Cornerstone Planning Group LLC Purchases in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.2%
$73.7 - $90.98 $73.7 - $91
510 $47.3M
HWM
Howmet Aerospace Inc.

Industrials
21
+ 40.38%
$112.33 - $186.13 $2.36K - $3.91K
73 $13.1M
LYV
Live Nation Entertainment, Inc.

Communication Services
20
+ 11.56%
$118.81 - $151.28 $2.38K - $3.03K
193 $29M
Brookfield Corp Cl A LTD Vt Sh
72
+ 81.82%
N/A
160 $10.7M
STN
Stantec Inc

Industrials
11
+ 5.58%
$78.92 - $109.58 $868 - $1.21K
208 $23.2M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 5.56%
$497.13 - $827.94 $497 - $828
19 $16.5M
BTI
British American Tobacco P.L.C.

Consumer Defensive
64
+ 35.36%
$39.43 - $49.34 $2.52K - $3.16K
245 $13.7M
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 1.41%
$205.81 - $234.23 $412 - $468
144 $35.9M
FDVV
Fidelity High Dividend ETF

ETFs
110
New
$43.6 - $52.02 $4.8K - $5.72K
110 $5.89M
VRT
Vertiv Holdings CO

Industrials
21
+ 45.65%
N/A
67 $9.3M
SQ
Block, Inc.

Technology
45
+ 40.54%
N/A
156 $11.7M
NEM
Newmont Corp

Basic Materials
55
+ 43.31%
$44.18 - $59.46 $2.43K - $3.27K
182 $12.2M
QLC
Flexshares Tr Us Quality Large

ETFs
1
+ 0.2%
$56.84 - $71.22 $56.8 - $71.2
491 $35.5M
EBAY
Ebay Inc

Consumer Cyclical
16
+ 10.0%
$59.52 - $79.36 $952 - $1.27K
176 $16.1M
BIIB
Biogen Inc.

Healthcare
38
+ 271.43%
$113.38 - $135.49 $4.31K - $5.15K
52 $6.91M
TTAC
Fcf Us Quality ETF

ETFs
1
+ 0.13%
$68.45 - $70.76 $68.5 - $70.8
797 $54.6M
FDX
Fedex Corp

Industrials
18
+ 15.38%
$198.07 - $245.17 $3.57K - $4.41K
135 $30M
CPNG
Coupang, Inc.

Consumer Cyclical
26
+ 4.38%
$19.76 - $30.81 $514 - $801
619 $18.5M
TXN
Texas Instruments Inc

Technology
11
+ 12.09%
N/A
102 $18.9M
NRG
Nrg Energy, Inc.

Utilities
8
+ 15.38%
$83.61 - $162.67 $669 - $1.3K
60 $10.3M
EQT
Eqt Corp

Energy
94
+ 284.85%
$46.11 - $60.44 $4.33K - $5.68K
127 $6.57M
BMO
Bank Of Montreal

Financial Services
35
+ 60.34%
$87.54 - $110.63 $3.06K - $3.87K
93 $10.4M
PWR
Quanta Services, Inc.

Industrials
8
+ 53.33%
$239.47 - $381.26 $1.92K - $3.05K
23 $8.95M
Xtrackers Semiconductor Select Equity ETF
141
New
N/A
141 $4.78M
CCJ
Cameco Corp

Energy
30
+ 40.0%
$36.68 - $74.46 $1.1K - $2.23K
105 $7.83M
CM
Canadian Imperial Bank Of Commerce

Financial Services
53
+ 86.89%
$54.6 - $70.83 $2.89K - $3.75K
114 $8.26M
MPC
Marathon Petroleum Corp

Energy
21
+ 72.41%
$118.55 - $170.08 $2.49K - $3.57K
50 $8.45M
BNS
Bank Of Nova Scotia

Financial Services
66
+ 58.93%
$44.56 - $55.27 $2.94K - $3.65K
178 $9.9M
MRVL
Marvell Technology, Inc.

Technology
41
+ 70.69%
$49.38 - $79.97 $2.02K - $3.28K
99 $7.59M
ALL
Allstate Corp

Financial Services
9
+ 3.88%
$180.53 - $212.64 $1.62K - $1.91K
241 $49.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
78
+ 12.56%
$35.9 - $43.76 $2.8K - $3.41K
699 $29.3M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10
+ 26.32%
$201.28 - $266.34 $2.01K - $2.66K
48 $12.5M
NEE
Nextera Energy Inc

Utilities
17
+ 2.14%
$64.11 - $75.0 $1.09K - $1.28K
812 $57.8M
ADSK
Autodesk, Inc.

Technology
7
+ 11.67%
N/A
67 $20M
NDAQ
Nasdaq, Inc.

Financial Services
15
+ 12.71%
$66.4 - $89.42 $996 - $1.34K
133 $12.8M
DLR
Digital Realty Trust, Inc.

Real Estate
9
+ 7.44%
$136.11 - $177.69 $1.22K - $1.6K
130 $22.4M
TFC
Truist Financial Corp

Financial Services
80
+ 76.92%
$34.79 - $42.99 $2.78K - $3.44K
184 $7.99M
CME
Cme Group Inc.

Financial Services
6
+ 6.0%
$252.37 - $290.71 $1.51K - $1.74K
106 $30.2M
AOK
Ishares Tr Core Conservative A

ETFs
45
+ 3.98%
$36.09 - $39.07 $1.62K - $1.76K
1.18K $46M
WDC
Western Digital Corp

Technology
20
+ 30.3%
$30.54 - $63.99 $611 - $1.28K
86 $6.53M
AWK
American Water Works Company, Inc.

Utilities
30
+ 66.67%
$133.82 - $151.96 $4.01K - $4.56K
75 $10.7M
ING
Ing Groep Nv

Financial Services
118
+ 35.33%
$16.62 - $21.98 $1.96K - $2.59K
452 $10.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 1.61%
$321.63 - $509.31 $322 - $509
63 $27.8M
FIS
Fidelity National Information Services, Inc.

Technology
58
+ 134.88%
$68.14 - $82.13 $3.95K - $4.76K
101 $7.29M
MCHP
Microchip Technology Inc

Technology
37
+ 67.27%
$35.34 - $71.6 $1.31K - $2.65K
92 $6.18M
EW
Edwards Lifesciences Corp

Healthcare
16
+ 5.5%
$67.07 - $78.22 $1.07K - $1.25K
307 $24.3M
A
Agilent Technologies, Inc.

Healthcare
4
+ 1.21%
$99.29 - $120.52 $397 - $482
334 $38.4M
WDS
Woodside Energy Group LTD

Energy
162
+ 76.78%
$11.5 - $16.77 $1.86K - $2.72K
373 $6.42M
Tempus Ai Inc Cl A
64
New
N/A
64 $3.7M
Activity Summary
Buys All Purchases 663 New Holdings 168 Increased Positions 495 Sells All Sells 514 Reductions 514 Sold out 0 Options Calls 0 Puts 0
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