Cornerstone Advisory, LLC Purchases in Q3 2025

Cornerstone Advisory, LLC

  • $914 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
32
+ 1.27%
$87.67 - $95.74 $2.81K - $3.06K
2.54K $242K
DVY
Ishares Tr

ETFs
13
+ 0.53%
$133.88 - $142.57 $1.74K - $1.85K
2.45K $348K
AXP
American Express CO

Financial Services
23
+ 2.38%
$294.27 - $342.31 $6.77K - $7.87K
988 $328K
MRVL
Marvell Technology, Inc.

Technology
39
+ 1.43%
$62.31 - $84.07 $2.43K - $3.28K
2.76K $231K
APPN
Appian Corp

Technology
25
+ 0.09%
$26.95 - $33.69 $674 - $842
28.4K $869K
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.28%
$237.58 - $259.17 $713 - $778
1.09K $276K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
5
+ 0.25%
$126.64 - $135.65 $633 - $678
2.04K $276K
ALL
Allstate Corp

Financial Services
7
+ 0.52%
$192.0 - $214.65 $1.34K - $1.5K
1.34K $288K
QCOM
Qualcomm Inc

Technology
35
+ 1.94%
$145.84 - $173.55 $5.1K - $6.07K
1.84K $305K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.21%
$109.47 - $119.06 $438 - $476
1.93K $228K
NVS
Novartis Ag

Healthcare
12
+ 0.6%
$113.5 - $129.73 $1.36K - $1.56K
2.03K $259K
SCHW
Schwab Charles Corp

Financial Services
33
+ 1.1%
$91.03 - $98.69 $3K - $3.26K
3.03K $289K
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.22%
$164.63 - $174.58 $494 - $524
1.36K $238K
CSCO
Cisco Systems, Inc.

Technology
301
+ 3.43%
$66.2 - $71.79 $19.9K - $21.6K
9.07K $620K
EXC
Exelon Corp

Utilities
46
+ 0.73%
$42.73 - $45.54 $1.97K - $2.09K
6.35K $285K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
133
+ 0.67%
$8.57 - $9.09 $1.14K - $1.21K
19.9K $180K
AMGN
Amgen Inc

Healthcare
6
+ 0.25%
$271.18 - $309.22 $1.63K - $1.86K
2.43K $684K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
293
+ 1.94%
$10.91 - $11.68 $3.2K - $3.42K
15.4K $177K
GAB
Gabelli Equity Trust Inc

Financial Services
244
+ 1.35%
$5.81 - $6.32 $1.42K - $1.54K
18.3K $111K
AON
Aon PLC

Financial Services
10
+ 1.67%
$350.91 - $375.27 $3.51K - $3.75K
608 $216K
KKR
Kkr & Co. Inc.

Financial Services
92
+ 2.97%
$129.95 - $152.16 $12K - $14K
3.19K $414K
T Rowe Price ETF Inc
2.73K
+ 0.51%
N/A
540K $0
ILCG
Ishares Morningstar Growth ETF
4
+ 0.16%
N/A
2.52K $0
Blackrock Inc
8
+ 1.83%
N/A
446 $0
Ishares Bitcoin Trust ETF
4.57K
+ 14.28%
N/A
36.6K $0
Goldman Sachs ETF Tr
12.2K
+ 42.98%
N/A
40.6K $0
Goldman Sachs ETF Tr
168K
+ 17.3%
N/A
1.14M $0
Linde PLC
143
+ 28.49%
N/A
645 $0
Ge Vernova Inc
26
+ 5.35%
N/A
512 $0
T Rowe Price ETF Inc
45.1K
New
N/A
45.1K $0
Arista Networks Inc
1.51K
New
N/A
1.51K $0
Rbb Fund Trust
92.3K
New
N/A
92.3K $0
Qxo Inc
32.8K
New
N/A
32.8K $0
Lam Research Corp
1.77K
New
N/A
1.77K $0
Microbot Med Inc
10K
New
N/A
10K $0
T
At&T Inc.

Communication Services
176
+ 1.53%
$26.94 - $29.62 $4.74K - $5.21K
11.7K $330K
PSA
Public Storage

Real Estate
11
+ 0.72%
$271.94 - $298.09 $2.99K - $3.28K
1.53K $442K
BMY
Bristol Myers Squibb CO

Healthcare
32
+ 0.52%
$43.31 - $48.98 $1.39K - $1.57K
6.2K $279K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
146
+ 7.08%
$196.15 - $217.83 $28.6K - $31.8K
2.21K $444K
CB
Chubb LTD

Financial Services
5
+ 0.39%
$265.99 - $289.59 $1.33K - $1.45K
1.28K $362K
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 0.51%
$265.78 - $299.3 $1.86K - $2.1K
1.37K $374K
JBHT
Hunt J B Transport Services Inc

Industrials
6
+ 0.37%
$130.65 - $154.66 $784 - $928
1.64K $219K
LLY
Eli Lilly & CO

Healthcare
35
+ 1.35%
$625.65 - $812.69 $21.9K - $28.4K
2.63K $2M
DE
Deere & CO

Industrials
38
+ 5.21%
$457.26 - $524.37 $17.4K - $19.9K
768 $351K
NOW
Service Now, Inc.

Technology
7
+ 2.65%
$850.86 - $1044.69 $5.96K - $7.31K
271 $249K
IBM
International Business Machines Corp

Technology
82
+ 2.19%
$234.77 - $292.47 $19.3K - $24K
3.83K $1.08M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.01%
$59.29 - $62.87 $59.3 - $62.9
11.6K $697K
ADP
Automatic Data Processing Inc

Industrials
25
+ 0.93%
$288.69 - $310.94 $7.22K - $7.77K
2.7K $793K
NFLX
Netflix Inc

Communication Services
27
+ 4.95%
$1147.87 - $1297.18 $31K - $35K
572 $685K
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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