0.08%Q2 2023Q2 20231
SO SOUTHERN CO110.07%0.07%0.07%Q2 2023Q2 20231
AMZN AMAZON COM INC110.07%0.07%0.07%Q2 2023Q2 20231
PSX PHILLIPS 66110.06%0.06%0.06%Q3 2023Q3 20231
EEM ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
QUAL ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
PFE PFIZER INC110.06%0.06%0.06%Q4 2022Q4 20221

The securities at the top of the list , including SPDR S&P 500 ETF TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Cornerstone Retirement Group, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Cornerstone Retirement Group, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Cornerstone Retirement Group, Inc. owns currently or has owned in the past.