Cornerstone Enterprises, LLC Top Holdings and 13F Report (2025) About Cornerstone Enterprises, LLCInvestment ActivityCornerstone Enterprises, LLC has $185.78 million in total holdings as of June 30, 2025.Cornerstone Enterprises, LLC owns shares of 32 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 17.14% of the portfolio was purchased this quarter.About 14.45% of the portfolio was sold this quarter.This quarter, Cornerstone Enterprises, LLC has purchased 28 new stocks and bought additional shares in 14 stocks.Cornerstone Enterprises, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio High Yield Bond ETF $40,798,817JPMorgan Equity Premium Income ETF $28,350,071iShares 0-3 Month Treasury Bond ETF $16,691,885NVIDIA $13,247,150Microsoft $11,376,762 Largest New Holdings this Quarter 00206R102 - AT&T $4,519,937 Holding92826C839 - Visa $4,026,011 Holding22788C105 - CrowdStrike $2,925,477 Holding18915M107 - Cloudflare $791,153 Holding771049103 - Roblox $252,480 Holding Largest Purchases this Quarter Meta Platforms 6,145 shares (about $4.54M)AT&T 156,183 shares (about $4.52M)Visa 11,339 shares (about $4.03M)PALANTIR TECHNOLOGIES INC 24,360 shares (about $3.32M)International Business Machines 10,866 shares (about $3.20M) Largest Sales this Quarter Apple 35,633 shares (about $7.31M)VanEck Semiconductor ETF 19,813 shares (about $5.53M)Schwab U.S. Large-Cap Growth ETF 185,085 shares (about $5.41M)Alphabet 19,883 shares (about $3.50M)iShares 0-3 Month Treasury Bond ETF 20,049 shares (about $2.02M) 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$40,798,817$697,411 ▲1.7%1,714,23622.0%ETFJEPIJPMorgan Equity Premium Income ETF$28,350,071$2,967,684 ▲11.7%498,68215.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$16,691,885$2,018,734 ▼-10.8%165,7759.0%ETFNVDANVIDIA$13,247,150$1,416,223 ▲12.0%83,8487.1%Computer and TechnologyMSFTMicrosoft$11,376,762$932,146 ▼-7.6%22,8726.1%Computer and TechnologyAMZNAmazon.com$10,147,007$102,675 ▲1.0%46,2515.5%Retail/WholesalePALANTIR TECHNOLOGIES INC$9,330,831$3,320,755 ▲55.3%68,4485.0%CL AMETAMeta Platforms$9,130,173$4,535,563 ▲98.7%12,3704.9%Computer and TechnologyOHIOmega Healthcare Investors$6,844,681$1,866,511 ▲37.5%186,7583.7%FinanceGOOGLAlphabet$6,009,267$3,503,981 ▼-36.8%34,0993.2%Computer and TechnologyIBMInternational Business Machines$5,073,458$3,203,079 ▲171.3%17,2112.7%Computer and TechnologyTAT&T$4,519,937$4,519,937 ▲New Holding156,1832.4%Computer and TechnologyVVisa$4,026,011$4,026,011 ▲New Holding11,3392.2%Business ServicesPANWPalo Alto Networks$3,370,830$734,862 ▲27.9%16,4721.8%Computer and TechnologyCRWDCrowdStrike$2,925,477$2,925,477 ▲New Holding5,7441.6%Computer and TechnologyJPMJPMorgan Chase & Co.$2,752,696$1,626,975 ▼-37.1%9,4951.5%FinanceTSLATesla$2,406,274$33,672 ▲1.4%7,5751.3%Auto/Tires/TrucksWMTWalmart$1,568,098$3,031 ▲0.2%16,0370.8%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$984,553$5,406,337 ▼-84.6%33,7060.5%ETFAAPLApple$925,111$7,310,818 ▼-88.8%4,5090.5%Computer and TechnologySHOPShopify$848,976$296,334 ▲53.6%7,3600.5%Computer and TechnologyNETCloudflare$791,153$791,153 ▲New Holding4,0400.4%Computer and TechnologyFTNTFortinet$664,238$133,736 ▲25.2%6,2830.4%Computer and TechnologyCOSTCostco Wholesale$491,0110.0%4960.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$407,7810.0%6600.2%FinanceCMGChipotle Mexican Grill$390,243$5,615 ▼-1.4%6,9500.2%Retail/WholesaleWECWEC Energy Group$377,0990.0%3,6190.2%UtilitiesSCHBSchwab US Broad Market ETF$296,1120.0%12,4260.2%ETFVZVerizon Communications$285,236$161,960 ▼-36.2%6,5920.2%Computer and TechnologyVOOVanguard S&P 500 ETF$264,028$11,381 ▲4.5%4640.1%ETFRBLXRoblox$252,480$252,480 ▲New Holding2,4000.1%Consumer DiscretionarySMHVanEck Semiconductor ETF$234,259$5,525,445 ▼-95.9%8400.1%ManufacturingSCHDSchwab US Dividend Equity ETF$0$354,868 ▼-100.0%00.0%ETFShowing 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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