Cornerstone Advisory, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$711.0B

Holdings

212

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (212 positions)

#StockSharesValue% PortfolioType
101
TTTRANE TECHNOLOGIES PLC
2,258$00.00%
102
COPCONOCOPHILLIPS
2,546$00.00%
103
ARCCARES CAPITAL CORP
12,540$00.00%
104
GSGOLDMAN SACHS GROUP INC
586$00.00%
105
NEENEXTERA ENERGY INC
8,808$00.00%
106
VEUVANGUARD INTL EQUITY INDEX F
16,399$00.00%
107
HONHONEYWELL INTL INC
3,465$00.00%
108
UTFCOHEN & STEERS INFRASTRUCTUR
21,446$00.00%
109
ILCGISHARES TR
2,500$00.00%
110
SHENSHENANDOAH TELECOMMUNICATION
41,151$00.00%
111
ETWEATON VANCE TAX-MANAGED GLOB
24,259$00.00%
112
DHRDANAHER CORPORATION
3,980$00.00%
113
EPDENTERPRISE PRODS PARTNERS L
8,977$00.00%
114
AGGISHARES TR
6,959$00.00%
115
OKEONEOK INC NEW
3,050$00.00%
116
VYMIVANGUARD WHITEHALL FDS
5,197$00.00%
117
DEDEERE & CO
644$00.00%
118
NKENIKE INC
2,814$00.00%
119
MDLZMONDELEZ INTL INC
4,915$00.00%
120
AEPAMERICAN ELEC PWR CO INC
6,239$00.00%
121
BLKCHFBLACKROCK INC
351$00.00%
122
NOCNORTHROP GRUMMAN CORP
1,079$00.00%
123
WMWASTE MGMT INC DEL
2,420$00.00%
124
BACBANK AMERICA CORP
24,082$00.00%
125
PEOEXELON CORP
8,492$00.00%
126
QQQMINVESCO EXCH TRADED FD TR II
3,911$00.00%
127
APHAMPHENOL CORP NEW
4,376$00.00%
128
KYNKAYNE ANDERSON ENERGY INFRST
71,270$00.00%
129
MOALTRIA GROUP INC
13,609$00.00%
130
SOSOUTHERN CO
5,359$00.00%
131
PSTGPURE STORAGE INC
6,840$00.00%
132
CEGCONSTELLATION ENERGY CORP
2,752$00.00%
133
MYDBLACKROCK MUNIYIELD FD INC
12,141$00.00%
134
NPVNUVEEN VIRGINIA QLTY MUNCPL
10,000$00.00%
135
LMTLOCKHEED MARTIN CORP
1,516$00.00%
136
UNPUNION PAC CORP
4,323$00.00%
137
WMTWALMART INC
10,831$00.00%
138
SBUXSTARBUCKS CORP
3,241$00.00%
139
TDVGT ROWE PRICE ETF INC
17,753$00.00%
140
DUKDUKE ENERGY CORP NEW
6,625$00.00%
141
PFEPFIZER INC
17,202$00.00%
142
DECKDECKERS OUTDOOR CORP
292$00.00%
143
DWDMORGAN STANLEY
2,642$00.00%
144
GEGE AEROSPACE
2,041$00.00%
145
TSLATESLA INC
1,708$00.00%
146
PLDPROLOGIS INC.
3,343$00.00%
147
SMHVANECK ETF TRUST
907$00.00%
148
XLUSELECT SECTOR SPDR TR
13,000$00.00%
149
NOBLPROSHARES TR
8,000$00.00%
150
PTYPIMCO CORPORATE & INCOME OPP
12,000$00.00%
151
NFLXNETFLIX INC
388$00.00%
152
SUSAISHARES TR
2,012$00.00%
153
CVXCHEVRON CORP NEW
4,030$00.00%
154
XLVSELECT SECTOR SPDR TR
2,186$00.00%
155
LINLINDE PLC
812$00.00%
156
LEOBNY MELLON STRATEGIC MUNS IN
20,023$00.00%
157
PEPPEPSICO INC
5,912$00.00%
158
CATCATERPILLAR INC
1,670$00.00%
159
SPGSIMON PPTY GROUP INC NEW
1,828$00.00%
160
TMOTHERMO FISHER SCIENTIFIC INC
741$00.00%
161
AVUVAMERICAN CENTY ETF TR
7,777$00.00%
162
ETENERGY TRANSFER L P
22,080$00.00%
163
WFCWELLS FARGO CO NEW
7,245$00.00%
164
GLWCORNING INC
7,678$00.00%
165
XFEBFIRST TR EXCH TRADED FD III
29,948$00.00%
166
DFASDIMENSIONAL ETF TRUST
4,650$00.00%
167
MDTMEDTRONIC PLC
3,825$00.00%
168
TFCTRUIST FINL CORP
20,354$00.00%
169
AQLTISHARES TR
2,423$00.00%
170
TOTLSSGA ACTIVE ETF TR
22,842$00.00%
171
SRLNSSGA ACTIVE ETF TR
5,266$00.00%
172
ABTABBOTT LABS
4,567$00.00%
173
MCDMCDONALDS CORP
2,933$00.00%
174
KMBKIMBERLY-CLARK CORP
1,529$00.00%
175
UBERUBER TECHNOLOGIES INC
4,579$00.00%
176
VBVANGUARD INDEX FDS
1,200$00.00%
177
VISNCOMMSCOPE HLDG CO INC
25,250$00.00%
178
IBMINTERNATIONAL BUSINESS MACHS
3,126$00.00%
179
KKRKKR & CO INC
2,885$00.00%
180
MARMARRIOTT INTL INC NEW
2,830$00.00%
181
ADBEADOBE INC
627$00.00%
182
FFC0OAKTREE SPECIALTY LENDING CO
65,442$00.00%
183
VGSHVANGUARD SCOTTSDALE FDS
9,310$00.00%
184
KOCOCA COLA CO
6,655$00.00%
185
SLYVSPDR SER TR
3,900$00.00%
186
AVBAVALONBAY CMNTYS INC
1,737$00.00%
187
EIPIFIRST TR EXCHNG TRADED FD VI
10,387$00.00%
188
INTCINTEL CORP
10,613$00.00%
189
PSAPUBLIC STORAGE OPER CO
1,480$00.00%
190
CODICOMPASS DIVERSIFIED
12,552$00.00%
191
MCOMOODYS CORP
1,114$00.00%
192
LCNBLCNB CORP
24,500$00.00%
193
VWOVANGUARD INTL EQUITY INDEX F
6,511$00.00%
194
JPIEJ P MORGAN EXCHANGE TRADED F
8,242$00.00%
195
CBCHUBB LIMITED
872$00.00%
196
AKAMAKAMAI TECHNOLOGIES INC
2,829$00.00%
197
8CWCROWN CASTLE INC
3,413$00.00%
198
4I1PHILIP MORRIS INTL INC
16,188$00.00%
199
BMYBRISTOL-MYERS SQUIBB CO
8,024$00.00%
200
STZCONSTELLATION BRANDS INC
1,009$00.00%
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