Cornerstone Advisors, LLC Incresed Positions in Q2 2025

Cornerstone Advisors, LLC

  • $2.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
32.8K
+ 3.13%
$94.31 - $157.99 $3.09M - $5.18M
1.08M $171M
MSFT
Microsoft Corp

Technology
13.5K
+ 4.24%
$354.56 - $497.45 $4.79M - $6.72M
332K $165M
GOOG
Alphabet Inc.

Communication Services
82.1K
+ 15.26%
$146.58 - $180.01 $12M - $14.8M
620K $110M
AMZN
Amazon Com Inc

Consumer Cyclical
48K
+ 9.84%
$167.32 - $223.3 $8.03M - $10.7M
536K $118M
META
Meta Platforms, Inc.

Communication Services
1.3K
+ 1.46%
$484.66 - $738.09 $630K - $960K
90.3K $66.6M
ORCL
Oracle Corp

Technology
34.1K
+ 34.44%
$122.82 - $218.63 $4.19M - $7.46M
133K $29.1M
DHR
Danaher Corp

Healthcare
73.9K
+ 207.0%
$174.64 - $205.16 $12.9M - $15.2M
110K $21.7M
UTG
Reaves Utility Income Fund

Financial Services
326K
+ 80.17%
$29.08 - $36.18 $9.48M - $11.8M
732K $26.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
36.9K
+ 177.4%
$390.26 - $489.06 $14.4M - $18M
57.7K $23.4M
KMI
Kinder Morgan, Inc.

Energy
427K
+ 243.74%
$25.21 - $29.4 $10.8M - $12.6M
602K $17.7M
NFLX
Netflix Inc

Communication Services
500
+ 1.97%
$855.86 - $1339.13 $428K - $670K
25.9K $34.7M
BAC
Bank Of America Corp

Financial Services
162K
+ 32.36%
$34.39 - $47.46 $5.57M - $7.68M
662K $31.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23.6K
+ 181.54%
$421.16 - $509.5 $9.94M - $12M
36.6K $16.3M
TSLA
Tesla, Inc.

Consumer Cyclical
5.7K
+ 4.13%
$221.86 - $362.89 $1.26M - $2.07M
144K $45.6M
MCO
Moodys Corp

Financial Services
17.7K
+ 175.25%
$396.7 - $501.59 $7.02M - $8.88M
27.8K $13.9M
LLY
Eli Lilly & CO

Healthcare
14.2K
+ 35.24%
$713.71 - $898.95 $10.1M - $12.8M
54.5K $42.5M
LOW
Lowes Companies Inc

Consumer Cyclical
42.6K
+ 115.45%
$210.83 - $235.28 $8.98M - $10M
79.5K $17.6M
DIS
Walt Disney CO

Communication Services
48K
+ 53.87%
$81.72 - $124.01 $3.92M - $5.95M
137K $17M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 0.88%
$210.28 - $289.91 $315K - $435K
172K $49.9M
XOM
Exxon Mobil Corp

Energy
99.9K
+ 37.43%
$99.93 - $119.04 $9.98M - $11.9M
367K $39.5M
NEE
Nextera Energy Inc

Utilities
112K
+ 57.97%
$64.11 - $75.0 $7.18M - $8.4M
305K $21.2M
ETN
Eaton Corp PLC

Industrials
14.3K
+ 53.96%
$246.52 - $356.99 $3.53M - $5.1M
40.8K $14.6M
AMD
Advanced Micro Devices Inc

Technology
30.5K
+ 40.72%
$78.21 - $143.81 $2.39M - $4.39M
105K $15M
C
Citigroup Inc

Financial Services
52.3K
+ 32.55%
$58.13 - $85.12 $3.04M - $4.45M
213K $18.1M
EMR
Emerson Electric CO

Industrials
40.2K
+ 90.54%
$94.15 - $133.33 $3.78M - $5.36M
84.6K $11.3M
ITW
Illinois Tool Works Inc

Industrials
25.9K
+ 104.86%
$218.41 - $252.43 $5.66M - $6.54M
50.6K $12.5M
SYK
Stryker Corp

Healthcare
15K
+ 81.52%
$337.37 - $395.63 $5.06M - $5.93M
33.4K $13.2M
CRM
Salesforce, Inc.

