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
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 200.0%
$4295.4 - $5141.88 $34.4K - $41.1K
12 $56.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
330
+ 611.11%
$120.29 - $134.6 $39.7K - $44.4K
384 $44.8M
AZN
Astrazeneca PLC

Healthcare
554
+ 392.91%
$65.37 - $77.96 $36.2K - $43.2K
695 $47.6M
SHEL
Shell PLC

Energy
581
+ 347.9%
$62.84 - $73.29 $36.5K - $42.6K
748 $48.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
172
+ 124.64%
$208.48 - $244.03 $35.9K - $42K
310 $67.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
92
New
$408.78 - $448.82 $37.6K - $41.3K
92 $36.4M
MDT
Medtronic PLC

Healthcare
456
+ 205.41%
$79.84 - $94.5 $36.4K - $43.1K
678 $56.8M
AEE
Ameren Corp

Utilities
358
+ 586.89%
$86.87 - $103.67 $31.1K - $37.1K
419 $41.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
66
+ 111.86%
$402.49 - $513.76 $26.6K - $33.9K
125 $61.6M
AIQ
Global X Funds Global X Artifi

ETFs
1K
New
$36.38 - $42.77 $36.4K - $42.8K
1K $35.1M
IYE
Ishares Tr

ETFs
816
+ 632.56%
$45.23 - $49.95 $36.9K - $40.8K
945 $40.6M
USXF
Ishares Esg Advanced Msci Usa

Technology
764
New
$46.38 - $52.65 $35.4K - $40.2K
764 $34.3M
MCD
Mcdonalds Corp

Consumer Cyclical
84
+ 29.68%
$279.74 - $321.29 $23.5K - $27K
367 $117M
PRU
Prudential Financial Inc

Financial Services
427
+ 83.56%
$105.04 - $122.33 $44.9K - $52.2K
938 $95.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
23
+ 127.78%
$1187.71 - $1432.58 $27.3K - $32.9K
41 $56.6M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
715
New
$46.18 - $47.84 $33K - $34.2K
715 $33.5M
GOOGL
Alphabet Inc.

Communication Services
772
+ 32.42%
$154.33 - $206.19 $119K - $159K
3.15K $490M
EMGF
Ishares Msci Emerging Markets

ETFs
717
New
$44.18 - $48.23 $31.7K - $34.6K
717 $33.1M
XLY
Select Sector Spdr Consumer Di

ETFs
215
+ 106.97%
$192.6 - $233.2 $41.4K - $50.1K
416 $79.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
497
+ 37.74%
$66.9 - $71.57 $33.2K - $35.6K
1.81K $123M
VXF
Vanguard Extended Market ETF

ETFs
257
+ 67.99%
$170.36 - $201.04 $43.8K - $51.7K
635 $105M
ORCL
Oracle Corp

Technology
313
+ 75.24%
$139.81 - $186.47 $43.8K - $58.4K
729 $95.8M
LHX
L3 Harris Technologies, Inc.

Industrials
139
+ 323.26%
$194.65 - $222.86 $27.1K - $31K
182 $39.4M
DGRO
Ishares Core Dividend Growth E

ETFs
504
New
$60.46 - $64.42 $30.5K - $32.5K
504 $29.6M
ETN
Eaton Corp PLC

Industrials
128
+ 79.5%
$271.83 - $371.23 $34.8K - $47.5K
289 $79.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
541
+ 208.08%
$59.61 - $66.71 $32.2K - $36.1K
801 $46.4M
CBOE
Cboe Global Markets, Inc.

Financial Services
139
+ 4633.33%
$190.84 - $226.29 $26.5K - $31.5K
142 $30M
OEF
Ishares S&P 100 ETF

ETFs
115
+ 958.33%
N/A
127 $32.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
365
+ 70.33%
$56.12 - $68.15 $20.5K - $24.9K
884 $59.6M
RELX
Relx PLC

Communication Services
530
+ 325.15%
$45.34 - $51.91 $24K - $27.5K
693 $36.5M
UBER
Uber Technologies, Inc

Technology
333
+ 44.64%
$63.17 - $81.49 $21K - $27.1K
1.08K $79.6M
G
Genpact LTD

Technology
573
New
$42.88 - $55.54 $24.6K - $31.8K
573 $27.2M
SAP
Sap Se

Technology
101
+ 108.6%
$241.4 - $293.69 $24.4K - $29.7K
194 $52.7M
CL
Colgate Palmolive CO

Consumer Defensive
287
+ 1913.33%
$85.68 - $97.5 $24.6K - $28K
302 $28.4M
DOX
Amdocs LTD

Technology
313
New
$82.21 - $92.02 $25.7K - $28.8K
313 $26.6M
CSCO
Cisco Systems, Inc.

Technology
541
+ 50.94%
$58.74 - $64.87 $31.8K - $35.1K
1.6K $89.2M
RACE
Ferrari N.V.

Consumer Cyclical
59
+ 140.48%
$413.73 - $508.15 $24.4K - $30K
101 $44.6M
DSI
Ishares Msci Kld 400 Social Et

ETFs
268
New
$101.98 - $115.66 $27.3K - $31K
268 $26.3M
SHW
Sherwin Williams CO

Basic Materials
96
+ 48.98%
$330.16 - $365.55 $31.7K - $35.1K
292 $96.8M
U
Unity Software Inc.

Technology
1.21K
+ 30300.0%
$19.44 - $28.34 $23.6K - $34.3K
1.22K $25.5M
PH
Parker Hannifin Corp

Industrials
49
+ 116.67%
$591.65 - $707.05 $29K - $34.6K
91 $52.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
621
New
$36.91 - $41.03 $22.9K - $25.5K
621 $25M
SPOT
Spotify Technology S.A.

Communication Services
41
+ 512.5%
$457.79 - $648.32 $18.8K - $26.6K
49 $29M
APP
App Lovin Corp

Technology
107
+ 428.0%
$238.08 - $510.13 $25.5K - $54.6K
132 $33.3M
Blackrock Inc Com
36
+ 65.45%
N/A
91 $81M
NVO
Novo Nordisk A S

Healthcare
533
+ 172.49%
$69.3 - $90.95 $36.9K - $48.5K
842 $51.6M
IBN
Icici Bank LTD

Financial Services
727
+ 1253.45%
$27.55 - $31.67 $20K - $23K
785 $26.1M
WFC
Wells Fargo & Company

Financial Services
475
+ 61.13%
$66.78 - $81.42 $31.7K - $38.7K
1.25K $85.1M
WTW
Willis Towers Watson PLC

Financial Services
75
+ 750.0%
$306.61 - $340.78 $23K - $25.6K
85 $27.7M
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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