Cornerstone Advisory, LLC Purchases and Sells in Q1 2025

Cornerstone Advisory, LLC

$795 Million
Q1 2025

Top Buys

Incresed Positions

125 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	37.2K + 33.64%	N/A	148K $26.9M
JPST	99.4K + 143.06%	$50.39 - $50.66 $5.01M - $5.03M	169K $8.55M
JEPI	81.8K + 4.44%	$56.17 - $59.71 $4.6M - $4.89M	1.93M $110M
NAD	328K + 91.65%	$11.4 - $11.96 $3.74M - $3.92M	686K $7.9M
VO	14.5K + 32.15%	$251.87 - $277.95 $3.64M - $4.02M	59.4K $15.4M
PDI	97.3K + 16.82%	$18.51 - $20.05 $1.8M - $1.95M	676K $13.4M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CHY	425K New	$10.1 - $12.0 $4.29M - $5.1M	425K $4.29M
TRV	1.02K New	$232.43 - $265.13 $238K - $271K	1.02K $270K
CI	732 New	$274.49 - $329.0 $201K - $241K	732 $240K
NVS	2.02K New	$97.14 - $115.57 $196K - $233K	2.02K $224K
XLU	2.81K New	$74.7 - $80.27 $210K - $226K	2.81K $221K
MCK	327 New	$566.21 - $672.99 $185K - $220K	327 $220K

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-20.1K - 9.54%	$102.49 - $119.96 $2.06M - $2.41M	190K $19.9M
AAPL	-739 - 0.64%	$209.68 - $247.1 $155K - $183K	114K $25.4M
JAAA	-60.2K - 10.77%	$50.48 - $51.04 $3.04M - $3.07M	498K $25.3M
AMZN	-657 - 0.9%	$190.26 - $242.06 $125K - $159K	72.5K $13.8M
VOOG	-650 - 1.04%	$333.37 - $384.99 $217K - $250K	61.7K $20.6M
MOAT	-25.4K - 21.0%	N/A	95.5K $8.2M

Activity Summary All Purchases 136 New Holdings 11 Increased Positions 125 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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