Cornerstone Advisory, LLC
CIK
1668189
City
HUNT VALLEY
State / Country
MD
Top Portfolio Positions
176 positions ·
$332,845,986 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
114,217 | $28,987,132 | 8.71% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
54,202 | $25,973,598 | 7.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
70,047 | $20,142,715 | 6.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,550 | $15,318,258 | 4.60% | |
| NVDA |
Nvidia Corp
Technology
|
74,899 | $13,062,385 | 3.92% | |
| MSFT |
Microsoft Corp
Technology
|
33,921 | $12,556,536 | 3.77% | |
| MQY |
Blackrock Muniyield Quality Fund, Inc.
Financial Services
|
942,983 | $10,353,953 | 3.11% | |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
847,426 | $9,745,399 | 2.93% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
568,664 | $9,729,841 | 2.92% | |
| NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Financial Services
|
636,473 | $7,847,712 | 2.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $790,817 | 104,883 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $850,601 | 104,883 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,085,007 | 132,318 | Shares | Sole | 2025-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||