13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001775446
Total reported value
$3.0B
$3.0B
267 檔
18.9%
In Q1 2025, Cornerstone Advisors, LLC's U.S. equity holdings reached a combined market value of $3.0B, distributed across 267 disclosed stock positions.
In Q1 2025, Cornerstone Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.09% | -0.39% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.15% | -0.47% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.89% | +0.86% | +3.62% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.00% | +0.09% | — | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.62% | +0.59% | -9.33% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.72% | — | +2.28% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.21% | -0.28% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | +0.14% | — | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 1.84% | — | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | +0.06% | — | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.54% | +0.43% | -19.17% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.43% | — | -7.57% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | — | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | +0.16% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.42% | +2.56% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.24% | — | -0.40% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.20% | -0.43% | -11.68% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.38% | — | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.14% | -0.16% | — | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.02% | -0.21% | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.41% | NEW | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.24% | — | |
| 23 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | Stock-Other | 0.94% | — | -17.48% | |
| 24 | ETG | Eaton Vance T/a Gl Dvd Incm | Stock-Other | 0.94% | — | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.43% | -5.77% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.90% | +1.04% | NEW | |
| 27 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.89% | — | +11.51% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.88% | — | -12.45% | |
| 29 | XLB | Ss Materials Select Sector | ETF-Other | 0.78% | — | -25.12% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.96% | NEW | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.22% | -15.72% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.71% | -0.17% | +65.73% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | -0.56% | EXIT | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | — | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.06% | +12.50% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.59% | — | +32.06% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.58% | — | — | |
| 38 | UTG | Reaves Utility Income Fund | Stock-Other | 0.57% | — | — | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.55% | +0.52% | NEW | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.55% | -0.20% | — | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.53% | +0.57% | NEW | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.79% | NEW | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.49% | — | — | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.49% | — | — | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.41% | NEW | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | — | — | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | +0.73% | NEW | |
| 48 | GE | General Electric | Stock-Industrials | 0.45% | +0.12% | — | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.45% | +0.73% | NEW | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.45% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 9 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | TSLA | Tesla Inc | — | NEW | New buy |
| 12 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 13 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | XLRE | Ss Real Estate Select Sector | — | NEW | New buy |
| 17 | WMT | Walmart Inc | — | NEW | New buy |
| 18 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 19 | MA | Mastercard Inc - A | — | NEW | New buy |
| 20 | NFLX | Netflix Inc | — | NEW | New buy |
| 21 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | — | NEW | New buy |
| 24 | ETG | Eaton Vance T/a Gl Dvd Incm | — | NEW | New buy |
| 25 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 26 | BAC | Bank Of America CORP | — | NEW | New buy |
| 27 | CSQ | Calamos Strat Ttl Rtrn Fnd | — | NEW | New buy |
| 28 | KO | Coca-cola Co/the | — | NEW | New buy |
| 29 | XLB | Ss Materials Select Sector | — | NEW | New buy |
| 30 | ABBV | Abbvie Inc | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | DE | Deere & Co | — | NEW | New buy |
| 33 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 34 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 35 | ORCL | Oracle CORP | — | NEW | New buy |
| 36 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 37 | CVX | Chevron CORP | — | NEW | New buy |
| 38 | UTG | Reaves Utility Income Fund | — | NEW | New buy |
| 39 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 40 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 41 | RTX | Rtx CORP | — | NEW | New buy |
| 42 | CAT | Caterpillar Inc | — | NEW | New buy |
| 43 | CRM | Salesforce Inc | — | NEW | New buy |
| 44 | C | Citigroup Inc | — | NEW | New buy |
| 45 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 46 | ABT | Abbott Laboratories | — | NEW | New buy |
| 47 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 48 | GE | General Electric | — | NEW | New buy |
| 49 | MS | Morgan Stanley | — | NEW | New buy |
| 50 | ACN | Accenture plc | — | NEW | New buy |
According to official SEC Form 13F filings, Cornerstone Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 267 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 18.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $164.5M
During Q1 2025, Cornerstone Advisors, LLC's top holdings by market value included AAPL (7.1%)、MSFT (5.2%)、NVDA (4.9%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q1 2025, Cornerstone Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.