Cornerstone Select Advisors, LLC Top Holdings and 13F Report (2025) About Cornerstone Select Advisors, LLCInvestment ActivityCornerstone Select Advisors, LLC has $105.60 million in total holdings as of March 31, 2025.Cornerstone Select Advisors, LLC owns shares of 112 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 9.38% of the portfolio was purchased this quarter.About 5.81% of the portfolio was sold this quarter.This quarter, Cornerstone Select Advisors, LLC has purchased 112 new stocks and bought additional shares in 56 stocks.Cornerstone Select Advisors, LLC sold shares of 39 stocks and completely divested from 11 stocks this quarter.Largest Holdings Broadcom $4,798,932NVIDIA $4,743,904Apple $3,817,283AT&T $3,627,026Chevron $3,351,487 Largest New Holdings this Quarter 89832Q109 - Truist Financial $984,305 Holding404280406 - HSBC $615,937 Holding45687V106 - Ingersoll Rand $384,064 Holding24703L202 - Dell Technologies $334,521 Holding025537101 - American Electric Power $312,184 Holding Largest Purchases this Quarter Truist Financial 23,920 shares (about $984.31K)Oracle 4,576 shares (about $639.78K)HSBC 10,725 shares (about $615.94K)Palo Alto Networks 3,395 shares (about $579.32K)Ingersoll Rand 4,799 shares (about $384.06K) Largest Sales this Quarter BUNGE GLOBAL SA 9,314 shares (about $711.78K)Union Pacific 1,214 shares (about $286.80K)TG Therapeutics 6,968 shares (about $274.75K)Devon Energy 7,215 shares (about $269.83K)Adobe 632 shares (about $242.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Select Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$4,798,932$144,326 ▼-2.9%28,6624.5%Computer and TechnologyNVDANVIDIA$4,743,904$251,117 ▲5.6%43,7714.5%Computer and TechnologyAAPLApple$3,817,283$10,440 ▼-0.3%17,1853.6%Computer and TechnologyTAT&T$3,627,026$185,828 ▲5.4%128,2543.4%Computer and TechnologyCVXChevron$3,351,487$73,942 ▲2.3%20,0343.2%EnergyARCCAres Capital$3,131,014$291,604 ▲10.3%141,2913.0%FinanceMSFTMicrosoft$2,625,102$39,041 ▼-1.5%6,9932.5%Computer and TechnologyBACBank of America$2,572,037$105,327 ▼-3.9%61,6352.4%FinanceTGTXTG Therapeutics$2,219,988$274,748 ▼-11.0%56,3022.1%MedicalABBVAbbVie$2,216,303$116,703 ▲5.6%10,5782.1%MedicalSHELShell$2,214,432$13,777 ▼-0.6%30,2192.1%EnergyVZVerizon Communications$2,155,305$41,323 ▼-1.9%47,5162.0%Computer and TechnologyEPDEnterprise Products Partners$2,085,309$249,120 ▲13.6%61,0812.0%EnergyCSCOCisco Systems$1,926,957$79,914 ▲4.3%31,2261.8%Computer and TechnologyAMZNAmazon.com$1,890,252$28,349 ▲1.5%9,9351.8%Retail/WholesaleMETAMeta Platforms$1,798,246$132,563 ▲8.0%3,1201.7%Computer and TechnologyBMYBristol-Myers Squibb$1,779,567$34,642 ▲2.0%29,1781.7%MedicalCAHCardinal Health$1,763,870$103,052 ▲6.2%12,8031.7%MedicalLAM RESEARCH CORP$1,754,614$37,949 ▲2.2%24,1351.7%COM NEWWMTWalmart$1,638,689$6,058 ▼-0.4%18,6661.6%Retail/WholesalePANWPalo Alto Networks$1,634,902$579,323 ▲54.9%9,5811.