Cornerstone Advisory, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $848 Million distributed in 241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $112M, Vanguard Whitehall Fds (Vangua with a value of $44.9M, Ishares Core S&P 500 ETF with a value of $41.8M, Goldman Sachs ETF Tr Activebet with a value of $27.7M, and Vanguard Dividend Appreciation with a value of $27.3M.
Examining the 13F form we can see an increase of $52.7M in the current position value, from $795M to 848M.
Below you can find more details about Cornerstone Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$848 Million
ETFs: $526 Million
Financial Services: $116 Million
Technology: $69.2 Million
Communication Services: $30.9 Million
Consumer Cyclical: $20.8 Million
Healthcare: $18.7 Million
Industrials: $10.8 Million
Consumer Defensive: $9.6 Million
Other: $19.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
