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Cornerstone Select Advisors, LLC
Cornerstone Select Advisors, LLC is a registered investment adviser based in St. Louis, Missouri. The firm focuses on offering investment advisory and portfolio management services, primarily serving individuals (including high net worth individuals) and other investment advisers. As of May 2025, the firm manages $234 million in assets and employs 2 professionals. The firm was incorporated in Missouri and operates under SEC registration (CIK: 0002055366).
Investment Strategy
Cornerstone Select Advisors, LLC provides discretionary portfolio management, employing a diverse approach that includes direct equity and ETF investments across various sectors and asset classes. The firm draws on research-backed, goals-based planning for individual clients and advising other investment advisers. Portfolio holdings feature large cap equities, sector ETFs, and fixed income solutions, tailored by client goals and risk profiles. The philosophy emphasizes personalized, adaptable investment plans with a focus on long-term preservation and growth.
Latest 13F Filing Activity
Cornerstone Select Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 110 equity positions with a total 13F market value of $114M. The fund increased holdings in Broadcom Inc., Nvidia Corporation, Palantir Technologies Inc. among other positions. Cornerstone Select Advisors, LLC reduced exposure to Chevron Corp. New, Apple Inc., Bristol-myers Squibb Co. among others.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.57% | $7.5M | 27,057 | $231.84 | $275.65 | +$2.7M |
N NVDA | NVIDIA CORPORATION | 4.96% | $5.6M | 35,677 | $132.92 | $157.99 | +$892.7K |
T T | AT&T INC | 3.21% | $3.7M | 126,128 | $23.05 | $28.94 | +$23.1K |
M MSFT | MICROSOFT CORP | 2.95% | $3.4M | 6,739 | $421.50 | $497.41 | +$727.0K |
A AAPL | APPLE INC | 2.95% | $3.3M | 16,314 | $250.42 | $205.17 | -$470.1K |
Industry Allocation
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