Cornerstone Advisors Asset Management, Inc Purchases 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
CGMU
Capital Group Core Plus Income
118K
New
N/A
118K $3.16B
IGRO
Ishares Tr International Divid

ETFs
41K
New
$66.91 - $73.87 $2.75M - $3.03M
41K $2.97B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82.6K
+ 6.8%
$24.73 - $25.62 $2.04M - $2.12M
1.3M $33.1B
LQD
Ishares Iboxx $ Investment Gra

ETFs
19.4K
New
$105.1 - $109.61 $2.04M - $2.13M
19.4K $2.11B
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
SPSB
Spdr Portfolio Short Term Corp

ETFs
35K
New
$29.82 - $30.1 $1.05M - $1.05M
35K $1.05B
SCMB
Schwab Strategic Tr Mun Bd ETF
34.9K
+ 75.6%
N/A
81.1K $2.06B
MBB
Ishares Tr

ETFs
7.4K
New
$90.37 - $94.08 $668K - $696K
7.4K $694M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.9K
+ 3.66%
$33.84 - $37.77 $233K - $261K
195K $7.11B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
3.87K
New
$162.48 - $175.37 $628K - $678K
3.87K $673M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
33.3K
+ 7.44%
$18.55 - $18.81 $619K - $627K
482K $8.92B
VUG
Vanguard Growth ETF

ETFs
1.66K
+ 87.66%
$369.1 - $427.61 $611K - $708K
3.54K $1.31B
VONG
Vanguard Russell 1000 Growth E

ETFs
5.72K
New
$92.71 - $107.38 $530K - $614K
5.72K $531M
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
IWD
Ishares Russell 1000 Val ETF

ETFs
2.1K
New
$182.82 - $196.21 $384K - $413K
2.1K $396M
VBR
Vanguard Small Cap Value ETF

ETFs
2.12K
New
$183.02 - $207.75 $389K - $441K
2.12K $396M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.85K
New
$77.7 - $78.94 $377K - $383K
4.85K $383M
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.6K
New
$42.5 - $46.71 $323K - $355K
7.6K $344M
VT
Vanguard Total World Stk Index

ETFs
2.52K
+ 95.27%
$115.08 - $123.97 $290K - $312K
5.17K $599M
PULS
Pgim ETF Tr

ETFs
5.74K
New
$49.56 - $49.78 $285K - $286K
5.74K $286M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
2.3K
New
$122.03 - $134.83 $281K - $310K
2.3K $283M
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
DJP
Barclays Bank PLC

ETFs
6.75K
New
N/A
6.75K $238M
XOM
Exxon Mobil Corp

Energy
1.94K
New
$105.44 - $118.93 $204K - $230K
1.94K $230M
D
Dominion Energy, Inc

Utilities
4.02K
New
$52.85 - $57.43 $213K - $231K
4.02K $226M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 5.49%
$442.66 - $534.52 $48.7K - $58.8K
2.11K $1.13B
ALL
Allstate Corp

Financial Services
1K
New
$180.99 - $210.18 $181K - $210K
1K $207M
Linde PLC
435
New
N/A
435 $203M
HYG
Ishares Tr

ETFs
2.57K
New
$78.51 - $80.11 $201K - $205K
2.57K $202M
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
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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