Cornerstone Advisory, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationhunt valley, MD
- CIK0001668189
- Alternate namesCornerstone Advisory, LLP
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
229 | $856.81M | JEPI, VYM, GPIX, IVV | 13F-HR | May 7, 2025 | 000176538025000178 | ||
233 | $880.29M | JEPI, VYM, IVV, GPIX | 13F-HR | Feb 18, 2025 | 000176538025000128 | ||
218 | $759.92M | JEPI, VYM, IVV, AAPL | 13F-HR | Nov 12, 2024 | 000176538024000416 | ||
212 | $711.02M | JEPI, IVV, VYM, AAPL | 13F-HR | Aug 14, 2024 | 000176538024000350 | ||
225 | $701.42M | JEPI, IVV, VYM, GSLC | 13F-HR | May 8, 2024 | 000117266124002074 | ||
222 | $641.28M | JEPI, IVV, VYM, AAPL | 13F-HR | Feb 13, 2024 | 000117266124000753 | ||
212 | $571.61M | JEPI, IVV, VYM, JPST | 13F-HR | Nov 14, 2023 | 000117266123003877 | ||
213 | $569.21M | JEPI, VYM, IVV, JPST | 13F-HR | Jul 20, 2023 | 000117266123002554 | ||
208 | $555.30M | JEPI, JPST, VYM, IVV | 13F-HR | May 4, 2023 | 000117266123001818 | ||
199 | $507.52M | JEPI, JPST, VYM, IVV | 13F-HR | Feb 13, 2023 | 000117266123000759 | ||
197 | $447.78M | JEPI, IVV, JPST, VYM | 13F-HR | Oct 26, 2022 | 000160658722002007 | ||
191 | $437.12M | JEPI, IVV, VYM, AAPL | 13F-HR | Aug 2, 2022 | 000160658722001575 | ||
215 | $655.80M | JEPI, IVV, AAPL, VYM | 13F-HR | May 20, 2022 | 000160658722001226 | ||
879 | $695.69M | JEPI, IVV, AAPL, VYM | 13F-HR | Feb 23, 2022 | 000160658722000609 | ||
219 | $603.99M | JEPI, IVV, AAPL, VYM | 13F-HR | Nov 16, 2021 | 000160658721001633 | ||
215 | $593.59M | JEPI, IVV, AAPL, VYM | 13F-HR | Aug 16, 2021 | 000160658721001222 | ||
203 | $528.42M | JEPI, IVV, AAPL, JPST | 13F-HR | May 13, 2021 | 000160658721000705 | ||
205 | $494.08M | AAPL, JPST, IVV, VYM | 13F-HR | May 11, 2021 | 000160658721000674 | ||
188 | $428.68M | JPST, IVV, AAPL, VYM | 13F-HR | Nov 12, 2020 | 000160658720001247 | ||
164 | $383.31M | JPST, IVV, VYM, AAPL | 13F-HR | Aug 10, 2020 | 000160658720000921 | ||
155 | $328.90M | JPST, VYM, IVV, GSLC | 13F-HR | May 11, 2020 | 000160658720000642 | ||
170 | $482.98M | JPST, VYM, IVV, TORTOISE MLP FD INC | 13F-HR | Feb 12, 2020 | 000160658720000278 | ||
157 | $463.50M | FMO, JPST, VYM, IVV | 13F-HR | Nov 12, 2019 | 000160658719000999 | ||
159 | $461.31M | JPST, FMO, LEO, IVV | 13F-HR | Aug 8, 2019 | 000160658719000770 | ||
155 | $454.52M | DSL, JPST, FMO, DREYFUS STRATEGIC MUNS INC | 13F-HR | May 8, 2019 | 000160658719000507 | ||
143 | $381.13M | DSL, VYM, JPST, IVV | 13F-HR | Feb 12, 2019 | 000160658719000226 | ||
145 | $337.26M | IJR, IVV, VYM, VBR | 13F-HR | Nov 13, 2018 | 000160658718000865 | ||
140 | $303.87M | IJR, INB, VYM, IVV | 13F-HR | Aug 9, 2018 | 000160658718000627 | ||
140 | $277.66M | INB, IJR, VYM, IVV | 13F-HR | May 10, 2018 | 000160658718000413 | ||
140 | $291.80M | INB, VYM, IJR, IVV | 13F-HR | Feb 9, 2018 | 000160658718000153 | ||
141 | $295.51M | INB, XCHYX, IJR, IVV | 13F-HR | Nov 14, 2017 | 000160658717000690 | ||
140 | $298.81M | XCHYX, INB, IJR, VYM | 13F-HR | Aug 8, 2017 | 000160658717000474 | ||
120 | $198.07M | XCHYX, IJR, VYM, IVV | 13F-HR | May 15, 2017 | 000160658717000362 | ||
91 | $133.26M | IJR, VYM, IVV, KRE | 13F-HR | Feb 13, 2017 | 000160658717000143 | ||
84 | $121.78M | IJR, VYM, IVV, KRE | 13F-HR | Nov 10, 2016 | 000160658716000855 | ||
81 | $118.96M | VYM, IJR, IVV, KRE | 13F-HR | Aug 10, 2016 | 000160658716000735 | ||
83 | $117.05M | VYM, IJR, IVV, KRE | 13F-HR | May 16, 2016 | 000160658716000640 | ||
81 | $116.13M | IJR, VYM, IVV, HEZU | 13F-HR | Mar 3, 2016 | 000160658716000516 |