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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Q2 2024 · 13F-HR

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCholdings as filed

Filed 2024-11-18 · accession 0002044324-24-000006

$354.0M
Reported value
102
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$40.6M11.5%632,226CommonNONE
464287200IVVISHARES TR$26.7M7.53%48,708CommonNONE
47103U845JAAAJANUS DETROIT STR TR$24.3M6.87%478,108CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$19.6M5.54%334,206CommonNONE
78464A649SPABSPDR SER TR$19.2M5.43%766,389CommonNONE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$17.4M4.92%724,348CommonNONE
78464A854SPYMSPDR SER TR$11.7M3.31%183,013CommonNONE
922908637VVVANGUARD INDEX FDS$10.4M2.95%41,806CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$9.1M2.58%378,297CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$7.8M2.20%109,667CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$7.6M2.14%226,042CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$7.0M1.97%69,831CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.4M1.82%11,822CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$6.3M1.79%77,287CommonNONE
46429B291QLTAISHARES TR$6.2M1.74%131,333CommonNONE
92204A702VGTVANGUARD WORLD FD$6.1M1.73%10,628CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$6.1M1.72%173,352CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$6.1M1.71%333,110CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$5.7M1.61%70,327CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$5.3M1.51%138,789CommonNONE
464287168DVYISHARES TR$5.3M1.49%43,650CommonNONE
464287614IWFISHARES TR$5.2M1.48%14,379CommonNONE
78464A300SLYVSPDR SER TR$5.2M1.46%65,894CommonNONE
464287465EFAISHARES TR$4.6M1.29%58,164CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.8M1.08%20,909CommonNONE
46432F339QUALISHARES TR$3.5M1.00%20,672CommonNONE
464287226AGGISHARES TR$3.5M0.98%35,607CommonNONE
808524607SCHASCHWAB STRATEGIC TR$3.4M0.96%71,249CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.2M0.92%27,332CommonNONE
464287507IJHISHARES TR$3.2M0.90%54,174CommonNONE
78468R853SPSMSPDR SER TR$3.1M0.88%74,695CommonNONE
74347B839EFADPROSHARES TR$2.9M0.81%76,140CommonNONE
74348A467NOBLPROSHARES TR$2.6M0.75%27,435CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$2.5M0.72%70,224CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.5M0.70%49,254CommonNONE
46432F842IEFAISHARES TR$2.4M0.67%32,838CommonNONE
464287804IJRISHARES TR$2.2M0.63%20,901CommonNONE
464287622IWBISHARES TR$2.0M0.56%6,661CommonNONE
464287655IWMISHARES TR$1.9M0.55%9,552CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$1.9M0.54%36,554CommonNONE
78464A508SPYVSPDR SER TR$1.8M0.50%36,457CommonNONE
464287564ICFISHARES TR$1.5M0.43%26,739CommonNONE
09661T107BKLCBNY MELLON ETF TRUST$1.5M0.42%14,300CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$1.5M0.41%52,486CommonNONE
922908751VBVANGUARD INDEX FDS$1.4M0.41%6,594CommonNONE
46429B663HDVISHARES TR$1.3M0.36%11,782CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.2M0.35%32,434CommonNONE
037833100AAPLAPPLE INC$1.1M0.32%5,403CommonNONE
46432F388VLUEISHARES TR$1.1M0.30%10,368CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.0M0.29%13,662CommonNONE
46429B267GOVTISHARES TR$1.0M0.28%44,571CommonNONE
46434V613IUSBISHARES TR$995,3370.28%22,011CommonNONE
46435G409IVLUISHARES TR$972,2820.27%35,433CommonNONE
922020805VTIPVANGUARD MALVERN FDS$914,6880.26%18,844CommonNONE
464288687PFFISHARES TR$901,3570.25%28,569CommonNONE
922908769VTIVANGUARD INDEX FDS$776,7840.22%2,904CommonNONE
302520101FNBF N B CORP$776,6680.22%56,774CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$760,7160.21%1,870CommonNONE
922908736VUGVANGUARD INDEX FDS$703,5130.20%1,881CommonNONE
302578109FNCB BANCORP INC$700,5960.20%103,792CommonNONE
46434V621DGROISHARES TR$672,9420.19%11,681CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$667,4600.19%25,951CommonNONE
921937835BNDVANGUARD BD INDEX FDS$636,1290.18%8,829CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$627,4630.18%3,628CommonNONE
46434G103IEMGISHARES INC$611,7410.17%11,428CommonNONE
988498101YUMYUM BRANDS INC$589,4470.17%4,450CommonNONE
003261104BCIABRDN ETFS$586,0530.17%28,827CommonNONE
78468R663BILSPDR SER TR$567,0170.16%6,178CommonNONE
464287630IWNISHARES TR$563,9670.16%3,703CommonNONE
69351T106PPLPPL CORP$549,5160.16%19,874CommonNONE
922908744VTVVANGUARD INDEX FDS$542,1860.15%3,380CommonNONE
464288174WOODISHARES TR$541,9290.15%6,915CommonNONE
09661T834BKCIBNY MELLON ETF TRUST$536,4540.15%10,571CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$536,4070.15%8,532CommonNONE
464288877EFVISHARES TR$511,3060.14%9,640CommonNONE
53656F623INFLLISTED FD TR$491,2130.14%15,031CommonNONE
655844108NSCNORFOLK SOUTHN CORP$483,0530.14%2,250CommonNONE
00206R102TAT&T INC$434,6190.12%22,743CommonNONE
00287Y109ABBVABBVIE INC$428,8000.12%2,500CommonNONE
46435G425ESGUISHARES TR$416,4960.12%3,491CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$405,8840.11%9,842CommonNONE
478160104JNJJOHNSON & JOHNSON$398,4320.11%2,726CommonNONE
30231G102XOMEXXON MOBIL CORP$355,1450.10%3,085CommonNONE
464288448IDVISHARES TR$349,7490.10%12,640CommonNONE
580135101MCDMCDONALDS CORP$344,0340.10%1,350CommonNONE
89832Q109TFCTRUIST FINL CORP$318,8810.09%8,208CommonNONE
55261F104MTBM & T BK CORP$313,2190.09%2,069CommonNONE
921937827BSVVANGUARD BD INDEX FDS$308,4110.09%4,021CommonNONE
494368103KMBKIMBERLY-CLARK CORP$304,4550.09%2,203CommonNONE
742718109PGPROCTER AND GAMBLE CO$303,9480.09%1,843CommonNONE
778296103ROSTROSS STORES INC$290,6400.08%2,000CommonNONE
594918104MSFTMICROSOFT CORP$290,5180.08%650CommonNONE
20030N101CMCSACOMCAST CORP NEW$281,0120.08%7,176CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$274,5920.08%5,280CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$263,8880.07%2,343CommonNONE
002824100ABTABBOTT LABS$259,7750.07%2,500CommonNONE
166764100CVXCHEVRON CORP NEW$240,8870.07%1,540CommonNONE
78463V107GLDSPDR GOLD TR$234,3610.07%1,090CommonNONE
921909768VXUSVANGUARD STAR FDS$232,2150.07%3,851CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$227,6630.06%6,694CommonNONE
922908553VNQVANGUARD INDEX FDS$216,8270.06%2,589CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$178,6000.05%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.