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
PPBI
Pacific Premier Bancorp Inc

Financial Services
1
+ 1.67%
$21.05 - $26.35 $21.1 - $26.4
61 $1.23M
BANC
Banc Of California, Inc.

Financial Services
1
+ 0.67%
$12.94 - $16.52 $12.9 - $16.5
150 $2.07M
IVZ
Invesco Ltd.

Financial Services
53
+ 21.46%
$14.82 - $19.34 $785 - $1.03K
300 $4.05M
ALGN
Align Technology Inc

Healthcare
7
+ 23.33%
$158.86 - $234.89 $1.11K - $1.64K
37 $6.56M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
7
+ 3.04%
$16.18 - $17.82 $113 - $125
237 $3.61M
IPAR
Inter Parfums Inc

Consumer Defensive
1
+ 6.67%
$113.87 - $144.54 $114 - $145
16 $1.72M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.42%
$47.08 - $50.67 $47.1 - $50.7
237 $11.2M
MAT
Mattel Inc

Consumer Cyclical
12
+ 6.0%
$17.73 - $21.94 $213 - $263
212 $3.23M
JHX
James Hardie Industries PLC

Basic Materials
12
+ 16.67%
$23.56 - $34.63 $283 - $416
84 $1.98M
SLGN
Silgan Holdings Inc

Consumer Cyclical
1
+ 0.45%
$48.82 - $56.15 $48.8 - $56.2
223 $11.3M
MTG
Mgic Investment Corp

Financial Services
3
+ 0.68%
$22.56 - $25.71 $67.7 - $77.1
447 $10.8M
Bgc Group Inc Cl A
2
+ 0.23%
N/A
876 $7.66M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
+ 12.74%
$203.38 - $274.79 $4.07K - $5.5K
177 $36.7M
RC
Ready Capital Corp

Real Estate
10
+ 3.82%
$4.9 - $7.05 $49 - $70.5
272 $1.21M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.63%
$25.58 - $29.24 $25.6 - $29.2
161 $4M
DKNG
Draft Kings Inc.

Consumer Cyclical
19
+ 10.33%
$33.21 - $53.49 $631 - $1.02K
203 $6.91M
Viper Energy Inc Cl A
5
+ 3.5%
N/A
148 $5.98M
Veralto Corp Com Shs
5
+ 5.32%
N/A
99 $8.96M
OTEX
Open Text Corp

Technology
15
+ 3.63%
$25.11 - $30.39 $377 - $456
428 $11.1M
NMRK
Newmark Group, Inc.

Real Estate
1
+ 0.43%
$11.84 - $14.69 $11.8 - $14.7
233 $2.52M
FIVE
Five Below, Inc

Consumer Cyclical
8
+ 12.9%
$72.25 - $103.2 $578 - $826
70 $5.19M
SHOP
Shopify Inc.

Technology
7
+ 7.95%
$90.59 - $129.31 $634 - $905
95 $8.64M
PYPL
Pay Pal Holdings, Inc.

Financial Services
196
+ 41.7%
$65.15 - $91.81 $12.8K - $18K
666 $41.6M
FDX
Fedex Corp

Industrials
26
+ 28.57%
$230.33 - $281.53 $5.99K - $7.32K
117 $24.8M
COLB
Columbia Banking System, Inc.

Financial Services
3
+ 1.52%
$23.89 - $28.84 $71.7 - $86.5
200 $4.7M
VLO
Valero Energy Corp

Energy
20
+ 16.81%
$121.76 - $142.99 $2.44K - $2.86K
139 $16M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
9
+ 21.95%
$80.4 - $106.5 $724 - $959
50 $3.49M
COIN
Coinbase Global, Inc.

Technology
6
+ 24.0%
$172.23 - $301.3 $1.03K - $1.81K
31 $6.04M
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 15.22%
$283.24 - $338.07 $1.98K - $2.37K
53 $14M
EME
Emcor Group, Inc.

Industrials
2
+ 5.26%
$361.16 - $535.99 $722 - $1.07K
40 $15.4M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.36%
$75.99 - $81.58 $76 - $81.6
279 $21.2M
ALB
Albemarle Corp

Basic Materials
25
+ 34.25%
$69.95 - $97.49 $1.75K - $2.44K
98 $5.45M
DXCM
Dexcom Inc

Healthcare
27
+ 19.29%
$67.74 - $90.75 $1.83K - $2.45K
167 $11.2M
MDB
Mongo Db, Inc.

Technology
7
+ 30.43%
$175.4 - $298.52 $1.23K - $2.09K
30 $4.88M
SQ
Block, Inc.

Technology
24
+ 27.59%
$54.04 - $92.95 $1.3K - $2.23K
111 $6.18M
HPQ
Hp Inc

Technology
64
+ 19.75%
$27.69 - $34.72 $1.77K - $2.22K
388 $9.56M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
61
+ 2.41%
$8.11 - $8.58 $495 - $523
2.59K $20.2M
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.67%
$85.55 - $94.34 $171 - $189
299 $26M
NKE
Nike, Inc.

Consumer Cyclical
35
+ 18.72%
$63.29 - $81.72 $2.22K - $2.86K
222 $12.8M
MRVL
Marvell Technology, Inc.

Technology
12
+ 26.09%
$61.57 - $126.06 $739 - $1.51K
58 $3.12M
TOST
Toast, Inc.

Technology
18
+ 3.01%
$32.61 - $41.98 $587 - $756
616 $21.5M
A
Agilent Technologies, Inc.

Healthcare
90
+ 37.5%
$116.69 - $152.6 $10.5K - $13.7K
330 $34.7M
PINS
Pinterest, Inc.

Communication Services
78
+ 16.7%
$29.79 - $40.0 $2.32K - $3.12K
545 $14M
GOOG
Alphabet Inc.

Communication Services
522
+ 22.37%
$156.06 - $207.71 $81.5K - $108K
2.86K $450M
SOFI
So Fi Technologies, Inc.

Financial Services
27
+ 5.72%
$11.18 - $18.03 $302 - $487
499 $5.86M
MEDP
Medpace Holdings, Inc.

Healthcare
3
+ 6.67%
$304.69 - $360.97 $914 - $1.08K
48 $13.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
80
+ 7.46%
$126.11 - $135.06 $10.1K - $10.8K
1.15K $140M
TRN
Trinity Industries Inc

Industrials
1
+ 0.69%
$28.06 - $39.45 $28.1 - $39.5
146 $3.58M
BLDR
Builders First Source, Inc.

Industrials
4
+ 8.33%
$122.8 - $173.51 $491 - $694
52 $6.1M
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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