Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cornerstone Advisory, LLC

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001765380-25-000443

Total Value
$1.02B
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q3322,026,302$115.7M11.36%
2GOLDMAN SACHS ETF TRNVGLF1,141,385$59.6M5.86%
3VANGUARD WHITEHALL FDS921946406346,694$48.9M4.80%
4ISHARES TR46428720070,145$46.9M4.61%
5VANGUARD SPECIALIZED FUNDS921908844154,103$33.3M3.27%
6APPLE INCAAPL115,868$29.5M2.90%
7GOLDMAN SACHS ETF TRNVGLF225,939$29.4M2.89%
8J P MORGAN EXCHANGE TRADED F46641Q159597,558$27.7M2.72%
9VANGUARD ADMIRAL FDS INC92193250561,676$26.9M2.64%
10BERKSHIRE HATHAWAY INC DELBRK-A53,106$26.7M2.62%
11JANUS DETROIT STR TR47103U845490,554$24.9M2.45%
12VANGUARD INDEX FDS92290862979,032$23.2M2.28%
13J P MORGAN EXCHANGE TRADED F46654Q203377,725$21.7M2.13%
14ISHARES TR464287804176,413$21.0M2.06%
15T ROWE PRICE ETF INC87283Q867540,034$20.4M2.00%
16VANGUARD WORLD FD92204A70226,345$19.7M1.93%
17VANGUARD INDEX FDS92290873638,630$18.5M1.82%
18ALPHABET INCGOOG71,731$17.4M1.71%
19MICROSOFT CORPMSFT32,347$16.8M1.65%
20AMAZON COM INCAMZN73,857$16.2M1.59%
21NVIDIA CORPORATIONNVDA74,605$13.9M1.37%
22BLACKROCK MUNIYILD QULT FD IBLK1,095,690$12.8M1.25%
23PIMCO DYNAMIC INCOME FD72201Y101629,626$12.5M1.22%
24ISHARES TR46432F842128,182$11.2M1.10%
25NUVEEN QUALITY MUNCP INCOMENU885,174$10.3M1.02%
26J P MORGAN EXCHANGE TRADED F46641Q837197,633$10.0M0.98%
27META PLATFORMS INCMETA13,186$9.7M0.95%
28ISHARES TR46428761418,051$8.5M0.83%
29PRICE T ROWE GROUP INCTROW81,343$8.3M0.82%
30NUVEEN AMT FREE MUN CR INC FNU670,364$8.2M0.81%
31ALPHABET INCGOOG32,916$8.0M0.79%
32ISHARES TR46428765529,279$7.1M0.70%
33VISA INCV19,958$6.8M0.67%
34SPDR SERIES TRUST78464A76346,177$6.5M0.64%
35VANECK ETF TRUST92189F64361,737$6.1M0.60%
36VANGUARD INDEX FDS92290874432,717$6.1M0.60%
37INVESCO QQQ TRIVZ9,803$5.9M0.58%
38INVESCO EXCHANGE TRADED FD TIVZ129,668$5.9M0.58%
39VANGUARD WORLD FD92204A50422,303$5.8M0.57%
40ISHARES TR46428767134,883$5.7M0.56%
41VANGUARD INDEX FDS92290861126,914$5.6M0.55%
42MASTERCARD INCORPORATEDMA9,421$5.4M0.53%
43PIMCO DYNAMIC INCOME OPRNTS69355M107342,492$4.8M0.47%
44TRI CONTL CORP895436103140,993$4.8M0.47%
45ISHARES TR46428759823,431$4.8M0.47%
46CALAMOS CONV & HIGH INCOME F12811P108398,300$4.5M0.44%
47JPMORGAN CHASE & CO.VYLD13,517$4.3M0.42%
48PIMCO ETF TR72201R77545,272$4.2M0.42%
49RBB FUND TRUST75526L88692,291$4.1M0.40%
50VANGUARD INDEX FDS92290859513,696$4.1M0.40%
51SPDR S&P 500 ETF TRSPY5,639$3.8M0.37%
52ORACLE CORPORCL-PD13,349$3.8M0.37%
53ABBVIE INCABBV15,842$3.7M0.36%
54CENCORA INCCOR11,407$3.6M0.35%
55JOHNSON & JOHNSONJNJ18,035$3.3M0.33%
56VANGUARD WHITEHALL FDS92194679436,747$3.1M0.31%
57EXXON MOBIL CORPXOM27,208$3.1M0.30%
58ISHARES TR4642876228,280$3.0M0.30%
