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
PLTR
Palantir Technologies Inc.

Technology
63
+ 16.15%
$74.01 - $144.25 $4.66K - $9.09K
453 $78.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
111
+ 1.87%
$53.36 - $61.57 $5.92K - $6.83K
6.06K $373M
JNJ
Johnson & Johnson

Healthcare
129
+ 12.54%
$146.36 - $159.82 $18.9K - $20.6K
1.16K $198M
SRE
Sempra Energy

Utilities
13
+ 0.33%
$63.78 - $78.91 $829 - $1.03K
3.95K $326M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
144
+ 5.48%
$95.52 - $109.98 $13.8K - $15.8K
2.77K $306M
KKR
Kkr & Co. Inc.

Financial Services
29
+ 3.23%
$92.79 - $134.29 $2.69K - $3.89K
928 $132M
BP
Bp PLC

Energy
1.04K
+ 557.22%
$26.11 - $33.81 $27.2K - $35.2K
1.23K $41.3M
Alpha Architect 1 3 Month Box ETF
312
+ 173.33%
N/A
492 $55.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.1K
+ 754.79%
$22.27 - $29.21 $24.5K - $32.2K
1.25K $37.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
325
+ 1911.76%
$100.04 - $100.54 $32.5K - $32.7K
342 $34.3M
FNB
Fnb Corp

Financial Services
624
+ 5.95%
$11.48 - $14.58 $7.16K - $9.1K
11.1K $168M
FCX
Freeport Mcmoran Inc

Basic Materials
634
+ 145.08%
$29.15 - $44.46 $18.5K - $28.2K
1.07K $42.9M
ETN
Eaton Corp PLC

Industrials
11
+ 3.81%
$246.52 - $356.99 $2.71K - $3.93K
300 $107M
ROP
Roper Technologies Inc

Industrials
50
+ 277.78%
$519.19 - $590.78 $26K - $29.5K
68 $36.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
507
+ 74.45%
$50.09 - $51.09 $25.4K - $25.9K
1.19K $60.9M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 13.89%
$462.22 - $707.75 $4.62K - $7.08K
82 $59.1M
APLD
Applied Blockchain, Inc.

Financial Services
600
+ 54.3%
$3.53 - $13.86 $2.12K - $8.32K
1.71K $25.4M
MA
Mastercard Inc

Financial Services
17
+ 5.47%
$479.92 - $590.74 $8.16K - $10K
328 $186M
Ishares U.S. Thematic Rotation Active ETF
549
+ 686.25%
N/A
629 $22.6M
BAC
Bank Of America Corp

Financial Services
15
+ 0.53%
$34.39 - $47.46 $516 - $712
2.82K $129M
DAL
Delta Air Lines, Inc.

Industrials
301
+ 132.6%
$35.88 - $52.99 $10.8K - $15.9K
528 $27.9M
PPL
Ppl Corp

Utilities
510
+ 1214.29%
$33.45 - $36.5 $17.1K - $18.6K
552 $19.8M
ISMD
Northern Lts Fd Tr Iv

ETFs
14
+ 0.34%
$29.72 - $35.6 $416 - $498
4.15K $150M
HOOD
Robinhood Markets, Inc.

Technology
85
+ 60.71%
$34.17 - $93.63 $2.9K - $7.96K
225 $23.7M
EXC
Exelon Corp

Utilities
452
+ 34.04%
$42.2 - $47.37 $19.1K - $21.4K
1.78K $79.5M
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.44%
$131.84 - $157.76 $527 - $631
908 $146M
TRV
Travelers Companies, Inc.

Financial Services
61
+ 63.54%
$233.83 - $276.34 $14.3K - $16.9K
157 $41.7M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
284
+ 1.11%
$23.03 - $23.59 $6.54K - $6.7K
26K $613M
TTD
Trade Desk, Inc.

Technology
72
+ 27.8%
$45.27 - $79.4 $3.26K - $5.72K
331 $29M
COF
Capital One Financial Corp

Financial Services
67
+ 136.73%
$150.57 - $212.76 $10.1K - $14.3K
116 $24.6M
D
Dominion Energy, Inc

Utilities
222
+ 82.53%
$49.66 - $58.0 $11K - $12.9K
491 $30M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
146
+ 231.75%
$102.02 - $103.5 $14.9K - $15.1K
209 $21.6M
CSX
Csx Corp

Industrials
97
+ 6.86%
$26.69 - $32.91 $2.59K - $3.19K
1.51K $53.9M
SHEL
Shell PLC

Energy
119
+ 15.91%
$59.75 - $73.05 $7.11K - $8.69K
867 $62.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
37
+ 1.88%
$73.02 - $90.22 $2.7K - $3.34K
2K $176M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3
+ 0.34%
$60.61 - $87.72 $182 - $263
878 $78.5M
PLD
Prologis, Inc.

Real Estate
103
+ 26.34%
$89.76 - $112.34 $9.25K - $11.6K
494 $52.9M
NKE
Nike, Inc.

Consumer Cyclical
126
+ 56.76%
$53.27 - $72.04 $6.71K - $9.08K
348 $25.9M
CVX
Chevron Corp

Energy
17
+ 2.91%
$133.73 - $168.51 $2.27K - $2.86K
602 $92.1M
RBLX
Roblox Corp

Communication Services
22
+ 15.07%
$51.22 - $105.59 $1.13K - $2.32K
168 $21.4M
MSTR
Microstrategy Inc

Technology
10
+ 3.76%
$237.95 - $421.61 $2.38K - $4.22K
276 $104M
WBD
Warner Bros. Discovery, Inc.

Communication Services
84
+ 3.63%
$7.69 - $11.46 $646 - $963
2.4K $30.5M
CAH
Cardinal Health Inc

Healthcare
17
+ 5.11%
$125.0 - $168.0 $2.13K - $2.86K
350 $55.3M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
67
+ 2.69%
$18.53 - $24.21 $1.24K - $1.62K
2.56K $60.9M
NET
Cloudflare, Inc.

Technology
10
+ 11.9%
$97.08 - $195.83 $971 - $1.96K
94 $19.5M
VAW
Vanguard Materials ETF

ETFs
2
+ 0.37%
$163.82 - $196.64 $328 - $393
538 $106M
IR
Ingersoll Rand Inc.

Industrials
122
+ 677.78%
$66.75 - $84.94 $8.14K - $10.4K
140 $10.9M
RY
Royal Bank Of Canada

Financial Services
61
+ 53.04%
$108.36 - $131.55 $6.61K - $8.02K
176 $23M
COIN
Coinbase Global, Inc.

Technology
21
+ 67.74%
$151.47 - $375.07 $3.18K - $7.88K
52 $15.5M
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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