Cornerstone Advisors Asset Management, Inc Incresed Positions in Q2 2025

Cornerstone Advisors Asset Management, Inc

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
226K
+ 8.58%
$19.6 - $24.44 $4.42M - $5.51M
2.86M $69.8B
VEU
Vanguard Ftse All World Ex Us

ETFs
43.5K
+ 8.55%
$54.19 - $67.22 $2.36M - $2.92M
553K $37.1B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
172K
+ 13.28%
$24.98 - $25.66 $4.3M - $4.42M
1.47M $37.6B
HTRB
Hartford Fds Total Return Bd E

ETFs
91.2K
+ 10.29%
$33.14 - $34.12 $3.02M - $3.11M
977K $33.1B
IVV
Ishares Core S&P 500 ETF

ETFs
49
+ 0.1%
$498.8 - $620.9 $24.4K - $30.4K
49.1K $30.5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.1K
+ 2.02%
$58.41 - $72.69 $356K - $443K
308K $22.4B
VGT
Vanguard Information Technolog

ETFs
2
+ 0.01%
$470.37 - $663.28 $941 - $1.33K
13.9K $9.21B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
25.7K
+ 9.0%
$35.35 - $42.68 $907K - $1.09M
311K $13.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
986
+ 6.8%
$320.42 - $424.58 $316K - $419K
15.5K $6.57B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.1M
+ 6699.93%
$100.35 - $100.71 $1.02B - $1.02B
10.3M $16.4B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
44.3K
+ 9.19%
$18.21 - $18.97 $806K - $840K
526K $9.98B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.1K
+ 2.47%
$67.22 - $81.54 $208K - $253K
128K $10.5B
IWM
Ishares Russell 2000 ETF

ETFs
3.13K
+ 34.04%
$174.82 - $215.79 $547K - $676K
12.3K $2.66B
SPY
Spdr S&P 500 ETF Trust

ETFs
193
+ 1.63%
$496.48 - $617.85 $95.8K - $119K
12K $7.41B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.64K
+ 1.93%
$17.76 - $22.1 $100K - $125K
298K $6.59B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.7K
+ 2.4%
$49.79 - $50.75 $634K - $646K
543K $27.6B
CGMU
Capital Group Core Plus Income
21.3K
+ 18.1%
N/A
139K $3.71B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10.1K
+ 13.64%
$23.87 - $29.82 $241K - $301K
84.1K $2.51B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.4K
+ 11.33%
$90.56 - $109.49 $217K - $263K
23.6K $2.58B
XOM
Exxon Mobil Corp

Energy
2.92K
+ 150.65%
$99.93 - $119.04 $292K - $347K
4.86K $523M
VB
Vanguard Small Cap ETF

ETFs
700
+ 8.51%
$193.73 - $237.37 $136K - $166K
8.92K $2.11B
SCHA
Schwab Strategic Tr Us Small C

ETFs
345
+ 0.25%
$20.42 - $25.3 $7.04K - $8.73K
141K $3.56B
ICF
Ishares Tr

ETFs
4.02K
+ 10.69%
$54.56 - $62.47 $219K - $251K
41.6K $2.55B
CGXU
Capital Group Intl Focus Equit

ETFs
5.83K
+ 22.47%
$21.44 - $27.35 $125K - $159K
31.8K $862M
IBM
International Business Machines Corp

Technology
128
+ 3.53%
$221.03 - $294.78 $28.3K - $37.7K
3.76K $1.11B
VTI
Vanguard Total Stock Market Et

ETFs
284
+ 7.09%
$243.75 - $303.93 $69.2K - $86.3K
4.29K $1.3B
MSFT
Microsoft Corp

Technology
75
+ 5.98%
$354.56 - $497.45 $26.6K - $37.3K
1.33K $662M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.05K
+ 21.71%
$93.5 - $113.21 $97.8K - $118K
5.86K $664M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.44K
+ 1.09%
$46.39 - $47.84 $66.9K - $69K
133K $6.38B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.46K
+ 19.57%
$72.02 - $73.82 $105K - $108K
8.92K $656M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.9K
+ 9.5%
$45.12 - $46.23 $85.5K - $87.6K
21.8K $1.01B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
695
+ 1.66%
$45.11 - $52.34 $31.4K - $36.4K
42.5K $2.22B
SCMB
Schwab Strategic Tr Mun Bd ETF
4.08K
+ 5.03%
N/A
85.2K $2.15B
IEMG
Ishares Inc

ETFs
140
+ 1.22%
N/A
11.6K $698M
VT
Vanguard Total World Stk Index

ETFs
22
+ 0.43%
$103.16 - $128.52 $2.27K - $2.83K
5.19K $667M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
76
+ 0.29%
$19.1 - $23.83 $1.45K - $1.81K
26K $620M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
575
+ 6.29%
$91.43 - $91.74 $52.6K - $52.8K
9.72K $892M
SCHV
Schwab Strategic Tr Us Large C

ETFs
214
+ 0.53%
$23.55 - $27.67 $5.04K - $5.92K
41K $1.13B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.26%
$108.06 - $135.3 $973 - $1.22K
3.53K $478M
RLY
Ssga Active ETF Tr

ETFs
313
+ 0.59%
$25.82 - $29.59 $8.08K - $9.26K
53.6K $1.56B
TFC
Truist Financial Corp

Financial Services
88
+ 1.06%
$34.79 - $42.99 $3.06K - $3.78K
8.37K $360M
Pgim ETF Tr
251
+ 1.35%
N/A
18.9K $973M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.33%
$166.82 - $194.23 $1.17K - $1.36K
2.11K $410M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
398
+ 0.89%
$22.54 - $23.17 $8.97K - $9.22K
45.1K $1.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 4.68%
$483.48 - $539.8 $47.9K - $53.4K
2.21K $1.08B
AAPL
Apple Inc.

Technology
248
+ 3.83%
$172.42 - $223.89 $42.8K - $55.5K
6.72K $1.38B
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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