Cornerstone Advisory, LLC Purchases in Q1 2025

Cornerstone Advisory, LLC

  • $795 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
48
+ 12.47%
N/A
433 $0
Ishares Bitcoin Trust ETF
1.21K
+ 4.33%
N/A
29.2K $0
ILCG
Ishares Morningstar Growth ETF
3
+ 0.12%
N/A
2.51K $0
Bunge Global Sa
15
+ 0.4%
N/A
3.75K $0
Goldman Sachs ETF Tr
414
+ 1.75%
N/A
24.1K $0
Linde PLC
500
New
N/A
500 $0
Goldman Sachs ETF Tr
189K
+ 27.38%
N/A
881K $0
Brookfield Corp
7.08K
+ 47.71%
N/A
21.9K $0
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
138
+ 0.71%
$8.24 - $8.68 $1.14K - $1.2K
19.7K $162K
APH
Amphenol Corp

Technology
200
+ 4.3%
$61.62 - $78.55 $12.3K - $15.7K
4.86K $318K
GLW
Corning Inc

Technology
64
+ 0.76%
$44.91 - $54.25 $2.87K - $3.47K
8.53K $390K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
5
+ 0.25%
$113.22 - $126.36 $566 - $632
2.03K $233K
STT
State Street Corp

Financial Services
10
+ 0.38%
$84.47 - $102.23 $845 - $1.02K
2.67K $239K
DHR
Danaher Corp

Healthcare
270
+ 7.83%
$201.62 - $250.59 $54.4K - $67.7K
3.72K $762K
BAC
Bank Of America Corp

Financial Services
523
+ 2.19%
$39.61 - $47.74 $20.7K - $25K
24.4K $1.02M
HON
Honeywell International Inc

Industrials
85
+ 2.46%
$202.75 - $226.52 $17.2K - $19.3K
3.54K $748K
META
Meta Platforms, Inc.

Communication Services
240
+ 1.87%
$576.36 - $736.67 $138K - $177K
13.1K $7.52M
CRM
Salesforce, Inc.

Technology
115
+ 11.19%
$268.36 - $359.95 $30.9K - $41.4K
1.14K $306K
TFC
Truist Financial Corp

Financial Services
59
+ 0.31%
$39.48 - $48.15 $2.33K - $2.84K
19.1K $785K
TY
Tri Continental Corp

Financial Services
3K
+ 2.32%
$30.4 - $32.91 $91.2K - $98.8K
132K $4.05M
AVGO
Broadcom Inc.

Technology
1.75K
+ 33.49%
$167.43 - $244.7 $294K - $429K
6.99K $1.17M
HD
Home Depot, Inc.

Consumer Cyclical
70
+ 2.13%
$347.25 - $424.87 $24.3K - $29.7K
3.36K $1.23M
TT
Trane Technologies PLC

Industrials
60
+ 2.8%
$332.0 - $400.86 $19.9K - $24.1K
2.21K $743K
NOW
Service Now, Inc.

Technology
9
+ 4.04%
$783.83 - $1170.39 $7.05K - $10.5K
232 $184K
SPY
Spdr S&P 500 ETF Trust

ETFs
147
+ 2.67%
$551.42 - $612.93 $81.1K - $90.1K
5.65K $3.16M
PANW
Palo Alto Networks Inc

Technology
23
+ 0.33%
$167.82 - $208.28 $3.86K - $4.79K
7.07K $1.21M
APPN
Appian Corp

Technology
1.32K
+ 4.43%
$28.81 - $37.23 $38.1K - $49.2K
31.2K $897K
MRK
Merck & Co., Inc.

Healthcare
316
+ 2.41%
$83.01 - $101.02 $26.2K - $31.9K
13.4K $1.21M
TSLA
Tesla, Inc.

Consumer Cyclical
188
+ 9.4%
$222.15 - $428.22 $41.8K - $80.5K
2.19K $567K
XLK
Technology Sector Spdr

ETFs
106
+ 1.01%
$206.38 - $242.18 $21.9K - $25.7K
10.6K $2.19M
ORCL
Oracle Corp

Technology
104
+ 0.8%
$139.81 - $186.47 $14.5K - $19.4K
13.1K $1.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
120
+ 0.65%
$360.07 - $417.26 $43.2K - $50.1K
18.5K $6.68M
IVV
Ishares Core S&P 500 ETF

ETFs
1.09K
+ 1.65%
$554.06 - $615.85 $602K - $669K
66.8K $37.5M
VGT
Vanguard Information Technolog

ETFs
668
+ 2.62%
$542.38 - $646.34 $362K - $432K
26.1K $14.2M
GOOGL
Alphabet Inc.

Communication Services
230
+ 0.32%
$154.33 - $206.19 $35.5K - $47.4K
73K $11.3M
Activity Summary
Buys All Purchases 136 New Holdings 11 Increased Positions 125 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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