Cornerstone Planning Group LLC Incresed Positions in Q3 2024

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFG
Principal Financial Group Inc

Financial Services
8
+ 7.62%
$72.94 - $87.46 $584 - $700
113 $9.51M
NVS
Novartis Ag

Healthcare
16
+ 16.16%
$106.13 - $120.89 $1.7K - $1.93K
115 $12.7M
VTR
Ventas, Inc.

Real Estate
13
+ 13.68%
$50.88 - $65.33 $661 - $849
108 $7.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
+ 14.52%
$531.86 - $624.21 $4.79K - $5.62K
71 $38.9M
WELL
Welltower Inc.

Real Estate
8
+ 29.63%
$104.0 - $129.74 $832 - $1.04K
35 $4.81M
NET
Cloudflare, Inc.

Technology
17
+ 77.27%
$74.4 - $86.96 $1.26K - $1.48K
39 $3.49M
EBAY
Ebay Inc

Consumer Cyclical
9
+ 6.04%
$52.61 - $65.44 $473 - $589
158 $9.92M
CPRT
Copart Inc

Consumer Cyclical
24
+ 5.78%
$49.19 - $55.54 $1.18K - $1.33K
439 $22.9M
Viper Energy Inc Cl A
1
+ 0.71%
N/A
141 $7.22M
ITW
Illinois Tool Works Inc

Industrials
5
+ 17.86%
$233.14 - $263.97 $1.17K - $1.32K
33 $8.45M
DEO
Diageo PLC

Consumer Defensive
11
+ 39.29%
$120.02 - $140.77 $1.32K - $1.55K
39 $5.08M
BHP
Bhp Group LTD

Basic Materials
26
+ 46.43%
$51.32 - $62.11 $1.33K - $1.61K
82 $4.69M
WMB
Williams Companies, Inc.

Energy
22
+ 42.31%
$41.24 - $46.22 $907 - $1.02K
74 $3.84M
NIO
Nio Inc.

Consumer Cyclical
100
+ 15.58%
$3.67 - $6.68 $367 - $668
742 $4.16M
TRP
Tc Energy Corp

Energy
21
+ 12.96%
$37.48 - $47.9 $787 - $1.01K
183 $8.46M
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 3.03%
$502.48 - $593.35 $502 - $593
34 $19.9M
FTNT
Fortinet, Inc.

Technology
15
+ 83.33%
$55.39 - $77.55 $831 - $1.16K
33 $2.62M
SE
Sea LTD

Consumer Cyclical
4
+ 11.76%
$59.94 - $94.83 $240 - $379
38 $3.65M
UNP
Union Pacific Corp

Industrials
8
+ 8.0%
$221.78 - $256.09 $1.77K - $2.05K
108 $25.1M
ILMN
Illumina, Inc.

Healthcare
8
+ 61.54%
$105.28 - $135.9 $842 - $1.09K
21 $3.07M
RELX
Relx PLC

Communication Services
24
+ 22.64%
$44.1 - $48.86 $1.06K - $1.17K
130 $6.23M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3
+ 0.54%
$30.61 - $34.92 $91.8 - $105
562 $19.3M
NTR
Nutrien Ltd.

Basic Materials
32
+ 533.33%
$45.26 - $52.2 $1.45K - $1.67K
38 $1.81M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
19
+ 0.78%
$7.86 - $8.77 $149 - $167
2.47K $20.8M
WDS
Woodside Energy Group LTD

Energy
103
+ 78.63%
$15.64 - $20.01 $1.61K - $2.06K
234 $3.69M
PRTA
Prothena Corp Public LTD CO

Healthcare
83
+ 307.41%
$16.73 - $24.79 $1.39K - $2.06K
110 $2.01M
BMO
Bank Of Montreal

Financial Services
11
+ 34.38%
$79.1 - $90.77 $870 - $998
43 $4M
STLA
Stellantis N.V.

Consumer Cyclical
130
+ 128.71%
$14.05 - $20.71 $1.83K - $2.69K
231 $3.08M
ED
Consolidated Edison Inc

Utilities
3
+ 0.62%
$88.42 - $104.97 $265 - $315
486 $50M
D
Dominion Energy, Inc

Utilities
7
+ 3.37%
$48.01 - $58.53 $336 - $410
215 $12.6M
SLB
Schlumberger Limited

Energy
44
+ 39.29%
$39.57 - $49.67 $1.74K - $2.19K
156 $6.31M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3
+ 42.86%
$233.4 - $302.36 $700 - $907
10 $3.05M
PCAR
Paccar Inc

Industrials
12
+ 133.33%
$91.64 - $109.98 $1.1K - $1.32K
21 $2.24M
MFG
Mizuho Financial Group Inc

Financial Services
252
+ 34.66%
$3.69 - $4.62 $930 - $1.16K
979 $4.13M
CM
Canadian Imperial Bank Of Commerce

Financial Services
12
+ 31.58%
$47.28 - $62.24 $567 - $747
50 $3.16M
CB
Chubb LTD

Financial Services
2
+ 4.88%
$252.51 - $292.2 $505 - $584
43 $12.4M
FIS
Fidelity National Information Services, Inc.

Technology
7
+ 17.95%
$72.8 - $85.04 $510 - $595
46 $4.14M
DKNG
Draft Kings Inc.

Consumer Cyclical
13
+ 7.98%
$29.85 - $41.1 $388 - $534
176 $6.47M
PLL
Piedmont Lithium Inc.

Basic Materials
73
+ 100.0%
$6.68 - $12.75 $488 - $931
146 $1.94M
MFC
Manulife Financial Corp

Financial Services
30
+ 49.18%
$24.13 - $29.63 $724 - $889
91 $2.74M
WPM
Wheaton Precious Metals Corp.

Basic Materials
13
+ 41.94%
$52.04 - $64.22 $677 - $835
44 $2.99M
AZN
Astrazeneca PLC

Healthcare
26
+ 13.9%
$76.67 - $87.62 $1.99K - $2.28K
213 $16M
DFS
Discover Financial Services

Financial Services
4
+ 18.18%
$123.41 - $144.72 $494 - $579
26 $3.92M
MRVL
Marvell Technology, Inc.

Technology
7
+ 33.33%
$56.15 - $76.24 $393 - $534
28 $2.38M
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 5.41%
$221.96 - $243.27 $444 - $487
39 $9.56M
MRO
Marathon Oil Corp

Energy
45
+ 67.16%
$25.87 - $29.26 $1.16K - $1.32K
112 $2.9M
APH
Amphenol Corp

Technology
8
+ 14.55%
$58.39 - $70.41 $467 - $563
63 $4.34M
COLB
Columbia Banking System, Inc.

Financial Services
3
+ 1.56%
$19.13 - $26.99 $57.4 - $81
195 $5.58M
WGO
Winnebago Industries Inc

Consumer Cyclical
19
+ 111.76%
$49.68 - $62.52 $944 - $1.19K
36 $2.07M
Activity Summary
Buys All Purchases 520 New Holdings 136 Increased Positions 384 Sells All Sells 353 Reductions 352 Sold out 1 Options Calls 0 Puts 0
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