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
DV
Double Verify Holdings, Inc.

Technology
6
New
$13.34 - $23.07 $80 - $138
6 $76K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1
+ 0.84%
$69.15 - $74.69 $69.2 - $74.7
120 $8.73M
TFLO
Ishares Treasury Floating Rate

ETFs
2
+ 1.27%
$50.48 - $50.68 $101 - $101
159 $8.03M
DIOD
Diodes Inc

Technology
5
+ 100.0%
$43.17 - $65.74 $216 - $329
10 $361K
PCOR
Procore Technologies, Inc.

Technology
1
New
$65.21 - $88.33 $65.2 - $88.3
1 $60K
ARCB
Arcbest Corp

Industrials
4
+ 80.0%
$70.58 - $101.93 $282 - $408
9 $559K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.51%
$22.46 - $23.26 $44.9 - $46.5
393 $8.99M
HST
Host Hotels & Resorts, Inc.

Real Estate
9
+ 39.13%
$14.21 - $17.45 $128 - $157
32 $441K
DSGX
Descartes Systems Group Inc

Technology
1
+ 20.0%
$96.4 - $122.5 $96.4 - $123
6 $619K
RHI
Robert Half International Inc.

Industrials
3
+ 60.0%
$51.96 - $71.3 $156 - $214
8 $372K
AMWD
American Woodmark Corp

Consumer Cyclical
3
+ 50.0%
$57.97 - $82.5 $174 - $248
9 $505K
CNHI
Cnh Industrial N.V.

Industrials
30
+ 17.05%
N/A
206 $2.33M
SITE
Site One Landscape Supply, Inc.

Industrials
3
+ 30.0%
$120.25 - $147.7 $361 - $443
13 $1.49M
Edible Garden Ag Inc Com New
4
New
N/A
4 $8K
Scilex Holding CO Com New
1
New
N/A
1 $4K
JBHT
Hunt J B Transport Services Inc

Industrials
1
+ 33.33%
$146.12 - $186.55 $146 - $187
4 $521K
LUMN
Lumen Technologies, Inc.

Communication Services
4
+ 40.0%
$3.92 - $5.92 $15.7 - $23.7
14 $46K
ONTO
Onto Innovation Inc.

Technology
1
+ 50.0%
$121.34 - $224.5 $121 - $225
3 $360K
SYNA
Synaptics Inc

Technology
2
+ 50.0%
$61.71 - $87.87 $123 - $176
6 $318K
COTY
Coty Inc.

Consumer Defensive
38
+ 52.05%
$5.43 - $7.61 $206 - $289
111 $547K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1
+ 4.0%
$36.63 - $37.45 $36.6 - $37.5
26 $939K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1
+ 2.5%
$19.7 - $20.61 $19.7 - $20.6
41 $789K
MATV
Schweitzer Mauduit International Inc

Basic Materials
1
+ 25.0%
$5.67 - $10.97 $5.67 - $11
5 $23K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
1
+ 1.89%
$9.62 - $10.03 $9.62 - $10
54 $499K
ACLS
Axcelis Technologies Inc

Technology
2
+ 40.0%
$49.67 - $74.45 $99.3 - $149
7 $322K
IX
Orix Corp

Financial Services
24
+ 400.0%
$20.44 - $107.42 $491 - $2.58K
30 $604K
GFS
Globalfoundries Inc.

Technology
1
+ 11.11%
$36.53 - $46.01 $36.5 - $46
10 $331K
WEN
Wendy'S CO

Consumer Cyclical
1
+ 2.56%
$14.17 - $16.17 $14.2 - $16.2
40 $506K
AVTR
Avantor, Inc.

Basic Materials
16
+ 35.56%
$15.5 - $22.57 $248 - $361
61 $944K
WDC
Western Digital Corp

Technology
26
+ 65.0%
$40.43 - $72.03 $1.05K - $1.87K
66 $2.49M
TDY
Teledyne Technologies Inc

Technology
1
+ 11.11%
$455.51 - $518.84 $456 - $519
10 $4.49M
WFRD
Weatherford International PLC

Energy
5
+ 41.67%
$51.89 - $74.8 $259 - $374
17 $710K
HP
Helmerich & Payne, Inc.

Energy
75
+ 65.79%
$24.69 - $36.7 $1.85K - $2.75K
189 $3.74M
IP
International Paper CO

Consumer Cyclical
19
+ 23.17%
$49.38 - $60.09 $938 - $1.14K
101 $4.72M
MHK
Mohawk Industries Inc

Consumer Cyclical
2
+ 13.33%
$110.92 - $130.83 $222 - $262
17 $1.8M
STWD
Starwood Property Trust, Inc.

Real Estate
29
+ 2.48%
$18.41 - $20.53 $534 - $595
1.2K $22.6M
Smurfit Westrock PLC Shs
7
+ 21.21%
N/A
40 $1.68M
PBD
Invesco ETF Tr Ii Global Clean

ETFs
2
+ 1.32%
$10.54 - $12.29 $21.1 - $24.6
153 $1.6M
PFG
Principal Financial Group Inc

Financial Services
11
+ 9.73%
$76.34 - $89.04 $840 - $979
124 $9.18M
SWKS
Skyworks Solutions, Inc.

Technology
55
+ 50.93%
$64.12 - $93.96 $3.53K - $5.17K
163 $9.54M
MDIV
First Trust Multi Asset Divers

ETFs
5
+ 1.58%
$16.02 - $16.68 $80.1 - $83.4
322 $5.06M
TS
Tenaris Sa

Energy
1
+ 2.56%
$35.73 - $40.28 $35.7 - $40.3
40 $1.32M
IEX
Idex Corp

Industrials
1
+ 14.29%
$178.23 - $224.31 $178 - $224
8 $1.34M
BP
Bp PLC

Energy
10
+ 5.65%
$29.93 - $35.31 $299 - $353
187 $5.35M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
20
+ 68.97%
$62.41 - $133.91 $1.25K - $2.68K
49 $2.79M
MUR
Murphy Oil Corp

Energy
35
+ 31.25%
$24.02 - $33.9 $841 - $1.19K
147 $3.03M
FMNB
Farmers National Banc Corp

Financial Services
12
+ 1.3%
$12.8 - $14.51 $154 - $174
938 $12.5M
Ameriserv Finl Inc Com
10
+ 1.03%
N/A
983 $2.33M
PFF
Ishares Trust Ishares Pfd And

ETFs
3
+ 1.82%
$30.73 - $32.26 $92.2 - $96.8
168 $5.02M
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
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