Cornerstone Enterprises, LLC Top Holdings and 13F Report (2025) About Cornerstone Enterprises, LLCInvestment ActivityCornerstone Enterprises, LLC has $164.06 million in total holdings as of March 31, 2025.Cornerstone Enterprises, LLC owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.61% of the portfolio was purchased this quarter.About 7.76% of the portfolio was sold this quarter.This quarter, Cornerstone Enterprises, LLC has purchased 29 new stocks and bought additional shares in 16 stocks.Cornerstone Enterprises, LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio High Yield Bond ETF $39,461,131JPMorgan Equity Premium Income ETF $25,511,868iShares 0-3 Month Treasury Bond ETF $18,706,902Microsoft $9,289,410Apple $8,916,751 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $3,705,748 Holding78462F103 - SPDR S&P 500 ETF Trust $369,197 Holding Largest Purchases this Quarter JPMorgan Equity Premium Income ETF 166,029 shares (about $9.49M)JPMorgan Chase & Co. 15,107 shares (about $3.71M)SPDR Portfolio High Yield Bond ETF 92,421 shares (about $2.16M)NVIDIA 8,139 shares (about $882.11K)iShares 0-3 Month Treasury Bond ETF 5,260 shares (about $529.52K) Largest Sales this Quarter Verizon Communications 123,134 shares (about $5.59M)VanEck Semiconductor ETF 13,925 shares (about $2.94M)PALANTIR TECHNOLOGIES INC 5,223 shares (about $440.82K)Meta Platforms 390 shares (about $224.78K)WEC Energy Group 461 shares (about $50.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Enterprises, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPHYSPDR Portfolio High Yield Bond ETF$39,461,131$2,164,500 ▲5.8%1,684,93324.1%ETFJEPIJPMorgan Equity Premium Income ETF$25,511,868$9,486,897 ▲59.2%446,48015.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$18,706,902$529,524 ▲2.9%185,82411.4%ETFMSFTMicrosoft$9,289,410$22,523 ▲0.2%24,7465.7%Computer and TechnologyAAPLApple$8,916,751$435,153 ▲5.1%40,1425.4%Computer and TechnologyAMZNAmazon.com$8,710,673$48,707 ▼-0.6%45,7835.3%Retail/WholesaleGOOGLAlphabet$8,347,776$109,794 ▲1.3%53,9825.1%Computer and TechnologyNVDANVIDIA$8,115,931$882,105 ▲12.2%74,8844.9%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$5,478,537$329,252 ▲6.4%218,7913.3%ETFOHIOmega Healthcare Investors$5,172,406$291,388 ▲6.0%135,8303.2%FinanceSMHVanEck Semiconductor ETF$4,367,541$2,944,754 ▼-40.3%20,6532.7%ManufacturingPALANTIR TECHNOLOGIES INC$3,721,027$440,821 ▼-10.6%44,0882.3%CL AJPMJPMorgan Chase & Co.$3,705,748$3,705,748 ▲New Holding15,1072.3%FinanceMETAMeta Platforms$3,587,842$224,780 ▼-5.9%6,2252.2%Computer and TechnologyPANWPalo Alto Networks$2,198,014$205,962 ▲10.3%12,8811.3%Computer and TechnologyTSLATesla$1,935,667$239,723 ▲14.1%7,4691.2%Auto/Tires/TrucksIBMInternational Business Machines$1,577,749$111,400 ▲7.6%6,3451.0%Computer and TechnologyWMTWalmart$1,405,167$107,455 ▲8.3%16,0060.9%Retail/WholesaleFTNTFortinet$483,033$11,070 ▲2.3%5,0180.3%Computer and TechnologyCOSTCostco Wholesale$469,107$9,458 ▲2.1%4960.3%Retail/WholesaleVZVerizon Communications$468,795$5,585,351 ▼-92.3%10,3350.3%Computer and TechnologySHOPShopify$457,445$36,187 ▲8.6%4,7910.3%Computer and TechnologyWECWEC Energy Group$394,399$50,240 ▼-11.3%3,6190.2%UtilitiesSPYSPDR S&P 500 ETF Trust$369,197$369,197 ▲New Holding6600.2%FinanceSCHDSchwab US Dividend Equity ETF$354,868$3,271 ▼-0.9%12,6920.2%ETFCMGChipotle Mexican Grill$353,9810.0%7,0500.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$267,5320.0%12,4260.2%ETFVOOVanguard S&P 500 ETF$228,595$6,178 ▼-2.6%4440.1%ETFURIUnited Rentals$0$1,947,777 ▼-100.0%00.0%ConstructionBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$1,255,517 ▼-100.0%00.0%ETFKOCoca-Cola$0$215,669 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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