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,631,452$42,369 ▼-2.5%19,3301.5%CL AIBMInternational Business Machines$1,569,650$62,915 ▲4.2%6,3121.5%Computer and TechnologyMRKMerck & Co., Inc.$1,530,947$193,343 ▲14.5%17,0561.4%MedicalKLACKLA$1,529,550$144,797 ▲10.5%2,2501.4%Computer and TechnologyTMHCTaylor Morrison Home$1,452,368$10,507 ▲0.7%24,1901.4%ConstructionVLOValero Energy$1,365,339$19,810 ▲1.5%10,3381.3%EnergyGILDGilead Sciences$1,341,363$127,402 ▲10.5%11,9711.3%MedicalLHXL3Harris Technologies$1,251,674$162,215 ▲14.9%5,9801.2%AerospaceMOAltria Group$1,245,955$195,305 ▲18.6%20,7591.2%Consumer StaplesVVisa$1,233,269$238,663 ▲24.0%3,5191.2%Business ServicesWCCWESCO International$1,191,772$8,697 ▲0.7%7,6741.1%Computer and TechnologyARISTA NETWORKS INC$1,173,280$20,765 ▲1.8%15,1431.1%COM SHSMUMicron Technology$1,120,276$58,825 ▲5.5%12,8931.1%Computer and TechnologyAMGNAmgen$1,119,399$138,951 ▲14.2%3,5931.1%MedicalCRWDCrowdStrike$1,044,695$256,326 ▲32.5%2,9631.0%Computer and TechnologyCDNSCadence Design Systems$1,031,563$45,525 ▲4.6%4,0561.0%Computer and TechnologyORCLOracle$1,020,351$639,782 ▲168.1%7,2981.0%Computer and TechnologyALLAllstate$1,007,603$10,354 ▼-1.0%4,8661.0%FinanceTFCTruist Financial$984,305$984,305 ▲New Holding23,9200.9%FinanceUNPUnion Pacific$857,551$286,795 ▼-25.1%3,6300.8%TransportationFIFiserv$804,263$28,266 ▲3.6%3,6420.8%Business ServicesTSMTaiwan Semiconductor Manufacturing$797,298$3,486 ▼-0.4%4,8030.8%Computer and TechnologyGOOGLAlphabet$767,208$141,348 ▲22.6%4,9610.7%Computer and TechnologyXOMExxon Mobil$763,649$58,395 ▲8.3%6,4210.7%EnergyOHIOmega Healthcare Investors$736,809$42,802 ▲6.2%19,3490.7%FinanceLDOSLeidos$714,912$27,393 ▲4.0%5,2980.7%AerospaceFTNTFortinet$666,311$18,386 ▼-2.7%6,9220.6%Computer and TechnologyKHCKraft Heinz$622,020$90,316 ▲17.0%20,4410.6%Consumer StaplesHSBCHSBC$615,937$615,937 ▲New Holding10,7250.6%FinanceCRMSalesforce$607,031$145,183 ▲31.4%2,2620.6%Computer and TechnologyADBEAdobe$597,923$242,391 ▼-28.8%1,5590.6%Computer and TechnologyHPEHewlett Packard Enterprise$578,456$27,373 ▲5.0%37,4890.5%Computer and TechnologyFNFFidelity National Financial$564,374$10,738 ▲1.9%8,6720.5%FinanceCATCaterpillar$560,660$1,979 ▲0.4%1,7000.5%IndustrialsSTLDSteel Dynamics$544,474$23,140 ▼-4.1%4,3530.5%Basic MaterialsTPRTapestry$534,764$55,342 ▼-9.4%7,5950.5%Retail/WholesaleIWMiShares Russell 2000 ETF$519,212$53,856 ▼-9.4%2,6030.5%FinanceJPMJPMorgan Chase & Co.