Cornerstone Select Advisors, LLC Purchases in Q3 2025

Cornerstone Select Advisors, LLC

  • $136 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
238
+ 12.75%
$282.78 - $316.06 $67.3K - $75.2K
2.1K $664M
XOM
Exxon Mobil Corp

Energy
771
+ 13.22%
$105.83 - $117.22 $81.6K - $90.4K
6.6K $745M
TFC
Truist Financial Corp

Financial Services
958
+ 4.09%
$42.83 - $47.07 $41K - $45.1K
24.4K $1.11B
GM
General Motors CO

Consumer Cyclical
904
+ 20.37%
$48.89 - $61.24 $44.2K - $55.4K
5.34K $326M
AMGN
Amgen Inc

Healthcare
324
+ 8.99%
$271.18 - $309.22 $87.9K - $100K
3.93K $1.11B
EPD
Enterprise Products Partners L.P.

Energy
2.65K
+ 4.45%
$30.74 - $32.14 $81.4K - $85.1K
62.2K $1.94B
TGTX
Tg Therapeutics, Inc.

Healthcare
2.28K
+ 4.3%
$26.39 - $39.19 $60.2K - $89.4K
55.3K $2B
RTX
Raytheon Technologies Corp

Industrials
328
+ 20.81%
$144.19 - $167.33 $47.3K - $54.9K
1.9K $319M
CSCO
Cisco Systems, Inc.

Technology
1.67K
+ 5.53%
$66.2 - $71.79 $110K - $120K
31.9K $2.18B
SLB
Schlumberger Limited

Energy
2.24K
+ 20.4%
$32.37 - $37.31 $72.3K - $83.4K
13.2K $453M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
293
+ 1.78%
$24.38 - $30.89 $7.14K - $9.05K
16.8K $515M
MET
Metlife Inc

Financial Services
777
+ 19.96%
$73.82 - $82.37 $57.4K - $64K
4.67K $385M
ALL
Allstate Corp

Financial Services
31
+ 0.64%
$192.0 - $214.65 $5.95K - $6.65K
4.87K $1.04B
VVX
V2 X, Inc.

Industrials
430
+ 9.68%
$46.71 - $61.81 $20.1K - $26.6K
4.87K $283M
Global X Fds
146
+ 3.31%
N/A
4.56K $434M
CBRE
Cbre Group, Inc.

Real Estate
109
+ 5.11%
$137.04 - $165.9 $14.9K - $18.1K
2.24K $353M
ADBE
Adobe Inc.

Technology
248
+ 19.08%
$333.65 - $392.1 $82.7K - $97.2K
1.55K $546M
UBER
Uber Technologies, Inc

Technology
315
+ 12.01%
$86.91 - $99.57 $27.4K - $31.4K
2.94K $288M
SHEL
Shell PLC

Energy
113
+ 0.39%
$69.82 - $73.93 $7.89K - $8.35K
28.8K $2.06B
OC
Owens Corning

Industrials
219
+ 14.89%
$136.56 - $157.69 $29.9K - $34.5K
1.69K $239M
Ark 21 Shares Bitcoin ETF
360
+ 4.79%
N/A
7.87K $299M
ISRG
Intuitive Surgical Inc

Healthcare
149
+ 36.7%
$433.66 - $544.47 $64.6K - $81.1K
555 $248M
MELI
Mercadolibre Inc

Consumer Cyclical
26
+ 17.93%
$2292.04 - $2514.05 $59.6K - $65.4K
171 $400M
V
Visa Inc.

Financial Services
199
+ 5.66%
$332.09 - $358.86 $66.1K - $71.4K
3.71K $1.27B
MA
Mastercard Inc

Financial Services
21
+ 5.68%
$550.18 - $598.96 $11.6K - $12.6K
391 $222M
ACN
Accenture PLC

Technology
199
+ 19.92%
$232.56 - $304.78 $46.3K - $60.7K
1.2K $295M
T
At&T Inc.

Communication Services
2.98K
+ 2.37%
$26.94 - $29.62 $80.4K - $88.4K
129K $3.65B
ET
Energy Transfer LP

Energy
163
+ 1.1%
$17.11 - $18.16 $2.79K - $2.96K
15K $257M
CRM
Salesforce, Inc.

Technology
274
+ 11.93%
$231.66 - $273.65 $63.5K - $75K
2.57K $609M
HRTX
Heron Therapeutics, Inc.

Healthcare
9.4K
+ 18.92%
$1.21 - $2.23 $11.4K - $21K
59.1K $74.4M
ARCC
Ares Capital Corp

Financial Services
8K
+ 5.79%
$20.41 - $23.25 $163K - $186K
146K $2.98B
FTNT
Fortinet, Inc.

Technology
752
+ 11.96%
$74.39 - $107.65 $55.9K - $81K
7.04K $592M
FISV
Fiserv Inc

Technology
295
+ 10.11%
N/A
3.21K $414M
Activity Summary
Buys All Purchases 84 New Holdings 5 Increased Positions 79 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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