0001172661-23-000759.txt : 20230213
0001172661-23-000759.hdr.sgml : 20230213
20230213161402
ACCESSION NUMBER: 0001172661-23-000759
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230213
DATE AS OF CHANGE: 20230213
EFFECTIVENESS DATE: 20230213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cornerstone Advisory, LLC
CENTRAL INDEX KEY: 0001668189
IRS NUMBER: 743193386
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17400
FILM NUMBER: 23618598
BUSINESS ADDRESS:
STREET 1: 211 OLD PADONIA ROAD
CITY: HUNT VALLEY
STATE: MD
ZIP: 21030
BUSINESS PHONE: 410-468-1694
MAIL ADDRESS:
STREET 1: 211 OLD PADONIA ROAD
CITY: HUNT VALLEY
STATE: MD
ZIP: 21030
FORMER COMPANY:
FORMER CONFORMED NAME: Cornerstone Advisory, LLP
DATE OF NAME CHANGE: 20160229
13F-HR
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12-31-2022
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Cornerstone Advisory, LLC
211 Old Padonia Road
Hunt Valley
MD
21030
13F HOLDINGS REPORT
028-17400
000142359
801-68058
N
Amy Lynch
Director of Operations
410-468-1693
/s/ Amy Lynch
Hunt Valley
MD
02-13-2023
0
199
507520752
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911312106
370155
2129
SH
SOLE
2129
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1329388
2507
SH
SOLE
2507
0
0
VALERO ENERGY CORP
COM
91913Y100
699633
5515
SH
SOLE
5515
0
0
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
265472
9825
SH
SOLE
9825
0
0
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
4075200
62782
SH
SOLE
62782
0
0
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
6478719
30714
SH
SOLE
30714
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
234381
1277
SH
SOLE
1277
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
1272418
6345
SH
SOLE
6345
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
2402994
11790
SH
SOLE
11790
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
1988962
14169
SH
SOLE
14169
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
566760
3153
SH
SOLE
3153
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
899744
4706
SH
SOLE
4706
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
5508145
34686
SH
SOLE
34686
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1246693
5850
SH
SOLE
5850
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
382751
1089
SH
SOLE
1089
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
680112
13564
SH
SOLE
13564
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
512581
12399
SH
SOLE
12399
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
822027
10933
SH
SOLE
10933
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
1111253
19219
SH
SOLE
19219
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
6685637
44028
SH
SOLE
44028
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
27264558
251960
SH
SOLE
251960
0
0
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
1283152
21540
SH
SOLE
21540
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
8773053
27466
SH
SOLE
27466
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
8868503
35753
SH
SOLE
35753
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
585823
14868
SH
SOLE
14868
0
0
VISA INC
COM CL A
92826C839
3698787
17803
SH
SOLE
17803
0
0
WALMART INC
COM
931142103
795647
5611
SH
SOLE
5611
0
0
WASTE MGMT INC DEL
COM
94106L109
343343
2189
SH
SOLE
2189
0
0
WELLS FARGO CO NEW
COM
949746101
329505
7980
SH
SOLE
7980
0
0
WESTERN ASSET HIGH INCOM FD
COM
95766J102
141415
29218
SH
SOLE
29218
0
0
ZETA GLOBAL HOLDINGS CORP
CL A
98956A105
326800
40000
SH
SOLE
40000
0
0