Cornerstone Financial Partners as of June 30, 2016
Portfolio Holdings for Cornerstone Financial Partners
Cornerstone Financial Partners holds 160 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
PowerShares Preferred Portfolio | 7.0 | $20M | 1.3M | 15.23 | |
Jp Morgan Alerian Mlp Index | 6.2 | $17M | 548k | 31.72 | |
Vanguard Mid-Cap ETF (VO) | 4.9 | $14M | 111k | 123.36 | |
Consumer Discretionary SPDR (XLY) | 4.2 | $12M | 151k | 77.92 | |
iShares S&P SmallCap 600 Index (IJR) | 4.0 | $11M | 97k | 115.81 | |
PIMCO Corporate Income Fund (PCN) | 3.3 | $9.3M | 604k | 15.36 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.3 | $6.5M | 43k | 149.38 | |
Powershares S&p 500 | 2.2 | $6.3M | 165k | 38.27 | |
First Trust Morningstar Divid Ledr (FDL) | 2.1 | $6.0M | 223k | 26.86 | |
Vanguard High Dividend Yield ETF (VYM) | 2.1 | $6.0M | 83k | 71.69 | |
Templeton Global Income Fund | 2.0 | $5.8M | 907k | 6.36 | |
Alerian Mlp Etf | 2.0 | $5.6M | 441k | 12.72 | |
PowerShares Emerging Markets Sovere | 2.0 | $5.6M | 188k | 29.58 | |
Nuveen Quality Pref. Inc. Fund II | 1.8 | $5.1M | 550k | 9.24 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 1.8 | $5.0M | 175k | 28.62 | |
Doubleline Total Etf etf (TOTL) | 1.8 | $5.0M | 99k | 49.90 | |
Apple (AAPL) | 1.6 | $4.5M | 47k | 95.57 | |
Abbvie (ABBV) | 1.3 | $3.7M | 61k | 61.99 | |
Via | 1.3 | $3.6M | 86k | 41.64 | |
Microsoft Corporation (MSFT) | 1.2 | $3.5M | 68k | 51.03 | |
WisdomTree Europe SmallCap Div (DFE) | 1.2 | $3.4M | 67k | 51.08 | |
Walt Disney Company (DIS) | 1.1 | $3.2M | 33k | 97.98 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.1 | $3.1M | 27k | 115.36 | |
At&t (T) | 1.0 | $2.9M | 68k | 43.28 | |
Valero Energy Corporation (VLO) | 1.0 | $2.9M | 58k | 51.00 | |
Cohen & Steers Ltd Dur Pfd I (LDP) | 0.9 | $2.7M | 110k | 24.30 | |
General Electric Company | 0.9 | $2.6M | 83k | 31.41 | |
Verizon Communications (VZ) | 0.9 | $2.5M | 45k | 55.84 | |
MetLife (MET) | 0.9 | $2.5M | 63k | 39.81 | |
Marathon Petroleum Corp (MPC) | 0.9 | $2.5M | 65k | 37.81 | |
SYSCO Corporation (SYY) | 0.9 | $2.4M | 48k | 50.73 | |
GlaxoSmithKline | 0.9 | $2.4M | 56k | 43.34 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.8 | $2.3M | 14k | 166.83 | |
iShares Dow Jones US Home Const. (ITB) | 0.8 | $2.3M | 83k | 27.62 | |
Procter & Gamble Company (PG) | 0.8 | $2.2M | 26k | 84.34 | |
Morgan Stanley (MS) | 0.7 | $2.0M | 75k | 25.98 | |
Bank of America Corporation (BAC) | 0.7 | $1.9M | 140k | 13.23 | |
MasterCard Incorporated (MA) | 0.7 | $1.8M | 21k | 87.82 | |
Lockheed Martin Corporation (LMT) | 0.7 | $1.8M | 7.4k | 246.37 | |
Facebook Inc cl a (META) | 0.7 | $1.8M | 16k | 114.70 | |
McDonald's Corporation (MCD) | 0.6 | $1.8M | 15k | 119.99 | |
Pepsi (PEP) | 0.6 | $1.8M | 17k | 105.52 | |
Phillips 66 (PSX) | 0.6 | $1.8M | 23k | 79.37 | |
Union Pacific Corporation (UNP) | 0.6 | $1.7M | 20k | 87.11 | |
Honeywell International (HON) | 0.6 | $1.7M | 14k | 116.47 | |
Pulte (PHM) | 0.6 | $1.6M | 80k | 19.48 | |
Ethan Allen Interiors (ETD) | 0.6 | $1.5M | 47k | 33.09 | |
Boeing Company (BA) | 0.5 | $1.5M | 12k | 130.07 | |
Johnson Controls | 0.5 | $1.5M | 33k | 44.24 | |
Amgen (AMGN) | 0.5 | $1.5M | 9.6k | 151.90 | |
Cohen & Steers REIT/P (RNP) | 0.5 | $1.4M | 70k | 20.53 | |
