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 201–248 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MMM | 3M CO | 2K | $100K–$500K | SH |
| ADBE | ADOBE INC | 846 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 4K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 5K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 322 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 336 | $100K–$500K | SH |
| EXC | EXELON CORP | 6K | $100K–$500K | SH |
| PSTG | PURE STORAGE INC | 4K | $100K–$500K | SH |
| APPN | APPIAN CORP | 8K | $100K–$500K | SH |
| ILCG | ISHARES TR | 3K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| KLAC | KLA CORP | 202 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 844 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC | 2K | $100K–$500K | SH |
| NKE | NIKE INC | 4K | $100K–$500K | SH |
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| CGBD | CARLYLE SECURED LENDING INC | 18K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 1K | $100K–$500K | SH |
| T | AT&T INC | 9K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| AVIV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| LOW | LOWES COS INC | 915 | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| AON | AON PLC | 608 | $100K–$500K | SH |
| TCHP | T ROWE PRICE ETF INC | 4K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| AVB | AVALONBAY CMNTYS INC | 1K | $100K–$500K | SH |
| LIN | LINDE PLC | 489 | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 651 | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| INTU | INTUIT | 304 | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 20K | $100K–$500K | SH |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | 15K | $100K–$500K | SH |
| GAB | GABELLI EQUITY TR INC | 19K | $100K–$500K | SH |
| MBOT | MICROBOT MED INC | 10K | $15K–$50K | SH |