Cornerstone Enterprises, LLC Portfolio Holdings

Cornerstone Enterprises, LLC

  • $167 Billion
  • Q4 2024

Cornerstone Enterprises, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $167 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Hig with a value of $37.4B, Ishares Trishares 0 3 Mnth Tre with a value of $18.1B, J P Morgan Exchange Traded Fd with a value of $16.1B, Microsoft Corp with a value of $10.4B, and Amazon Com Inc with a value of $10.1B.

Examining the 13F form we can see an increase of $6.83B in the current position value, from $160B to 167B. Also it can be appreciated an additional of 6 stocks purchases and 7 closed positions.

Cornerstone Enterprises, LLC is based out at Appleton, WI

Below you can find more details about Cornerstone Enterprises, LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $87.9 Billion
Technology: $37 Billion
Communication Services: $19.3 Billion
Consumer Cyclical: $13.2 Billion
Real Estate: $4.85 Billion
Consumer Defensive: $2 Billion
Industrials: $1.95 Billion
Utilities: $384 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $167 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 8 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 13 stocks
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