Duke Energy (DUK) | 0.5 | $1.4M | 17k | 85.74 | |
Marriott International (MAR) | 0.5 | $1.3M | 20k | 66.40 | |
Manulife Finl Corp (MFC) | 0.5 | $1.3M | 98k | 13.62 | |
iShares Russell 1000 Index (IWB) | 0.5 | $1.3M | 11k | 117.62 | |
Baidu (BIDU) | 0.4 | $1.2M | 7.5k | 165.23 | |
Level 3 Communications | 0.4 | $1.2M | 24k | 51.58 | |
Industries N shs - a - (LYB) | 0.4 | $1.2M | 16k | 74.52 | |
Broad | 0.4 | $1.2M | 7.5k | 154.78 | |
Cypress Semiconductor Corporation | 0.4 | $1.1M | 107k | 10.59 | |
Ishares Tr cmn (GOVT) | 0.4 | $1.1M | 41k | 26.39 | |
Integrated Device Technology | 0.4 | $1.0M | 50k | 20.02 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.3 | $995k | 81k | 12.29 | |
Altria (MO) | 0.3 | $954k | 14k | 69.09 | |
Skyworks Solutions (SWKS) | 0.3 | $950k | 15k | 63.40 | |
Jazz Pharmaceuticals (JAZZ) | 0.3 | $957k | 6.7k | 141.86 | |
Palo Alto Networks (PANW) | 0.3 | $971k | 7.9k | 122.63 | |
Gilead Sciences (GILD) | 0.3 | $910k | 11k | 83.46 | |
iShares Barclays Credit Bond Fund (USIG) | 0.3 | $892k | 7.9k | 113.62 | |
Lincoln National Corporation (LNC) | 0.3 | $887k | 23k | 38.81 | |
Exxon Mobil Corporation (XOM) | 0.3 | $885k | 9.4k | 93.84 | |
Visa (V) | 0.3 | $884k | 12k | 73.80 | |
Toll Brothers (TOL) | 0.3 | $854k | 32k | 27.00 | |
Us Silica Hldgs (SLCA) | 0.3 | $838k | 24k | 34.39 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $824k | 5.5k | 150.56 | |
Hca Holdings (HCA) | 0.3 | $813k | 11k | 77.10 | |
Goodyear Tire & Rubber Company (GT) | 0.3 | $772k | 30k | 25.62 | |
Hollyfrontier Corp | 0.3 | $772k | 32k | 23.82 | |
Time Warner | 0.3 | $722k | 9.8k | 73.55 | |
Silicon Motion Technology (SIMO) | 0.3 | $739k | 15k | 47.85 | |
CVS Caremark Corporation (CVS) | 0.2 | $714k | 7.5k | 95.15 | |
Synchronoss Technologies | 0.2 | $694k | 22k | 31.79 | |
iShares Lehman MBS Bond Fund (MBB) | 0.2 | $711k | 6.5k | 110.16 | |
WisdomTree Investments (WT) | 0.2 | $697k | 71k | 9.81 | |
Restoration Hardware Hldgs I | 0.2 | $692k | 24k | 28.67 | |
Amazon (AMZN) | 0.2 | $671k | 938.00 | 715.35 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $673k | 956.00 | 703.97 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $622k | 4.5k | 137.49 | |
ON Semiconductor (ON) | 0.2 | $607k | 69k | 8.81 | |
Hartford Financial Services (HIG) | 0.2 | $588k | 13k | 44.40 | |
iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.2 | $580k | 9.6k | 60.27 | |
Tri Pointe Homes (TPH) | 0.2 | $605k | 51k | 11.83 | |
Mylan Nv | 0.2 | $592k | 14k | 43.03 | |
Bunge | 0.2 | $572k | 9.7k | 59.11 | |
Mellanox Technologies | 0.2 | $575k | 12k | 47.87 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $556k | 7.1k | 78.41 | |
Lgi Homes (LGIH) | 0.2 | $575k | 18k | 32.09 | |
Ishares Tr core intl aggr (IAGG) | 0.2 | $560k | 11k | 52.99 | |
Exchange Traded Concepts Tr hull tactic us | 0.2 | $565k | 21k | 26.35 | |
Philip Morris International (PM) | 0.2 | $494k | 4.9k | 101.33 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $468k | 7.5k | 62.02 | |
Tesoro Corporation | 0.2 | $489k | 6.5k | 75.31 | |
Brunswick Corporation (BC) | 0.2 | $486k | 11k | 45.27 | |
Nuveen North Carol Premium Incom Mun | 0.2 | $471k | 32k | 14.83 | |
Goldman Sachs (GS) | 0.2 | $448k | 3.0k | 149.04 | |