$506,054$8,586 ▲1.7%2,0630.5%FinanceBUNGE GLOBAL SA$505,442$711,776 ▼-58.5%6,6140.5%COM SHSUGIUGI$499,424$264,990 ▲113.0%15,1020.5%UtilitiesHASIHA Sustainable Infrastructure Capital$492,519$13,100 ▼-2.6%16,8440.5%FinanceJNJJohnson & Johnson$469,868$26,537 ▲6.0%2,8330.4%MedicalGLWCorning$464,896$200,379 ▲75.8%10,1550.4%Computer and TechnologyASMLASML$457,215$163,007 ▲55.4%6900.4%Computer and TechnologySLBSchlumberger$434,051$107,050 ▼-19.8%10,3840.4%EnergyDVNDevon Energy$423,128$269,831 ▼-38.9%11,3140.4%EnergyTGTTarget$417,127$60,424 ▼-12.7%3,9970.4%Retail/WholesaleEMEEMCOR Group$411,398$18,481 ▼-4.3%1,1130.4%ConstructionGLOBAL X FDS$402,860$25,385 ▼-5.9%5,1260.4%X RUSSELL 2000 EKWEBKraneShares CSI China Internet ETF$391,167$103,997 ▼-21.0%11,2050.4%ManufacturingIVViShares Core S&P 500 ETF$387,7110.0%6900.4%ETFIRIngersoll Rand$384,064$384,064 ▲New Holding4,7990.4%IndustrialsURIUnited Rentals$382,287$7,520 ▲2.0%6100.4%ConstructionCOFCapital One Financial$364,5170.0%2,0330.3%FinanceCMICummins$349,7990.0%1,1160.3%Auto/Tires/TrucksAMDAdvanced Micro Devices$348,391$25,788 ▼-6.9%3,3910.3%Computer and TechnologyDELLDell Technologies$334,521$334,521 ▲New Holding3,6700.3%Computer and TechnologyPFEPfizer$332,968$79,441 ▼-19.3%13,1400.3%MedicalAEPAmerican Electric Power$312,184$312,184 ▲New Holding2,8570.3%UtilitiesACNAccenture$304,551$105,470 ▲53.0%9760.3%Computer and TechnologyMETMetLife$303,095$51,466 ▲20.5%3,7750.3%FinanceHDHome Depot$292,093$12,461 ▲4.5%7970.3%Retail/WholesaleCBRECBRE Group$286,147$23,933 ▲9.1%2,1880.3%FinanceMELIMercadoLibre$282,876$19,509 ▲7.4%1450.3%Retail/WholesaleVRTVertiv$281,366$281,366 ▲New Holding3,8970.3%Computer and TechnologyGMGeneral Motors$267,789$16,131 ▼-5.7%5,6940.3%Auto/Tires/TrucksGDGeneral Dynamics$263,857$2,726 ▲1.0%9680.2%AerospaceOGEOGE Energy$259,536$5,837 ▼-2.2%5,6470.2%UtilitiesOCOwens Corning$256,219$428 ▲0.2%1,7940.2%ConstructionNVONovo Nordisk A/S$247,068$39,095 ▲18.8%3,5580.2%MedicalNSCNorfolk Southern$229,981$1,184 ▲0.5%9710.2%TransportationPFFDGlobal X U.S. Preferred ETF$229,413$20,240 ▼-8.1%12,0490.2%ETFVVXV2X$227,592$227,592 ▲New Holding4,6400.2%Business ServicesAMLPAlerian MLP ETF$227,2380.0%4,3750.2%ETFXLIIndustrial Select Sector SPDR Fund$222,557$47,710 ▼-17.7%1,6980.2%ETFTXTernium$222,514$7,697 ▼-3.3%7,1410.2%Basic MaterialsVNQVanguard Real Estate ETF$221,733$168,767 ▼-43.2%2,4490.2%ETFUBERUber Technologies$220,839$220,839 ▲New Holding3,0310.2%Computer and TechnologyISRGIntuitive Surgical$219,405$17,830 ▼-7.5%4430.2%MedicalShowing largest 100 holdings. 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