Cornerstone Management, Inc. Purchases in Q2 2025

Cornerstone Management, Inc.

  • $575 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
7.93K
+ 1.47%
$153.67 - $176.74 $1.22M - $1.4M
548K $96.8B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
62.7K
+ 3.8%
$50.36 - $50.68 $3.16M - $3.18M
1.71M $86.9B
DFSD
Dimensional ETF Tr Short Durat

ETFs
43K
+ 40.74%
$47.09 - $48.01 $2.02M - $2.06M
148K $7.13B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
12.1K
New
$101.93 - $128.63 $1.23M - $1.56M
12.1K $1.56B
VBK
Vanguard Small Cap Growth ETF

ETFs
2.02K
+ 7.65%
$219.76 - $276.94 $444K - $559K
28.4K $7.87B
Elevation Series Trust
28.9K
+ 5.66%
N/A
539K $16.2B
VIG
Vanguard Dividend Appreciation

ETFs
4.09K
+ 45.22%
N/A
13.1K $2.69B
SPSB
Spdr Portfolio Short Term Corp

ETFs
28.2K
+ 6.92%
$29.82 - $30.19 $842K - $853K
436K $13.2B
WES
Western Midstream Partners, LP

Energy
19.1K
New
$34.99 - $41.61 $669K - $796K
19.1K $740M
ITA
Ishares Tr

ETFs
2.82K
New
$135.31 - $188.64 $381K - $531K
2.82K $531M
VO
Vanguard Mid Cap ETF

ETFs
540
+ 3.32%
$228.54 - $279.83 $123K - $151K
16.8K $4.7B
NVDA
Nvidia Corp

Technology
1.81K
+ 63.18%
$94.31 - $157.99 $171K - $287K
4.69K $740M
VBR
Vanguard Small Cap Value ETF

ETFs
168
+ 0.53%
$162.76 - $195.77 $27.3K - $32.9K
31.7K $6.18B
TSLA
Tesla, Inc.

Consumer Cyclical
924
New
$221.86 - $362.89 $205K - $335K
924 $294M
PLTR
Palantir Technologies Inc.

Technology
2.07K
New
$74.01 - $144.25 $153K - $298K
2.07K $282M
DUK
Duke Energy Corp

Utilities
2.34K
New
$112.46 - $124.05 $263K - $290K
2.34K $276M
IDU
Ishares Tr U S Utils ETF

ETFs
2.56K
New
$93.98 - $106.11 $240K - $272K
2.56K $268M
CSX
Csx Corp

Industrials
7.26K
New
$26.69 - $32.91 $194K - $239K
7.26K $237M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.13K
New
$163.6 - $208.47 $185K - $236K
1.13K $236M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
669
+ 0.18%
$96.84 - $99.46 $64.8K - $66.5K
369K $36.6B
CATH
Global X Fds Global X S&P 500

ETFs
1.27K
+ 16.85%
$59.85 - $75.45 $76.2K - $96.1K
8.84K $667M
MSFT
Microsoft Corp

Technology
150
+ 25.13%
$354.56 - $497.45 $53.2K - $74.6K
747 $372M
LLY
Eli Lilly & CO

Healthcare
161
+ 46.26%
$713.71 - $898.95 $115K - $145K
509 $397M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
942
+ 15.27%
$61.08 - $74.04 $57.5K - $69.7K
7.11K $526M
VV
Vanguard Large Cap ETF

ETFs
27
+ 2.18%
$228.25 - $285.3 $6.16K - $7.7K
1.27K $361M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.87K
+ 2.32%
$50.37 - $57.97 $145K - $167K
127K $7.16B
BND
Vanguard Bd Index Fd Inc Total

ETFs
246
+ 5.96%
$72.02 - $73.82 $17.7K - $18.2K
4.37K $322M
SO
Southern CO

Utilities
2
+ 0.05%
$84.91 - $92.56 $170 - $185
3.8K $349M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$68.37 - $73.9 $68.4 - $73.9
12.5K $884M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39
+ 0.24%
$483.48 - $539.8 $18.9K - $21.1K
16.2K $7.88B
Activity Summary
Buys All Purchases 31 New Holdings 9 Increased Positions 22 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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