Cornerstone Advisors, LLC Incresed Positions in Q3 2024

Cornerstone Advisors, LLC

  • $2.51 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
92.1K
+ 40.08%
$120.56 - $135.44 $11.1M - $12.5M
322K $43.6M
XLK
Technology Sector Spdr

ETFs
67.2K
+ 29.84%
$197.34 - $237.68 $13.3M - $16M
292K $66M
TSLA
Tesla, Inc.

Consumer Cyclical
18K
+ 11.83%
$191.76 - $263.26 $3.45M - $4.74M
170K $44.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
198K
+ 33.59%
$38.04 - $45.36 $7.52M - $8.97M
787K $35.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12.6K
+ 18.5%
$405.19 - $478.57 $5.11M - $6.03M
80.7K $37.1M
HD
Home Depot, Inc.

Consumer Cyclical
16K
+ 37.38%
$333.64 - $405.2 $5.34M - $6.48M
58.8K $23.8M
XLP
Consumer Staples Sector Spdr

ETFs
95K
+ 97.34%
$76.04 - $76.04 $7.22M - $7.22M
193K $14.6M
META
Meta Platforms, Inc.

Communication Services
1.7K
+ 1.97%
$453.41 - $572.44 $771K - $973K
87.8K $50.3M
NEE
Nextera Energy Inc

Utilities
48.5K
+ 49.59%
$69.9 - $84.97 $3.39M - $4.12M
146K $12.4M
UNH
Unitedhealth Group Inc

Healthcare
2.5K
+ 5.22%
$488.01 - $604.18 $1.22M - $1.51M
50.4K $29.5M
BTO
John Hancock Financial Opportunities Fund

Financial Services
129K
+ 132.87%
$27.89 - $33.45 $3.61M - $4.33M
227K $7.52M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
246K
+ 120.28%
$18.29 - $20.25 $4.5M - $4.98M
451K $8.87M
CEG
Constellation Energy Corp

Utilities
12.1K
+ 53.38%
$167.08 - $262.86 $2.02M - $3.18M
34.8K $9.04M
JPM
Jpmorgan Chase & CO

Financial Services
14.8K
+ 9.49%
$194.9 - $224.8 $2.88M - $3.33M
171K $36M
CAT
Caterpillar Inc

Industrials
4.2K
+ 13.0%
$316.8 - $391.12 $1.33M - $1.64M
36.5K $14.3M
XLF
Financial Sector Spdr

ETFs
76.9K
+ 1788.37%
$40.84 - $45.74 $3.14M - $3.52M
81.2K $3.68M
KO
Coca Cola CO

Consumer Defensive
13K
+ 4.2%
$62.69 - $73.01 $815K - $949K
323K $23.2M
NFLX
Netflix Inc

Communication Services
3.8K
+ 17.76%
$598.55 - $722.26 $2.27M - $2.74M
25.2K $17.9M
XLB
Select Sector Spdr Fd Material

ETFs
12K
+ 5.06%
$86.95 - $97.09 $1.04M - $1.17M
249K $24M
PSA
Public Storage

Real Estate
7.4K
+ 164.44%
$283.13 - $365.01 $2.1M - $2.7M
11.9K $4.33M
MA
Mastercard Inc

Financial Services
1.1K
+ 2.37%
$429.6 - $500.99 $473K - $551K
47.6K $23.5M
XLC
Select Sector Spdr Tr Communic

ETFs
29.1K
+ 197.96%
$82.16 - $90.4 $2.39M - $2.63M
43.8K $3.96M
JNJ
Johnson & Johnson

Healthcare
5.4K
+ 4.71%
$145.48 - $167.38 $786K - $904K
120K $19.5M
XOM
Exxon Mobil Corp

Energy
17.6K
+ 7.13%
$109.72 - $119.0 $1.93M - $2.09M
264K $31M
PG
Procter & Gamble CO

Consumer Defensive
9K
+ 7.31%
$160.76 - $177.82 $1.45M - $1.6M
132K $22.9M
ABBV
Abb Vie Inc.

Healthcare
1.5K
+ 1.87%
$163.84 - $199.33 $246K - $299K
81.6K $16.1M
ETN
Eaton Corp PLC

Industrials
6.5K
+ 55.08%
$272.52 - $333.02 $1.77M - $2.16M
18.3K $6.06M
XLV
Select Sector Spdr Fund Health

ETFs
9.6K
+ 9.81%
$143.3 - $157.24 $1.38M - $1.51M
108K $16.6M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
112K
+ 16.03%
$13.63 - $14.85 $1.53M - $1.66M
812K $12.1M
RTX
Raytheon Technologies Corp

Industrials
2.4K
+ 2.72%
$99.55 - $123.34 $239K - $296K
90.7K $11M
AVGO
Broadcom Inc.

Technology
159K
+ 895.48%
$136.27 - $1745.86 $21.6M - $277M
176K $30.4M
V
Visa Inc.

Financial Services
2.7K
+ 3.11%
$253.74 - $291.56 $685K - $787K
89.6K $24.6M
QCOM
Qualcomm Inc

Technology
13.6K
+ 79.53%
$156.12 - $209.64 $2.12M - $2.85M
30.7K $5.22M
PGR
Progressive Corp

Financial Services
300
+ 0.83%
$209.46 - $259.24 $62.8K - $77.8K
36.6K $9.29M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6K
+ 9.51%
$57.22 - $80.08 $343K - $480K
69.1K $5.39M
ADP
Automatic Data Processing Inc

Industrials
4.2K
+ 28.77%
$233.44 - $279.45 $980K - $1.17M
18.8K $5.2M
TT
Trane Technologies PLC

Industrials
3.2K
+ 45.07%
$314.21 - $388.71 $1.01M - $1.24M
10.3K $4M
MCD
Mcdonalds Corp

Consumer Cyclical
600
+ 2.04%
$245.82 - $304.51 $147K - $183K
30K $9.14M
GE
General Electric CO

Industrials
800
+ 1.61%
$156.66 - $189.66 $125K - $152K
50.5K $9.52M
KLAC
Kla Corp

Technology
2.2K
+ 129.41%
$696.17 - $892.35 $1.53M - $1.96M
3.9K $3.02M
EQIX
Equinix Inc

Real Estate
1.4K
+ 51.85%
$749.0 - $890.01 $1.05M - $1.25M
4.1K $3.64M
XLY
Select Sector Spdr Consumer Di

ETFs
5.9K
+ 27.31%
$170.05 - $200.86 $1M - $1.19M
27.5K $5.51M
ISRG
Intuitive Surgical Inc

Healthcare
2K
+ 16.26%
$416.14 - $494.01 $832K - $988K
14.3K $7.03M
CMCSA
Comcast Corp

Communication Services
22.8K
+ 11.67%
$37.33 - $41.78 $851K - $953K
218K $9.11M
LOW
Lowes Companies Inc

Consumer Cyclical
300
+ 1.11%
$213.3 - $270.78 $64K - $81.2K
27.3K $7.39M
HCA
Hca Healthcare, Inc.

Healthcare
600
+ 4.38%
$315.12 - $406.43 $189K - $244K
14.3K $5.81M
BAC
Bank Of America Corp

Financial Services
36.4K
+ 7.94%
$36.65 - $44.13 $1.33M - $1.61M
495K $19.6M
COST
Costco Wholesale Corp

Consumer Defensive
400
+ 1.39%
$801.83 - $917.05 $321K - $367K
29.2K $25.9M
AMD
Advanced Micro Devices Inc

Technology
7.4K
+ 11.75%
$128.67 - $183.96 $952K - $1.36M
70.4K $11.6M
Activity Summary
Buys All Purchases 153 New Holdings 13 Increased Positions 140 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cornerstone Advisors, LLC Portfolio

Follow Cornerstone Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email