Cornerstone Advisors as of March 31, 2018
Portfolio Holdings for Cornerstone Advisors
Cornerstone Advisors holds 203 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.5 | $30M | 178k | 167.78 | |
Amazon (AMZN) | 3.3 | $28M | 19k | 1447.32 | |
Alphabet Inc Class C cs (GOOG) | 3.0 | $25M | 24k | 1031.78 | |
Microsoft Corporation (MSFT) | 2.8 | $24M | 258k | 91.27 | |
Facebook Inc cl a (META) | 2.8 | $23M | 146k | 159.79 | |
JPMorgan Chase & Co. (JPM) | 2.7 | $23M | 207k | 109.97 | |
Johnson & Johnson (JNJ) | 2.0 | $17M | 133k | 128.15 | |
Intel Corporation (INTC) | 1.8 | $15M | 294k | 52.08 | |
General American Investors (GAM) | 1.8 | $15M | 442k | 33.47 | |
Home Depot (HD) | 1.7 | $15M | 82k | 178.24 | |
Adams Express Company (ADX) | 1.7 | $15M | 985k | 14.78 | |
UnitedHealth (UNH) | 1.6 | $13M | 61k | 214.00 | |
Visa (V) | 1.5 | $13M | 104k | 119.62 | |
Bank of America Corporation (BAC) | 1.4 | $12M | 394k | 29.99 | |
Abbvie (ABBV) | 1.3 | $11M | 117k | 94.65 | |
Boeing Company (BA) | 1.3 | $11M | 33k | 327.88 | |
Templeton Dragon Fund (TDF) | 1.3 | $11M | 486k | 22.24 | |
Petroleum & Res Corp Com cef (PEO) | 1.2 | $10M | 563k | 18.24 | |
Morgan Stanley China A Share Fund (CAF) | 1.2 | $10M | 405k | 24.90 | |
Citigroup (C) | 1.2 | $9.8M | 146k | 67.50 | |
Comcast Corporation (CMCSA) | 1.1 | $9.5M | 278k | 34.17 | |
Cohen & Steers infrastucture Fund (UTF) | 1.1 | $9.3M | 435k | 21.41 | |
MasterCard Incorporated (MA) | 1.1 | $9.3M | 53k | 175.15 | |
Chevron Corporation (CVX) | 1.1 | $9.1M | 80k | 114.04 | |
Cbre Clarion Global Real Estat re (IGR) | 1.1 | $8.9M | 1.2M | 7.31 | |
Pepsi (PEP) | 1.0 | $8.5M | 78k | 109.15 | |
Tri-Continental Corporation (TY) | 1.0 | $8.0M | 306k | 26.31 | |
Amgen (AMGN) | 0.9 | $7.8M | 46k | 170.48 | |
Exxon Mobil Corporation (XOM) | 0.9 | $7.4M | 100k | 74.61 | |
India Fund (IFN) | 0.9 | $7.4M | 299k | 24.63 | |
Netflix (NFLX) | 0.9 | $7.4M | 25k | 295.36 | |
McDonald's Corporation (MCD) | 0.8 | $7.1M | 45k | 156.38 | |
iShares S&P 500 Index (IVV) | 0.8 | $6.9M | 26k | 265.38 | |
Oracle Corporation (ORCL) | 0.8 | $6.8M | 148k | 45.75 | |
Union Pacific Corporation (UNP) | 0.7 | $6.2M | 46k | 134.43 | |
Dowdupont | 0.7 | $5.9M | 92k | 63.71 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $5.8M | 27k | 216.07 | |
3M Company (MMM) | 0.7 | $5.7M | 26k | 219.54 | |
Allianzgi Nfj Divid Int Prem S cefs | 0.7 | $5.7M | 449k | 12.70 | |
Broad | 0.7 | $5.7M | 24k | 235.67 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $5.5M | 21k | 263.14 | |
At&t (T) | 0.7 | $5.5M | 156k | 35.65 | |
Cohen & Steers REIT/P (RNP) | 0.7 | $5.6M | 299k | 18.69 | |
BlackRock (BLK) | 0.6 | $5.4M | 10k | 541.70 | |
Altria (MO) | 0.6 | $5.2M | 84k | 62.32 | |
Honeywell International (HON) | 0.6 | $5.1M | 35k | 144.51 | |
Procter & Gamble Company (PG) | 0.6 | $5.1M | 64k | 79.28 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.6 | $4.9M | 226k | 21.68 | |
Blackrock Res & Commodities Strategy Tr (BCX) | 0.6 | $4.8M | 541k | 8.88 | |
