Cornerstone Advisory, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$878M
Signature - Title
Lonny Elfenbein - Chief Compliance Officer
Location
Hunt Valley, MD
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Advisory, LLC reported 233 stock holdings with total value $878M as of Q4 2024. Top holdings included JEPI, VYM, IVV, GPIX, and JAAA.
Holdings Value