Cornerstone Advisory, LLC Purchases in Q3 2025

Cornerstone Advisory, LLC

  • $914 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.74K
+ 1.52%
$202.38 - $256.87 $351K - $446K
116K $29.5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.83K
+ 4.2%
$620.67 - $670.08 $1.76M - $1.89M
70.1K $46.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.73K
+ 19.66%
$459.11 - $506.91 $4.01M - $4.42M
53.1K $26.7M
GOOGL
Alphabet Inc.

Communication Services
1.46K
+ 2.07%
$174.36 - $254.72 $254K - $371K
71.7K $17.4M
VO
Vanguard Mid Cap ETF

ETFs
12.1K
+ 18.06%
$279.83 - $293.74 $3.38M - $3.55M
79K $23.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
64.3K
+ 3.28%
$55.61 - $57.37 $3.57M - $3.69M
2.03M $116M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.58K
+ 2.84%
$132.9 - $142.03 $1.27M - $1.36M
347K $48.9M
VUG
Vanguard Growth ETF

ETFs
3.49K
+ 9.93%
$433.97 - $484.08 $1.51M - $1.69M
38.6K $18.5M
NVDA
Nvidia Corp

Technology
3.35K
+ 4.7%
$153.3 - $186.58 $514K - $625K
74.6K $13.9M
VTV
Vanguard Value ETF

ETFs
13K
+ 66.03%
$175.51 - $186.57 $2.28M - $2.43M
32.7K $6.1M
IEFA
Ishares Tr

ETFs
14.5K
+ 12.74%
$81.7 - $87.53 $1.18M - $1.27M
128K $11.2M
JPIE
J P Morgan Exchange Traded Fd
35.1K
+ 6.24%
$46.01 - $46.55 $1.62M - $1.63M
598K $27.7M
SO
Southern CO

Utilities
17.2K
+ 325.63%
$90.83 - $96.0 $1.56M - $1.65M
22.5K $2.13M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
86.5K
+ 10.83%
$11.04 - $11.83 $955K - $1.02M
885K $10.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.12K
+ 0.3%
$53.81 - $57.52 $60.5K - $64.7K
378K $21.7M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
132K
New
$7.98 - $8.29 $1.06M - $1.1M
132K $1.09M
MSFT
Microsoft Corp

Technology
776
+ 2.46%
$491.09 - $535.64 $381K - $416K
32.3K $16.8M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
62.9K
+ 10.35%
$11.51 - $12.4 $724K - $780K
670K $8.24M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18.7K
+ 10.44%
$50.47 - $50.74 $943K - $948K
198K $10M
ORCL
Oracle Corp

Technology
388
+ 2.99%
$218.96 - $328.33 $85K - $127K
13.3K $3.75M
ABBV
Abb Vie Inc.

Healthcare
258
+ 1.66%
$184.85 - $231.54 $47.7K - $59.7K
15.8K $3.67M
VIG
Vanguard Dividend Appreciation

ETFs
4.24K
+ 2.83%
N/A
154K $28.1M
GLD
Spdr Gold Trust

ETFs
1.72K
+ 54.72%
$300.96 - $355.47 $516K - $610K
4.85K $1.72M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
13.8K
+ 1.28%
$10.78 - $11.84 $149K - $164K
1.1M $12.8M
CGGO
Capital Group Global Growth Eq

ETFs
20.7K
New
$31.71 - $34.17 $657K - $708K
20.7K $707K
JNJ
Johnson & Johnson

Healthcare
727
+ 4.2%
$155.17 - $185.42 $113K - $135K
18K $3.34M
BXSL
Blackstone Secured Lending Fund

Financial Services
22.5K
New
$26.07 - $32.55 $585K - $731K
22.5K $585K
TSLA
Tesla, Inc.

Consumer Cyclical
587
+ 23.41%
$293.94 - $444.72 $173K - $261K
3.09K $1.38M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
271
+ 0.78%
$148.97 - $165.88 $40.4K - $45K
34.9K $5.74M
PANW
Palo Alto Networks Inc

Technology
2.58K
+ 36.54%
$167.06 - $208.19 $432K - $538K
9.66K $1.97M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.51K
+ 10.55%
$79.76 - $85.78 $280K - $301K
36.7K $3.11M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
13.6K
New
$29.8 - $32.29 $405K - $439K
13.6K $436K
HD
Home Depot, Inc.

Consumer Cyclical
754
+ 22.53%
$357.4 - $423.42 $269K - $319K
4.1K $1.66M
JPM
Jpmorgan Chase & CO

Financial Services
215
+ 1.62%
$282.78 - $316.06 $60.8K - $68K
13.5K $4.26M
TY
Tri Continental Corp

Financial Services
1.82K
+ 1.3%
$31.7 - $34.11 $57.6K - $61.9K
141K $4.79M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
565
+ 102.36%
$567.77 - $614.76 $321K - $347K
1.12K $684K
AVUV
American Centy ETF Tr Avantis

ETFs
2.7K
+ 26.38%
$90.37 - $102.12 $244K - $275K
12.9K $1.29M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
500
+ 18.55%
$275.84 - $326.36 $138K - $163K
3.2K $1.04M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.78K
+ 12.72%
$66.38 - $71.68 $184K - $199K
24.6K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 0.45%
$617.65 - $666.84 $15.4K - $16.7K
5.64K $3.76M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.65K
New
$50.79 - $76.4 $185K - $279K
3.65K $278K
GLW
Corning Inc

Technology
265
+ 3.1%
$51.6 - $82.03 $13.7K - $21.7K
8.8K $722K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
973
New
$224.68 - $282.71 $219K - $275K
973 $271K
CAT
Caterpillar Inc

Industrials
226
+ 13.0%
$390.92 - $477.15 $88.3K - $108K
1.96K $937K
ET
Energy Transfer LP

Energy
21K
+ 19.92%
$17.11 - $18.16 $360K - $382K
127K $2.17M
AMZN
Amazon Com Inc

Consumer Cyclical
1.12K
+ 1.54%
$211.65 - $238.24 $237K - $266K
73.9K $16.2M
CL
Colgate Palmolive CO

Consumer Defensive
3.01K
New
$79.36 - $93.33 $239K - $281K
3.01K $240K
LOW
Lowes Companies Inc

Consumer Cyclical
882
New
$215.01 - $273.02 $190K - $241K
882 $221K
AVIV
American Centy ETF Tr Avantis
3.24K
New
$61.83 - $67.44 $200K - $219K
3.24K $218K
Activity Summary
Buys All Purchases 154 New Holdings 20 Increased Positions 134 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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