Abbott Laboratories (ABT) | 0.6 | $4.7M | 78k | 59.92 | |
Starbucks Corporation (SBUX) | 0.6 | $4.7M | 82k | 57.89 | |
Mexico Fund (MXF) | 0.6 | $4.6M | 284k | 16.21 | |
Goldman Sachs (GS) | 0.5 | $4.5M | 18k | 251.83 | |
U.S. Bancorp (USB) | 0.5 | $4.5M | 90k | 50.50 | |
Caterpillar (CAT) | 0.5 | $4.6M | 31k | 147.39 | |
Morgan Stanley (MS) | 0.5 | $4.6M | 85k | 53.96 | |
Thermo Fisher Scientific (TMO) | 0.5 | $4.5M | 22k | 206.45 | |
American Express Company (AXP) | 0.5 | $4.5M | 48k | 93.27 | |
Nextera Energy (NEE) | 0.5 | $4.4M | 27k | 163.33 | |
PNC Financial Services (PNC) | 0.5 | $4.2M | 28k | 151.25 | |
Nuveen Real (JRI) | 0.5 | $4.2M | 258k | 16.22 | |
Costco Wholesale Corporation (COST) | 0.5 | $4.1M | 22k | 188.41 | |
Lowe's Companies (LOW) | 0.5 | $4.1M | 47k | 87.74 | |
Lockheed Martin Corporation (LMT) | 0.5 | $4.1M | 12k | 337.92 | |
Celgene Corporation | 0.5 | $3.9M | 44k | 89.20 | |
Macquarie Global Infr Total Rtrn Fnd | 0.5 | $3.9M | 177k | 22.20 | |
Applied Materials (AMAT) | 0.5 | $3.9M | 70k | 55.61 | |
MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) | 0.5 | $3.8M | 405k | 9.50 | |
Medtronic (MDT) | 0.5 | $3.8M | 47k | 80.21 | |
RMR Asia Pacific Real Estate Fund | 0.4 | $3.7M | 220k | 16.67 | |
Accenture (ACN) | 0.4 | $3.5M | 23k | 153.52 | |
FedEx Corporation (FDX) | 0.4 | $3.5M | 15k | 240.14 | |
Walgreen Boots Alliance (WBA) | 0.4 | $3.5M | 53k | 65.47 | |
CVS Caremark Corporation (CVS) | 0.4 | $3.4M | 54k | 62.20 | |
Aetna | 0.4 | $3.4M | 20k | 169.00 | |
Templeton Emerging Markets (EMF) | 0.4 | $3.3M | 204k | 16.28 | |
Cme (CME) | 0.4 | $3.1M | 19k | 161.74 | |
Estee Lauder Companies (EL) | 0.4 | $3.1M | 21k | 149.71 | |
Royce Micro Capital Trust (RMT) | 0.4 | $3.1M | 328k | 9.36 | |
Booking Holdings (BKNG) | 0.4 | $3.1M | 1.5k | 2080.67 | |
Bank of New York Mellon Corporation (BK) | 0.4 | $3.1M | 60k | 51.53 | |
United Parcel Service (UPS) | 0.4 | $3.0M | 29k | 104.67 | |
Alpine Global Premier Properties Fund | 0.4 | $3.0M | 487k | 6.24 | |
CSX Corporation (CSX) | 0.3 | $2.9M | 53k | 55.71 | |
Philip Morris International (PM) | 0.3 | $3.0M | 30k | 99.40 | |
ConocoPhillips (COP) | 0.3 | $2.8M | 48k | 59.29 | |
Illinois Tool Works (ITW) | 0.3 | $2.9M | 18k | 156.68 | |
Mondelez Int (MDLZ) | 0.3 | $2.8M | 68k | 41.74 | |
S&p Global (SPGI) | 0.3 | $2.9M | 15k | 191.07 | |
Morgan Stanley Asia Pacific Fund | 0.3 | $2.7M | 150k | 18.21 | |
Royce Value Trust (RVT) | 0.3 | $2.8M | 177k | 15.56 | |
THE GDL FUND Closed-End fund (GDL) | 0.3 | $2.8M | 297k | 9.32 | |
Legg Mason Bw Global Income (BWG) | 0.3 | $2.8M | 216k | 12.89 | |
Eli Lilly & Co. (LLY) | 0.3 | $2.7M | 35k | 77.37 | |
Gilead Sciences (GILD) | 0.3 | $2.7M | 36k | 75.39 | |
salesforce (CRM) | 0.3 | $2.7M | 23k | 116.30 | |
EOG Resources (EOG) | 0.3 | $2.6M | 25k | 105.28 | |
Japan Smaller Capitalizaion Fund (JOF) | 0.3 | $2.6M | 215k | 12.29 | |
Deere & Company (DE) | 0.3 | $2.5M | 16k | 155.31 | |
Danaher Corporation (DHR) | 0.3 | $2.5M | 26k | 97.92 | |
Constellation Brands (STZ) | 0.3 | $2.5M | 11k | 227.91 | |
