Cornerstone Planning, LLC has filed its 13F form on April 01, 2025 for Q4 2024 where it was disclosed a total value porftolio of $262 Billion distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Seld Idxd Fd Tr Bul with a value of $22.4B, Ishares Ibonds Dec 2025 Term C with a value of $17.9B, Ishares Tr Ibonds Dec 2025 Ter with a value of $17.3B, Schwab Strategic Tr Us Large C with a value of $13.3B, and Nvidia Corp with a value of $8.39B.
Examining the 13F form we can see an increase of $262B in the current position value.
Cornerstone Planning, LLC is based out at Charlotte, NC
Below you can find more details about Cornerstone Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$262 Billion
ETFs: $124 Billion
Technology: $40 Billion
Financial Services: $20.2 Billion
Communication Services: $15.4 Billion
Healthcare: $12.6 Billion
Consumer Defensive: $12.3 Billion
Consumer Cyclical: $11.3 Billion
Industrials: $10.6 Billion
Other: $14.2 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