59SELECT SECTOR SPDR TR81369Y80310,383$2.9M0.29%
60SELECT SECTOR SPDR TR81369Y70416,043$2.5M0.24%
61ISHARES BITCOIN TRUST ETFIBIT36,561$2.4M0.23%
62BROADCOM INCAVGO6,929$2.3M0.22%
63BLACKROCK HEALTH SCIENCES TRBLK61,205$2.3M0.22%
64INVESCO EXCHANGE TRADED FD TIVZ74,270$2.2M0.21%
65ENERGY TRANSFER L PET-PI126,603$2.2M0.21%
66COSTCO WHSL CORP NEW22160K1052,311$2.1M0.21%
67GOLDMAN SACHS ETF TRNVGLF40,579$2.1M0.21%
68SOUTHERN COSOMN22,456$2.1M0.21%
69ELI LILLY & COLLY2,626$2.0M0.20%
70PALO ALTO NETWORKS INCPANW9,655$2.0M0.19%
71STRYKER CORPORATIONSYK5,199$1.9M0.19%
72PROCTER AND GAMBLE CO74271810912,212$1.9M0.18%
73ISHARES INC46434G10327,948$1.8M0.18%
74ISHARES TR46428770514,000$1.8M0.18%
75VANGUARD INTL EQUITY INDEX F92204277524,623$1.8M0.17%
76SPDR GOLD TRGLD4,852$1.7M0.17%
77ISHARES TR4642887608,201$1.7M0.17%
78ISHARES TR46428730914,161$1.7M0.17%
79HOME DEPOT INCHD4,100$1.7M0.16%
80INVESCO EXCH TRADED FD TR IIIVZ6,698$1.7M0.16%
81VANGUARD INDEX FDS9229085385,133$1.5M0.15%
82WALMART INCWMT14,573$1.5M0.15%
83TESLA INCTSLA3,094$1.4M0.14%
84BANK AMERICA CORP06050510426,355$1.4M0.13%
85VANGUARD INDEX FDS9229087694,044$1.3M0.13%
86AMERICAN CENTY ETF TR02507287712,922$1.3M0.13%
87ENTERPRISE PRODS PARTNERS L29379210739,798$1.2M0.12%
88PIMCO MUN INCOME FD II72200W106145,722$1.2M0.11%
89RTX CORPORATIONRTX6,789$1.1M0.11%
90T ROWE PRICE ETF INC87283Q78445,139$1.1M0.11%
91NUVEEN PFD & INCOME OPPORTUNNU132,318$1.1M0.11%
92INTERNATIONAL BUSINESS MACHSINTR3,828$1.1M0.11%
93MCDONALDS CORPMCD3,477$1.1M0.10%
94VANECK ETF TRUST92189F6763,196$1.0M0.10%
95UNION PAC CORPUNP4,410$1.0M0.10%
96APPLIED MATLS INC0382221054,973$1.0M0.10%
97CROWDSTRIKE HLDGS INCCRWD1,921$941,9180.09%
98PHILIP MORRIS INTL INC7181721095,794$939,7690.09%
99CATERPILLAR INCCAT1,964$937,3100.09%
100CHEVRON CORP NEWCVX5,936$921,7570.09%
101UNITEDHEALTH GROUP INCUNH2,619$904,2080.09%
102MERCK & CO INCMRK10,701$898,1310.09%
103INVESCO EXCHANGE TRADED FD TIVZ4,674$886,6190.09%
104BROOKFIELD CORP11271J10712,780$876,4520.09%
105APPIAN CORPAPPN28,436$869,2890.09%
106TRUIST FINL CORP89832Q10918,648$852,5810.08%
107PALANTIR TECHNOLOGIES INCPLTR4,579$835,2820.08%
108PROSHARES TR74348A4678,027$827,3430.08%
109AUTOMATIC DATA PROCESSING INADP2,702$793,1080.08%
110PEPSICO INCPEP5,635$791,3160.08%
111BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.07%
112COHEN & STEERS SELECT PFD &19248Y10735,510$737,8980.07%
113MARRIOTT INTL INC NEW5719032022,832$737,6060.07%
114ALTRIA GROUP INCMO10,931$722,0910.07%
115CORNING INCGLW8,803$722,0830.07%
116DUKE ENERGY CORP NEWDUKB5,814$719,4910.07%
117TRANE TECHNOLOGIES PLCTT1,698$716,4880.07%
118ABBOTT LABSABLZF5,341$715,4060.07%
119CAPITAL GROUP GBL GROWTH EQT14020X10420,711$707,6950.07%
120ISHARES TR46428881011,614$697,7620.07%
