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
LOW
Lowes Companies Inc

Consumer Cyclical
24
+ 10.21%
$222.66 - $268.42 $5.34K - $6.44K
259 $56.5M
CARR
Carrier Global Corp

Industrials
10
+ 1.2%
$62.07 - $70.55 $621 - $706
845 $49.5M
PHM
Pultegroup Inc

Consumer Cyclical
13
+ 2.62%
$101.09 - $118.51 $1.31K - $1.54K
509 $51.4M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
438
+ 1.74%
$23.58 - $24.02 $10.3K - $10.5K
25.7K $597M
VAW
Vanguard Materials ETF

ETFs
2
+ 0.37%
$185.71 - $202.46 $371 - $405
536 $96.5M
RPM
Rpm International Inc

Basic Materials
27
+ 5.3%
$114.03 - $128.31 $3.08K - $3.46K
536 $55.6M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
10
+ 0.84%
$49.34 - $55.91 $493 - $559
1.2K $56.8M
UAL
United Airlines Holdings, Inc.

Industrials
20
+ 6.58%
$69.05 - $110.52 $1.38K - $2.21K
324 $22M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
20
+ 1.65%
$61.55 - $71.27 $1.23K - $1.43K
1.23K $73.4M
APO
Apollo Global Management, Inc.

Financial Services
69
+ 12.64%
$126.01 - $172.06 $8.69K - $11.9K
615 $77.8M
Ishares Ethereum Trust ETF
1.05K
+ 31.1%
N/A
4.43K $60M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.26%
$57.21 - $65.8 $343 - $395
2.31K $128M
VOE
Vanguard Mid Cap Value Index F

ETFs
34
+ 1.83%
$156.61 - $168.02 $5.32K - $5.71K
1.9K $290M
JPM
Jpmorgan Chase & CO

Financial Services
419
+ 8.54%
$225.19 - $279.95 $94.4K - $117K
5.33K $1.28B
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
42
+ 1.62%
$106.44 - $113.12 $4.47K - $4.75K
2.63K $270M
PEY
Invesco Exchange Traded Fd Tr

ETFs
65
+ 0.64%
$20.82 - $22.08 $1.35K - $1.44K
10.2K $201M
FNB
Fnb Corp

Financial Services
92
+ 0.88%
$13.08 - $15.95 $1.2K - $1.47K
10.5K $138M
ISMD
Northern Lts Fd Tr Iv

ETFs
16
+ 0.39%
$33.87 - $38.9 $542 - $622
4.14K $132M
HD
Home Depot, Inc.

Consumer Cyclical
123
+ 11.7%
$347.25 - $424.87 $42.7K - $52.3K
1.17K $419M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
25
+ 3.56%
$254.58 - $302.92 $6.36K - $7.57K
728 $179M
XLRE
Select Sector Spdr Tr Real Est

ETFs
388
+ 1.31%
$39.18 - $43.52 $15.2K - $16.9K
30.1K $1.22B
SRE
Sempra Energy

Utilities
72
+ 1.86%
$67.85 - $87.67 $4.89K - $6.31K
3.94K $289M
LMT
Lockheed Martin Corp

Industrials
21
+ 1.98%
$423.19 - $506.29 $8.89K - $10.6K
1.08K $502M
AMP
Ameriprise Financial Inc

Financial Services
10
+ 2.02%
$472.29 - $575.13 $4.72K - $5.75K
505 $238M
CTSH
Cognizant Technology Solutions Corp

Technology
23
+ 0.55%
$75.32 - $90.7 $1.73K - $2.09K
4.23K $301M
KKR
Kkr & Co. Inc.

Financial Services
37
+ 4.29%
$108.17 - $167.07 $4K - $6.18K
899 $96M
FITB
Fifth Third Bancorp

Financial Services
461
+ 7.36%
$37.48 - $44.96 $17.3K - $20.7K
6.73K $236M
XLE
Energy Sector Spdr

ETFs
79
+ 1.19%
$85.7 - $93.96 $6.77K - $7.42K
6.73K $546M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
32
+ 0.86%
$76.24 - $95.41 $2.44K - $3.05K
3.76K $281M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.54K
+ 1.66%
$26.64 - $27.14 $40.9K - $41.7K
94.1K $2.45B
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.1K
+ 3.27%
$46.82 - $47.8 $472K - $482K
318K $14.6B
HEFA
Ishares Currency Hedged Msci E

ETFs
440
+ 0.44%
$34.83 - $37.52 $15.3K - $16.5K
101K $3.57B
MCO
Moodys Corp

Financial Services
14
+ 0.8%
$437.8 - $527.48 $6.13K - $7.38K
1.77K $762M
FTLS
First Tr Long/Short Equity ETF

ETFs
11K
+ 5.83%
$63.42 - $68.17 $698K - $750K
200K $12.5B
TSLA
Tesla, Inc.

Consumer Cyclical
573
+ 25.66%
$222.15 - $428.22 $127K - $245K
2.81K $704M
AAPL
Apple Inc.

Technology
2.27K
+ 8.3%
$209.68 - $247.1 $476K - $561K
29.6K $6.06B
AXP
American Express CO

Financial Services
40
+ 0.77%
$255.39 - $325.87 $10.2K - $13K
5.24K $1.36B
FXZ
First Tr Exchange Traded Fd Fi

ETFs
17.1K
+ 11.06%
$54.79 - $60.63 $937K - $1.04M
172K $8.91B
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.18K
+ 0.72%
$83.18 - $89.27 $97.7K - $105K
165K $13.7B
IWF
Ishares Russell 1000 Gr ETF

ETFs
38
+ 0.25%
$360.07 - $417.26 $13.7K - $15.9K
15.5K $5.43B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11K
+ 6.05%
$53.6 - $58.97 $592K - $651K
193K $9.81B
FNDX
Schwab Fundamental U S Large C

ETFs
77.2K
+ 5.69%
$23.03 - $25.01 $1.78M - $1.93M
1.43M $32B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
18.1K
+ 5.81%
$69.69 - $79.99 $1.26M - $1.45M
329K $22.9B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
28.3K
+ 7.63%
$60.91 - $71.4 $1.73M - $2.02M
400K $23.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.3K
+ 8.35%
$468.34 - $539.52 $4.83M - $5.57M
134K $60.9B
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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