Long-term investor
Cornerstone Advisory, LLC @cornerstoneadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001668189).
Record
- Tracked since 2025-12-31 (257 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.7%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JEPI · 9.7% · long · since 2025-12-31
- GPIX · 7.9% · long · since 2025-12-31
- VYM · 5.0% · long · since 2025-12-31
- IVV · 4.6% · long · since 2025-12-31
- JPIE · 3.2% · long · since 2025-12-31
- VIG · 3.0% · long · since 2025-12-31
- AAPL · 2.7% · long · since 2025-12-31
- GSLC · 2.5% · long · since 2025-12-31
- VOOG · 2.5% · long · since 2025-12-31
- VO · 2.4% · long · since 2025-12-31
- VGT · 2.4% · long · since 2025-12-31
- IJR · 2.3% · long · since 2025-12-31