Cornerstone Advisory, LLC Incresed Positions in Q2 2025

Cornerstone Advisory, LLC

  • $848 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
14
+ 0.58%
$118.37 - $134.86 $1.66K - $1.89K
2.44K $324K
ARCC
Ares Capital Corp

Financial Services
6
+ 0.05%
$18.91 - $22.43 $113 - $135
13.3K $291K
ALL
Allstate Corp

Financial Services
10
+ 0.75%
$180.53 - $212.64 $1.81K - $2.13K
1.34K $269K
WM
Waste Management Inc

Industrials
12
+ 0.41%
$216.47 - $242.1 $2.6K - $2.91K
2.97K $679K
CB
Chubb LTD

Financial Services
25
+ 2.0%
$274.32 - $302.46 $6.86K - $7.56K
1.28K $370K
SPG
Simon Property Group Inc

Real Estate
3
+ 0.18%
$140.37 - $171.44 $421 - $514
1.7K $272K
AVB
Avalonbay Communities Inc

Real Estate
18
+ 1.44%
$187.23 - $215.61 $3.37K - $3.88K
1.27K $258K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
97
+ 0.65%
$10.82 - $11.98 $1.05K - $1.16K
15.1K $169K
PLD
Prologis, Inc.

Real Estate
111
+ 3.32%
$89.76 - $112.34 $9.96K - $12.5K
3.45K $362K
EPD
Enterprise Products Partners L.P.

Energy
3.06K
+ 8.97%
$28.95 - $34.22 $88.4K - $105K
37.1K $1.15M
CVX
Chevron Corp

Energy
769
+ 14.9%
$133.73 - $168.51 $103K - $130K
5.93K $848K
KMB
Kimberly Clark Corp

Consumer Defensive
27
+ 1.64%
$126.84 - $145.22 $3.42K - $3.92K
1.67K $215K
COP
Conocophillips

Energy
124
+ 3.88%
$82.66 - $106.1 $10.2K - $13.2K
3.32K $298K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
53
+ 2.64%
$212.1 - $244.27 $11.2K - $12.9K
2.06K $450K
PEP
Pepsico Inc

Consumer Defensive
403
+ 6.9%
$128.02 - $151.37 $51.6K - $61K
6.24K $824K
PML
Pimco Municipal Income Fund Ii

Financial Services
6.56K
+ 2.91%
$7.29 - $8.14 $47.8K - $53.4K
232K $1.73M
LLY
Eli Lilly & CO

Healthcare
15
+ 0.58%
$713.71 - $898.95 $10.7K - $13.5K
2.59K $2.02M
MRK
Merck & Co., Inc.

Healthcare
53
+ 0.39%
$73.47 - $87.12 $3.89K - $4.62K
13.5K $1.07M
JNJ
Johnson & Johnson

Healthcare
28
+ 0.16%
$146.36 - $159.82 $4.1K - $4.47K
17.3K $2.64M
PDI
Pimco Dynamic Income Fund

Financial Services
4.25K
+ 0.63%
$17.02 - $19.87 $72.4K - $84.5K
680K $12.9M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
5K
+ 0.46%
$10.66 - $11.83 $53.3K - $59.1K
1.08M $12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
144
+ 0.33%
$483.48 - $539.8 $69.6K - $77.7K
44.4K $21.6M
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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