FedEx Corporation (FDX) | 0.2 | $457k | 3.0k | 151.17 | |
Johnson & Johnson (JNJ) | 0.2 | $443k | 3.7k | 121.04 | |
SPDR DJ Wilshire REIT (RWR) | 0.2 | $460k | 4.6k | 99.65 | |
Jd (JD) | 0.2 | $459k | 22k | 21.19 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $434k | 40k | 10.79 | |
Citigroup (C) | 0.1 | $422k | 9.9k | 42.44 | |
Walgreen Boots Alliance (WBA) | 0.1 | $431k | 5.2k | 82.73 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $397k | 7.9k | 50.34 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $408k | 37k | 11.02 | |
Cohen & Steers Quality Income Realty (RQI) | 0.1 | $397k | 29k | 13.65 | |
United Rentals (URI) | 0.1 | $376k | 5.6k | 67.20 | |
Ctrip.com International | 0.1 | $355k | 8.6k | 41.13 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $358k | 4.2k | 85.75 | |
Yum! Brands (YUM) | 0.1 | $324k | 4.0k | 81.78 | |
Nextera Energy (NEE) | 0.1 | $343k | 2.6k | 130.57 | |
Chevron Corporation (CVX) | 0.1 | $316k | 3.0k | 104.57 | |
FirstEnergy (FE) | 0.1 | $303k | 8.6k | 35.04 | |
United Parcel Service (UPS) | 0.1 | $323k | 3.0k | 106.50 | |
Colgate-Palmolive Company (CL) | 0.1 | $300k | 4.1k | 72.97 | |
Western Refining | 0.1 | $314k | 15k | 20.47 | |
Vascular Solutions | 0.1 | $321k | 7.7k | 41.69 | |
Pilgrim's Pride Corporation (PPC) | 0.1 | $296k | 12k | 25.15 | |
First Tr Exchange Traded Fd dj glbl divid (FGD) | 0.1 | $307k | 14k | 22.19 | |
Spdr Series Trust hlth care svcs (XHS) | 0.1 | $303k | 5.3k | 57.63 | |
First Data | 0.1 | $317k | 29k | 11.06 | |
Costco Wholesale Corporation (COST) | 0.1 | $289k | 1.8k | 157.92 | |
Reynolds American | 0.1 | $287k | 5.4k | 53.51 | |
CenturyLink | 0.1 | $269k | 9.3k | 28.83 | |
Celgene Corporation | 0.1 | $275k | 2.8k | 98.46 | |
SPDR KBW Bank (KBE) | 0.1 | $291k | 9.4k | 30.80 | |
General Motors Company (GM) | 0.1 | $286k | 10k | 28.01 | |
Alibaba Group Holding (BABA) | 0.1 | $286k | 3.6k | 79.16 | |
Comcast Corporation (CMCSA) | 0.1 | $253k | 3.9k | 64.97 | |
International Paper Company (IP) | 0.1 | $245k | 5.8k | 42.32 | |
International Business Machines (IBM) | 0.1 | $261k | 1.7k | 152.54 | |
UnitedHealth (UNH) | 0.1 | $264k | 1.9k | 141.78 | |
Ford Motor Company (F) | 0.1 | $240k | 19k | 12.52 | |
American Tower Reit (AMT) | 0.1 | $254k | 2.2k | 113.70 | |
Bristol Myers Squibb (BMY) | 0.1 | $223k | 3.0k | 73.62 | |
Kohl's Corporation (KSS) | 0.1 | $229k | 6.0k | 38.29 | |
Wells Fargo & Company (WFC) | 0.1 | $225k | 4.8k | 46.93 | |
Target Corporation (TGT) | 0.1 | $234k | 3.4k | 69.46 | |
Southern Company (SO) | 0.1 | $238k | 4.4k | 53.53 | |
Starbucks Corporation (SBUX) | 0.1 | $226k | 4.0k | 57.07 | |
Oracle Corporation (ORCL) | 0.1 | $214k | 5.2k | 41.00 | |
Marvell Technology Group | 0.1 | $238k | 25k | 9.48 | |
Delphi Automotive | 0.1 | $224k | 3.6k | 62.92 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $207k | 2.7k | 75.41 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $207k | 2.5k | 84.39 | |
First Trust DJ Internet Index Fund (FDN) | 0.1 | $206k | 2.9k | 72.18 | |
Nuveen Real Estate Income Fund (JRS) | 0.1 | $132k | 11k | 12.00 | |
Supervalu | 0.0 | $110k | 23k | 4.69 | |
E Commerce China Dangdang | 0.0 | $61k | 10k | 6.07 | |
Alphatec Holdings | 0.0 | $32k | 90k | 0.36 | |
Wheeler Real Estate Investme | 0.0 | $18k | 11k | 1.58 |