The Analysis of CORNERSTONE ENTERPRISES, LLC's Holdings
Currently, CORNERSTONE ENTERPRISES, LLC holds 32 types of securities in its portfolio with a total value $203.3M. In the most recent quarter, they have increased their positions in SPHY (+84.6K shares, valued at $2.0M), JEPI (+22.5K shares, valued at $1.3M), PANW (+3.3K shares, valued at $667.3K); decreased their positions in PLTR (-4.2K shares, valued at $773.1K), SCHG (-5.9K shares, valued at $188.6K), NVDA (-946 shares, valued at $176.5K); initiated new positions in CAT (+425 shares, valued at $202.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPHY SPDR SERIES TRUST1.8M shares4.93%2025-09-302025-11-05
JEPI J P MORGAN EXCHANGE TRADED F521.2K shares4.51%2025-09-302025-11-05 SGOV ISHARES TR168.1K shares1.43%2025-09-302025-11-05 NVDA NVIDIA CORPORATION82.9K shares-1.13%2025-09-302025-11-05 MSFT MICROSOFT CORP23.4K shares2.33%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC64.2K shares-6.19%2025-09-302025-11-05 AMZN AMAZON COM INC48.4K shares4.55%2025-09-302025-11-05 META META PLATFORMS INC12.8K shares3.34%2025-09-302025-11-05 GOOGL ALPHABET INC34.3K shares0.56%2025-09-302025-11-05 OHI OMEGA HEALTHCARE INVS INC194.8K shares4.30%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS19.1K shares10.97%2025-09-302025-11-05 T AT&T INC164.7K shares5.42%2025-09-302025-11-05 V VISA INC12.0K shares5.95%2025-09-302025-11-05 PANW PALO ALTO NETWORKS INC19.7K shares19.89%2025-09-302025-11-05 TSLA TESLA INC8.7K shares15.02%2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC6.8K shares18.68%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.9.8K shares3.24%2025-09-302025-11-05 WMT WALMART INC16.6K shares3.70%2025-09-302025-11-05 AAPL APPLE INC4.6K shares2.91%2025-09-302025-11-05 SHOP SHOPIFY INC7.6K shares3.76%2025-09-302025-11-05 NET CLOUDFLARE INC4.2K shares4.01%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR27.8K shares-17.54%2025-09-302025-11-05 FTNT FORTINET INC6.6K shares5.08%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW496 shares0.00%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR660 shares0.00%2025-09-302025-11-05 VOO VANGUARD INDEX FDS586 shares26.29%2025-09-302025-11-05 SCHB SCHWAB STRATEGIC TR12.4K shares0.00%2025-09-302025-11-05 RBLX ROBLOX CORP2.1K shares-14.00%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC6.4K shares-2.28%2025-09-302025-11-05 SMH VANECK ETF TRUST840 shares0.00%2025-09-302025-11-05 CMG CHIPOTLE MEXICAN GRILL INC6.5K shares-6.47%2025-09-302025-11-05 CAT CATERPILLAR INC425 sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available