Cornerstone Enterprises, LLC Portfolio Holdings

Cornerstone Enterprises, LLC

  • $164 Billion
  • Q1 2025

Cornerstone Enterprises, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 28 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 $39.5B, J P Morgan Exchange Traded Fd with a value of $25.5B, Ishares Trishares 0 3 Mnth Tre with a value of $18.7B, Microsoft Corp with a value of $9.29B, and Apple Inc. with a value of $8.92B.

Examining the 13F form we can see an decrease of $2.46B in the current position value, from $167B to 164B.

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 $164 Billion
ETFs: $94.7 Billion
Technology: $34.8 Billion
Communication Services: $12.4 Billion
Consumer Cyclical: $11 Billion
Real Estate: $5.17 Billion
Financial Services: $3.71 Billion
Consumer Defensive: $1.87 Billion
Utilities: $394 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 28
  • Current Value $164 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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