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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPY | SPDR S&P 500 ETF TR | 11 | 11 | 38.43% | 46.25% | 51.83% | Q1 2021 | Q3 2023 | 11 |
SHV | ISHARES TR | 11 | 11 | 16.76% | 34.72% | 56.41% | Q1 2021 | Q3 2023 | 11 |
IEF | ISHARES TR | 7 | 7 | 13.61% | 27.38% | 32.94% | Q1 2022 | Q3 2023 | 7 |
AAPL | APPLE INC | 4 | 4 | 0.11% | 0.48% | 0.91% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 0.07% | 0.19% | 0.46% | Q4 2022 | Q3 2023 | 4 |
ABBV | ABBVIE INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
NEE | NEXTERA ENERGY INC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CAT | CATERPILLAR INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
WMT | WALMART INC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LMT | LOCKHEED MARTIN CORP | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.08% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GOVT | ISHARES TR | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SPBO | SPDR SER TR | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SKOR | FLEXSHARES TR | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ILTB | ISHARES TR | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
AGG | ISHARES TR | 2 | 2 | 0.10% | 2.36% | 4.61% | Q2 2023 | Q3 2023 | 2 |
IGSB | ISHARES TR | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
AGGY | WISDOMTREE TR | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
ITOT | ISHARES TR | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 |
IXUS | ISHARES TR | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
IAGG | ISHARES TR | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
IWB | ISHARES TR | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
GOF | GUGGENHEIM STRATEGIC O... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
ACWX | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
MBB | ISHARES TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 | |
MUB | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FB | META PLATFORMS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
IGIB | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ICVT | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TSLA | TESLA INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
PSX | PHILLIPS 66 | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
EEM | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
QUAL | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
PFE | PFIZER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Download |
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.