Cornerstone Planning, LLC Purchases in Q4 2024

Cornerstone Planning, LLC

  • $262 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.08M
New
$20.6 - $20.71 $22.3M - $22.4M
1.08M $22.4B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
716K
New
$25.0 - $25.11 $17.9M - $18M
716K $17.9B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
740K
New
$23.25 - $23.37 $17.2M - $17.3M
740K $17.3B
SCHX
Schwab Strategic Tr Us Large C

ETFs
573K
New
$22.4 - $68.28 $12.8M - $39.2M
573K $13.3B
NVDA
Nvidia Corp

Technology
62.5K
New
$117.0 - $148.88 $7.31M - $9.3M
62.5K $8.39B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
69.7K
New
$99.0 - $99.5 $6.9M - $6.94M
69.7K $6.91B
AAPL
Apple Inc.

Technology
20.2K
New
$221.69 - $259.02 $4.48M - $5.24M
20.2K $5.06B
MSFT
Microsoft Corp

Technology
11.4K
New
$406.35 - $454.46 $4.65M - $5.2M
11.4K $4.82B
AVGO
Broadcom Inc.

Technology
20.6K
New
$159.67 - $250.0 $3.29M - $5.15M
20.6K $4.77B
META
Meta Platforms, Inc.

Communication Services
6.67K
New
$554.08 - $632.68 $3.69M - $4.22M
6.67K $3.9B
VB
Vanguard Small Cap ETF

ETFs
16K
New
$233.76 - $261.58 $3.75M - $4.19M
16K $3.85B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
189K
New
$19.38 - $19.58 $3.67M - $3.71M
189K $3.68B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
153K
New
N/A
153K $3.67B
JPM
Jpmorgan Chase & CO

Financial Services
13.8K
New
$205.18 - $250.29 $2.84M - $3.46M
13.8K $3.32B
GOOGL
Alphabet Inc.

Communication Services
16K
New
$161.86 - $196.66 $2.59M - $3.15M
16K $3.03B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
126K
New
$22.72 - $23.0 $2.86M - $2.89M
126K $2.87B
NFLX
Netflix Inc

Communication Services
3.21K
New
$687.65 - $936.56 $2.21M - $3.01M
3.21K $2.86B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
129K
New
$22.1 - $22.59 $2.84M - $2.91M
129K $2.86B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
140K
New
$19.42 - $19.76 $2.71M - $2.76M
140K $2.72B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
112K
New
$23.88 - $24.32 $2.66M - $2.71M
112K $2.67B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
121K
New
$21.81 - $22.48 $2.64M - $2.72M
121K $2.65B
GS
Goldman Sachs Group Inc

Financial Services
4.57K
New
$486.1 - $608.57 $2.22M - $2.78M
4.57K $2.62B
WMT
Walmart Inc.

Consumer Defensive
27.7K
New
$79.1 - $95.7 $2.19M - $2.65M
27.7K $2.5B
V
Visa Inc.

Financial Services
7.82K
New
$273.87 - $320.91 $2.14M - $2.51M
7.82K $2.47B
AXP
American Express CO

Financial Services
8.3K
New
$267.35 - $305.57 $2.22M - $2.54M
8.3K $2.46B
CRM
Salesforce, Inc.

Technology
7.37K
New
$270.87 - $367.87 $2M - $2.71M
7.37K $2.46B
PG
Procter & Gamble CO

Consumer Defensive
14.3K
New
$161.05 - $179.7 $2.31M - $2.58M
14.3K $2.4B
IBM
International Business Machines Corp

Technology
10.2K
New
$204.9 - $238.04 $2.1M - $2.44M
10.2K $2.25B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.85K
New
$442.29 - $483.08 $2.15M - $2.34M
4.85K $2.2B
BAC
Bank Of America Corp

Financial Services
49.8K
New
$39.22 - $47.77 $1.95M - $2.38M
49.8K $2.19B
ORCL
Oracle Corp

Technology
12.9K
New
$165.41 - $192.43 $2.14M - $2.49M
12.9K $2.15B
TMUS
T Mobile Us, Inc.

Communication Services
9.69K
New
$206.1 - $246.94 $2M - $2.39M
9.69K $2.14B
JNJ
Johnson & Johnson

Healthcare
14.6K
New
$143.34 - $165.86 $2.09M - $2.42M
14.6K $2.11B
COST
Costco Wholesale Corp

Consumer Defensive
2.3K
New
$873.59 - $994.69 $2.01M - $2.29M
2.3K $2.11B
UNH
Unitedhealth Group Inc

Healthcare
4.09K
New
$485.52 - $625.25 $1.99M - $2.56M
4.09K $2.07B
LLY
Eli Lilly & CO

Healthcare
2.63K
New
$727.2 - $932.06 $1.91M - $2.45M
2.63K $2.03B
CAT
Caterpillar Inc

Industrials
5.51K
New
$360.37 - $416.88 $1.98M - $2.29M
5.51K $2B
TRV
Travelers Companies, Inc.

Financial Services
8.28K
New
$225.97 - $266.66 $1.87M - $2.21M
8.28K $1.99B
ADP
Automatic Data Processing Inc

Industrials
6.71K
New
$280.08 - $307.97 $1.88M - $2.07M
6.71K $1.96B
MA
Mastercard Inc

Financial Services
3.73K
New
$491.3 - $536.15 $1.83M - $2M
3.73K $1.96B
HD
Home Depot, Inc.

Consumer Cyclical
4.95K
New
$385.02 - $431.37 $1.9M - $2.13M
4.95K $1.92B
XOM
Exxon Mobil Corp

Energy
17.5K
New
$105.51 - $125.37 $1.85M - $2.19M
17.5K $1.88B
CSCO
Cisco Systems, Inc.

Technology
31.6K
New
$52.45 - $60.02 $1.66M - $1.9M
31.6K $1.87B
HON
Honeywell International Inc

Industrials
7.95K
New
$202.84 - $236.0 $1.61M - $1.88M
7.95K $1.8B
DIS
Walt Disney CO

Communication Services
16.1K
New
$92.39 - $117.6 $1.49M - $1.89M
16.1K $1.79B
LOW
Lowes Companies Inc

Consumer Cyclical
7.26K
New
$244.52 - $284.07 $1.77M - $2.06M
7.26K $1.79B
TXN
Texas Instruments Inc

Technology
9.46K
New
N/A
9.46K $1.77B
INTU
Intuit Inc

Technology
2.8K
New
$602.01 - $706.25 $1.68M - $1.97M
2.8K $1.76B
BSCU
Invesco Exc Self Ind Tr

ETFs
107K
New
$16.32 - $16.99 $1.75M - $1.82M
107K $1.76B
Activity Summary
Buys All Purchases 112 New Holdings 112 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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