CORNERSTONE ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TY | 141K | $4.79M |
 | ET | 127K | $2.17M |
 | AAPL | 116K | $29.50M |
 | TROW | 81K | $8.35M |
 | NVDA | 75K | $13.92M |
 | AMZN | 74K | $16.22M |
 | GOOGL | 72K | $17.44M |
 | BRK-B | 53K | $26.70M |
 | OCSL | 53K | $686.96K |
 | EPD | 40K | $1.24M |
 | SHEN | 35K | $474.21K |
 | GOOG | 33K | $8.02M |
 | QXO | 33K | $625.78K |
 | MSFT | 32K | $16.75M |
 | APPN | 28K | $869.29K |
 | XOM | 27K | $3.07M |
 | BAC | 26K | $1.36M |
 | SO | 22K | $2.13M |
 | LCNB | 21K | $314.79K |
 | GSBD | 20K | $203.40K |
Tri-Continental Corporation
TY
Shares Held
141K
Value
$4.79M
Energy Transfer LP
ET
Shares Held
127K
Value
$2.17M
Apple Inc.
AAPL
Shares Held
116K
Value
$29.50M
T. Rowe Price Group, Inc.
TROW
Shares Held
81K
Value
$8.35M
NVIDIA Corporation
NVDA
Shares Held
75K
Value
$13.92M
Amazon.com, Inc.
AMZN
Shares Held
74K
Value
$16.22M
Alphabet Inc.
GOOGL
Shares Held
72K
Value
$17.44M
Berkshire Hathaway Inc.
BRK-B
Shares Held
53K
Value
$26.70M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
53K
Value
$686.96K
Enterprise Products Partners L.P.
EPD
Shares Held
40K
Value
$1.24M
Shenandoah Telecommunications Company
SHEN
Shares Held
35K
Value
$474.21K
Alphabet Inc.
GOOG
Shares Held
33K
Value
$8.02M
QXO Inc
QXO
Shares Held
33K
Value
$625.78K
Microsoft Corporation
MSFT
Shares Held
32K
Value
$16.75M
Appian Corporation
APPN
Shares Held
28K
Value
$869.29K
Exxon Mobil Corporation
XOM
Shares Held
27K
Value
$3.07M
Bank of America Corporation
BAC
Shares Held
26K
Value
$1.36M
The Southern Company
SO
Shares Held
22K
Value
$2.13M
LCNB Corp.
LCNB
Shares Held
21K
Value
$314.79K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
20K
Value
$203.40K