Cornerstone Advisory, LLC Options Holdings

Cornerstone Advisory, LLC

  • $848 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
CODI
Compass Diversified Holdings

Industrials
CALL
$62,000
10K
Q2 2025
New holding
Proshares Tr
CALL
$0
27.5K
Q2 2025
New holding

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
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