Cornerstone Planning Group LLC Incresed Positions in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPAM
Epam Systems, Inc.

Technology
2
+ 100.0%
N/A
4 $597K
CNP
Centerpoint Energy Inc

Utilities
5
+ 8.2%
$35.5 - $39.05 $178 - $195
66 $2.57M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6
+ 2.53%
$13.96 - $16.51 $83.8 - $99.1
243 $3.9M
CIVI
Civitas Resources, Inc.

Energy
10
+ 200.0%
$24.28 - $35.09 $243 - $351
15 $428K
MAA
Mid America Apartment Communities Inc.

Real Estate
3
+ 37.5%
$145.91 - $168.0 $438 - $504
11 $1.56M
ZM
Zoom Video Communications, Inc.

Technology
4
+ 100.0%
$66.7 - $84.62 $267 - $338
8 $574K
AFG
American Financial Group Inc

Financial Services
5
+ 6.02%
$116.9 - $132.12 $585 - $661
88 $10.9M
CWST
Casella Waste Systems Inc

Industrials
3
+ 150.0%
$103.78 - $120.37 $311 - $361
5 $496K
MKC
Mccormick & CO Inc

Consumer Defensive
5
+ 41.67%
$71.11 - $82.25 $356 - $411
17 $1.19M
STLD
Steel Dynamics Inc

Basic Materials
2
+ 22.22%
N/A
11 $1.36M
ELS
Equity Lifestyle Properties Inc

Real Estate
4
+ 50.0%
$61.46 - $68.02 $246 - $272
12 $745K
UPS
United Parcel Service Inc

Industrials
27
+ 13.37%
$91.92 - $110.2 $2.48K - $2.98K
229 $19.9M
EXEL
Exelixis, Inc.

Healthcare
6
+ 54.55%
$34.13 - $46.26 $205 - $278
17 $637K
EQNR
Equinor Asa

Energy
5
+ 11.9%
$22.04 - $28.08 $110 - $140
47 $1.18M
LSCC
Lattice Semiconductor Corp

Technology
1
+ 7.69%
$37.84 - $56.0 $37.8 - $56
14 $786K
MOS
Mosaic CO

Basic Materials
4
+ 50.0%
$22.76 - $36.95 $91 - $148
12 $428K
CPB
Campbell Soup CO

Consumer Defensive
7
+ 87.5%
$30.65 - $39.9 $215 - $279
15 $489K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.51%
$22.68 - $23.28 $45.4 - $46.6
395 $9.17M
MDIV
First Trust Multi Asset Divers

ETFs
6
+ 1.86%
$14.96 - $16.41 $89.8 - $98.5
328 $5.24M
WAFD
Washington Federal Inc

Financial Services
1
+ 1.49%
$24.48 - $30.05 $24.5 - $30.1
68 $2.01M
GUNR
Flexshares Tr Morningstar Glob

ETFs
1
+ 3.7%
$33.77 - $41.16 $33.8 - $41.2
28 $1.13M
IFF
International Flavors & Fragrances Inc

Basic Materials
2
+ 20.0%
$66.85 - $79.33 $134 - $159
12 $847K
RINF
Proshares Trust Inflation Expe

ETFs
11
+ 0.8%
$31.77 - $33.31 $349 - $366
1.39K $45M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
2
+ 3.7%
$8.72 - $10.05 $17.4 - $20.1
56 $570K
TFLO
Ishares Treasury Floating Rate

ETFs
1
+ 0.63%
$50.47 - $50.66 $50.5 - $50.7
160 $8.09M
CUBE
Cube Smart

Real Estate
1
+ 1.39%
$35.88 - $43.68 $35.9 - $43.7
73 $2.89M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1
+ 2.56%
$50.1 - $51.02 $50.1 - $51
40 $2.02M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
2
+ 10.0%
$23.18 - $30.7 $46.4 - $61.4
22 $554K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1
+ 3.13%
$28.21 - $28.85 $28.2 - $28.9
33 $937K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1
+ 8.33%
$21.85 - $22.76 $21.9 - $22.8
13 $289K
RC
Ready Capital Corp

Real Estate
16
+ 5.88%
$4.13 - $5.15 $66.1 - $82.4
288 $1.2M
BAX
Baxter International Inc

Healthcare
3
+ 9.68%
$27.8 - $34.02 $83.4 - $102
34 $777K
DEO
Diageo PLC

Consumer Defensive
2
+ 5.13%
$99.86 - $115.75 $200 - $232
41 $4.17M
HLN
Haleon PLC

Healthcare
53
+ 7.44%
$9.27 - $11.41 $491 - $605
765 $7.1M
KXI
Ishares Tr Global Consumer Sta

ETFs
3
+ 1.08%
$60.73 - $67.45 $182 - $202
280 $18.1M
NOK
Nokia Corp

Technology
63
+ 9.91%
$4.65 - $5.43 $293 - $342
699 $2.86M
CB
Chubb LTD

Financial Services
2
+ 3.17%
$274.32 - $302.46 $549 - $605
65 $17.4M
RE
Everest Re Group LTD

Financial Services
3
+ 5.0%
N/A
63 $20.8M
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 3.28%
$220.99 - $268.54 $442 - $537
63 $15.1M
PSA
Public Storage

Real Estate
1
+ 1.3%
$266.31 - $309.77 $266 - $310
78 $21.9M
G
Genpact LTD

Technology
8
+ 1.4%
$40.65 - $50.56 $325 - $404
581 $24.6M
ED
Consolidated Edison Inc

Utilities
4
+ 0.78%
$98.05 - $113.3 $392 - $453
516 $53.8M
CTSH
Cognizant Technology Solutions Corp

Technology
11
+ 0.26%
$66.47 - $81.81 $731 - $900
4.24K $297M
FISV
Fiserv Inc

Technology
6
+ 1.95%
N/A
314 $42.2M
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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