Intuit (INTU) | 0.3 | $2.4M | 14k | 173.36 | |
American Tower Reit (AMT) | 0.3 | $2.5M | 17k | 145.35 | |
Express Scripts Holding | 0.3 | $2.4M | 35k | 69.09 | |
Gabelli mutual funds - (GGZ) | 0.3 | $2.4M | 205k | 11.96 | |
Verizon Communications (VZ) | 0.3 | $2.4M | 50k | 47.82 | |
Becton, Dickinson and (BDX) | 0.3 | $2.4M | 11k | 216.73 | |
CIGNA Corporation | 0.3 | $2.3M | 14k | 167.71 | |
Marsh & McLennan Companies (MMC) | 0.3 | $2.3M | 28k | 82.61 | |
Delta Air Lines (DAL) | 0.3 | $2.2M | 41k | 54.80 | |
Aon | 0.3 | $2.2M | 16k | 140.31 | |
TJX Companies (TJX) | 0.3 | $2.2M | 27k | 81.56 | |
Humana (HUM) | 0.3 | $2.2M | 8.0k | 268.88 | |
Intercontinental Exchange (ICE) | 0.3 | $2.2M | 30k | 72.53 | |
Boston Scientific Corporation (BSX) | 0.2 | $2.1M | 76k | 27.32 | |
Analog Devices (ADI) | 0.2 | $2.1M | 24k | 91.15 | |
Allstate Corporation (ALL) | 0.2 | $2.1M | 22k | 94.82 | |
Prudential Financial (PRU) | 0.2 | $2.1M | 20k | 103.55 | |
Fiserv (FI) | 0.2 | $2.1M | 30k | 71.30 | |
Roper Industries (ROP) | 0.2 | $2.1M | 7.5k | 280.67 | |
General Motors Company (GM) | 0.2 | $2.1M | 57k | 36.33 | |
Source Capital (SOR) | 0.2 | $2.1M | 53k | 39.89 | |
Te Connectivity Ltd for (TEL) | 0.2 | $2.1M | 21k | 99.90 | |
Royce Global Value Tr (RGT) | 0.2 | $2.1M | 193k | 10.97 | |
Monsanto Company | 0.2 | $2.0M | 17k | 116.71 | |
Morgan Stanley India Investment Fund (IIF) | 0.2 | $2.1M | 68k | 30.38 | |
Moody's Corporation (MCO) | 0.2 | $1.9M | 12k | 161.33 | |
Waste Management (WM) | 0.2 | $1.9M | 23k | 84.13 | |
Southwest Airlines (LUV) | 0.2 | $1.9M | 34k | 57.28 | |
Central Europe and Russia Fund (CEE) | 0.2 | $1.9M | 75k | 25.58 | |
Baxter International (BAX) | 0.2 | $1.8M | 28k | 65.04 | |
SYSCO Corporation (SYY) | 0.2 | $1.8M | 30k | 59.97 | |
Raytheon Company | 0.2 | $1.7M | 8.0k | 215.88 | |
Praxair | 0.2 | $1.7M | 12k | 144.33 | |
Korea (KF) | 0.2 | $1.7M | 42k | 40.82 | |
Ecolab (ECL) | 0.2 | $1.6M | 12k | 137.08 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $1.6M | 25k | 64.94 | |
American Electric Power Company (AEP) | 0.2 | $1.7M | 24k | 68.60 | |
Ford Motor Company (F) | 0.2 | $1.7M | 151k | 11.08 | |
State Street Corporation (STT) | 0.2 | $1.6M | 16k | 99.75 | |
Air Products & Chemicals (APD) | 0.2 | $1.6M | 10k | 159.00 | |
Ameriprise Financial (AMP) | 0.2 | $1.5M | 10k | 147.90 | |
Paypal Holdings (PYPL) | 0.2 | $1.5M | 20k | 75.85 | |
Fidelity National Information Services (FIS) | 0.2 | $1.4M | 15k | 96.33 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.5M | 9.0k | 163.00 | |
Carnival Corporation (CCL) | 0.2 | $1.4M | 22k | 65.59 | |
Cummins (CMI) | 0.2 | $1.5M | 9.0k | 162.11 | |
Tyson Foods (TSN) | 0.2 | $1.5M | 20k | 73.20 | |
Morgan Stanley Emerging Markets Fund | 0.2 | $1.4M | 79k | 18.06 | |
Marriott International (MAR) | 0.2 | $1.4M | 10k | 136.00 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 24k | 52.21 | |
Royal Caribbean Cruises (RCL) | 0.1 | $1.2M | 11k | 117.71 | |
Intuitive Surgical (ISRG) | 0.1 | $1.2M | 3.0k | 412.67 | |
