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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
+ 12.74%
$203.38 - $274.79 $4.07K - $5.5K
177 $36.7M
Bgc Group Inc Cl A
2
+ 0.23%
N/A
876 $7.66M
RC
Ready Capital Corp

Real Estate
10
+ 3.82%
$4.9 - $7.05 $49 - $70.5
272 $1.21M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.63%
$25.58 - $29.24 $25.6 - $29.2
161 $4M
DKNG
Draft Kings Inc.

Consumer Cyclical
19
+ 10.33%
$33.21 - $53.49 $631 - $1.02K
203 $6.91M
Viper Energy Inc Cl A
5
+ 3.5%
N/A
148 $5.98M
Veralto Corp Com Shs
5
+ 5.32%
N/A
99 $8.96M
OTEX
Open Text Corp

Technology
15
+ 3.63%
$25.11 - $30.39 $377 - $456
428 $11.1M
NMRK
Newmark Group, Inc.

Real Estate
1
+ 0.43%
$11.84 - $14.69 $11.8 - $14.7
233 $2.52M
FIVE
Five Below, Inc

Consumer Cyclical
8
+ 12.9%
$72.25 - $103.2 $578 - $826
70 $5.19M
PYPL
Pay Pal Holdings, Inc.

Financial Services
196
+ 41.7%
$65.15 - $91.81 $12.8K - $18K
666 $41.6M
FDX
Fedex Corp

Industrials
26
+ 28.57%
$230.33 - $281.53 $5.99K - $7.32K
117 $24.8M
COLB
Columbia Banking System, Inc.

Financial Services
3
+ 1.52%
$23.89 - $28.84 $71.7 - $86.5
200 $4.7M
VLO
Valero Energy Corp

Energy
20
+ 16.81%
$121.76 - $142.99 $2.44K - $2.86K
139 $16M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
9
+ 21.95%
$80.4 - $106.5 $724 - $959
50 $3.49M
COIN
Coinbase Global, Inc.

Technology
6
+ 24.0%
$172.23 - $301.3 $1.03K - $1.81K
31 $6.04M
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 15.22%
$283.24 - $338.07 $1.98K - $2.37K
53 $14M
EME
Emcor Group, Inc.

Industrials
2
+ 5.26%
$361.16 - $535.99 $722 - $1.07K
40 $15.4M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.36%
$75.99 - $81.58 $76 - $81.6
279 $21.2M
ALB
Albemarle Corp

Basic Materials
25
+ 34.25%
$69.95 - $97.49 $1.75K - $2.44K
98 $5.45M
DXCM
Dexcom Inc

Healthcare
27
+ 19.29%
$67.74 - $90.75 $1.83K - $2.45K
167 $11.2M
MDB
Mongo Db, Inc.

Technology
7
+ 30.43%
$175.4 - $298.52 $1.23K - $2.09K
30 $4.88M
SQ
Block, Inc.

Technology
24
+ 27.59%
$54.04 - $92.95 $1.3K - $2.23K
111 $6.18M
HPQ
Hp Inc

Technology
64
+ 19.75%
$27.69 - $34.72 $1.77K - $2.22K
388 $9.56M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
61
+ 2.41%
$8.11 - $8.58 $495 - $523
2.59K $20.2M
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.67%
$85.55 - $94.34 $171 - $189
299 $26M
NKE
Nike, Inc.

Consumer Cyclical
35
+ 18.72%
$63.29 - $81.72 $2.22K - $2.86K
222 $12.8M
MRVL
Marvell Technology, Inc.

Technology
12
+ 26.09%
$61.57 - $126.06 $739 - $1.51K
58 $3.12M
TOST
Toast, Inc.

Technology
18
+ 3.01%
$32.61 - $41.98 $587 - $756
616 $21.5M
A
Agilent Technologies, Inc.

Healthcare
90
+ 37.5%
$116.69 - $152.6 $10.5K - $13.7K
330 $34.7M
PINS
Pinterest, Inc.

Communication Services
78
+ 16.7%
$29.79 - $40.0 $2.32K - $3.12K
545 $14M
GOOG
Alphabet Inc.

Communication Services
522
+ 22.37%
$156.06 - $207.71 $81.5K - $108K
2.86K $450M
SOFI
So Fi Technologies, Inc.

Financial Services
27
+ 5.72%
$11.18 - $18.03 $302 - $487
499 $5.86M
MEDP
Medpace Holdings, Inc.

Healthcare
3
+ 6.67%
$304.69 - $360.97 $914 - $1.08K
48 $13.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
80
+ 7.46%
$126.11 - $135.06 $10.1K - $10.8K
1.15K $140M
TRN
Trinity Industries Inc

Industrials
1
+ 0.69%
$28.06 - $39.45 $28.1 - $39.5
146 $3.58M
BLDR
Builders First Source, Inc.

Industrials
4
+ 8.33%
$122.8 - $173.51 $491 - $694
52 $6.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
24
+ 10.13%
$333.37 - $384.99 $8K - $9.24K
261 $85M
CCL
Carnival Corp

Consumer Cyclical
31
+ 7.03%
$19.08 - $28.49 $591 - $883
472 $8.72M
TGT
Target Corp

Consumer Defensive
28
+ 26.92%
$103.65 - $142.5 $2.9K - $3.99K
132 $12.2M
GLOB
Globant S.A.

Technology
9
+ 23.08%
$117.72 - $228.73 $1.06K - $2.06K
48 $5.39M
DHR
Danaher Corp

Healthcare
69
+ 22.92%
$201.62 - $250.59 $13.9K - $17.3K
370 $72.6M
Invesco Global Listed Private Equity ETF
1
+ 0.27%
N/A
376 $23.2M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 10.49%
$183.02 - $207.75 $5.12K - $5.82K
295 $51.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
32
+ 6.71%
$81.62 - $96.63 $2.61K - $3.09K
509 $41M
VNO
Vornado Realty Trust

Real Estate
6
+ 0.92%
$35.4 - $43.26 $212 - $260
660 $23.1M
ACN
Accenture PLC

Technology
31
+ 18.67%
$300.91 - $398.25 $9.33K - $12.3K
197 $56.8M
AMD
Advanced Micro Devices Inc

Technology
19
+ 6.44%
$96.63 - $129.55 $1.84K - $2.46K
314 $28.4M
CG
Carlyle Group Inc.

Financial Services
65
+ 13.89%
$40.03 - $56.96 $2.6K - $3.7K
533 $19.5M
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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