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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 33
  • Current Value $349 Million
  • Prior Value $362 Million
  • Filing
  • Period Q3 2023
  • Filing Date October 25, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 15 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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