Cornerstone Advisory, LLC Q2 2023 Filing

Filed July 20, 2023

Portfolio Value

$569.2B

Holdings

213

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (213 positions)

#StockSharesValue% PortfolioType
101
LLYLILLY ELI & CO
1,682$00.00%
102
BMTABRITISH AMERN TOB PLC
7,500$00.00%
103
HONHONEYWELL INTL INC
3,238$00.00%
104
UTFCOHEN & STEERS INFRASTRUCTUR
33,780$00.00%
105
ETWEATON VANCE TAX-MANAGED GLOB
22,226$00.00%
106
WEPMAGELLAN MIDSTREAM PRTNRS LP
4,436$00.00%
107
ZTSZOETIS INC
1,586$00.00%
108
ABNBAIRBNB INC
2,298$00.00%
109
EPDENTERPRISE PRODS PARTNERS L
11,910$00.00%
110
DEDEERE & CO
615$00.00%
111
NKENIKE INC
3,706$00.00%
112
MDLZMONDELEZ INTL INC
6,339$00.00%
113
AEPAMERICAN ELEC PWR CO INC
3,819$00.00%
114
NOCNORTHROP GRUMMAN CORP
1,458$00.00%
115
AVGOBROADCOM INC
755$00.00%
116
BACBANK AMERICA CORP
24,004$00.00%
117
PEOEXELON CORP
11,207$00.00%
118
EQREQUITY RESIDENTIAL
3,882$00.00%
119
MOALTRIA GROUP INC
14,655$00.00%
120
SOSOUTHERN CO
4,475$00.00%
121
PSTGPURE STORAGE INC
18,000$00.00%
122
XETYXEATON VANCE TAX-MANAGED DIVE
56,845$00.00%
123
CEGCONSTELLATION ENERGY CORP
4,010$00.00%
124
MYDBLACKROCK MUNIYIELD FD INC
69,865$00.00%
125
NPVNUVEEN VIRGINIA QLTY MUNCPL
19,214$00.00%
126
LMTLOCKHEED MARTIN CORP
1,961$00.00%
127
RTXRAYTHEON TECHNOLOGIES CORP
6,487$00.00%
128
UNPUNION PAC CORP
3,930$00.00%
129
WMTWALMART INC
5,265$00.00%
130
SBUXSTARBUCKS CORP
4,625$00.00%
131
WMWASTE MGMT INC DEL
2,231$00.00%
132
DUKDUKE ENERGY CORP NEW
8,103$00.00%
133
FVDFIRST TR VALUE LINE DIVID IN
5,000$00.00%
134
TSLATESLA INC
977$00.00%
135
PLDPROLOGIS INC.
2,871$00.00%
136
IBBISHARES TR
2,535$00.00%
137
PSAPUBLIC STORAGE
1,444$00.00%
138
MRVLMARVELL TECHNOLOGY INC
3,550$00.00%
139
PTYPIMCO CORPORATE & INCOME OPP
30,239$00.00%
140
SD2SANDY SPRING BANCORP INC
9,708$00.00%
141
CVXCHEVRON CORP NEW
4,040$00.00%
142
LEOBNY MELLON STRATEGIC MUNS IN
35,934$00.00%
143
CATCATERPILLAR INC
1,325$00.00%
144
SPGSIMON PPTY GROUP INC NEW
2,716$00.00%
145
DIVOAMPLIFY ETF TR
8,205$00.00%
146
PODDINSULET CORP
857$00.00%
147
TMOTHERMO FISHER SCIENTIFIC INC
667$00.00%
148
ETENERGY TRANSFER L P
50,670$00.00%
149
GLWCORNING INC
7,658$00.00%
150
WFCWELLS FARGO CO NEW
8,923$00.00%
151
XFEBFIRST TR EXCH TRADED FD III
28,929$00.00%
152
SHELSHELL PLC
4,020$00.00%
153
DFASDIMENSIONAL ETF TRUST
4,142$00.00%
154
MDTMEDTRONIC PLC
4,710$00.00%
155
AQLTISHARES TR
2,483$00.00%
156
TOTLSSGA ACTIVE ETF TR
14,881$00.00%
157
GQ9SPDR GOLD TR
2,010$00.00%
158
ABTABBOTT LABS
4,704$00.00%
159
MCDMCDONALDS CORP
2,681$00.00%
160
KMBKIMBERLY-CLARK CORP
1,488$00.00%
161
ADBEADOBE SYSTEMS INCORPORATED
463$00.00%
162
VBVANGUARD INDEX FDS
1,358$00.00%
163
CRMSALESFORCE INC
980$00.00%
164
IBMINTERNATIONAL BUSINESS MACHS
2,945$00.00%
165
RYLDGLOBAL X FDS
39,735$00.00%
166
VTIVANGUARD INDEX FDS
4,232$00.00%
167
MARMARRIOTT INTL INC NEW
2,889$00.00%
168
RCKTROCKET PHARMACEUTICALS INC
18,000$00.00%
169
KOCOCA COLA CO
5,855$00.00%
170
SLYVSPDR SER TR
4,372$00.00%
171
AVBAVALONBAY CMNTYS INC
2,919$00.00%
172
INTCINTEL CORP
8,919$00.00%
173
CODICOMPASS DIVERSIFIED
12,522$00.00%
174
PANWPALO ALTO NETWORKS INC
1,083$00.00%
175
PRUPRUDENTIAL FINL INC
2,851$00.00%
176
LVLNSPDR SER TR
10,367$00.00%
177
MCOMOODYS CORP
1,056$00.00%
178
LCNBLCNB CORP
24,500$00.00%
179
VWOVANGUARD INTL EQUITY INDEX F
9,210$00.00%
180
JPIEJ P MORGAN EXCHANGE TRADED F
18,476$00.00%
181
AKAMAKAMAI TECHNOLOGIES INC
2,600$00.00%
182
TAT&T INC
18,086$00.00%
183
4I1PHILIP MORRIS INTL INC
5,698$00.00%
184
BMYBRISTOL-MYERS SQUIBB CO
14,247$00.00%
185
HIXWESTERN ASSET HIGH INCOM FD
24,184$00.00%
186
STZCONSTELLATION BRANDS INC
2,436$00.00%
187
AIC3 AI INC
7,991$00.00%
188
XHESPDR SER TR
8,000$00.00%
189
BABOEING CO
4,523$00.00%
190
AMDADVANCED MICRO DEVICES INC
4,920$00.00%
191
UPSUNITED PARCEL SERVICE INC
1,570$00.00%
192
VOTVANGUARD INDEX FDS
2,267$00.00%
193
AMGNAMGEN INC
2,378$00.00%
194
VLOVALERO ENERGY CORP
5,640$00.00%
195
EMREMERSON ELEC CO
4,149$00.00%
196
DDOMINION ENERGY INC
12,701$00.00%
197
DONSPDR DOW JONES INDL AVERAGE
931$00.00%
198
ADMARCHER DANIELS MIDLAND CO
3,665$00.00%
199
RITMRITHM CAPITAL CORP
13,633$00.00%
200
ITA*ISHARES TR
7,200$00.00%
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