Cornerstone Planning Group LLC Incresed Positions in Q1 2025

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
63.8K
+ 5.99%
$47.4 - $52.99 $3.02M - $3.38M
1.13M $58.3B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.3K
+ 3.99%
$73.78 - $76.59 $1.35M - $1.4M
476K $36.1B
AMZN
Amazon Com Inc

Consumer Cyclical
7.56K
+ 135.48%
$190.26 - $242.06 $1.44M - $1.83M
13.1K $2.37B
REZ
Ishares Tr Residential And Mul

ETFs
10.1K
+ 7.12%
$78.21 - $88.48 $787K - $890K
151K $12.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.51K
+ 97.49%
$551.42 - $612.93 $835K - $928K
3.07K $1.64B
FEMS
First Trust Emerging Markets S

ETFs
25K
+ 8.74%
$36.09 - $39.16 $901K - $978K
311K $11.3B
MSFT
Microsoft Corp

Technology
1.92K
+ 73.08%
$375.39 - $447.2 $720K - $857K
4.54K $1.7B
NVDA
Nvidia Corp

Technology
6.71K
+ 30.93%
$106.98 - $149.43 $718K - $1M
28.4K $2.92B
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 272.1%
$271.18 - $303.12 $362K - $405K
1.83K $481M
LLY
Eli Lilly & CO

Healthcare
325
+ 303.74%
$725.72 - $929.72 $236K - $302K
432 $358M
NFLX
Netflix Inc

Communication Services
189
+ 151.2%
$828.4 - $1058.6 $157K - $200K
314 $330M
CMCSA
Comcast Corp

Communication Services
5.34K
+ 544.04%
$33.19 - $38.23 $177K - $204K
6.32K $218M
IVV
Ishares Core S&P 500 ETF

ETFs
414
+ 56.79%
$554.06 - $615.85 $229K - $255K
1.14K $615M
V
Visa Inc.

Financial Services
522
+ 103.57%
$306.92 - $362.71 $160K - $189K
1.03K $343M
T
At&T Inc.

Communication Services
5.57K
+ 100.38%
$21.56 - $28.28 $120K - $157K
11.1K $302M
BNDX
Vanguard Total International B

ETFs
3.33K
+ 67.15%
$48.33 - $49.5 $161K - $165K
8.28K $408M
XOM
Exxon Mobil Corp

Energy
1.6K
+ 53.9%
$105.44 - $118.93 $169K - $191K
4.58K $492M
PG
Procter & Gamble CO

Consumer Defensive
975
+ 124.2%
$158.56 - $176.26 $155K - $172K
1.76K $292M
META
Meta Platforms, Inc.

Communication Services
587
+ 54.25%
$576.36 - $736.67 $338K - $432K
1.67K $868M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.05K
+ 10794.74%
$71.17 - $73.66 $146K - $151K
2.07K $150M
AVGO
Broadcom Inc.

Technology
996
+ 83.49%
$167.43 - $244.7 $167K - $244K
2.19K $387M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.15K
+ 1213.68%
$114.57 - $118.14 $132K - $136K
1.25K $147M
COST
Costco Wholesale Corp

Consumer Defensive
138
+ 126.61%
$890.62 - $1076.86 $123K - $149K
247 $241M
MUB
Ishares National Muni Bond ETF

ETFs
1.32K
+ 60.74%
$104.71 - $107.69 $138K - $142K
3.49K $361M
VIG
Vanguard Dividend Appreciation

ETFs
690
+ 431.25%
N/A
850 $158M
WMT
Walmart Inc.

Consumer Defensive
1.34K
+ 57.66%
$84.5 - $105.05 $114K - $141K
3.68K $349M
EXPE
Expedia Group, Inc.

Consumer Cyclical
765
+ 25500.0%
$157.11 - $206.52 $120K - $158K
768 $120M
PM
Philip Morris International Inc.

Consumer Defensive
565
+ 97.25%
$117.15 - $158.79 $66.2K - $89.7K
1.15K $193M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.89K
+ 64.98%
$21.23 - $23.75 $146K - $164K
17.5K $360M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.48K
+ 255.42%
$69.87 - $75.62 $104K - $112K
2.07K $152M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.39K
+ 61.57%
$77.7 - $78.94 $108K - $110K
3.66K $287M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.48K
+ 246.51%
$56.51 - $62.98 $83.9K - $93.5K
2.09K $127M
VZ
Verizon Communications Inc

Communication Services
2.02K
+ 87.31%
$37.81 - $46.49 $76.2K - $93.7K
4.33K $185M
XLV
Select Sector Spdr Fund Health

ETFs
686
+ 214.37%
$137.61 - $149.68 $94.4K - $103K
1.01K $136M
MA
Mastercard Inc

Financial Services
171
+ 122.14%
$504.67 - $576.31 $86.3K - $98.5K
311 $165M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.05K
+ 37.71%
$76.94 - $78.28 $80.9K - $82.3K
3.84K $300M
BX
Blackstone Inc.

Financial Services
671
+ 1137.29%
$136.53 - $186.74 $91.6K - $125K
730 $92.7M
KO
Coca Cola CO

Consumer Defensive
834
+ 45.18%
$60.81 - $72.32 $50.7K - $60.3K
2.68K $196M
INTU
Intuit Inc

Technology
133
+ 177.33%
$555.63 - $630.23 $73.9K - $83.8K
208 $124M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 7.66%
$442.66 - $534.52 $28.3K - $34.2K
899 $474M
ABBV
Abb Vie Inc.

Healthcare
432
+ 27.48%
$169.2 - $216.66 $73.1K - $93.6K
2K $355M
PANW
Palo Alto Networks Inc

Technology
493
+ 130.08%
$167.82 - $208.28 $82.7K - $103K
872 $147M
XLF
Financial Sector Spdr

ETFs
1.63K
+ 197.57%
$47.32 - $52.19 $76.9K - $84.9K
2.45K $117M
ABNB
Airbnb, Inc.

Consumer Cyclical
627
+ 1045.0%
$119.38 - $161.42 $74.9K - $101K
687 $81.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.62K
+ 70.77%
$42.5 - $46.71 $68.7K - $75.5K
3.9K $173M
IEF
Ishares Barclays

ETFs
772
+ 897.67%
$91.17 - $95.39 $70.4K - $73.6K
858 $80.9M
XLK
Technology Sector Spdr

ETFs
444
+ 85.88%
$206.38 - $242.18 $91.6K - $108K
961 $190M
MO
Altria Group, Inc.

Consumer Defensive
1.07K
+ 83.28%
$50.81 - $60.02 $54.2K - $64K
2.35K $137M
Ge Vernova Inc Com
197
+ 312.7%
N/A
260 $87.4M
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
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email