Cornerstone Select Advisors, LLC Top Holdings and 13F Report (2025) About Cornerstone Select Advisors, LLCInvestment ActivityCornerstone Select Advisors, LLC has $113.58 million in total holdings as of June 30, 2025.Cornerstone Select Advisors, LLC owns shares of 110 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 2.80% of the portfolio was purchased this quarter.About 7.08% of the portfolio was sold this quarter.This quarter, Cornerstone Select Advisors, LLC has purchased 112 new stocks and bought additional shares in 19 stocks.Cornerstone Select Advisors, LLC sold shares of 78 stocks and completely divested from 9 stocks this quarter.Largest Holdings Broadcom $7,458,314NVIDIA $5,636,618AT&T $3,650,155Microsoft $3,352,063Apple $3,347,136 Largest New Holdings this Quarter 05464T104 - Axsome Therapeutics $456,706 Holding60937P106 - MongoDB $259,338 Holding75513E101 - RTX $230,128 Holding14316J108 - Carlyle Group $226,931 Holding81369Y803 - Technology Select Sector SPDR Fund $207,739 Holding Largest Purchases this Quarter Axsome Therapeutics 4,375 shares (about $456.71K)Vertiv 3,487 shares (about $447.77K)MongoDB 1,235 shares (about $259.34K)RTX 1,576 shares (about $230.13K)Carlyle Group 4,415 shares (about $226.93K) Largest Sales this Quarter NVIDIA 8,094 shares (about $1.28M)Broadcom 1,605 shares (about $442.42K)PALANTIR TECHNOLOGIES INC 1,769 shares (about $241.15K)Apple 871 shares (about $178.70K)BUNGE GLOBAL SA 2,075 shares (about $166.58K) 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$7,458,314$442,421 ▼-5.6%27,0576.6%Computer and TechnologyNVDANVIDIA$5,636,618$1,278,773 ▼-18.5%35,6775.0%Computer and TechnologyTAT&T$3,650,155$61,527 ▼-1.7%126,1283.2%Computer and TechnologyMSFTMicrosoft$3,352,063$126,343 ▼-3.6%6,7393.0%Computer and TechnologyAAPLApple$3,347,136$178,703 ▼-5.1%16,3142.9%Computer and TechnologyARCCAres Capital$3,032,774$69,987 ▼-2.3%138,1042.7%FinanceBACBank of America$2,799,230$117,354 ▼-4.0%59,1552.5%FinanceCVXChevron$2,785,842$82,762 ▼-2.9%19,4562.5%EnergyPALANTIR TECHNOLOGIES INC$2,393,916$241,150 ▼-9.2%17,5612.1%CL ALAM RESEARCH CORP$2,296,932$52,369 ▼-2.2%23,5972.0%COM NEWAMZNAmazon.com$2,160,135$19,526 ▼-0.9%9,8461.9%Retail/WholesaleMETAMeta Platforms$2,152,301$150,572 ▼-6.5%2,9161.9%Computer and TechnologyCSCOCisco Systems$2,094,319$72,156 ▼-3.3%30,1861.8%Computer and TechnologySHELShell$2,023,139$104,558 ▼-4.9%28,7341.8%EnergyCAHCardinal Health$2,008,785$142,129 ▼-6.6%11,9571.8%MedicalKLACKLA$1,993,249$22,396 ▼-1.1%2,2251.8%Computer and TechnologyVZVerizon Communications$1,978,608$77,410 ▼-3.8%45,7271.7%Computer and TechnologyTGTXTG