Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CORNERSTONE ADVISORY, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 8, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
422,036 |
$21,266k |
|
|
FIDUCIARY CLAYMORE MLP OPP F (31647Q106)
|
1,942,114 |
$18,780k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
63,197 |
$18,627k |
|
|
BNY MELLON STRATEGIC MUNS IN (05588W108)
|
2,065,473 |
$16,875k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
187,107 |
$16,349k |
|
|
DOUBLELINE INCOME (258622109)
|
778,594 |
$15,549k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
194,154 |
$15,198k |
|
|
CALAMOS CONV & HIGH INCOME F (12811P108)
|
1,292,258 |
$14,254k |
|
|
COH & STEER GL INC BLDER (19248M103)
|
1,485,238 |
$13,263k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
241,897 |
$12,334k |
|
|
Nuveen Preferred & Income Term Fund (67075A106)
|
500,733 |
$11,857k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
72,567 |
$7,961k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
77,174 |
$7,785k |
|
|
BLACKROCK MUNIYIELD FD INC (09253W104)
|
505,054 |
$7,263k |
|
|
WISDOMTREE TRUST (97717X628)
|
244,773 |
$6,136k |
|
|
ISHARES TR (46434v639)
|
198,081 |
$6,089k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
27,744 |
$5,914k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
43,806 |
$5,110k |
|
|
BLACKROCK MUNIYIELD QUALITY (09254F100)
|
350,023 |
$5,079k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
38,328 |
$5,003k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
80,581 |
$4,948k |
|
|
NUVEEN AMT FREE MUN CR INC F (67071L106)
|
306,728 |
$4,868k |
|
|
NUVEEN MD QUAL INC FD (67061Q107)
|
361,590 |
$4,686k |
|
|
ISHARES (464288448)
|
135,690 |
$4,168k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
22,750 |
$3,803k |
|
|
PIMCO ETF TR (72201R833)
|
36,229 |
$3,686k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
20,105 |
$3,497k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
34,825 |
$3,104k |
|
|
ISHARES TR (464287671)
|
47,850 |
$2,999k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
23,094 |
$2,938k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
15,290 |
$2,591k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
10,750 |
$2,178k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
39,100 |
$2,011k |
|
|
ALPHABET INC (02079K305)
|
1,855 |
$2,009k |
|
|
ISHARES (464287465)
|
30,223 |
$1,987k |
|
|
EATON VANCE TXMGD GL BUYWR O (27829C105)
|
198,669 |
$1,945k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
11,652 |
$1,897k |
|
|
ISHARES TR (46434V803)
|
58,555 |
$1,746k |
|
|
Amazon.com Inc (023135106)
|
921 |
$1,744k |
|
|
DISNEY WALT CO (254687106)
|
11,370 |
$1,588k |
|
|
Exxon Mobil Corp (30231G102)
|
17,584 |
$1,348k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,522 |
$1,325k |
|
|
ISHARES (464287705)
|
8,000 |
$1,276k |
|
|
PROCTER & GAMBLE CO (742718109)
|
11,597 |
$1,272k |
|
|
Alphabet Inc (02079K107)
|
1,110 |
$1,200k |
|
|
VISA INC COM CL A (92826C839)
|
6,785 |
$1,178k |
|
|
SPDR SERIES TRUST (78464A870)
|
13,402 |
$1,176k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
10,297 |
$1,151k |
|
|
Facebook Inc (30303M102)
|
5,613 |
$1,083k |
|
|
ISHARES (464287879)
|
7,000 |
$1,040k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
17,818 |
$1,018k |
|
|
Boeing Co/The (097023105)
|
2,612 |
$951k |
|
|
ABC (03073E105)
|
11,032 |
$941k |
|
|
TRI CONTL CORP (895436103)
|
34,800 |
$939k |
|
|
ISHARES (464287887)
|
5,000 |
$912k |
|
|
NUVEEN VIRGINIA QLTY MUNCPL (67064R102)
|
69,291 |
$903k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
7,463 |
$828k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
5,061 |
$827k |
|
|
3M CO (88579Y101)
|
4,364 |
$756k |
|
|
MERCK & CO INC (58933Y105)
|
9,008 |
$755k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
4,042 |
$724k |
|
|
MCDONALDS CORP (580135101)
|
3,482 |
$723k |
|
|
DOMINION ENERGY INC (25746U109)
|
9,260 |
$716k |
|
|
PEPSICO INC (713448108)
|
5,455 |
$715k |
|
|
INTL BUSINESS MCHN (459200101)
|
5,134 |
$708k |
|
|
PayPal Holdings Inc (70450Y103)
|
6,183 |
$708k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
3,458 |
$707k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
69,977 |