121OAKTREE SPECIALTY LENDING COOCSL52,641$686,9600.07%
122BLACKSTONE INCBX4,019$686,6770.07%
123NETFLIX INCNFLX572$685,7820.07%
124AMGEN INCAMGN2,427$684,9780.07%
125VANGUARD INDEX FDS9229083631,117$683,9980.07%
126DISNEY WALT CO2546871065,952$681,5370.07%
127CSX CORPCSX19,120$678,9370.07%
128NORTHROP GRUMMAN CORPNOC1,094$666,8020.07%
129CONSTELLATION ENERGY CORPCEG2,013$662,2830.07%
130AMERICAN ELEC PWR CO INC0255371015,743$646,0880.06%
131ADVANCED MICRO DEVICES INCAMD3,967$641,8560.06%
132GE AEROSPACE3696043012,132$641,4080.06%
133WASTE MGMT INC DEL94106L1092,894$638,9900.06%
134WELLS FARGO CO NEW9497461017,600$636,9980.06%
135PACER FDS TR69374H88111,058$635,5130.06%
136SSGA ACTIVE ETF TR78467V60815,267$634,8160.06%
137HONEYWELL INTL INC4385161063,004$632,4180.06%
138SPDR SERIES TRUST78464A5818,000$630,0510.06%
139QXO INCQXO-PB32,832$625,7780.06%
140AMERICAN TOWER CORP NEW03027X1003,234$621,8970.06%
141AMPHENOL CORP NEW0320951015,022$621,4910.06%
142CISCO SYS INCCSCO9,074$620,8100.06%
143GOLDMAN SACHS GROUP INCGSCE779$620,4660.06%
144NEXTERA ENERGY INCNEE-PW8,147$615,0170.06%
145BLACKSTONE SECD LENDING FDBX22,450$585,2720.06%
146COCA COLA COKO8,817$584,7220.06%
147SELECT SECTOR SPDR TR81369Y60510,710$576,9210.06%
148EMERSON ELEC COEMR4,143$543,4890.05%
149BOEING COBA-PA2,476$534,3950.05%
150BLACKROCK INCBLK446$519,9780.05%
151UBER TECHNOLOGIES INCUBER5,290$518,2610.05%
152TRACTOR SUPPLY COTSCO8,896$505,9160.05%
153SHENANDOAH TELECOMMUNICATIONSHEN35,336$474,2090.05%
154MOODYS CORPMCO986$469,8090.05%
155THERMO FISHER SCIENTIFIC INCTMO962$466,6880.05%
156T ROWE PRICE ETF INC87283Q40410,417$457,9260.04%
157KAYNE ANDERSON ENERGY INFRST48660610636,995$457,6250.04%
158VANGUARD MALVERN FDS9220207485,701$446,9920.04%
159MARSH & MCLENNAN COS INC5717481022,208$444,9960.04%
160PUBLIC STORAGE OPER COPSA-PS1,532$442,5180.04%
161SCHWAB STRATEGIC TR80852472213,594$436,6390.04%
162DOMINION ENERGY INCD7,000$428,2160.04%
163KKR & CO INCKKRT3,189$414,4560.04%
164SPDR DOW JONES INDL AVERAGE78467X109890$412,7510.04%
165PROLOGIS INC.PLDGP3,535$404,8260.04%
166LOCKHEED MARTIN CORPLMT800$399,2870.04%
167MORGAN STANLEYMS-PQ2,478$393,9350.04%
168TORTOISE ENERGY INFRA CORPTYG9,005$388,0210.04%
169PURE STORAGE INC74624M1024,555$381,7550.04%
170TARGA RES CORPTRGP2,271$380,4830.04%
171SPDR SERIES TRUST78464A3004,261$377,7380.04%
172AIR PRODS & CHEMS INCAIIR1,372$374,1720.04%
173SELECT SECTOR SPDR TR81369Y8864,265$371,9510.04%
174CHUBB LIMITEDCB1,283$362,0630.04%
175DEERE & CODE768$351,3960.03%
176ISHARES TR4642871682,453$348,5680.03%
177TJX COS INC NEW8725401092,357$340,6620.03%
178AT&T INCT-PC11,690$330,1330.03%
179VANGUARD TAX-MANAGED FDS9219438585,477$328,1930.03%
180AMERICAN EXPRESS COAXP988$328,1520.03%
181SALESFORCE INCCRM1,366$323,8220.03%
182DIMENSIONAL ETF TRUST25434V5004,650$318,3390.03%
