Cornerstone Advisory, LLC Portfolio Holdings
Cornerstone Advisory, LLC
- $848 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 241
- Current Value $848 Million
- Prior Value $795 Million
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 16 stocks
- Additional Purchases 123 stocks
- Sold out of 0 stocks
- Reduced holdings in 86 stocks