Therapeutics$1,907,614$118,695 ▼-5.9%53,0041.7%MedicalPANWPalo Alto Networks$1,886,985$73,670 ▼-3.8%9,2211.7%Computer and TechnologyEPDEnterprise Products Partners$1,846,029$48,097 ▼-2.5%59,5301.6%EnergyABBVAbbVie$1,842,292$121,211 ▼-6.2%9,9251.6%MedicalIBMInternational Business Machines$1,824,912$35,667 ▼-1.9%6,1911.6%Computer and TechnologyWMTWalmart$1,693,941$131,221 ▼-7.2%17,3241.5%Retail/WholesaleCRWDCrowdStrike$1,590,066$80,980 ▲5.4%3,1221.4%Computer and TechnologyORCLOracle$1,580,801$14,868 ▼-0.9%7,2301.4%Computer and TechnologyARISTA NETWORKS INC$1,482,063$67,218 ▼-4.3%14,4861.3%COM SHSMUMicron Technology$1,469,515$119,553 ▼-7.5%11,9231.3%Computer and TechnologyLHXL3Harris Technologies$1,439,831$60,202 ▼-4.0%5,7401.3%AerospaceMRKMerck & Co., Inc.$1,410,059$59,923 ▲4.4%17,8131.2%MedicalTMHCTaylor Morrison Home$1,393,988$91,761 ▼-6.2%22,6961.2%ConstructionWCCWESCO International$1,359,924$61,301 ▼-4.3%7,3431.2%Computer and TechnologyBMYBristol Myers Squibb$1,318,911$31,755 ▼-2.4%28,4921.2%MedicalVLOValero Energy$1,312,626$77,024 ▼-5.5%9,7651.2%EnergyGILDGilead Sciences$1,306,909$20,289 ▼-1.5%11,7881.2%MedicalVVisa$1,248,001$1,420 ▼-0.1%3,5151.1%Business ServicesCDNSCadence Design Systems$1,164,191$85,666 ▼-6.9%3,7781.0%Computer and TechnologyMOAltria Group$1,164,188$52,883 ▼-4.3%19,8571.0%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$1,057,255$30,576 ▼-2.8%4,6680.9%Computer and TechnologyTFCTruist Financial$1,007,062$21,280 ▼-2.1%23,4250.9%FinanceAMGNAmgen$1,006,845$3,630 ▲0.4%3,6060.9%MedicalALLAllstate$973,736$5,838 ▼-0.6%4,8370.9%FinanceVRTVertiv$948,198$447,774 ▲89.5%7,3840.8%Computer and TechnologyGOOGLAlphabet$847,895$26,436 ▼-3.0%4,8110.7%Computer and TechnologyLDOSLeidos$793,691$42,122 ▼-5.0%5,0310.7%Computer and TechnologyUNPUnion Pacific$778,264$56,823 ▼-6.8%3,3830.7%TransportationHPEHewlett Packard Enterprise$753,236$13,415 ▼-1.7%36,8330.7%Computer and TechnologyOHIOmega Healthcare Investors$717,089$7,953 ▲1.1%19,5660.6%FinanceFTNTFortinet$664,979$66,815 ▼-9.1%6,2900.6%Computer and TechnologyDELLDell Technologies$656,033$206,091 ▲45.8%5,3510.6%Computer and TechnologyHSBCHSBC$652,520$547 ▲0.1%10,7340.6%FinanceCATCaterpillar$628,900$31,057 ▼-4.7%1,6200.6%IndustrialsXOMExxon Mobil$628,797$63,386 ▼-9.2%5,8330.6%EnergyCRMSalesforce$626,369$9,544 ▲1.5%2,2970.6%Computer and TechnologyEMEEMCOR Group$595,3330.0%1,1130.5%ConstructionGLWCorning$591,703$57,640 ▲10.8%11,2510.5%Computer and TechnologyTPRTapestry$587,625$79,292 ▼-11.9%6,6920.5%Retail/WholesaleUGIUGI$582,524$32,522 ▲5.9%15,9950.5%UtilitiesCOFCapital One Financial$559,772$127,231 ▲29.4%2,6310.5%FinanceJPMJPMorgan Chase & Co.