Cornerstone Advisors Asset Management, Inc Incresed Positions in Q1 2025

Cornerstone Advisors Asset Management, Inc

  • $488 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
41.5K
+ 8.88%
$56.51 - $62.98 $2.35M - $2.61M
509K $30.9B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82.6K
+ 6.8%
$24.73 - $25.62 $2.04M - $2.12M
1.3M $33.1B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
82.5K
+ 21.08%
$23.87 - $24.35 $1.97M - $2.01M
474K $11.4B
SCHX
Schwab Strategic Tr Us Large C

ETFs
203K
+ 8.38%
$21.75 - $24.28 $4.42M - $4.93M
2.63M $58.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.6K
+ 41.14%
$95.85 - $99.25 $1.4M - $1.45M
50.3K $4.97B
VTV
Vanguard Value ETF

ETFs
6.18K
+ 195.41%
$167.73 - $179.21 $1.04M - $1.11M
9.34K $1.61B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.13K
+ 6.43%
$100.34 - $100.68 $916K - $919K
151K $15.2B
SCMB
Schwab Strategic Tr Mun Bd ETF
34.9K
+ 75.6%
N/A
81.1K $2.06B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.9K
+ 3.66%
$33.84 - $37.77 $233K - $261K
195K $7.11B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
33.3K
+ 7.44%
$18.55 - $18.81 $619K - $627K
482K $8.92B
VEA
Vanguard Ftse Developed Market

ETFs
9.61K
+ 212.95%
$47.4 - $52.99 $455K - $509K
14.1K $718M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.95K
+ 2.08%
$18.36 - $20.51 $109K - $122K
292K $5.78B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
36.2K
+ 14.58%
$40.03 - $46.81 $1.45M - $1.7M
285K $11.6B
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
25K
+ 3.2%
$23.43 - $24.23 $586K - $606K
807K $19.1B
CVX
Chevron Corp

Energy
1.97K
+ 126.05%
$146.71 - $167.97 $290K - $332K
3.54K $592M
IEFA
Ishares Tr

ETFs
2.18K
+ 6.4%
$69.57 - $78.65 $151K - $171K
36.2K $2.74B
VT
Vanguard Total World Stk Index

ETFs
2.52K
+ 95.27%
$115.08 - $123.97 $290K - $312K
5.17K $599M
ICF
Ishares Tr

ETFs
3.72K
+ 10.98%
$57.98 - $63.8 $216K - $237K
37.6K $2.31B
HDV
Ishares Core High Dividend ETF

ETFs
1.19K
+ 9.92%
$110.86 - $121.12 $132K - $144K
13.2K $1.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 5.49%
$442.66 - $534.52 $48.7K - $58.8K
2.11K $1.13B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.66K
+ 6.4%
$37.07 - $40.63 $98.5K - $108K
44.1K $1.74B
T
At&T Inc.

Communication Services
604
+ 2.59%
$21.56 - $28.28 $13K - $17.1K
23.9K $677M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
512
+ 0.39%
$46.18 - $47.84 $23.6K - $24.5K
132K $6.27B
JNJ
Johnson & Johnson

Healthcare
352
+ 11.83%
$142.06 - $167.7 $50K - $59K
3.33K $552M
ABT
Abbott Laboratories

Healthcare
491
+ 19.29%
$111.1 - $140.22 $54.6K - $68.8K
3.04K $403M
PPL
Ppl Corp

Utilities
610
+ 3.07%
$31.68 - $36.11 $19.3K - $22K
20.5K $740M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.72K
+ 10.11%
$30.73 - $32.26 $114K - $120K
40.5K $1.25B
VZ
Verizon Communications Inc

Communication Services
142
+ 1.44%
$37.81 - $46.49 $5.37K - $6.6K
9.98K $453M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.58K
+ 2.1%
$74.34 - $81.0 $192K - $209K
125K $9.53B
KMB
Kimberly Clark Corp

Consumer Defensive
173
+ 7.85%
$124.46 - $147.4 $21.5K - $25.5K
2.38K $338M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 1.83%
$279.74 - $321.29 $6.99K - $8.03K
1.39K $434M
MSFT
Microsoft Corp

Technology
206
+ 19.64%
$375.39 - $447.2 $77.3K - $92.1K
1.26K $471M
SCHV
Schwab Strategic Tr Us Large C

ETFs
218
+ 0.54%
$25.77 - $27.6 $5.62K - $6.02K
40.7K $1.08B
IEMG
Ishares Inc

ETFs
34
+ 0.3%
N/A
11.5K $620M
CMCSA
Comcast Corp

Communication Services
547
+ 7.49%
$33.19 - $38.23 $18.2K - $20.9K
7.85K $290M
VLUE
Ishares Msci Usa Value Factor

ETFs
29
+ 0.61%
$104.89 - $113.56 $3.04K - $3.29K
4.82K $514M
MTB
M&T Bank Corp

Financial Services
100
+ 9.35%
$170.47 - $201.98 $17K - $20.2K
1.17K $209M
NSC
Norfolk Southern Corp

Industrials
5
+ 0.22%
$227.69 - $259.76 $1.14K - $1.3K
2.26K $535M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
145
+ 0.35%
$49.78 - $53.19 $7.22K - $7.71K
41.8K $2.13B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
120
+ 0.27%
$22.25 - $23.0 $2.67K - $2.76K
44.7K $1.03B
TFC
Truist Financial Corp

Financial Services
73
+ 0.89%
$39.48 - $48.15 $2.88K - $3.51K
8.28K $341M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.26%
$120.24 - $134.3 $1.08K - $1.21K
3.52K $430M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
80
+ 0.31%
$21.23 - $23.75 $1.7K - $1.9K
25.9K $558M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.01%
N/A
20.9K $4.06B
VB
Vanguard Small Cap ETF

ETFs
301
+ 3.8%
$217.89 - $252.64 $65.6K - $76K
8.22K $1.82B
AAPL
Apple Inc.

Technology
348
+ 5.68%
$209.68 - $247.1 $73K - $86K
6.48K $1.44B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
225
+ 0.3%
$26.53 - $29.63 $5.97K - $6.67K
74K $1.99B
IWM
Ishares Russell 2000 ETF

ETFs
311
+ 3.5%
$198.1 - $229.79 $61.6K - $71.5K
9.2K $1.84B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
548
+ 1.01%
$57.21 - $65.8 $31.4K - $36.1K
54.9K $3.2B
Activity Summary
Buys All Purchases 73 New Holdings 19 Increased Positions 54 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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