Cornerstone Advisory, LLC Purchases and Sells in Q3 2025

Cornerstone Advisory, LLC

$914 Million
Q3 2025

Top Buys

Incresed Positions

134 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.74K + 1.52%	$202.38 - $256.87 $351K - $446K	116K $29.5M
IVV	2.83K + 4.2%	$620.67 - $670.08 $1.76M - $1.89M	70.1K $46.9M
BRK-B	8.73K + 19.66%	$459.11 - $506.91 $4.01M - $4.42M	53.1K $26.7M
GOOGL	1.46K + 2.07%	$174.36 - $254.72 $254K - $371K	71.7K $17.4M
VO	12.1K + 18.06%	$279.83 - $293.74 $3.38M - $3.55M	79K $23.2M
JEPI	64.3K + 3.28%	$55.61 - $57.37 $3.57M - $3.69M	2.03M $116M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPC	132K New	$7.98 - $8.29 $1.06M - $1.1M	132K $1.09M
CGGO	20.7K New	$31.71 - $34.17 $657K - $708K	20.7K $707K
BXSL	22.5K New	$26.07 - $32.55 $585K - $731K	22.5K $585K
SCHK	13.6K New	$29.8 - $32.29 $405K - $439K	13.6K $436K
GDX	3.65K New	$50.79 - $76.4 $185K - $279K	3.65K $278K
TSM	973 New	$224.68 - $282.71 $219K - $275K	973 $271K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BME	-78.2K - 56.09%	$35.17 - $37.31 $2.75M - $2.92M	61.2K $2.28M
MOAT	-27.9K - 31.16%	N/A	61.7K $5.3M
JAAA	-13.1K - 2.6%	$50.53 - $50.82 $661K - $665K	491K $24.9M
ABC	-3.5K - 23.47%	N/A	11.4K $2.11M
VHT	-3.52K - 13.62%	$239.12 - $259.95 $841K - $914K	22.3K $5.79M
PML	-86K - 37.12%	$7.11 - $7.91 $612K - $680K	146K $1.15M

Activity Summary All Purchases 154 New Holdings 20 Increased Positions 134 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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