Cornerstone Advisors, LLC Portfolio Holdings
Cornerstone Advisors, LLC
- $2.86 Billion
- Q2 2025
Cornerstone Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.86 Billion distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $171M, Microsoft Corp with a value of $165M, Apple Inc. with a value of $160M, Amazon Com Inc with a value of $118M, and Alphabet Inc. with a value of $110M.
Examining the 13F form we can see an increase of $569M in the current position value, from $2.29B to 2.86B.
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
$2.86 Billion
Technology: $702 Million
Financial Services: $567 Million
Healthcare: $302 Million
Consumer Cyclical: $300 Million
Communication Services: $264 Million
Industrials: $226 Million
ETFs: $185 Million
Consumer Defensive: $154 Million
Other: $162 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 275
- Current Value $2.86 Billion
- Prior Value $2.29 Billion
- Filing
- Period Q2 2025
- Filing Date August 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks