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 101–150 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TFC | TRUIST FINL CORP | 19K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $500K+ | SH |
| BN | BROOKFIELD CORP | 19K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 105K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| NOBL | PROSHARES TR | 8K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| GLW | CORNING INC | 9K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| IHI | ISHARES TR | 12K | $500K+ | SH |
| PSF | COHEN & STEERS SELECT PFD & | 36K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| XHE | SPDR SERIES TRUST | 8K | $500K+ | SH |
| CSX | CSX CORP | 19K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 785 | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| QXO | QXO INC | 35K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 6K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 19K | $500K+ | SH |
| PML | PIMCO MUN INCOME FD II | 87K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| CSCO | CISCO SYS INC | 8K | $500K+ | SH |
| TCAL | T ROWE PRICE ETF INC | 27K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 5K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| VST | VISTRA CORP | 4K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 10K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 4K | $500K+ | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 43K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 8K | $500K+ | SH |