Cornerstone Planning Group LLC Purchases in Q3 2024

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
1.31M
New
$65.36 - $71.76 $85.6M - $94M
1.31M $31.3B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
362K
New
$60.1 - $66.57 $21.8M - $24.1M
362K $24.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.62K
+ 4.38%
$434.77 - $502.96 $2.44M - $2.83M
134K $67.1B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
175K
New
$53.41 - $57.9 $9.36M - $10.1M
175K $10B
VEA
Vanguard Ftse Developed Market

ETFs
58.6K
+ 6.13%
$47.6 - $53.31 $2.79M - $3.12M
1.01M $51.4B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
17.5K
+ 5.99%
$65.15 - $72.97 $1.14M - $1.28M
310K $23B
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.81K
+ 5.03%
$77.24 - $83.67 $603K - $653K
163K $13.8B
HYDB
Ishares Tr Edge High Yield Def

ETFs
24.9K
+ 9.0%
$46.14 - $48.06 $1.15M - $1.2M
301K $14.3B
REZ
Ishares Tr Residential And Mul

ETFs
6.63K
+ 5.13%
$76.42 - $91.19 $507K - $605K
136K $11.8B
FTLS
First Tr Long/Short Equity ETF

ETFs
10.6K
+ 6.13%
$60.73 - $63.8 $644K - $677K
184K $11.8B
USTB
Victory Portfolios Ii Victorys

ETFs
19.4K
+ 7.71%
$49.79 - $50.91 $965K - $986K
271K $13.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
164
+ 1.06%
$332.02 - $382.76 $54.5K - $62.8K
15.6K $6.05B
FEMS
First Trust Emerging Markets S

ETFs
16.2K
+ 6.39%
$37.85 - $42.19 $613K - $683K
270K $10.5B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
12.9K
+ 7.07%
$74.26 - $78.84 $957K - $1.02M
195K $14.9B
AAPL
Apple Inc.

Technology
115
+ 0.6%
$207.23 - $234.82 $23.8K - $27K
19.2K $4.49B
NVDA
Nvidia Corp

Technology
207
+ 2.35%
$98.91 - $134.91 $20.5K - $27.9K
9.03K $1.28B
HEFA
Ishares Currency Hedged Msci E

ETFs
1.54K
+ 1.57%
$32.34 - $35.85 $49.8K - $55.2K
99.3K $3.51B
AXP
American Express CO

Financial Services
18
+ 0.35%
$225.92 - $271.17 $4.07K - $4.88K
5.19K $1.4B
TSLA
Tesla, Inc.

Consumer Cyclical
216
+ 10.28%
$191.76 - $263.26 $41.4K - $56.9K
2.32K $601M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.36K
+ 3.84%
$26.01 - $27.41 $87.3K - $92K
90.8K $2.46B
AMZN
Amazon Com Inc

Consumer Cyclical
93
+ 2.2%
$161.02 - $200.0 $15K - $18.6K
4.32K $824M
PEG
Public Service Enterprise Group Inc

Utilities
23
+ 0.2%
$73.58 - $89.21 $1.69K - $2.05K
11.4K $1.01B
META
Meta Platforms, Inc.

Communication Services
83
+ 14.16%
$453.41 - $572.44 $37.6K - $47.5K
669 $397M
XLRE
Select Sector Spdr Tr Real Est

ETFs
185
+ 0.63%
$38.04 - $45.36 $7.04K - $8.39K
29.7K $1.3B
AOR
Ishares Tr Core Growth Allocat

ETFs
1.28K
+ 23.59%
$55.15 - $59.31 $70.5K - $75.9K
6.7K $391M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.31%
$283.28 - $314.39 $1.98K - $2.2K
2.28K $728M
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.61%
$391.53 - $469.81 $1.17K - $1.41K
494 $255M
Blackrock Inc Com
55
New
N/A
55 $53.8M
TQQQ
Proshares Ultrapro Qqq

ETFs
6
+ 0.29%
$53.19 - $84.93 $319 - $510
2.04K $157M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
112
+ 3.22%
$82.69 - $94.63 $9.26K - $10.6K
3.59K $335M
CEG
Constellation Energy Corp

Utilities
2
+ 0.43%
$167.08 - $262.86 $334 - $526
469 $124M
Fidelity Wise Origin Bitcoin Fund
649
+ 429.8%
N/A
800 $50.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 1.88%
$405.19 - $478.57 $6.08K - $7.18K
814 $370M
MCO
Moodys Corp

Financial Services
3
+ 0.17%
$421.49 - $494.67 $1.26K - $1.48K
1.75K $806M
Linde PLC Shs
4
+ 0.36%
N/A
1.11K $526M
SOFI
So Fi Technologies, Inc.

Financial Services
2.81K
+ 1192.37%
$6.32 - $8.19 $17.8K - $23K
3.05K $31.9M
KKR
Kkr & Co. Inc.

Financial Services
8
+ 0.94%
$104.51 - $133.23 $836 - $1.07K
855 $119M
SO
Southern CO

Utilities
239
+ 12.01%
$77.0 - $90.52 $18.4K - $21.6K
2.23K $200M
Lam Research Corp Com New
354
New
N/A
354 $27.7M
XLE
Energy Sector Spdr

ETFs
201
+ 3.15%
$84.35 - $93.39 $17K - $18.8K
6.59K $579M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.44%
$149.54 - $192.66 $1.5K - $1.93K
2.27K $388M
NFLX
Netflix Inc

Communication Services
7
+ 5.93%
$598.55 - $722.26 $4.19K - $5.06K
125 $94.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
342
+ 30.95%
$71.45 - $75.64 $24.4K - $25.9K
1.45K $106M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
100
+ 8.55%
$42.59 - $60.56 $4.26K - $6.06K
1.27K $73.2M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
67
+ 2.85%
$102.5 - $112.27 $6.87K - $7.52K
2.42K $268M
V
Visa Inc.

Financial Services
39
+ 8.55%
$253.74 - $291.56 $9.9K - $11.4K
495 $140M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.35%
$179.99 - $201.6 $720 - $806
1.14K $228M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.14%
$256.4 - $289.78 $256 - $290
700 $201M
ORCL
Oracle Corp

Technology
20
+ 5.31%
$125.9 - $170.35 $2.52K - $3.41K
397 $68.8M
Activity Summary
Buys All Purchases 520 New Holdings 136 Increased Positions 384 Sells All Sells 353 Reductions 352 Sold out 1 Options Calls 0 Puts 0
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