Cornerstone Advisors, LLC Portfolio Holdings
Cornerstone Advisors, LLC
- $2.51 Billion
- Q3 2024
Cornerstone Advisors, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.51 Billion distributed in 284 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $180M, Microsoft Corp with a value of $149M, Nvidia Corp with a value of $122M, Alphabet Inc. with a value of $98.8M, and Amazon Com Inc with a value of $90.4M.
Examining the 13F form we can see an increase of $60.5M in the current position value, from $2.45B to 2.51B.
Cornerstone Advisors, LLC is based out at Asheville, NC
Below you can find more details about Cornerstone Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.51 Billion
Technology: $614 Million
Financial Services: $512 Million
ETFs: $248 Million
Healthcare: $244 Million
Consumer Cyclical: $227 Million
Communication Services: $204 Million
Industrials: $164 Million
Consumer Defensive: $157 Million
Other: $142 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 284
- Current Value $2.51 Billion
- Prior Value $2.45 Billion
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 140 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks