Cornerstone Planning Group LLC Purchases in Q1 2025

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WCC
Wesco International Inc

Industrials
2
New
$155.3 - $199.95 $311 - $400
2 $308K
EPAM
Epam Systems, Inc.

Technology
2
New
N/A
2 $305K
CYTK
Cytokinetics Inc

Healthcare
8
New
$40.19 - $51.12 $322 - $409
8 $304K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
3
+ 1.5%
$32.17 - $35.61 $96.5 - $107
203 $7.08M
MKC
Mccormick & CO Inc

Consumer Defensive
4
+ 50.0%
$71.24 - $84.73 $285 - $339
12 $919K
Brookfield Renewable Corp Cl A Ex Sub Vtg
11
New
N/A
11 $302K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
5
New
$59.37 - $95.63 $297 - $478
5 $302K
OWL
Blue Owl Capital Inc.

Financial Services
17
New
$18.49 - $26.68 $314 - $454
17 $300K
CPB
Campbell Soup CO

Consumer Defensive
8
New
$37.29 - $42.04 $298 - $336
8 $300K
ASC
Ardmore Shipping Corp

Industrials
32
New
$9.06 - $13.6 $290 - $435
32 $296K
IRT
Independence Realty Trust, Inc.

Real Estate
15
New
$18.23 - $21.8 $273 - $327
15 $294K
LSCC
Lattice Semiconductor Corp

Technology
8
+ 160.0%
$52.45 - $68.78 $420 - $550
13 $571K
Millrose Pptys Inc Com Cl A
12
New
N/A
12 $294K
NPO
Enpro Industries, Inc

Industrials
2
New
$161.21 - $207.46 $322 - $415
2 $291K
PKI
Perkinelmer Inc

Healthcare
7
+ 58.33%
N/A
19 $1.78M
ZM
Zoom Video Communications, Inc.

Technology
4
New
$72.23 - $88.64 $289 - $355
4 $291K
BIO
Bio Rad Laboratories, Inc.

Healthcare
10
+ 50.0%
$243.0 - $367.0 $2.43K - $3.67K
30 $7.47M
CROX
Crocs, Inc.

Consumer Cyclical
3
New
$88.83 - $112.59 $266 - $338
3 $287K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
9
New
$31.75 - $36.0 $286 - $324
9 $287K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
12
New
$23.24 - $28.11 $279 - $337
12 $283K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6
New
$47.33 - $47.92 $284 - $288
6 $283K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
7
New
$43.49 - $58.8 $304 - $412
7 $277K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
4
+ 57.14%
$120.07 - $144.17 $480 - $577
11 $1.15M
AEIS
Advanced Energy Industries Inc

Industrials
3
New
$94.8 - $131.54 $284 - $395
3 $274K
XTEN
Bondbloxx ETF Tr Bloomberg 10
6
New
N/A
6 $273K
EXPD
Expeditors International Of Washington Inc

Industrials
3
+ 50.0%
$109.09 - $126.48 $327 - $379
9 $964K
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 100.0%
N/A
2 $554K
TW
Tradeweb Markets Inc.

Financial Services
2
New
$123.42 - $148.46 $247 - $297
2 $267K
REXR
Rexford Industrial Realty, Inc.

Real Estate
8
New
$37.17 - $41.44 $297 - $332
8 $265K
FAF
First American Financial Corp

Financial Services
7
+ 19.44%
$57.7 - $66.47 $404 - $465
43 $2.57M
SKX
Skechers Usa Inc

Consumer Cyclical
8
+ 160.0%
$54.98 - $78.24 $440 - $626
13 $635K
ARES
Ares Management Corp

Financial Services
6
+ 42.86%
$140.19 - $198.28 $841 - $1.19K
20 $2.92M
MIDD
Middleby Corp

Industrials
2
New
$133.93 - $172.89 $268 - $346
2 $256K
SSNC
Ss&C Technologies Holdings Inc

Technology
4
+ 30.77%
$74.75 - $89.13 $299 - $357
17 $1.3M
LVS
Las Vegas Sands Corp

Consumer Cyclical
9
+ 150.0%
$38.18 - $50.93 $344 - $458
15 $516K
SNY
Sanofi

Healthcare
6
+ 3.02%
$48.15 - $59.42 $289 - $357
205 $10.9M
NTNX
Nutanix, Inc.

Technology
4
New
$61.28 - $77.44 $245 - $310
4 $253K
RBB
Rbb Bancorp

Financial Services
16
New
N/A
16 $252K
FLIC
First Of Long Island Corp

Financial Services
22
New
$11.04 - $14.07 $243 - $310
22 $251K
SNEX
Stone X Group Inc.

Financial Services
3
New
$76.12 - $126.89 $228 - $381
3 $251K
CIEN
Ciena Corp

Technology
4
New
$60.43 - $98.18 $242 - $393
4 $250K
RMBS
Rambus Inc

Technology
7
+ 116.67%
$51.55 - $68.59 $361 - $480
13 $597K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
3
+ 100.0%
$96.88 - $148.78 $291 - $446
6 $605K
RLI
Rli Corp

Financial Services
3
New
$71.75 - $163.21 $215 - $490
3 $234K
BURL
Burlington Stores, Inc.

Consumer Cyclical
2
+ 66.67%
$228.41 - $293.71 $457 - $587
5 $1.09M
F&G Annuities & Life Inc Common Stock
7
+ 700.0%
N/A
8 $276K
UGI
Ugi Corp

Utilities
7
New
$28.0 - $34.16 $196 - $239
7 $229K
BCBP
Bcb Bancorp Inc

Financial Services
26
New
$9.52 - $11.89 $248 - $309
26 $227K
CWST
Casella Waste Systems Inc

Industrials
2
New
$104.2 - $115.86 $208 - $232
2 $227K
Activity Summary
Buys All Purchases 1108 New Holdings 312 Increased Positions 796 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email