Cornerstone Advisory, LLC

CIK

1668189

City

HUNT VALLEY

State / Country

Stock

Top Portfolio Positions

176 positions · $334,362,729 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	114,217	$28,987,132	8.67%
BRK-B	Berkshire Hathaway Inc Financial Services	54,202	$25,973,598	7.77%
GOOGL	Alphabet Inc. Communication Services	70,047	$20,142,715	6.02%
AMZN	Amazon Com Inc Consumer Cyclical	73,550	$15,318,258	4.58%
NVDA	Nvidia Corp Technology	74,899	$13,062,385	3.91%
MSFT	Microsoft Corp Technology	33,921	$12,556,536	3.76%
MQY	Blackrock Muniyield Quality Fund, Inc. Financial Services	942,983	$10,353,953	3.10%
NAD	Nuveen Quality Municipal Income Fund Financial Services	847,426	$9,745,399	2.91%
PDI	PIMCO Dynamic Income Fund Financial Services	568,664	$9,729,841	2.91%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	636,473	$7,847,712	2.35%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,353,953	942,983	-10.1%	Shares	Sole	2026-05-04
2025-12-31	$11,858,321	1,049,409	-4.2%	Shares	Sole	2026-01-28
2025-09-30	$12,764,788	1,095,690	+1.3%	Shares	Sole	2025-11-07
2025-06-30	$12,019,509	1,081,864	+0.5%	Shares	Sole	2025-07-30
2025-03-31	$12,610,112	1,076,867	+6.9%	Shares	Sole	2025-05-07
2024-12-31	$11,608,980	1,007,724	+17.1%	Shares	Sole	2025-02-18
2024-09-30	$11,282,242	860,583	-2.1%	Shares	Sole	2024-11-12
2024-06-30	$10,793,235	878,928	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$10,931,642	892,379	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$10,856,121	890,576	+51.3%	Shares	Sole	2024-02-13
2023-09-30	$6,022,892	588,748	+38.2%	Shares	Sole	2023-11-14
2023-06-30	$4,928,334	425,958	+3.4%	Shares	Sole	2023-07-20
2023-03-31	$4,878,814	412,062	+0.5%	Shares	Sole	2023-05-04
2022-12-31	$4,754,538	409,874	+29.4%	Shares	Sole	2023-02-13
2022-09-30	$3,501,136	316,845	+18.0%	Shares	Sole	2022-10-26
2022-06-30	$3,408,825	268,623	+179.6%	Shares	Sole	2022-08-02
2022-03-31	$1,325,067	96,089	+10.3%	Shares	Sole	2022-05-20
2021-12-31	$1,405,616	87,089	+6.1%	Shares	Sole	2022-02-23
2021-09-30	$1,329,841	82,089	0.0%	Shares	Sole	2021-11-16
2021-06-30	$1,374,990	82,089	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,304,394	82,089	-45.8%	Shares	Sole	2021-05-13
2020-12-31	$2,500,393	151,539	-5.0%	Shares	Sole	2021-05-11
2020-09-30	$2,553,034	159,465	-24.4%	Shares	Sole	2020-11-12
2020-06-30	$3,178,382	211,048	-12.1%	Shares	Sole	2020-08-10
2020-03-31	$3,493,396	240,096	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.