Cornerstone Advisory, LLC Purchases in Q3 2025

Cornerstone Advisory, LLC

  • $914 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.12%
$339.37 - $366.46 $3.39K - $3.66K
8.28K $3.03M
KLAC
Kla Corp

Technology
200
New
$843.9 - $1078.6 $169K - $216K
200 $215K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.19K
New
$62.09 - $66.51 $198K - $212K
3.19K $208K
MINO
Pimco ETF Tr Municipal Income

ETFs
4.57K
New
$43.6 - $45.33 $199K - $207K
4.57K $206K
TMUS
T Mobile Us, Inc.

Communication Services
854
New
$226.02 - $259.01 $193K - $221K
854 $204K
VV
Vanguard Large Cap ETF

ETFs
651
New
$285.05 - $309.14 $186K - $201K
651 $200K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
227
+ 3.51%
$225.11 - $247.9 $51.1K - $56.3K
6.7K $1.66M
MA
Mastercard Inc

Financial Services
202
+ 2.19%
$550.18 - $598.96 $111K - $121K
9.42K $5.36M
IEMG
Ishares Inc

ETFs
3.18K
+ 12.85%
N/A
27.9K $1.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
209
+ 27.76%
$404.94 - $499.99 $84.6K - $104K
962 $466K
XOM
Exxon Mobil Corp

Energy
125
+ 0.46%
$105.83 - $117.22 $13.2K - $14.7K
27.2K $3.07M
BAC
Bank Of America Corp

Financial Services
725
+ 2.83%
$44.92 - $52.42 $32.6K - $38K
26.4K $1.36M
NOC
Northrop Grumman Corp

Industrials
43
+ 4.09%
$498.9 - $609.32 $21.5K - $26.2K
1.09K $666K
RSP
Invesco S&P 500 Equal Weight E

ETFs
560
+ 13.61%
$181.56 - $190.33 $102K - $107K
4.67K $886K
APH
Amphenol Corp

Technology
122
+ 2.49%
$97.39 - $125.4 $11.9K - $15.3K
5.02K $621K
AMAT
Applied Materials Inc

Technology
82
+ 1.68%
$156.25 - $204.95 $12.8K - $16.8K
4.97K $1.02M
GE
General Electric CO

Industrials
112
+ 5.54%
$244.75 - $305.63 $27.4K - $34.2K
2.13K $641K
MCD
Mcdonalds Corp

Consumer Cyclical
259
+ 8.05%
$291.67 - $316.99 $75.5K - $82.1K
3.48K $1.06M
XLU
Utilities Sector Spdr

ETFs
1.09K
+ 34.33%
$81.14 - $87.32 $88.4K - $95.2K
4.27K $371K
VOT
Vanguard Mid Cap Growth Index

ETFs
215
+ 4.37%
$282.75 - $294.19 $60.8K - $63.3K
5.13K $1.51M
WMT
Walmart Inc.

Consumer Defensive
235
+ 1.64%
$94.4 - $104.27 $22.2K - $24.5K
14.6K $1.5M
META
Meta Platforms, Inc.

Communication Services
195
+ 1.5%
$695.21 - $791.73 $136K - $154K
13.2K $9.68M
EPD
Enterprise Products Partners L.P.

Energy
2.69K
+ 7.26%
$30.74 - $32.14 $82.8K - $86.6K
39.8K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
19
+ 0.73%
$237.77 - $353.61 $4.52K - $6.72K
2.62K $904K
NEE
Nextera Energy Inc

Utilities
427
+ 5.53%
$69.77 - $77.54 $29.8K - $33.1K
8.15K $615K
CRWD
Crowd Strike Holdings, Inc.

Technology
217
+ 12.73%
$412.46 - $514.1 $89.5K - $112K
1.92K $942K
CVX
Chevron Corp

Energy
7
+ 0.12%
$145.57 - $161.83 $1.02K - $1.13K
5.94K $921K
TJX
Tjx Companies Inc

Consumer Cyclical
135
+ 6.08%
$121.35 - $144.54 $16.4K - $19.5K
2.36K $340K
UNP
Union Pacific Corp

Industrials
139
+ 3.25%
$214.91 - $237.16 $29.9K - $33K
4.41K $1.04M
CSX
Csx Corp

Industrials
149
+ 0.79%
$32.05 - $36.52 $4.78K - $5.44K
19.1K $678K
TFC
Truist Financial Corp

Financial Services
83
+ 0.45%
$42.83 - $47.07 $3.55K - $3.91K
18.6K $852K
AEP
American Electric Power CO Inc

Utilities
27
+ 0.47%
$103.26 - $115.0 $2.79K - $3.11K
5.74K $646K
MS
Morgan Stanley

Financial Services
30
+ 1.23%
$139.09 - $161.16 $4.17K - $4.83K
2.48K $393K
VZ
Verizon Communications Inc

Communication Services
849
+ 13.51%
$40.84 - $45.06 $34.7K - $38.3K
7.13K $313K
PLD
Prologis, Inc.

Real Estate
84
+ 2.43%
$104.08 - $115.35 $8.74K - $9.69K
3.54K $404K
TSCO
Tractor Supply CO

Consumer Cyclical
91
+ 1.03%
$54.08 - $62.65 $4.92K - $5.7K
8.9K $505K
DUK
Duke Energy Corp

Utilities
61
+ 1.06%
$116.31 - $125.93 $7.09K - $7.68K
5.81K $719K
WFC
Wells Fargo & Company

Financial Services
157
+ 2.11%
$77.05 - $85.16 $12.1K - $13.4K
7.6K $637K
D
Dominion Energy, Inc

Utilities
85
+ 1.23%
$56.32 - $62.1 $4.79K - $5.28K
7K $428K
UBER
Uber Technologies, Inc

Technology
98
+ 1.89%
$86.91 - $99.57 $8.52K - $9.76K
5.29K $518K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
245
+ 7.36%
$68.24 - $73.73 $16.7K - $18.1K
3.58K $262K
STT
State Street Corp

Financial Services
36
+ 1.35%
$102.01 - $117.25 $3.67K - $4.22K
2.71K $313K
ADBE
Adobe Inc.

Technology
142
+ 23.01%
$333.65 - $392.1 $47.4K - $55.7K
759 $267K
KO
Coca Cola CO

Consumer Defensive
946
+ 12.02%
$65.67 - $71.67 $62.1K - $67.8K
8.82K $584K
BA
Boeing CO

Industrials
56
+ 2.31%
$209.79 - $237.38 $11.7K - $13.3K
2.48K $534K
VEA
Vanguard Ftse Developed Market

ETFs
152
+ 2.85%
$56.02 - $60.3 $8.52K - $9.17K
5.48K $328K
TRV
Travelers Companies, Inc.

Financial Services
45
+ 4.39%
$250.62 - $279.43 $11.3K - $12.6K
1.07K $299K
PH
Parker Hannifin Corp

Industrials
10
+ 3.28%
$697.13 - $769.67 $6.97K - $7.7K
315 $238K
CRM
Salesforce, Inc.

Technology
266
+ 24.18%
$231.66 - $273.65 $61.6K - $72.8K
1.37K $323K
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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