Cornerstone Advisory, LLC Incresed Positions in Q2 2025

Cornerstone Advisory, LLC

  • $848 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
531
+ 0.8%
$498.8 - $620.9 $265K - $330K
67.3K $41.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
860
+ 1.39%
$299.15 - $396.54 $257K - $341K
62.6K $24.8M
MSFT
Microsoft Corp

Technology
240
+ 0.77%
$354.56 - $497.45 $85.1K - $119K
31.6K $15.7M
VO
Vanguard Mid Cap ETF

ETFs
7.53K
+ 12.67%
$228.54 - $279.83 $1.72M - $2.11M
66.9K $18.7M
VUG
Vanguard Growth ETF

ETFs
2.67K
+ 8.23%
$329.49 - $438.4 $880K - $1.17M
35.1K $15.4M
VGT
Vanguard Information Technolog

ETFs
13
+ 0.05%
$470.37 - $663.28 $6.11K - $8.62K
26.1K $17.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.85K
+ 2.07%
$114.78 - $133.31 $786K - $913K
337K $44.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
24.2K
+ 6.85%
$45.88 - $54.4 $1.11M - $1.31M
377K $20.5M
AMZN
Amazon Com Inc

Consumer Cyclical
243
+ 0.34%
$167.32 - $223.3 $40.7K - $54.3K
72.7K $16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
35.6K
+ 1.85%
$51.14 - $57.0 $1.82M - $2.03M
1.96M $112M
JPIE
J P Morgan Exchange Traded Fd
21.5K
+ 3.98%
$45.12 - $46.32 $971K - $996K
562K $26.1M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
113K
+ 16.49%
$10.78 - $11.57 $1.22M - $1.31M
799K $9.02M
IEFA
Ishares Tr

ETFs
2.25K
+ 2.02%
$67.83 - $84.09 $153K - $190K
114K $9.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
92
+ 0.95%
$416.06 - $551.64 $38.3K - $50.8K
9.8K $5.41M
AVGO
Broadcom Inc.

Technology
103
+ 1.47%
$146.29 - $275.65 $15.1K - $28.4K
7.1K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
220
+ 1.68%
$210.28 - $289.91 $46.3K - $63.8K
13.3K $3.86M
XOM
Exxon Mobil Corp

Energy
7.49K
+ 38.21%
$99.93 - $119.04 $748K - $891K
27.1K $2.92M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.1K
+ 6.0%
$50.36 - $50.68 $510K - $513K
179K $9.07M
VIG
Vanguard Dividend Appreciation

ETFs
2.01K
+ 1.36%
N/A
150K $27.3M
TY
Tri Continental Corp

Financial Services
7.08K
+ 5.36%
$27.37 - $31.84 $194K - $225K
139K $4.41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
655
+ 11.26%
$171.4 - $227.1 $112K - $149K
6.47K $1.47M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.67K
+ 5.29%
$65.84 - $80.81 $110K - $135K
33.2K $2.66M
VBR
Vanguard Small Cap Value ETF

ETFs
265
+ 0.94%
$162.76 - $195.77 $43.1K - $51.9K
28.3K $5.53M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.01%
$116.42 - $147.52 $116 - $148
17.9K $2.64M
ITA
Ishares Tr

ETFs
1
+ 0.01%
$135.31 - $188.64 $135 - $189
8.2K $1.55M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.29K
+ 1.06%
$49.79 - $50.75 $263K - $268K
504K $25.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.11%
$272.36 - $339.57 $2.45K - $3.06K
8.27K $2.81M
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 0.18%
$321.63 - $509.31 $965 - $1.53K
1.7K $867K
PRF
Invesco Exchange Traded Fd Tr

ETFs
259
+ 0.2%
$35.77 - $42.27 $9.26K - $10.9K
131K $5.55M
PANW
Palo Alto Networks Inc

Technology
5
+ 0.07%
$152.44 - $204.64 $762 - $1.02K
7.07K $1.45M
NFLX
Netflix Inc

Communication Services
12
+ 2.25%
$855.86 - $1339.13 $10.3K - $16.1K
545 $729K
TSLA
Tesla, Inc.

Consumer Cyclical
319
+ 14.58%
$221.86 - $362.89 $70.8K - $116K
2.51K $796K
TT
Trane Technologies PLC

Industrials
3
+ 0.14%
$315.21 - $437.41 $946 - $1.31K
2.21K $966K
VOT
Vanguard Mid Cap Growth Index

ETFs
38
+ 0.78%
$216.28 - $284.39 $8.22K - $10.8K
4.92K $1.4M
GLD
Spdr Gold Trust

ETFs
529
+ 20.29%
$273.71 - $316.29 $145K - $167K
3.14K $955K
BAC
Bank Of America Corp

Financial Services
1.24K
+ 5.09%
$34.39 - $47.46 $42.7K - $58.9K
25.6K $1.21M
AMAT
Applied Materials Inc

Technology
53
+ 1.1%
$126.95 - $183.52 $6.73K - $9.73K
4.89K $895K
VEU
Vanguard Ftse All World Ex Us

ETFs
631
+ 2.97%
$54.19 - $67.22 $34.2K - $42.4K
21.8K $1.47M
IBM
International Business Machines Corp

Technology
16
+ 0.43%
$221.03 - $294.78 $3.54K - $4.72K
3.75K $1.1M
AMD
Advanced Micro Devices Inc

Technology
57
+ 1.35%
$78.21 - $143.81 $4.46K - $8.2K
4.27K $606K
MA
Mastercard Inc

Financial Services
74
+ 0.81%
$479.92 - $590.74 $35.5K - $43.7K
9.22K $5.18M
APH
Amphenol Corp

Technology
45
+ 0.93%
$59.09 - $98.75 $2.66K - $4.44K
4.9K $483K
DIS
Walt Disney CO

Communication Services
86
+ 1.48%
$81.72 - $124.01 $7.03K - $10.7K
5.89K $730K
VTV
Vanguard Value ETF

ETFs
321
+ 1.66%
$153.67 - $176.74 $49.3K - $56.7K
19.7K $3.48M
V
Visa Inc.

Financial Services
84
+ 0.42%
$308.27 - $373.31 $25.9K - $31.4K
19.9K $7.07M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.59%
$908.13 - $1056.85 $12.7K - $14.8K
2.39K $2.36M
EMR
Emerson Electric CO

Industrials
11
+ 0.23%
$94.15 - $133.33 $1.04K - $1.47K
4.73K $631K
CAT
Caterpillar Inc

Industrials
39
+ 2.3%
$273.94 - $388.21 $10.7K - $15.1K
1.74K $674K
UBER
Uber Technologies, Inc

Technology
90
+ 1.76%
$64.62 - $93.3 $5.82K - $8.4K
5.19K $484K
Activity Summary
Buys All Purchases 139 New Holdings 16 Increased Positions 123 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 2 Puts 0
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