Technology
22.6K
+ 52.8%
$236.26 - $291.15 $5.34M - $6.58M
65.4K $17.8M
HD
Home Depot, Inc.

Consumer Cyclical
16.2K
+ 27.05%
$335.24 - $380.78 $5.43M - $6.17M
76.1K $27.9M
CAT
Caterpillar Inc

Industrials
9.5K
+ 26.03%
$273.94 - $388.21 $2.6M - $3.69M
46K $17.9M
ABBV
Abb Vie Inc.

Healthcare
42K
+ 48.61%
$170.16 - $206.27 $7.15M - $8.66M
128K $23.8M
PFE
Pfizer Inc

Healthcare
245K
+ 99.15%
$21.59 - $24.84 $5.3M - $6.09M
493K $11.9M
GS
Goldman Sachs Group Inc

Financial Services
3.5K
+ 17.95%
$462.22 - $707.75 $1.62M - $2.48M
23K $16.3M
CSQ
Calamos Strategic Total Return Fund

Financial Services
158K
+ 12.33%
$13.86 - $18.24 $2.19M - $2.88M
1.44M $26.2M
ELV
Elevance Health, Inc.

Healthcare
15.1K
+ 126.89%
$372.27 - $452.69 $5.62M - $6.84M
27K $10.5M
SPGI
S&P Global Inc.

Financial Services
8.9K
+ 53.29%
$438.31 - $527.29 $3.9M - $4.69M
25.6K $13.5M
VZ
Verizon Communications Inc

Communication Services
119K
+ 72.66%
$41.67 - $45.62 $4.97M - $5.44M
284K $12.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
100
+ 2.86%
$4164.15 - $5789.24 $416K - $579K
3.6K $20.8M
BMY
Bristol Myers Squibb CO

Healthcare
128K
+ 128.37%
$44.12 - $59.6 $5.63M - $7.6M
227K $10.5M
AON
Aon PLC

Financial Services
13.6K
+ 111.48%
$335.85 - $398.81 $4.57M - $5.42M
25.8K $9.2M
MDT
Medtronic PLC

Healthcare
49.7K
+ 97.26%
$80.68 - $88.86 $4.01M - $4.42M
101K $8.79M
ADI
Analog Devices Inc

Technology
13.8K
+ 57.98%
$164.6 - $238.02 $2.27M - $3.28M
37.6K $8.95M
CB
Chubb LTD

Financial Services
14.5K
+ 69.38%
$274.32 - $302.46 $3.98M - $4.39M
35.4K $10.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
18.6K
+ 67.39%
$151.62 - $183.47 $2.82M - $3.41M
46.2K $8.48M
SCHW
Schwab Charles Corp

Financial Services
25K
+ 23.19%
$69.06 - $91.24 $1.73M - $2.28M
133K $12.1M
WMT
Walmart Inc.

Consumer Defensive
4.5K
+ 1.41%
$81.79 - $99.98 $368K - $450K
323K $31.6M
UBER
Uber Technologies, Inc

Technology
24.9K
+ 43.08%
$64.62 - $93.3 $1.61M - $2.32M
82.7K $7.72M
GILD
Gilead Sciences, Inc.

Healthcare
31.3K
+ 45.76%
$96.91 - $113.0 $3.03M - $3.54M
99.7K $11.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
18.5K
+ 70.34%
$212.1 - $244.27 $3.92M - $4.52M
44.8K $9.8M
Activity Summary
Buys All Purchases 143 New Holdings 14 Increased Positions 129 Sells All Sells 79 Reductions 79 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