Cornerstone Advisory, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$571.6T
Holdings
212
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (212 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | XLUSELECT SECTOR SPDR TR | 3,740 | $220.4B | 0.04% | |
| 202 | VOOVANGUARD INDEX FDS | 555 | $218.2B | 0.04% | |
| 203 | DFASDIMENSIONAL ETF TRUST | 4,142 | $217.4B | 0.04% | |
| 204 | CRMSALESFORCE INC | 1,064 | $215.8B | 0.04% | |
| 205 | SD2SANDY SPRING BANCORP INC | 9,708 | $208.0B | 0.04% | |
| 206 | CBCHUBB LIMITED | 981 | $204.2B | 0.04% | |
| 207 | AIC3 AI INC | 7,991 | $203.9B | 0.04% | |
| 208 | LEOBNY MELLON STRATEGIC MUNS IN | 37,326 | $198.9B | 0.03% | |
| 209 | NPVNUVEEN VIRGINIA QLTY MUNCPL | 19,214 | $182.5B | 0.03% | |
| 210 | ETWEATON VANCE TAX-MANAGED GLOB | 21,900 | $167.3B | 0.03% | |
| 211 | —FIRST TR ENERGY INCOME & GRO | 11,943 | $157.1B | 0.03% | |
| 212 | RITMRITHM CAPITAL CORP | 13,633 | $126.7B | 0.02% |
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