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Home > Institutional Investor > Cornerstone Advisory, Llp > 13F Holdings

Instuitional Investor - Cornerstone Advisory, Llp

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr - S&P 500 PREMIUM
 1,766,592 $98,628,850 7.67%
2.
J P Morgan Exchange Traded F
 1,673,040 $94,058,332 7.32%
3.
Vanguard Whitehall Funds
 VYM 387,343 $60,115,670 4.68%
4.
Ishares Trust
 IEF 75,283 $57,655,827 4.48%
5.
Apple Inc.
 AAPL 154,374 $51,409,725 4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.