CIK 1668189
Cornerstone Advisory, LLC
Institutional 13F holdings & portfolio
Holdings
248
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| BOND | PIMCO ETF TR | 42K | $1M+ | SH |
| COR | CENCORA INC | 11K | $1M+ | SH |
| ABBV | ABBVIE INC | 16K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 17K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 38K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 28K | $1M+ | SH |
| IWB | ISHARES TR | 8K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 114K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 146K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 20K | $1M+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 50K | $1M+ | SH |
| ORCL | ORACLE CORP | 13K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 50K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| BME | BLACKROCK HEALTH SCIENCES TR | 59K | $1M+ | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 71K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 14K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 139K | $1M+ | SH |
| SO | SOUTHERN CO | 22K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 26K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 8K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 13K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 5K | $1M+ | SH |
| IEMG | ISHARES INC | 28K | $1M+ | SH |
| IJJ | ISHARES TR | 14K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 10K | $1M+ | SH |
| IVW | ISHARES TR | 14K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 104K | $1M+ | SH |
| WMT | WALMART INC | 15K | $1M+ | SH |
| ITA | ISHARES TR | 8K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 47K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 114K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 25K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 5K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 3K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| UNP | UNION PAC CORP | 4K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |