Cornerstone Advisory, LLC New Holdings in Q4 2024

Cornerstone Advisory, LLC

  • $786 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TY
Tri Continental Corp

Financial Services
129K
New
$31.01 - $34.67 $4M - $4.48M
129K $4.09M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $680K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
52.5K
New
$12.1 - $13.76 $635K - $723K
52.5K $635K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
9.85K
New
$39.86 - $46.0 $393K - $453K
9.85K $413K
MRVL
Marvell Technology, Inc.

Technology
2.73K
New
$70.31 - $124.78 $192K - $341K
2.73K $301K
TCHP
T Rowe Price Exchange Traded F

Technology
6.8K
New
$39.17 - $43.9 $266K - $299K
6.8K $286K
AI
C3.Ai, Inc.

Technology
8.12K
New
$22.6 - $42.94 $184K - $349K
8.12K $279K
GLD
Spdr Gold Trust

ETFs
1.1K
New
$236.59 - $257.5 $260K - $283K
1.1K $266K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.65K
New
$149.17 - $165.2 $246K - $273K
1.65K $255K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
10.4K
New
$23.17 - $26.26 $240K - $272K
10.4K $248K
AXP
American Express CO

Financial Services
821
New
$267.35 - $305.57 $219K - $251K
821 $243K
NOW
Service Now, Inc.

Technology
223
New
$867.18 - $1148.42 $193K - $256K
223 $236K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
431
New
$521.84 - $558.82 $225K - $241K
431 $232K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.65K
New
$77.25 - $91.3 $204K - $241K
2.65K $225K
PODD
Insulet Corp

Healthcare
847
New
$227.79 - $275.7 $193K - $234K
847 $221K
SCHW
Schwab Charles Corp

Financial Services
2.99K
New
$63.31 - $82.85 $189K - $248K
2.99K $221K
ACWI
Ishares Msci Acwi ETF

ETFs
1.86K
New
$117.05 - $123.03 $218K - $229K
1.86K $218K
PEG
Public Service Enterprise Group Inc

Utilities
2.53K
New
$81.87 - $94.51 $207K - $239K
2.53K $213K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.16K
New
$174.22 - $187.62 $202K - $218K
1.16K $203K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.9K
New
$100.18 - $109.1 $190K - $207K
1.9K $199K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.64K
New
$47.29 - $84.74 $125K - $224K
2.64K $196K
FTNT
Fortinet, Inc.

Technology
2.05K
New
$76.49 - $99.21 $157K - $204K
2.05K $193K
TMUS
T Mobile Us, Inc.

Communication Services
817
New
$206.1 - $246.94 $168K - $202K
817 $180K
GAB
Gabelli Equity Trust Inc

Financial Services
17.5K
New
$5.36 - $5.83 $93.8K - $102K
17.5K $94K
Brookfield Corp
14.8K
New
N/A
14.8K $0
Blackrock Inc
385
New
N/A
385 $0
Ishares Bitcoin Trust ETF
28K
New
N/A
28K $0
Activity Summary
Buys All Purchases 163 New Holdings 28 Increased Positions 135 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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