Cornerstone Retirement Group, Inc. current holdings: USA Stocks
Cornerstone Retirement Group, Inc. reported $0.00 billion in share positions in stocks (listed in the US), 11 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are AAPL, NVDA, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 7,000; Value $1,198,509.
- NVDA: Country of operation United States; Class COM; Shares 1,097; Value $477,185.
- MSFT: Country of operation United States; Class COM; Shares 1,305; Value $412,124.
- CAT: Country of operation United States; Class COM; Shares 1,200; Value $327,600.
Form 13F-HR as filed (SEC CIK 1791803): quarter ended 2023-09-30, filed 2023-10-26. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 7,000 | $1,198,509 | 28.04% | 2023-09-30 | 2023-10-26 | |
| NVDA NVIDIA CORPORATION | United States | COM | 1,097 | $477,185 | 11.17% | 2023-09-30 | 2023-10-26 | +422.32% |
| MSFT MICROSOFT CORP | United States | COM | 1,305 | $412,124 | 9.64% | 2023-09-30 | 2023-10-26 | +61.19% |
| CAT CATERPILLAR INC | United States | COM | 1,200 | $327,600 | 7.67% | 2023-09-30 | 2023-10-26 | +202.80% |
| ABBV ABBVIE INC | United States | COM | 2,160 | $321,990 | 7.53% | 2023-09-30 | 2023-10-26 | +76.63% |
| JPM JPMORGAN CHASE & CO | United States | COM | 2,092 | $303,424 | 7.10% | 2023-09-30 | 2023-10-26 | +130.99% |
| WMT WALMART INC | United States | COM | 1,779 | $284,550 | 6.66% | 2023-09-30 | 2023-10-26 | +100.34% |
| XOMXXXX EXXON MOBIL CORP | COM | 2,171 | $255,225 | 5.97% | 2023-09-30 | 2023-10-26 | ||
| NEE NEXTERA ENERGY INC | United States | COM | 4,397 | $251,906 | 5.89% | 2023-09-30 | 2023-10-26 | +32.47% |
| PSX PHILLIPS 66 | United States | COM | 1,900 | $228,285 | 5.34% | 2023-09-30 | 2023-10-26 | +109.95% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 521 | $213,128 | 4.99% | 2023-09-30 | 2023-10-26 | +25.25% |
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