$689k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
11,500 |
$676k |
|
|
LCNB CORP (50181P100)
|
35,000 |
$665k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
2,456 |
$661k |
|
|
AT&T INC (00206R102)
|
19,622 |
$658k |
|
|
BLACKROCK FL RT TR (091941104)
|
53,000 |
$658k |
|
|
PFIZER INC (717081103)
|
14,656 |
$635k |
|
|
UNION PAC CORP (907818108)
|
3,752 |
$635k |
|
|
Splunk Inc (848637104)
|
5,000 |
$629k |
|
|
CSX CORP (126408103)
|
8,065 |
$624k |
|
|
GARTNER INC (366651107)
|
3,872 |
$623k |
|
|
EXELON CORP (30161N101)
|
12,602 |
$604k |
|
|
Eaton Vance Tax-Managed Dividend (27828N102)
|
50,000 |
$600k |
|
|
INTEL CORP (458140100)
|
12,462 |
$597k |
|
|
CISCO SYSTEMS INC (17275R102)
|
10,235 |
$560k |
|
|
Vanguard S&P 500 Growth (921932505)
|
3,450 |
$556k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
19,726 |
$544k |
|
|
Global X MLP ETF (37950E473)
|
60,000 |
$529k |
|
|
Apple Inc (037833100)
|
2,665 |
$528k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
11,403 |
$485k |
|
|
Applied Materials, Inc. (038222105)
|
10,663 |
$479k |
|
|
ISHARES (464287556)
|
4,150 |
$453k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,350 |
$436k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
2,000 |
$428k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,720 |
$420k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
6,500 |
$416k |
|
|
PHILIP MORRIS INTL (718172109)
|
5,199 |
$408k |
|
|
HOME DEPOT INC (437076102)
|
1,938 |
$403k |
|
|
Chevron Corp (166764100)
|
3,231 |
$402k |
|
|
HONEYWELL INTL INC (438516106)
|
2,274 |
$397k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,499 |
$393k |
|
|
BECTON DICKINSON (075887109)
|
1,544 |
$389k |
|
|
AKAMAI TECH INC (00971T101)
|
4,832 |
$387k |
|
|
WELLS FARGO CO NEW (949746101)
|
8,146 |
$385k |
|
|
SPDR SERIES TRUST (78464A300)
|
6,288 |
$382k |
|
|
ORACLE CORP (68389X105)
|
6,571 |
$374k |
|
|
ISHARES (464288273)
|
6,456 |
$371k |
|
|
NIKE INC (654106103)
|
4,228 |
$355k |
|
|
WALMART INC COM (931142103)
|
3,184 |
$352k |
|
|
CVS HEALTH CORP (126650100)
|
6,367 |
$347k |
|
|
ISHARES (464287168)
|
3,460 |
$345k |
|
|
AMGEN INC (031162100)
|
1,853 |
$342k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
8,199 |
$342k |
|
|
APPIAN CORP CL A (03782L101)
|
9,300 |
$335k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,081 |
$324k |
|
|
Bristol-Myers Squibb Co (110122108)
|
7,060 |
$320k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,207 |
$294k |
|
|
SUNTRUST BANKS INC (867914103)
|
4,646 |
$292k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
2,594 |
$289k |
|
|
MASTERCARD INC (57636Q104)
|
1,083 |
$286k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
956 |
$281k |
|
|
ARES CAP CORP (04010L103)
|
14,690 |
$264k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,325 |
$248k |
|
|
MICROSOFT CORP (594918104)
|
1,802 |
$241k |
|
|
EMERSON ELEC CO (291011104)
|
3,580 |
$239k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
1,878 |
$238k |
|
|
JOHNSON & JOHNSON (478160104)
|
1,632 |
$227k |
|
|
MCCORMICK & CO INC (579780206)
|
1,433 |
$222k |
|
|
ABBOTT LABS (002824100)
|
2,624 |
$221k |
|
|
MARRIOTT INTL INC (571903202)
|
1,572 |
$221k |
|
|
ISHARES (464287630)
|
1,816 |
$219k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,125 |
$219k |
|
|
Caterpillar Inc (149123101)
|
1,592 |
$217k |
|
|
Lockheed Martin Corp (539830109)
|
592 |
$215k |
|
|
Bank of America Corp. (060505104)
|
7,304 |
$212k |
|
|
LOWES CO (548661107)
|
2,098 |
$212k |
|
|
CITIGROUP INC (172967424)
|
3,008 |
$211k |
|
|
COSTCO WHSL CORP (22160K105)
|
800 |
$211k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,584 |
$211k |
|
|
STRYKER CORP (863667101)
|
1,010 |
$208k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,378 |
$207k |
|
|
TEXAS INSTRUMENTS (882508104)
|
1,799 |
$206k |
|
|
MOODYS CORP (615369105)
|
1,033 |
$202k |
|
|
GENERAL ELECTRIC CO (369604103)
|
16,737 |
$176k |
|
|
NuveeN S&P 500 B-W Income (6706ER101)
|
12,218 |
$163k |
|
|
FLEX LTD ORD (Y2573F102)
|
10,293 |
$99k |
|
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
15,300 |
$64k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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