Cornerstone Planning, LLC New Holdings in Q4 2024

Cornerstone Planning, LLC

  • $262 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
95.6K
New
$18.28 - $18.87 $1.75M - $1.8M
95.6K $1.75B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
86.9K
New
$20.08 - $20.61 $1.74M - $1.79M
86.9K $1.75B
KO
Coca Cola CO

Consumer Defensive
27.7K
New
$61.74 - $71.71 $1.71M - $1.98M
27.7K $1.72B
QCOM
Qualcomm Inc

Technology
11.2K
New
$150.4 - $178.04 $1.68M - $1.99M
11.2K $1.72B
CVX
Chevron Corp

Energy
11.7K
New
$141.15 - $162.53 $1.66M - $1.91M
11.7K $1.7B
VZ
Verizon Communications Inc

Communication Services
42.1K
New
$39.6 - $45.21 $1.67M - $1.9M
42.1K $1.68B
MCD
Mcdonalds Corp

Consumer Cyclical
5.75K
New
$288.47 - $316.54 $1.66M - $1.82M
5.75K $1.67B
IBDV
Ishares Tr

Technology
77.8K
New
$21.24 - $22.15 $1.65M - $1.72M
77.8K $1.66B
ABT
Abbott Laboratories

Healthcare
14.6K
New
$111.93 - $119.39 $1.63M - $1.74M
14.6K $1.65B
ITW
Illinois Tool Works Inc

Industrials
6.48K
New
$253.56 - $278.5 $1.64M - $1.8M
6.48K $1.64B
ABBV
Abb Vie Inc.

Healthcare
9.24K
New
$164.99 - $203.87 $1.52M - $1.88M
9.24K $1.64B
AMGN
Amgen Inc

Healthcare
6.26K
New
$258.78 - $328.31 $1.62M - $2.06M
6.26K $1.63B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
65.3K
New
$24.82 - $25.48 $1.62M - $1.66M
65.3K $1.63B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
69.6K
New
$22.71 - $23.47 $1.58M - $1.63M
69.6K $1.59B
VDC
Vanguard Consumer Staples ETF

ETFs
7.33K
New
$210.96 - $223.62 $1.55M - $1.64M
7.33K $1.55B
VHT
Vanguard Health Care ETF

ETFs
6.03K
New
$250.81 - $283.3 $1.51M - $1.71M
6.03K $1.53B
PEP
Pepsico Inc

Consumer Defensive
9.98K
New
$151.29 - $176.1 $1.51M - $1.76M
9.98K $1.52B
TGT
Target Corp

Consumer Defensive
11K
New
$121.59 - $160.69 $1.34M - $1.77M
11K $1.49B
MRK
Merck & Co., Inc.

Healthcare
14.8K
New
$96.31 - $114.76 $1.43M - $1.7M
14.8K $1.47B
BA
Boeing CO

Industrials
8.3K
New
$138.14 - $180.72 $1.15M - $1.5M
8.3K $1.47B
VFH
Vanguard Financial ETF

ETFs
12.3K
New
$108.87 - $126.2 $1.33M - $1.55M
12.3K $1.45B
AMD
Advanced Micro Devices Inc

Technology
11.9K
New
$118.88 - $172.8 $1.41M - $2.05M
11.9K $1.44B
DUK
Duke Energy Corp

Utilities
12.4K
New
$105.76 - $120.76 $1.31M - $1.5M
12.4K $1.34B
NKE
Nike, Inc.

Consumer Cyclical
17K
New
$73.36 - $89.13 $1.25M - $1.51M
17K $1.29B
ADBE
Adobe Inc.

Technology
2.81K
New
$437.39 - $552.96 $1.23M - $1.56M
2.81K $1.25B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
52.3K
New
$22.01 - $66.82 $1.15M - $3.49M
52.3K $1.19B
NUE
Nucor Corp

Basic Materials
9.42K
New
$115.78 - $167.74 $1.09M - $1.58M
9.42K $1.1B
SHW
Sherwin Williams CO

Basic Materials
3.15K
New
$338.75 - $399.71 $1.07M - $1.26M
3.15K $1.07B
VPU
Vanguard Utilities ETF

ETFs
5.87K
New
$160.52 - $179.11 $943K - $1.05M
5.87K $960M
PEG
Public Service Enterprise Group Inc

Utilities
11.3K
New
$81.87 - $94.51 $922K - $1.06M
11.3K $952M
SRE
Sempra Energy

Utilities
8.88K
New
$80.81 - $94.77 $717K - $841K
8.88K $779M
SO
Southern CO

Utilities
9.4K
New
$81.5 - $94.15 $766K - $885K
9.4K $774M
NEE
Nextera Energy Inc

Utilities
10.8K
New
$69.77 - $85.43 $753K - $922K
10.8K $774M
D
Dominion Energy, Inc

Utilities
14.1K
New
$52.63 - $60.92 $742K - $858K
14.1K $759M
AEP
American Electric Power CO Inc

Utilities
7.89K
New
$90.91 - $102.21 $717K - $806K
7.89K $728M
XEL
Xcel Energy Inc

Utilities
10.5K
New
$62.16 - $72.92 $655K - $769K
10.5K $712M
HDV
Ishares Core High Dividend ETF

ETFs
6.17K
New
$110.82 - $121.28 $684K - $749K
6.17K $693M
EXC
Exelon Corp

Utilities
17.7K
New
$36.22 - $40.97 $641K - $725K
17.7K $666M
AWK
American Water Works Company, Inc.

Utilities
4.94K
New
$123.83 - $146.07 $611K - $721K
4.94K $615M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
957
New
$521.84 - $558.82 $499K - $535K
957 $516M
CL
Colgate Palmolive CO

Consumer Defensive
5.56K
New
$90.22 - $102.31 $502K - $569K
5.56K $506M
MMM
3 M CO

Industrials
3.86K
New
$124.74 - $137.12 $481K - $529K
3.86K $498M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.65K
New
$47.29 - $84.74 $314K - $563K
6.65K $492M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.48K
New
$124.26 - $134.12 $432K - $466K
3.48K $447M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.8K
New
$26.93 - $84.95 $425K - $1.34M
15.8K $431M
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
New
$213.65 - $479.86 $228K - $511K
1.07K $430M
CSX
Csx Corp

Industrials
12.2K
New
$31.58 - $36.88 $386K - $451K
12.2K $395M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.88K
New
$121.89 - $135.52 $351K - $390K
2.88K $360M
EFSC
Enterprise Financial Services Corp

Financial Services
6.25K
New
$49.0 - $61.38 $306K - $384K
6.25K $353M
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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