Cornerstone Management, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $517 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $133B, Vanguard Value ETF with a value of $90.6B, Jp Morgan ETF Tr Ultra Short I with a value of $81.3B, Ishares Core U.S. Aggregate Bo with a value of $35.3B, and Spdr Bloomberg Investment Grad with a value of $23.2B.

Examining the 13F form we can see an increase of $37.5B in the current position value, from $479B to 517B.

Cornerstone Management, Inc. is based out at Duluth, GA

Below you can find more details about Cornerstone Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $517 Billion
ETFs: $484 Billion
Financial Services: $12.4 Billion
Technology: $1.17 Billion
Industrials: $1.15 Billion
Consumer Defensive: $772 Million
Utilities: $312 Million
Healthcare: $277 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $517 Billion
  • Prior Value $479 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Cornerstone Management, Inc. Portfolio

Follow Cornerstone Management, Inc. 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 Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Management, Inc. with notifications on news.