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Cornerstone Advisors, LLC

SEC CIK
0001775446
Latest filing
Aug 7, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.

Institution overview
Positions
177
No 13F data for Q4 2020
Portfolio value
$1.14B
No 13F data for Q4 2020
Filed
May 13, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Cornerstone Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock30,200$93.4M8.2%––History
AAPLApple Inc.Stock551,000$67.3M5.9%––History
MSFTMicrosoft CorpStock230,000$54.2M4.7%––History
GOOGAlphabet Inc.Stock25,000$51.7M4.5%––History
PGProcter & Gamble CoStock201,000$27.2M2.4%––History
JPMJPMorgan Chase & CoStock171,000$26.0M2.3%––History
ADXAdams Diversified Equity Fund, Inc.COM1,180,839$21.6M1.9%––History
DISWalt Disney CoStock115,000$21.2M1.9%––History
MAMastercard IncStock55,000$19.6M1.7%––History
TSLATesla, Inc.Stock28,000$18.7M1.6%––History
GAMGeneral American Investors Co IncCOM439,530$17.5M1.5%––History
INTCIntel CorpStock263,000$16.8M1.5%––History
CMCSAComcast CorpStock304,000$16.4M1.4%––History
NFLXNetflix IncStock31,000$16.2M1.4%––History
JNJJohnson & JohnsonStock88,400$14.5M1.3%––History
ABBVAbbVie Inc.Stock131,000$14.2M1.2%––History
COSTCostco Wholesale CorpStock39,500$13.9M1.2%––History
TMOThermo Fisher Scientific Inc.Stock30,000$13.7M1.2%––History
State Street Energy Select Sector SPDR ETF81369Y506ETF274,000$13.4M1.2%–––
UPSUnited Parcel Service IncStock77,600$13.2M1.2%––History
RVTRoyce Small-Cap Trust, Inc.COM693,468$12.6M1.1%––History
ORCLOracle CorpStock177,000$12.4M1.1%––History
MRKMerck & Co., Inc.Stock158,000$12.2M1.1%––History
BMEZBlackRock Health Sciences Term TrustCOM SHS459,157$12.1M1.1%––History
CSCOCisco Systems, Inc.Stock223,000$11.5M1.0%––History
VVisa Inc.Stock54,000$11.4M1.0%––History
NVDANVIDIA CorpStock20,000$10.7M0.9%––History
CHTRCharter Communications, Inc.CL A17,300$10.7M0.9%––History
BRK.BBerkshire Hathaway IncStock39,000$9.96M0.9%––History
HONHoneywell International IncCOM45,000$9.77M0.9%––History
UNPUnion Pacific CorpStock43,000$9.48M0.8%––History
QCOMQualcomm IncStock69,000$9.15M0.8%––History
CATCaterpillar IncStock36,000$8.35M0.7%––History
AMATApplied Materials IncStock59,000$7.88M0.7%––History
Invesco QQQ Trust Series I46090E103ETF24,000$7.66M0.7%–––
ADBEAdobe Inc.Stock16,000$7.61M0.7%––History
BLKBlackRock, Inc.COM10,000$7.54M0.7%––History
TGTTarget CorpStock37,000$7.33M0.6%––History
DEDeere & CoStock19,500$7.30M0.6%––History
ABTAbbott LaboratoriesStock60,000$7.19M0.6%––History
CVSCVS Health CorpStock94,000$7.07M0.6%––History
GDVGabelli Dividend & Income TrustCOM294,314$7.05M0.6%––History
GSGoldman Sachs Group IncStock21,000$6.87M0.6%––History
RMTRoyce Micro-Cap Trust, Inc.COM595,468$6.73M0.6%––History
TFCTruist Financial CorpCOM108,965$6.36M0.6%––History
WMTWalmart Inc.Stock46,000$6.25M0.5%––History
AMDAdvanced Micro Devices IncStock78,000$6.12M0.5%––History
SCHWSchwab Charles CorpStock92,000$6.00M0.5%––History
ACNAccenture plcStock21,000$5.80M0.5%––History
