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
SBUX
Starbucks Corp

Consumer Cyclical
243
+ 97.2%
$91.75 - $115.81 $22.3K - $28.1K
493 $40.8M
Ishares International Dividend Active ETF
621
New
N/A
621 $15.8M
AOA
Ishares Tr Core Aggressive All

ETFs
874
+ 6.2%
$75.7 - $80.01 $66.2K - $69.9K
15K $1.12B
DE
Deere & CO

Industrials
36
+ 116.13%
$408.57 - $509.27 $14.7K - $18.3K
67 $30.6M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
187
+ 45.72%
$120.24 - $134.3 $22.5K - $25.1K
596 $69.5M
AMT
American Tower Corp

Real Estate
71
+ 338.1%
$173.46 - $217.6 $12.3K - $15.4K
92 $19.6M
CME
Cme Group Inc.

Financial Services
55
+ 122.22%
$225.82 - $266.54 $12.4K - $14.7K
100 $26.1M
ABC
Amerisourcebergen Corp

Healthcare
48
+ 106.67%
N/A
93 $26.5M
Unusual Whales Subversive Democratic Trading ETF
613
+ 44.71%
N/A
1.98K $69.4M
MNST
Monster Beverage Corp

Consumer Defensive
133
+ 18.6%
$46.16 - $58.58 $6.14K - $7.79K
848 $50.1M
STN
Stantec Inc

Industrials
168
+ 579.31%
$74.62 - $89.33 $12.5K - $15K
197 $17.1M
CDNS
Cadence Design Systems Inc

Technology
57
+ 203.57%
$233.96 - $324.52 $13.3K - $18.5K
85 $22.6M
MMM
3 M CO

Industrials
119
+ 92.25%
$129.7 - $155.12 $15.4K - $18.5K
248 $33.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
251
New
$58.81 - $68.2 $14.8K - $17.1K
251 $14.2M
PEP
Pepsico Inc

Consumer Defensive
143
+ 28.26%
$142.64 - $156.42 $20.4K - $22.4K
649 $92.3M
BK
Bank Of New York Mellon Corp

Financial Services
196
+ 100.0%
$75.42 - $88.95 $14.8K - $17.4K
392 $30.5M
NICE
Nice Ltd.

Technology
90
+ 1800.0%
$139.18 - $178.5 $12.5K - $16.1K
95 $14.4M
STE
Steris PLC

Healthcare
60
+ 315.79%
$202.46 - $232.74 $12.1K - $14K
79 $17.7M
FNF
Fidelity National Financial, Inc.

Financial Services
212
+ 209.9%
$54.25 - $65.27 $11.5K - $13.8K
313 $19.4M
EXC
Exelon Corp

Utilities
129
+ 10.76%
$37.3 - $46.08 $4.81K - $5.94K
1.33K $62.2M
CTRA
Coterra Energy Inc.

Energy
555
+ 175.63%
$25.51 - $29.83 $14.2K - $16.6K
871 $22.1M
USB
Us Bancorp \De\

Financial Services
420
+ 117.98%
$40.92 - $50.9 $17.2K - $21.4K
776 $30.7M
ACGL
Arch Capital Group Ltd.

Financial Services
141
+ 327.91%
$88.13 - $96.94 $12.4K - $13.7K
184 $17M
CPNG
Coupang, Inc.

Consumer Cyclical
564
+ 1944.83%
$21.34 - $25.52 $12K - $14.4K
593 $13.4M
MTB
M&T Bank Corp

Financial Services
77
+ 1540.0%
$170.47 - $201.98 $13.1K - $15.6K
82 $13.6M
JCI
Johnson Controls International PLC

Industrials
155
+ 74.52%
$76.12 - $90.6 $11.8K - $14K
363 $28.4M
EQH
Equitable Holdings, Inc.

Financial Services
535
+ 16.25%
$47.64 - $55.68 $25.5K - $29.8K
3.83K $187M
GDDY
Go Daddy Inc.

Technology
79
+ 123.44%
$172.13 - $214.35 $13.6K - $16.9K
143 $25.5M
WTFC
Wintrust Financial Corp

Financial Services
113
New
$107.76 - $136.92 $12.2K - $15.5K
113 $12.2M
Jacobs Solutions Inc Com
104
+ 742.86%
N/A
118 $14.1M
QBTS
D Wave Quantum Inc.

Technology
1.7K
New
$3.83 - $11.18 $6.51K - $19K
1.7K $12.1M
MELI
Mercadolibre Inc

Consumer Cyclical
4
+ 33.33%
$1739.0 - $2260.0 $6.96K - $9.04K
16 $34.2M
Qiagen Nv Com Shs
285
New
N/A
285 $12.1M
RTX
Raytheon Technologies Corp

Industrials
112
+ 35.56%
$114.1 - $135.66 $12.8K - $15.2K
427 $51.4M
MSCI
Msci Inc.

Financial Services
23
+ 460.0%
$541.46 - $628.34 $12.5K - $14.5K
28 $14.9M
PAYX
Paychex Inc

Industrials
83
+ 518.75%
$136.06 - $154.52 $11.3K - $12.8K
99 $14.2M
STZ
Constellation Brands, Inc.

Consumer Defensive
63
+ 3150.0%
$161.05 - $222.93 $10.1K - $14K
65 $12.2M
UL
Unilever PLC

Consumer Defensive
170
+ 124.09%
$54.72 - $60.29 $9.3K - $10.2K
307 $19.7M
CI
Cigna Corp

Healthcare
34
+ 425.0%
$274.49 - $329.0 $9.33K - $11.2K
42 $14.1M
HLNE
Hamilton Lane Inc

Financial Services
79
New
$137.87 - $170.18 $10.9K - $13.4K
79 $11.4M
HYGW
Ishares Tr High Yield Corporat
366
New
N/A
366 $11.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
114
+ 19.93%
$95.85 - $99.25 $10.9K - $11.3K
686 $67.1M
BR
Broadridge Financial Solutions, Inc.

Technology
48
+ 126.32%
$221.46 - $244.83 $10.6K - $11.8K
86 $20.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
325
+ 855.26%
$32.74 - $36.2 $10.6K - $11.8K
363 $12.5M
TMUS
T Mobile Us, Inc.

Communication Services
39
+ 177.27%
$211.3 - $272.83 $8.24K - $10.6K
61 $15.8M
NLOK
Norton Life Lock Inc.

Technology
445
New
N/A
445 $10.9M
RSG
Republic Services, Inc.

Industrials
38
+ 55.88%
$200.09 - $242.16 $7.6K - $9.2K
106 $25.6M
IYW
Ishares Dj Us Tech ETF

ETFs
163
+ 32.34%
$140.44 - $166.79 $22.9K - $27.2K
667 $90M
ZTS
Zoetis Inc.

Healthcare
88
+ 79.28%
$156.48 - $175.67 $13.8K - $15.5K
199 $30M
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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