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 151–200 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOYG | VOYAGER TECHNOLOGIES INC | 20K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 891 | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $500K+ | SH |
| MCO | MOODYS CORP | 986 | $500K+ | SH |
| BLK | BLACKROCK INC | 457 | $100K–$500K | SH |
| TDVG | T ROWE PRICE ETF INC | 10K | $100K–$500K | SH |
| VCRB | VANGUARD MALVERN FDS | 6K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 6K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 9K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 36K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 890 | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| SHEN | SHENANDOAH TELECOMMUNICATION | 35K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 11K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 1K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 7K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 775 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| DE | DEERE & CO | 775 | $100K–$500K | SH |
| TYG | TORTOISE ENERGY INFRA CORP | 9K | $100K–$500K | SH |
| STT | STATE STR CORP | 3K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 9K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 6K | $100K–$500K | SH |
| LCNB | LCNB CORP | 21K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 519 | $100K–$500K | SH |
| BG | BUNGE GLOBAL SA | 4K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 6K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 569 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |