Cornerstone Planning, LLC Portfolio Holdings

Cornerstone Planning, LLC

  • $262 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.8B
$4.77 Billion 1.82% of portfolio
20,580
Q4 2024 New
$186B
$2.62 Billion 1.0% of portfolio
4,569
Q4 2024 New
$174B
$2 Billion 0.76% of portfolio
5,505
Q4 2024 New
$62B
$1.99 Billion 0.76% of portfolio
8,281
Q4 2024 New
$127B
$1.96 Billion 0.75% of portfolio
6,712
Q4 2024 New
$142B
$1.8 Billion 0.69% of portfolio
7,953
Q4 2024 New
$177B
$1.77 Billion 0.68% of portfolio
9,455
Q4 2024 New
$145B
$1.79 Billion 0.68% of portfolio
7,259
Q4 2024 New
$180B
$1.79 Billion 0.68% of portfolio
16,099
Q4 2024 New
$173B
$1.76 Billion 0.67% of portfolio
2,796
Q4 2024 New
$173B
$1.72 Billion 0.66% of portfolio
11,181
Q4 2024 New
$191B
$1.68 Billion 0.64% of portfolio
42,113
Q4 2024 New
$76.2B
$1.64 Billion 0.63% of portfolio
6,481
Q4 2024 New
$167B
$1.63 Billion 0.62% of portfolio
6,260
Q4 2024 New
$48B
$1.49 Billion 0.57% of portfolio
11,041
Q4 2024 New
$102B
$1.47 Billion 0.56% of portfolio
8,300
Q4 2024 New
$93.9B
$1.34 Billion 0.51% of portfolio
12,418
Q4 2024 New
$80B
$1.29 Billion 0.49% of portfolio
16,991
Q4 2024 New
$178B
$1.25 Billion 0.48% of portfolio
2,813
Q4 2024 New
$30.9B
$1.1 Billion 0.42% of portfolio
9,423
Q4 2024 New
$90.5B
$1.07 Billion 0.41% of portfolio
3,153
Q4 2024 New
$41.1B
$952 Million 0.36% of portfolio
11,266
Q4 2024 New
$22.4B
$779 Million 0.3% of portfolio
8,875
Q4 2024 New
$100B
$774 Million 0.3% of portfolio
9,402
Q4 2024 New
$139B
$774 Million 0.3% of portfolio
10,790
Q4 2024 New
$46.7B
$759 Million 0.29% of portfolio
14,090
Q4 2024 New
$56.1B
$728 Million 0.28% of portfolio
7,889
Q4 2024 New
$38.7B
$712 Million 0.27% of portfolio
10,545
Q4 2024 New
$45.8B
$666 Million 0.25% of portfolio
17,706
Q4 2024 New
$26.8B
$615 Million 0.23% of portfolio
4,938
Q4 2024 New
$78.2B
$506 Million 0.19% of portfolio
5,564
Q4 2024 New
$81.2B
$498 Million 0.19% of portfolio
3,859
Q4 2024 New
$45.8B
$492 Million 0.19% of portfolio
6,649
Q4 2024 New
$61.9B
$395 Million 0.15% of portfolio
12,236
Q4 2024 New
$166B
$332 Million 0.13% of portfolio
4,396
Q4 2024 New
$195B
$346 Million 0.13% of portfolio
2,993
Q4 2024 New
$35.8B
$350 Million 0.13% of portfolio
6,550
Q4 2024 New
$16.8B
$311 Million 0.12% of portfolio
2,660
Q4 2024 New
$198B
$290 Million 0.11% of portfolio
2,308
Q4 2024 New
$74.8B
$241 Million 0.09% of portfolio
915
Q4 2024 New
$117B
$237 Million 0.09% of portfolio
488
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $262 Billion
  • Filing
  • Period Q4 2024
  • Filing Date April 01, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 112 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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