183DANAHER CORPORATION2358511021,604$318,0330.03%
184GE VERNOVA INCGEV512$314,9370.03%
185LCNB CORPLCNB21,000$314,7900.03%
186STATE STR CORPSTT-PG2,706$313,8650.03%
187VERIZON COMMUNICATIONS INCVZ7,132$313,4620.03%
188JOHNSON CTLS INTL PLCG515021052,840$312,2580.03%
189CONOCOPHILLIPSCOP3,299$312,0580.03%
190LINDE PLCLIN645$306,5260.03%
191QUALCOMM INCQCOM1,838$305,7020.03%
192BUNGE GLOBAL SABG3,755$305,0940.03%
193TRAVELERS COMPANIES INCTRV1,071$299,1450.03%
194INTEL CORPINTC8,845$296,7570.03%
195MONDELEZ INTL INC6092071054,737$295,9430.03%
1963M COMMM1,891$293,3950.03%
197SCHWAB CHARLES CORPSCHW-PJ3,028$289,0370.03%
198ALLSTATE CORPALL-PJ1,344$288,5970.03%
199EXELON CORPEXC6,350$285,7910.03%
200BRISTOL-MYERS SQUIBB COCELG-RI6,199$279,5650.03%
201VANECK ETF TRUST92189F1063,650$278,8600.03%
202STARBUCKS CORPSBUX3,293$278,6220.03%
203ISHARES TR4642888022,040$276,7520.03%
204VANGUARD INDEX FDS9229087511,087$276,4260.03%
205TAIWAN SEMICONDUCTOR MFG LTD874039100973$271,7490.03%
206ADOBE INCADBE759$267,7370.03%
207ARES CAPITAL CORPARCC13,000$265,3300.03%
208VANGUARD STAR FDS9219097683,575$262,6200.03%
209ISHARES TR4642871192,517$262,4910.03%
210NOVARTIS AGNVSEF2,025$259,6860.03%
211MCKESSON CORPMCK332$256,5200.03%
212SERVICENOW INCNOW271$249,3960.02%
213MEDTRONIC PLCMDT2,544$242,2910.02%
214AVALONBAY CMNTYS INCAWX1,253$242,0420.02%
215COLGATE PALMOLIVE COCL3,013$240,8380.02%
216PARKER-HANNIFIN CORPPH315$239,1550.02%
217VANGUARD INDEX FDS9229085121,364$238,1220.02%
218INSULET CORPPODD771$238,0310.02%
219GRAYSCALE BITCOIN TRUST ETFGBTC2,643$237,2620.02%
220LAM RESEARCH CORPLRCX1,765$236,3370.02%
221MARVELL TECHNOLOGY INCMRVL2,759$231,9550.02%
222SIMON PPTY GROUP INC NEW8288061091,224$229,7080.02%
223PFIZER INCPFE8,985$228,9490.02%
224VANGUARD WORLD FD9219107331,932$228,8420.02%
225T ROWE PRICE ETF INC87283Q1074,676$228,5630.02%
226MID-AMER APT CMNTYS INC59522J1031,630$227,7600.02%
227LOWES COS INC548661107882$221,7310.02%
228ARISTA NETWORKS INCANET1,510$220,0220.02%
229HUNT J B TRANS SVCS INC4456581071,638$219,7480.02%
230AMERICAN CENTY ETF TR0250723643,240$218,5060.02%
231ISHARES TR4642872262,173$217,8140.02%
232AON PLCAON608$216,8010.02%
233KLA CORPKLAC200$215,7200.02%
234ONEOK INC NEWOKE2,929$213,7290.02%
235ISHARES TR4642875073,193$208,3830.02%
236PIMCO ETF TR72201R6354,565$206,8400.02%
237T-MOBILE US INCTMUSZ854$204,5010.02%
238GOLDMAN SACHS BDC INCGSBD20,000$203,4000.02%
239VANGUARD INDEX FDS922908637651$200,4230.02%
240EATON VANCE TAX-MANAGED GLOBETN19,921$180,2890.02%
241NUVEEN VIRGINIA QLTY MUNCPLNU15,390$178,5250.02%
242GABELLI EQUITY TR INCGAB-PK18,265$111,2320.01%
243BNY MELLON STRATEGIC MUNS IN05588W10813,766$86,0370.01%
244MICROBOT MED INCMBOT10,000$30,5000.00%
245PROSHARES TR74349Y83727,500$2970.00%