$540,972$57,112 ▼-9.5%1,8660.5%FinanceKHCKraft Heinz$530,548$2,763 ▲0.5%20,5480.5%Consumer StaplesIWMiShares Russell 2000 ETF$528,680$33,016 ▼-5.9%2,4500.5%FinanceASMLASML$516,095$36,864 ▼-6.7%6440.5%Computer and TechnologySTLDSteel Dynamics$510,504$46,724 ▼-8.4%3,9880.4%Basic MaterialsFIFiserv$503,265$124,652 ▼-19.9%2,9190.4%Business ServicesADBEAdobe$502,944$100,202 ▼-16.6%1,3000.4%Computer and TechnologyFNFFidelity National Financial$484,357$1,794 ▼-0.4%8,6400.4%FinanceAXSMAxsome Therapeutics$456,706$456,706 ▲New Holding4,3750.4%MedicalURIUnited Rentals$446,013$13,561 ▼-3.0%5920.4%ConstructionHASIHA Sustainable Infrastructure Capital$442,733$9,696 ▼-2.1%16,4830.4%FinanceIVViShares Core S&P 500 ETF$428,4210.0%6900.4%ETFJNJJohnson & Johnson$417,978$14,819 ▼-3.4%2,7360.4%MedicalMELIMercadoLibre$378,9760.0%1450.3%Retail/WholesaleGLOBAL X FDS$375,575$60,780 ▼-13.9%4,4120.3%X RUSSELL 2000 ESLBSchlumberger$370,245$19,266 ▲5.5%10,9540.3%EnergyBUNGE GLOBAL SA$364,391$166,581 ▼-31.4%4,5390.3%COM SHSIRIngersoll Rand$363,913$35,268 ▼-8.8%4,3750.3%IndustrialsCMICummins$358,940$6,550 ▼-1.8%1,0960.3%Auto/Tires/TrucksAMDAdvanced Micro Devices$328,499$152,685 ▼-31.7%2,3150.3%Computer and TechnologyDVNDevon Energy$315,719$44,185 ▼-12.3%9,9250.3%EnergyMETMetLife$313,008$9,410 ▲3.1%3,8920.3%FinanceAEPAmerican Electric Power$308,806$12,348 ▲4.2%2,9760.3%UtilitiesKWEBKraneShares CSI China Internet ETF$308,146$76,522 ▼-19.9%8,9760.3%ManufacturingCBRECBRE Group$298,876$7,707 ▼-2.5%2,1330.3%FinanceACNAccenture$298,591$6,874 ▲2.4%9990.3%Computer and TechnologyTGTTarget$287,565$106,739 ▼-27.1%2,9150.3%Retail/WholesaleHDHome Depot$287,079$5,133 ▼-1.8%7830.3%Retail/WholesaleARK 21SHARES BITCOIN ETF$268,747$173,868 ▲183.3%7,5090.2%SHS BEN INTETEnergy Transfer$268,585$68,787 ▲34.4%14,8140.2%EnergyMDBMongoDB$259,338$259,338 ▲New Holding1,2350.2%Computer and TechnologyGDGeneral Dynamics$250,536$31,791 ▼-11.3%8590.2%AerospaceNSCNorfolk Southern$248,5470.0%9710.2%TransportationUBERUber Technologies$244,633$38,160 ▼-13.5%2,6220.2%Computer and TechnologyOGEOGE Energy$244,534$6,080 ▼-2.4%5,5100.2%UtilitiesNVONovo Nordisk A/S$237,636$7,937 ▼-3.2%3,4430.2%MedicalRTXRTX$230,128$230,128 ▲New Holding1,5760.2%AerospaceCGCarlyle Group$226,931$226,931 ▲New Holding4,4150.2%FinanceISRGIntuitive Surgical$220,624$20,106 ▼-8.4%4060.2%MedicalGMGeneral Motors$218,394$61,808 ▼-22.1%4,4380.2%Auto/Tires/TrucksPFFDGlobal X U.S. Preferred ETF$217,468$9,415 ▼-4.1%11,5490.2%ETFVVXV2X$215,562$9,710 ▼-4.3%4,4400.2%Business ServicesShowing largest 100 holdings. 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