Cornerstone Management, Inc. Portfolio Holdings by Sector
Cornerstone Management, Inc.
- $517 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG VTV JPST AGG FLRN EFA SPSB MBB 37 stocks |
$469 Million
93.8% of portfolio
|
  16  
|
  17  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$15 Million
3.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$7.34 Million
1.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
GL AFL 2 stocks |
$3.53 Million
0.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$1.15 Million
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SSB TFC PNC 3 stocks |
$1.03 Million
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$772,031
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$552,626
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$452,685
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$357,402
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$312,422
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$277,460
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$256,272
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|