NFJVirtus Dividend, Interest & Premium Strategy FundCOM417,293$5.75M0.5%––History
ELVElevance Health, Inc.Stock16,000$5.74M0.5%––History
FISVFiserv IncStock48,000$5.71M0.5%––History
TYTRI-CONTINENTAL CorpCOM174,145$5.65M0.5%––History
CICigna GroupStock23,354$5.65M0.5%––History
LLYEli Lilly & CoStock30,000$5.61M0.5%––History
SYKStryker CorpStock23,000$5.60M0.5%––History
FISFidelity National Information Services, Inc.Stock39,000$5.48M0.5%––History
PEOAdams Natural Resources Fund, Inc.COM370,347$5.45M0.5%––History
NEENextera Energy IncStock72,000$5.44M0.5%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF40,000$5.31M0.5%–––
SPGIS&P Global Inc.Stock15,000$5.29M0.5%––History
SHWSherwin Williams CoCOM7,000$5.17M0.5%––History
ADPAutomatic Data Processing IncStock27,000$5.09M0.4%––History
SCDLMP Capital & Income Fund Inc.COM391,118$4.97M0.4%––History
APDAir Products & Chemicals, Inc.Stock17,000$4.78M0.4%––History
IIFMorgan Stanley India Investment Fund, Inc.COM204,443$4.77M0.4%––History
Macquarie Global Infrastruct55608D101COM214,812$4.70M0.4%–––
Guggenheim Enhanced Equity I40167B100COM648,901$4.68M0.4%–––
FDXFedEx CorpStock16,000$4.54M0.4%––History
AMGNAmgen IncStock18,000$4.48M0.4%––History
TJXTJX Companies IncStock67,600$4.47M0.4%––History
CLColgate Palmolive CoStock54,000$4.26M0.4%––History
DGDollar General CorpCOM21,000$4.25M0.4%––History
NMLNeuberger Energy Infrastructure & Income Fund Inc.COM1,010,952$4.25M0.4%––History
CPZCalamos Long/Short Equity & Dynamic Income TrustCOM211,000$4.24M0.4%––History
GDGeneral Dynamics CorpStock23,000$4.18M0.4%––History
PGRProgressive CorpStock43,000$4.11M0.4%––History
ELEstee Lauder Companies IncCL A14,000$4.07M0.4%––History
AONAon plcCL A17,000$3.91M0.3%––History
EMREmerson Electric CoStock42,000$3.79M0.3%––History
ICEIntercontinental Exchange, Inc.Stock33,000$3.69M0.3%––History
FDEUFirst Trust Dynamic Europe Equity Income FundCOM SHS290,002$3.68M0.3%––History
ETNEaton Corp plcStock26,000$3.60M0.3%––History
BSXBoston Scientific CorpStock92,000$3.56M0.3%––History
MRSHMarsh & McLennan Companies, Inc.Stock29,000$3.53M0.3%––History
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT366,844$3.50M0.3%––History
ECLEcolab Inc.Stock16,000$3.42M0.3%––History
CRMSalesforce, Inc.Stock16,000$3.39M0.3%––History
EWEdwards Lifesciences CorpStock39,000$3.26M0.3%––History
JRINuveen Real Asset Income & Growth FundCOM219,358$3.23M0.3%––History
HCAHCA Healthcare, Inc.COM17,000$3.20M0.3%––History
JOFJapan Smaller Capitalization Fund IncCOM332,067$3.09M0.3%––History
NIEVirtus Equity & Convertible Income FundCOM108,324$3.03M0.3%––History
BMYBristol Myers Squibb CoStock48,000$3.03M0.3%––History
FCXFreeport-McMoran IncStock90,000$2.96M0.3%––History
LMTLockheed Martin CorpStock8,000$2.96M0.3%––History
MSMorgan StanleyStock38,000$2.95M0.3%––History
EBAYeBay IncCOM48,000$2.94M0.3%––History
IDXXIDEXX Laboratories IncCOM6,000$2.94M0.3%––History
AAgilent Technologies, Inc.COM23,000$2.92M0.3%––History