Cornerstone Advisory, LLC Incresed Positions in Q2 2025

Cornerstone Advisory, LLC

  • $848 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
64
+ 0.86%
$113.75 - $148.48 $7.28K - $9.5K
7.49K $1.09M
MAR
Marriott International Inc

Consumer Cyclical
15
+ 0.5%
$211.12 - $274.14 $3.17K - $4.11K
3.01K $820K
BA
Boeing CO

Industrials
22
+ 0.92%
$136.59 - $217.51 $3K - $4.79K
2.42K $507K
NOW
Service Now, Inc.

Technology
32
+ 13.79%
$721.65 - $1040.18 $23.1K - $33.3K
264 $271K
HON
Honeywell International Inc

Industrials
39
+ 1.1%
$182.86 - $232.88 $7.13K - $9.08K
3.58K $832K
WFC
Wells Fargo & Company

Financial Services
140
+ 1.92%
$60.98 - $80.12 $8.54K - $11.2K
7.44K $596K
MS
Morgan Stanley

Financial Services
83
+ 3.51%
$99.83 - $140.86 $8.29K - $11.7K
2.45K $344K
CSCO
Cisco Systems, Inc.

Technology
25
+ 0.29%
$53.19 - $69.38 $1.33K - $1.73K
8.77K $608K
IEMG
Ishares Inc

ETFs
1.29K
+ 5.5%
N/A
24.8K $1.33M
KKR
Kkr & Co. Inc.

Financial Services
89
+ 2.96%
$92.79 - $134.29 $8.26K - $12K
3.1K $411K
PFE
Pfizer Inc

Healthcare
2.84K
+ 27.54%
$21.59 - $24.84 $61.3K - $70.6K
13.2K $318K
AXP
American Express CO

Financial Services
31
+ 3.32%
$231.39 - $318.98 $7.17K - $9.89K
965 $307K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 5.54%
$456.74 - $568.03 $13.2K - $16.5K
552 $313K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
8.78K
+ 22.14%
$5.64 - $6.2 $49.5K - $54.4K
48.4K $286K
SHEN
Shenandoah Telecommunications CO

Communication Services
20
+ 0.05%
$11.04 - $14.3 $221 - $286
38.5K $526K
NVO
Novo Nordisk A S

Healthcare
596
+ 19.58%
$58.08 - $81.05 $34.6K - $48.3K
3.64K $251K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.07%
$69.06 - $91.24 $138 - $182
3K $273K
XLU
Utilities Sector Spdr

ETFs
365
+ 12.99%
$73.09 - $82.77 $26.7K - $30.2K
3.18K $259K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
200
+ 6.39%
$55.54 - $69.09 $11.1K - $13.8K
3.33K $230K
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.17%
$152.93 - $181.74 $1.07K - $1.27K
4.11K $747K
ABT
Abbott Laboratories

Healthcare
87
+ 1.63%
$123.95 - $138.08 $10.8K - $12K
5.44K $739K
VB
Vanguard Small Cap ETF

ETFs
64
+ 6.27%
$193.73 - $237.37 $12.4K - $15.2K
1.08K $256K
XLF
Financial Sector Spdr

ETFs
30
+ 0.28%
$43.92 - $52.37 $1.32K - $1.57K
10.7K $559K
MCK
Mckesson Corp

Healthcare
10
+ 3.06%
$652.83 - $732.78 $6.53K - $7.33K
337 $246K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4
+ 0.2%
$101.97 - $126.75 $408 - $507
2.04K $257K
ET
Energy Transfer LP

Energy
3.82K
+ 3.75%
$15.65 - $18.93 $59.8K - $72.3K
106K $1.91M
SRLN
Ssga Active Trust

ETFs
382
+ 2.42%
$39.47 - $41.59 $15.1K - $15.9K
16.2K $673K
TDVG
T Rowe Price Exchange Traded F

Technology
5
+ 0.05%
$36.12 - $42.38 $181 - $212
10.4K $442K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.11%
$376.48 - $440.65 $376 - $441
913 $402K
T
At&T Inc.

Communication Services
210
+ 1.86%
$26.33 - $28.94 $5.53K - $6.08K
11.5K $333K
TJX
Tjx Companies Inc

Consumer Cyclical
67
+ 3.11%
$119.13 - $135.03 $7.98K - $9.05K
2.22K $274K
ADP
Automatic Data Processing Inc

Industrials
11
+ 0.41%
$276.76 - $326.81 $3.04K - $3.59K
2.68K $825K
TXN
Texas Instruments Inc

Technology
55
+ 2.37%
N/A
2.38K $462K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
38
+ 0.38%
$35.42 - $43.89 $1.35K - $1.67K
9.91K $434K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
91
+ 0.46%
$7.2 - $8.65 $655 - $787
19.8K $171K
GAB
Gabelli Equity Trust Inc

Financial Services
258
+ 1.45%
$4.97 - $5.87 $1.28K - $1.51K
18K $104K
SO
Southern CO

Utilities
75
+ 1.44%
$84.91 - $92.56 $6.37K - $6.94K
5.28K $484K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.29%
$233.83 - $276.34 $701 - $829
1.03K $274K
CI
Cigna Corp

Healthcare
1
+ 0.14%
$301.89 - $340.04 $302 - $340
733 $242K
KO
Coca Cola CO

Consumer Defensive
115
+ 1.48%
$68.37 - $73.9 $7.86K - $8.5K
7.87K $556K
MDLZ
Mondelez International, Inc.

Consumer Defensive
60
+ 0.97%
$63.54 - $68.5 $3.81K - $4.11K
6.24K $420K
ILCG
Ishares Morningstar Growth ETF
2
+ 0.08%
N/A
2.51K $0
Blackrock Inc
5
+ 1.15%
N/A
438 $0
Bunge Global Sa
25
+ 0.67%
N/A
3.78K $0
Goldman Sachs ETF Tr
4.27K
+ 17.71%
N/A
28.4K $0
Goldman Sachs ETF Tr
91.7K
+ 10.41%
N/A
973K $0
Vanguard Malvern Fds
206
+ 3.71%
N/A
5.77K $0
Ishares Bitcoin Trust ETF
2.78K
+ 9.52%
N/A
32K $0
Linde PLC
2
+ 0.4%
N/A
502 $0
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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