Cornerstone Advisory, LLC Sells in Q1 2025

Cornerstone Advisory, LLC

  • $795 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
-3
- 0.18%
$159.48 - $187.78 $478 - $563
1.69K $281K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-162
- 5.51%
$95.85 - $99.25 $15.5K - $16.1K
2.78K $274K
WFC
Wells Fargo & Company

Financial Services
-265
- 3.5%
$66.78 - $81.42 $17.7K - $21.6K
7.3K $524K
NEE
Nextera Energy Inc

Utilities
-5
- 0.06%
$66.96 - $76.16 $335 - $381
7.89K $558K
AVB
Avalonbay Communities Inc

Real Estate
-2
- 0.16%
$207.86 - $228.08 $416 - $456
1.25K $268K
OKE
Oneok Inc

Energy
-15
- 0.42%
$89.57 - $109.85 $1.34K - $1.65K
3.56K $353K
DVY
Ishares Tr

ETFs
-90
- 3.58%
$128.58 - $138.1 $11.6K - $12.4K
2.43K $325K
PLD
Prologis, Inc.

Real Estate
-227
- 6.36%
$103.59 - $124.04 $23.5K - $28.2K
3.34K $373K
CSCO
Cisco Systems, Inc.

Technology
-418
- 4.56%
$58.74 - $64.87 $24.6K - $27.1K
8.75K $539K
TRGP
Targa Resources Corp.

Energy
-300
- 11.6%
$178.44 - $217.22 $53.5K - $65.2K
2.29K $458K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-5.17K
- 6.09%
N/A
79.7K $0
T Rowe Price ETF Inc
-14.1K
- 2.51%
N/A
547K $0
Oaktree Specialty Lending CO
-84.6K
- 49.13%
N/A
87.6K $0
MMM
3 M CO

Industrials
-315
- 10.15%
$129.7 - $155.12 $40.9K - $48.9K
2.79K $409K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-22
- 0.02%
$39.4 - $42.61 $867 - $937
131K $5.29M
AON
Aon PLC

Financial Services
-36
- 5.63%
$348.44 - $409.32 $12.5K - $14.7K
603 $240K
RTX
Raytheon Technologies Corp

Industrials
-952
- 11.36%
$114.1 - $135.66 $109K - $129K
7.43K $983K
COST
Costco Wholesale Corp

Consumer Defensive
-59
- 2.43%
$890.62 - $1076.86 $52.5K - $63.5K
2.37K $2.24M
VZ
Verizon Communications Inc

Communication Services
-476
- 6.35%
$37.81 - $46.49 $18K - $22.1K
7.02K $318K
SO
Southern CO

Utilities
-382
- 6.84%
$80.96 - $92.96 $30.9K - $35.5K
5.2K $478K
SYK
Stryker Corp

Healthcare
-66
- 1.26%
$355.18 - $399.9 $23.4K - $26.4K
5.19K $1.93M
BME
Black Rock Health Sciences Trust

Financial Services
-1.76K
- 1.16%
$37.49 - $41.0 $66.1K - $72.2K
151K $5.82M
PLTR
Palantir Technologies Inc.

Technology
-100
- 1.42%
$64.98 - $124.62 $6.5K - $12.5K
6.96K $587K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-4.78K
- 1.16%
$13.33 - $14.08 $63.7K - $67.3K
407K $5.65M
WM
Waste Management Inc

Industrials
-162
- 5.2%
$200.54 - $233.78 $32.5K - $37.9K
2.96K $684K
GE
General Electric CO

Industrials
-25
- 1.21%
$168.59 - $212.13 $4.21K - $5.3K
2.04K $407K
DUK
Duke Energy Corp

Utilities
-77
- 1.28%
$105.87 - $121.97 $8.15K - $9.39K
5.95K $725K
AEP
American Electric Power CO Inc

Utilities
-77
- 1.16%
$90.32 - $109.27 $6.95K - $8.41K
6.54K $714K
XOM
Exxon Mobil Corp

Energy
-700
- 3.45%
$105.44 - $118.93 $73.8K - $83.3K
19.6K $2.33M
PM
Philip Morris International Inc.

Consumer Defensive
-284
- 4.37%
$117.15 - $158.79 $33.3K - $45.1K
6.22K $986K
ABBV
Abb Vie Inc.

Healthcare
-210
- 1.33%
$169.2 - $216.66 $35.5K - $45.5K
15.6K $3.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 0.16%
$442.66 - $534.52 $31K - $37.4K
44.2K $23.6M
Activity Summary
Buys All Purchases 136 New Holdings 11 Increased Positions 125 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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