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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Enterprises LLC
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| CRD # | 324255 |
| SEC # | 801-127126 |
| CIK # | 0001987314 |
| AUM | $183.8 M (2025-03-24) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 920-832-3821 |
| Address | 158 E Northland Ave Appleton, WI 54911 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.2 | ||
| Microsoft Corp | 11.4 | ||
| Amazon Com Inc | 10.1 | ||
| Palantir Technologies Inc | 9.3 | ||
| Facebook Inc | 9.1 | ||
| Omega Healthcare Investors Inc | 6.8 | ||
| Alphabet Inc | 6.0 | ||
| International Business Machines Corp | 5.1 | ||
| AT&T Inc | 4.5 | ||
| VISA Inc | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 396 | 87.8 |
| (b) Individuals (high net worth individuals) | 55 | 96.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,386 | 183.8 |
| By Discretionary | ||
| Discretionary | 1,384 | 183.2 |
| Non-Discretionary | 2 | 0.6 |
| Total | 1,386 | 183.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.8 | |
| Total | 1,386 | 183.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001987314] |
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|---|---|---|
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LA | 0.2 |
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MD | 0.2 |
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Angelus Investment Consulting Inc
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RI | 0.2 |
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FL | 0.2 |
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Flying Point Financial Inc
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Southport Station Financial Management LLC
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CT | 0.2 |
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New Horizon Financial Strategies LLC
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NY | 0.2 |
|
Clearview Wealth Advisors LLC
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OR | 0.2 |
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IA Network LLC
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NC | 0.2 |