Cornerstone Advisory, LLC Reduced Holdings in Q2 2025

Cornerstone Advisory, LLC

  • $848 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
-53
- 6.77%
$412.99 - $531.48 $21.9K - $28.2K
730 $371K
QCOM
Qualcomm Inc

Technology
-37
- 2.01%
$124.66 - $159.48 $4.61K - $5.9K
1.8K $287K
AMT
American Tower Corp

Real Estate
-3
- 0.09%
$203.96 - $228.19 $612 - $685
3.22K $711K
TFC
Truist Financial Corp

Financial Services
-524
- 2.75%
$34.79 - $42.99 $18.2K - $22.5K
18.6K $798K
FTNT
Fortinet, Inc.

Technology
-17
- 0.8%
$84.71 - $108.69 $1.44K - $1.85K
2.11K $223K
NVS
Novartis Ag

Healthcare
-5
- 0.25%
$101.96 - $121.01 $510 - $605
2.01K $243K
AVUV
American Centy ETF Tr Avantis

ETFs
-158
- 1.52%
$75.17 - $91.21 $11.9K - $14.4K
10.2K $931K
BX
Blackstone Inc.

Financial Services
-35
- 0.85%
$120.07 - $151.11 $4.2K - $5.29K
4.09K $611K
IWD
Ishares Russell 1000 Val ETF

ETFs
-566
- 2.34%
$166.82 - $194.23 $94.4K - $110K
23.6K $4.59M
MCO
Moodys Corp

Financial Services
-3
- 0.26%
$396.7 - $501.59 $1.19K - $1.5K
1.17K $584K
CSX
Csx Corp

Industrials
-415
- 2.14%
$26.69 - $32.91 $11.1K - $13.7K
19K $619K
GE
General Electric CO

Industrials
-15
- 0.74%
$166.81 - $257.39 $2.5K - $3.86K
2.02K $519K
VTI
Vanguard Total Stock Market Et

ETFs
-18
- 0.44%
$243.75 - $303.93 $4.39K - $5.47K
4.08K $1.24M
SYK
Stryker Corp

Healthcare
-3
- 0.06%
$337.37 - $395.63 $1.01K - $1.19K
5.19K $2.05M
PM
Philip Morris International Inc.

Consumer Defensive
-120
- 1.93%
$149.23 - $184.95 $17.9K - $22.2K
6.1K $1.11M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.26%
$462.22 - $707.75 $924 - $1.42K
779 $551K
WMT
Walmart Inc.

Consumer Defensive
-148
- 1.02%
$81.79 - $99.98 $12.1K - $14.8K
14.3K $1.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-178
- 1.24%
$82.96 - $110.1 $14.8K - $19.6K
14.2K $1.56M
CEG
Constellation Energy Corp

Utilities
-251
- 9.89%
$170.96 - $322.76 $42.9K - $81K
2.29K $738K
VBK
Vanguard Small Cap Growth ETF

ETFs
-338
- 2.4%
$219.76 - $276.94 $74.3K - $93.6K
13.8K $3.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.49K
- 2.88%
$90.56 - $109.49 $497K - $601K
185K $20.2M
TROW
Price T Rowe Group Inc

Financial Services
-903
- 1.08%
$80.27 - $98.06 $72.5K - $88.5K
83.1K $8.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
-39
- 0.69%
$496.48 - $617.85 $19.4K - $24.1K
5.61K $3.47M
PLTR
Palantir Technologies Inc.

Technology
-199
- 2.86%
$74.01 - $144.25 $14.7K - $28.7K
6.76K $921K
CHY
Calamos Convertible & High Income Fund

Financial Services
-810
- 0.19%
$9.18 - $10.99 $7.44K - $8.9K
424K $4.66M
IWM
Ishares Russell 2000 ETF

ETFs
-419
- 1.37%
$174.82 - $215.79 $73.2K - $90.4K
30.2K $6.51M
XLK
Technology Sector Spdr

ETFs
-18
- 0.17%
$179.73 - $253.23 $3.24K - $4.56K
10.6K $2.69M
GOOG
Alphabet Inc.

Communication Services
-245
- 0.68%
$146.58 - $180.01 $35.9K - $44.1K
35.9K $6.37M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-125
- 0.36%
$113.67 - $150.4 $14.2K - $18.8K
34.6K $5.21M
ORCL
Oracle Corp

Technology
-111
- 0.85%
$122.82 - $218.63 $13.6K - $24.3K
13K $2.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-338
- 1.83%
$320.42 - $424.58 $108K - $144K
18.2K $7.72M
GOOGL
Alphabet Inc.

Communication Services
-2.73K
- 3.74%
$144.7 - $178.6 $395K - $488K
70.3K $12.4M
META
Meta Platforms, Inc.

Communication Services
-61
- 0.47%
$484.66 - $738.09 $29.6K - $45K
13K $9.59M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-227
- 0.1%
$97.68 - $121.38 $22.2K - $27.6K
228K $27.7M
NVDA
Nvidia Corp

Technology
-2.31K
- 3.13%
$94.31 - $157.99 $217K - $364K
71.3K $11.3M
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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