Cornerstone Advisory's Q1 2023 Holdings Report: A Look At the Shifts in Top Stocks

Cornerstone Advisory, LLC recently released its Q1 2023 13F Holdings Comparison, detailing the changes in the firm's holdings between the last quarter of 2022 and the first quarter of 2023. By analyzing the data, we can see which stocks have lost or gained value and which ones the firm is investing in.

The data shows that J P Morgan Exchange-Traded Fund (JEPI) and J P Morgan Exchange-Traded Fund (JPST) have both seen an increase in shares held, with a change of 12.3% and 15.9%, respectively. The shares of these funds were valued at $72,873 and $27,405 in Q4 2022, but the value has increased to $81,846 and $31,751 in Q1 2023.

On the other hand, Berkshire Hathaway Inc Del (BRK-B) has seen a decrease in shares held by 2% but a loss in value of 2%. The shares were valued at $11,780 in Q4 2022, but the value has decreased to $11,541 in Q1 2023. Additionally, Pimco Dynamic Income FD (PDI) and Nuveen Preferred & Income Term FD (JPI) have both seen an increase in shares held and value in Q1 2023.

In terms of individual stocks, Apple Inc (AAPL) saw a decrease in shares held and value by 24.2%, whereas Alphabet Inc (GOOGL) and Amazon Inc (AMZN) both saw an increase in shares, with a value change of 19.6% and 26.4%, respectively.

Vanguard World FDS (VGT) had an interesting Q1 2023 with an increase in share value of 23.6%, which saw an increase in shares held. Goldman Sachs ETF TR (GSLC) and Vanguard World FDS (VHT) both saw a decrease in share value of -0.3% and -2.2%, respectively.

Other noteworthy companies that saw significant changes during Q1 2023 include T. Rowe Price Group Inc (TROW), whose shares increased in value by 5.5%, and Visa Inc (V), which saw an increase in share value of 8.6%.

Overall, the Q1 2023 holdings comparison shows that Cornerstone Advisory, LLC has made adjustments to its portfolio, with some stocks being added and others sold. By staying on top of market trends and monitoring changes, the firm aims to continue to make wise investments for its clients.