Cornerstone Planning Group LLC Incresed Positions in Q4 2024

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
89
+ 16.09%
$55.73 - $66.16 $4.96K - $5.89K
642 $37.4M
LNG
Cheniere Energy, Inc.

Energy
8
+ 15.38%
$181.07 - $225.92 $1.45K - $1.81K
60 $13.5M
SCHW
Schwab Charles Corp

Financial Services
16
+ 7.05%
$63.31 - $82.85 $1.01K - $1.33K
243 $20.1M
GILD
Gilead Sciences, Inc.

Healthcare
17
+ 5.9%
$83.95 - $97.9 $1.43K - $1.66K
305 $29.1M
VTRS
Viatris Inc

Healthcare
324
+ 400.0%
$11.32 - $13.37 $3.67K - $4.33K
405 $4.63M
CAT
Caterpillar Inc

Industrials
6
+ 2.91%
$360.37 - $416.88 $2.16K - $2.5K
212 $83.5M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
158
+ 27.48%
$12.27 - $15.41 $1.94K - $2.43K
733 $10.9M
SHEL
Shell PLC

Energy
55
+ 49.11%
$60.63 - $70.23 $3.33K - $3.86K
167 $10.9M
MMM
3 M CO

Industrials
5
+ 4.03%
$124.74 - $137.12 $624 - $686
129 $19.6M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.42%
$340.59 - $380.5 $341 - $381
237 $87.4M
PG
Procter & Gamble CO

Consumer Defensive
8
+ 1.03%
$161.05 - $179.7 $1.29K - $1.44K
785 $133M
CNC
Centene Corp

Healthcare
42
+ 34.71%
$56.71 - $73.94 $2.38K - $3.11K
163 $10.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6
+ 60.0%
$260.53 - $404.79 $1.56K - $2.43K
16 $6.45M
SBUX
Starbucks Corp

Consumer Cyclical
28
+ 12.61%
$87.44 - $102.5 $2.45K - $2.87K
250 $25M
UNP
Union Pacific Corp

Industrials
3
+ 2.78%
$223.15 - $249.32 $669 - $748
111 $28.2M
LYV
Live Nation Entertainment, Inc.

Communication Services
3
+ 2.38%
$109.06 - $140.54 $327 - $422
129 $18.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 5.88%
$1146.59 - $1270.6 $1.15K - $1.27K
18 $23.1M
PAVE
Global X Fds Us Infrastructure

ETFs
15
+ 0.33%
$40.41 - $45.95 $606 - $689
4.54K $191M
MDT
Medtronic PLC

Healthcare
28
+ 14.43%
$79.61 - $92.24 $2.23K - $2.58K
222 $20.5M
SHOP
Shopify Inc.

Technology
7
+ 8.64%
$78.14 - $119.49 $547 - $836
88 $9.45M
ITW
Illinois Tool Works Inc

Industrials
10
+ 30.3%
$253.56 - $278.5 $2.54K - $2.79K
43 $11.4M
MFG
Mizuho Financial Group Inc

Financial Services
357
+ 36.47%
$4.05 - $5.26 $1.45K - $1.88K
1.34K $7.04M
DHR
Danaher Corp

Healthcare
2
+ 0.67%
$226.16 - $274.52 $452 - $549
301 $75.4M
PH
Parker Hannifin Corp

Industrials
2
+ 5.0%
$621.74 - $709.46 $1.24K - $1.42K
42 $27.8M
EXC
Exelon Corp

Utilities
36
+ 3.1%
$36.22 - $40.97 $1.3K - $1.47K
1.2K $48.8M
MT
Arcelor Mittal

Basic Materials
111
+ 103.74%
$22.93 - $26.51 $2.55K - $2.94K
218 $5.45M
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 1.98%
$262.86 - $294.75 $526 - $590
103 $29.4M
LENB
Lennar Corporation Cl B
21
+ 1050.0%
N/A
23 $3.02M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 4.04%
$288.47 - $316.54 $3.17K - $3.48K
283 $83M
BHP
Bhp Group LTD

Basic Materials
64
+ 78.05%
$48.78 - $62.43 $3.12K - $4K
146 $7.29M
Qiagen Nv Shs New
41
+ 20.4%
N/A
242 $11M
Ge Vernova Inc Com
2
+ 3.28%
N/A
63 $20.8M
ENB
Enbridge Inc

Energy
42
+ 28.57%
$40.4 - $43.92 $1.7K - $1.84K
189 $8.47M
CTRA
Coterra Energy Inc.

Energy
52
+ 19.7%
$22.71 - $27.63 $1.18K - $1.44K
316 $8.79M
NMR
Nomura Holdings Inc

Financial Services
365
+ 177.18%
$5.05 - $6.25 $1.84K - $2.28K
571 $3.59M
IQV
Iqvia Holdings Inc.

Healthcare
14
+ 33.33%
$190.97 - $236.63 $2.67K - $3.31K
56 $11.6M
HUM
Humana Inc

Healthcare
8
+ 400.0%
$233.89 - $304.18 $1.87K - $2.43K
10 $2.98M
APD
Air Products & Chemicals, Inc.

Basic Materials
6
+ 15.0%
$285.5 - $335.62 $1.71K - $2.01K
46 $15M
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.3%
$162.69 - $181.35 $488 - $544
1.02K $171M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 1.73%
$244.52 - $284.07 $978 - $1.14K
235 $63.2M
ETR
Entergy Corp

Utilities
58
+ 145.0%
$73.19 - $156.4 $4.25K - $9.07K
98 $7.72M
CCL
Carnival Corp

Consumer Cyclical
32
+ 7.82%
$17.34 - $26.8 $555 - $858
441 $11.3M
MRVL
Marvell Technology, Inc.

Technology
18
+ 64.29%
$70.31 - $124.78 $1.27K - $2.25K
46 $4.62M
ABNB
Airbnb, Inc.

Consumer Cyclical
20
+ 50.0%
$125.36 - $147.37 $2.51K - $2.95K
60 $7.74M
CTVA
Corteva, Inc.

Basic Materials
13
+ 3.49%
$55.21 - $64.13 $718 - $834
385 $24.8M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4
+ 0.34%
$53.38 - $60.64 $214 - $243
1.19K $66.3M
IVR
Invesco Mortgage Capital Inc.

Real Estate
266
+ 184.72%
$7.72 - $9.16 $2.05K - $2.44K
410 $3.37M
DUK
Duke Energy Corp

Utilities
20
+ 20.62%
$105.76 - $120.76 $2.12K - $2.42K
117 $13.2M
TECH
Bio Techne Corp

Healthcare
26
+ 650.0%
$66.37 - $78.17 $1.73K - $2.03K
30 $2.29M
Activity Summary
Buys All Purchases 715 New Holdings 221 Increased Positions 494 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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