British American Tobac (BTI) | 0.1 | $1.2M | 22k | 57.68 | |
Progressive Corporation (PGR) | 0.1 | $1.2M | 20k | 60.95 | |
Sherwin-Williams Company (SHW) | 0.1 | $1.2M | 3.0k | 392.00 | |
Lam Research Corporation (LRCX) | 0.1 | $1.2M | 6.0k | 203.17 | |
DTE Energy Company (DTE) | 0.1 | $1.1M | 11k | 104.36 | |
LMP Capital and Income Fund (SCD) | 0.1 | $1.1M | 91k | 12.62 | |
Prologis (PLD) | 0.1 | $1.2M | 19k | 63.00 | |
Phillips 66 (PSX) | 0.1 | $1.2M | 12k | 95.92 | |
Norfolk Southern (NSC) | 0.1 | $1.1M | 8.0k | 135.75 | |
Edwards Lifesciences (EW) | 0.1 | $1.1M | 8.0k | 139.50 | |
T. Rowe Price (TROW) | 0.1 | $1.1M | 10k | 108.00 | |
McKesson Corporation (MCK) | 0.1 | $1.1M | 8.0k | 140.88 | |
Allergan | 0.1 | $1.1M | 6.3k | 168.25 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $1.0M | 3.0k | 344.33 | |
Micron Technology (MU) | 0.1 | $1.0M | 20k | 52.15 | |
New Ireland Fund | 0.1 | $1.0M | 85k | 12.05 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $1.0M | 12k | 83.50 | |
Kroger (KR) | 0.1 | $934k | 39k | 23.95 | |
Stryker Corporation (SYK) | 0.1 | $966k | 6.0k | 161.00 | |
Edison International (EIX) | 0.1 | $910k | 14k | 63.64 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $941k | 11k | 85.55 | |
Latin American Discovery Fund | 0.1 | $931k | 75k | 12.34 | |
Pioneer Natural Resources | 0.1 | $859k | 5.0k | 171.80 | |
Republic Services (RSG) | 0.1 | $729k | 11k | 66.27 | |
New Germany Fund (GF) | 0.1 | $770k | 39k | 19.54 | |
GABELLI GLOBL UTIL & INCOME COM Sh Ben Int (GLU) | 0.1 | $775k | 42k | 18.59 | |
Hca Holdings (HCA) | 0.1 | $776k | 8.0k | 97.00 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $644k | 8.0k | 80.50 | |
Time Warner | 0.1 | $662k | 7.0k | 94.57 | |
Amphenol Corporation (APH) | 0.1 | $689k | 8.0k | 86.12 | |
Concho Resources | 0.1 | $676k | 4.5k | 150.22 | |
Mexico Equity and Income Fund (MXE) | 0.1 | $674k | 62k | 10.97 | |
Stanley Black & Decker (SWK) | 0.1 | $613k | 4.0k | 153.25 | |
Taiwan Fund (TWN) | 0.1 | $576k | 27k | 21.26 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $544k | 8.0k | 68.00 | |
Newell Rubbermaid (NWL) | 0.1 | $484k | 19k | 25.47 | |
Advent/Claymore Enhanced Growth & Income | 0.1 | $507k | 64k | 7.92 | |
Eaton (ETN) | 0.1 | $479k | 6.0k | 79.83 | |
Eagle Grwth & Income Oppty F | 0.1 | $522k | 35k | 15.01 | |
Clough Gbl Opps Fund Sh Ben Int closed-end fund (GLO) | 0.1 | $409k | 38k | 10.71 | |
Singapore Fund | 0.1 | $423k | 32k | 13.27 | |
Yum! Brands (YUM) | 0.0 | $298k | 3.5k | 85.14 | |
Zimmer Holdings (ZBH) | 0.0 | $327k | 3.0k | 109.00 | |
Aberdeen Chile Fund (AEF) | 0.0 | $312k | 35k | 9.02 | |
Fox News | 0.0 | $309k | 8.5k | 36.35 | |
Sprott Focus Tr (FUND) | 0.0 | $336k | 43k | 7.79 | |
Devon Energy Corporation (DVN) | 0.0 | $238k | 7.5k | 31.73 | |
Aberdeen Gtr China | 0.0 | $200k | 15k | 13.23 | |
Voya Infrastructure Industrial & Materia (IDE) | 0.0 | $164k | 11k | 15.19 | |
Voya Asia Pacific High Div Equity Income Fund (IAE) | 0.0 | $120k | 11k | 10.74 |