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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
23
+ 127.78%
$1187.71 - $1432.58 $27.3K - $32.9K
41 $56.6M
GOOGL
Alphabet Inc.

Communication Services
772
+ 32.42%
$154.33 - $206.19 $119K - $159K
3.15K $490M
XLY
Select Sector Spdr Consumer Di

ETFs
215
+ 106.97%
$192.6 - $233.2 $41.4K - $50.1K
416 $79.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
497
+ 37.74%
$66.9 - $71.57 $33.2K - $35.6K
1.81K $123M
VXF
Vanguard Extended Market ETF

ETFs
257
+ 67.99%
$170.36 - $201.04 $43.8K - $51.7K
635 $105M
ORCL
Oracle Corp

Technology
313
+ 75.24%
$139.81 - $186.47 $43.8K - $58.4K
729 $95.8M
LHX
L3 Harris Technologies, Inc.

Industrials
139
+ 323.26%
$194.65 - $222.86 $27.1K - $31K
182 $39.4M
ETN
Eaton Corp PLC

Industrials
128
+ 79.5%
$271.83 - $371.23 $34.8K - $47.5K
289 $79.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
541
+ 208.08%
$59.61 - $66.71 $32.2K - $36.1K
801 $46.4M
CBOE
Cboe Global Markets, Inc.

Financial Services
139
+ 4633.33%
$190.84 - $226.29 $26.5K - $31.5K
142 $30M
MDLZ
Mondelez International, Inc.

Consumer Defensive
365
+ 70.33%
$56.12 - $68.15 $20.5K - $24.9K
884 $59.6M
RELX
Relx PLC

Communication Services
530
+ 325.15%
$45.34 - $51.91 $24K - $27.5K
693 $36.5M
UBER
Uber Technologies, Inc

Technology
333
+ 44.64%
$63.17 - $81.49 $21K - $27.1K
1.08K $79.6M
SAP
Sap Se

Technology
101
+ 108.6%
$241.4 - $293.69 $24.4K - $29.7K
194 $52.7M
CL
Colgate Palmolive CO

Consumer Defensive
287
+ 1913.33%
$85.68 - $97.5 $24.6K - $28K
302 $28.4M
CSCO
Cisco Systems, Inc.

Technology
541
+ 50.94%
$58.74 - $64.87 $31.8K - $35.1K
1.6K $89.2M
RACE
Ferrari N.V.

Consumer Cyclical
59
+ 140.48%
$413.73 - $508.15 $24.4K - $30K
101 $44.6M
SHW
Sherwin Williams CO

Basic Materials
96
+ 48.98%
$330.16 - $365.55 $31.7K - $35.1K
292 $96.8M
U
Unity Software Inc.

Technology
1.21K
+ 30300.0%
$19.44 - $28.34 $23.6K - $34.3K
1.22K $25.5M
PH
Parker Hannifin Corp

Industrials
49
+ 116.67%
$591.65 - $707.05 $29K - $34.6K
91 $52.9M
SPOT
Spotify Technology S.A.

Communication Services
41
+ 512.5%
$457.79 - $648.32 $18.8K - $26.6K
49 $29M
APP
App Lovin Corp

Technology
107
+ 428.0%
$238.08 - $510.13 $25.5K - $54.6K
132 $33.3M
Blackrock Inc Com
36
+ 65.45%
N/A
91 $81M
NVO
Novo Nordisk A S

Healthcare
533
+ 172.49%
$69.3 - $90.95 $36.9K - $48.5K
842 $51.6M
IBN
Icici Bank LTD

Financial Services
727
+ 1253.45%
$27.55 - $31.67 $20K - $23K
785 $26.1M
WFC
Wells Fargo & Company

Financial Services
475
+ 61.13%
$66.78 - $81.42 $31.7K - $38.7K
1.25K $85.1M
WTW
Willis Towers Watson PLC

Financial Services
75
+ 750.0%
$306.61 - $340.78 $23K - $25.6K
85 $27.7M
IAU
Ishares Gold Trust

ETFs
206
+ 18.53%
$49.74 - $58.96 $10.2K - $12.1K
1.32K $81.9M
BAC
Bank Of America Corp

Financial Services
1K
+ 55.75%
$39.61 - $47.74 $39.8K - $47.9K
2.81K $109M
PLTR
Palantir Technologies Inc.

Technology
185
+ 90.24%
$64.98 - $124.62 $12K - $23.1K
390 $39.3M
MS
Morgan Stanley

Financial Services
239
+ 185.27%
$111.68 - $141.08 $26.7K - $33.7K
368 $41.3M
TYL
Tyler Technologies Inc

Technology
42
+ 221.05%
$553.41 - $646.74 $23.2K - $27.2K
61 $34.7M
TILT
Flexshares Tr

ETFs
122
+ 406.67%
$202.06 - $225.8 $24.7K - $27.5K
152 $29.8M
IDXX
Idexx Laboratories Inc

Healthcare
54
+ 108.0%
$406.29 - $469.04 $21.9K - $25.3K
104 $44.4M
MRK
Merck & Co., Inc.

Healthcare
801
+ 37.77%
$83.01 - $101.02 $66.5K - $80.9K
2.92K $230M
NOW
Service Now, Inc.

Technology
54
+ 81.82%
$783.83 - $1170.39 $42.3K - $63.2K
120 $97.5M
TRV
Travelers Companies, Inc.

Financial Services
84
+ 700.0%
$232.43 - $265.13 $19.5K - $22.3K
96 $24.9M
GD
General Dynamics Corp

Industrials
84
+ 63.64%
$241.94 - $272.58 $20.3K - $22.9K
216 $57.3M
RGA
Reinsurance Group Of America Inc

Financial Services
121
+ 224.07%
$186.01 - $231.1 $22.5K - $28K
175 $33.1M
YUM
Yum Brands Inc

Consumer Cyclical
140
+ 4666.67%
$123.25 - $162.53 $17.3K - $22.8K
143 $20.9M
GE
General Electric CO

Industrials
104
+ 46.85%
$168.59 - $212.13 $17.5K - $22.1K
326 $63.1M
IEMG
Ishares Inc

ETFs
330
+ 12.65%
N/A
2.94K $157M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
81
+ 506.25%
$283.06 - $421.16 $22.9K - $34.1K
97 $25.8M
AOM
Ishares Tr Core Moderate Alloc

ETFs
529
+ 13.57%
$42.93 - $44.71 $22.7K - $23.7K
4.43K $190M
WCN
Waste Connections, Inc.

Industrials
97
+ 970.0%
$169.89 - $195.19 $16.5K - $18.9K
107 $20.9M
CPRT
Copart Inc

Consumer Cyclical
281
+ 51.28%
$52.3 - $59.83 $14.7K - $16.8K
829 $50.6M
DIS
Walt Disney CO

Communication Services
541
+ 49.91%
$96.87 - $114.0 $52.4K - $61.7K
1.63K $142M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
300
+ 225.56%
$53.69 - $62.68 $16.1K - $18.8K
433 $26.4M
BDX
Becton Dickinson & CO

Healthcare
99
+ 341.38%
$222.79 - $249.08 $22.1K - $24.7K
128 $25.9M
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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