Cornerstone Advisory, LLC Purchases in Q4 2024

Cornerstone Advisory, LLC

  • $786 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
855
+ 1.25%
$50.37 - $50.6 $43.1K - $43.3K
69.5K $3.5M
T
At&T Inc.

Communication Services
288
+ 2.61%
$21.22 - $23.88 $6.11K - $6.88K
11.3K $257K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
29
+ 3.36%
$417.69 - $450.94 $12.1K - $13.1K
892 $379K
SPG
Simon Property Group Inc

Real Estate
52
+ 3.16%
$167.23 - $183.84 $8.7K - $9.56K
1.7K $292K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.34K
+ 28.17%
$59.25 - $72.99 $79.5K - $97.9K
6.1K $364K
CODI
Compass Diversified Holdings

Industrials
65
+ 0.52%
$20.56 - $24.27 $1.34K - $1.58K
12.6K $290K
ALL
Allstate Corp

Financial Services
43
+ 3.44%
$181.25 - $208.2 $7.79K - $8.95K
1.29K $249K
MCO
Moodys Corp

Financial Services
25
+ 2.24%
$454.04 - $500.88 $11.4K - $12.5K
1.14K $541K
ABC
Amerisourcebergen Corp

Healthcare
37
+ 0.18%
N/A
20.8K $3.86M
SYK
Stryker Corp

Healthcare
31
+ 0.59%
$345.14 - $392.15 $10.7K - $12.2K
5.26K $1.89M
TXN
Texas Instruments Inc

Technology
18
+ 0.78%
N/A
2.34K $454K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
94
+ 5.83%
$209.89 - $233.24 $19.7K - $21.9K
1.71K $362K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.35%
$118.0 - $127.04 $826 - $889
2.03K $246K
DVY
Ishares Tr

ETFs
76
+ 3.11%
$129.55 - $143.41 $9.85K - $10.9K
2.52K $330K
Oaktree Specialty Lending CO
108K
+ 167.4%
N/A
172K $0
Ishares Bitcoin Trust ETF
28K
New
N/A
28K $0
ILCG
Ishares Morningstar Growth ETF
4
+ 0.16%
N/A
2.51K $0
Blackrock Inc
385
New
N/A
385 $0
Brookfield Corp
14.8K
New
N/A
14.8K $0
BYN
Banyan Acquisition Corp

Financial Services
10.2K
+ 28.85%
N/A
45.3K $0
Goldman Sachs ETF Tr
457K
+ 195.21%
N/A
692K $0
Goldman Sachs ETF Tr
15.2K
+ 178.79%
N/A
23.7K $0
Vanguard Malvern Fds
2.36K
+ 78.57%
N/A
5.36K $0
JBHT
Hunt J B Transport Services Inc

Industrials
9
+ 0.54%
$164.22 - $197.19 $1.48K - $1.77K
1.66K $283K
APD
Air Products & Chemicals, Inc.

Basic Materials
27
+ 2.08%
$285.5 - $335.62 $7.71K - $9.06K
1.33K $384K
AVB
Avalonbay Communities Inc

Real Estate
10
+ 0.8%
$216.28 - $237.81 $2.16K - $2.38K
1.25K $275K
AEP
American Electric Power CO Inc

Utilities
596
+ 9.9%
$90.91 - $102.21 $54.2K - $60.9K
6.62K $610K
KMB
Kimberly Clark Corp

Consumer Defensive
69
+ 4.52%
$130.37 - $146.09 $9K - $10.1K
1.6K $209K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.01%
$57.38 - $61.11 $57.4 - $61.1
11.6K $677K
QCOM
Qualcomm Inc

Technology
114
+ 6.7%
$150.4 - $178.04 $17.1K - $20.3K
1.82K $278K
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 3.53%
$288.47 - $316.54 $30.9K - $33.9K
3.14K $910K
UBER
Uber Technologies, Inc

Technology
660
+ 17.7%
$59.93 - $86.34 $39.6K - $57K
4.39K $264K
MMM
3 M CO

Industrials
7
+ 0.23%
$124.74 - $137.12 $873 - $960
3.1K $400K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
72
+ 1.39%
$67.29 - $73.38 $4.84K - $5.28K
5.27K $357K
INTC
Intel Corp

Technology
409
+ 4.33%
$19.07 - $26.23 $7.8K - $10.7K
9.86K $197K
KO
Coca Cola CO

Consumer Defensive
668
+ 9.67%
$61.74 - $71.71 $41.2K - $47.9K
7.57K $471K
SO
Southern CO

Utilities
180
+ 3.33%
$81.5 - $94.15 $14.7K - $16.9K
5.58K $459K
ADBE
Adobe Inc.

Technology
43
+ 6.5%
$437.39 - $552.96 $18.8K - $23.8K
705 $313K
APPN
Appian Corp

Technology
46
+ 0.15%
$30.53 - $41.56 $1.4K - $1.91K
29.8K $984K
CAT
Caterpillar Inc

Industrials
40
+ 2.33%
$360.37 - $416.88 $14.4K - $16.7K
1.76K $636K
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 1.14%
$385.02 - $431.37 $14.2K - $16K
3.29K $1.28M
TSCO
Tractor Supply CO

Consumer Cyclical
7.01K
+ 402.87%
$52.59 - $303.74 $369K - $2.13M
8.75K $464K
IT
Gartner Inc

Technology
21
+ 0.75%
$481.22 - $551.8 $10.1K - $11.6K
2.8K $1.36M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
27
+ 0.34%
$99.2 - $108.47 $2.68K - $2.93K
8.03K $799K
PLD
Prologis, Inc.

Real Estate
140
+ 4.09%
$101.4 - $126.96 $14.2K - $17.8K
3.57K $377K
SHEN
Shenandoah Telecommunications CO

Communication Services
25
+ 0.06%
$12.42 - $15.58 $311 - $390
38.5K $485K
NOC
Northrop Grumman Corp

Industrials
10
+ 0.93%
$466.52 - $543.88 $4.67K - $5.44K
1.09K $511K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.01%
$131.76 - $143.99 $132 - $144
17.8K $2.35M
CEG
Constellation Energy Corp

Utilities
78
+ 2.97%
$224.28 - $285.52 $17.5K - $22.3K
2.7K $607K
Activity Summary
Buys All Purchases 163 New Holdings 28 Increased Positions 135 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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