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
NRG
Nrg Energy, Inc.

Utilities
8
+ 15.38%
$83.61 - $162.67 $669 - $1.3K
60 $10.3M
EQT
Eqt Corp

Energy
94
+ 284.85%
$46.11 - $60.44 $4.33K - $5.68K
127 $6.57M
BMO
Bank Of Montreal

Financial Services
35
+ 60.34%
$87.54 - $110.63 $3.06K - $3.87K
93 $10.4M
PWR
Quanta Services, Inc.

Industrials
8
+ 53.33%
$239.47 - $381.26 $1.92K - $3.05K
23 $8.95M
CCJ
Cameco Corp

Energy
30
+ 40.0%
$36.68 - $74.46 $1.1K - $2.23K
105 $7.83M
CM
Canadian Imperial Bank Of Commerce

Financial Services
53
+ 86.89%
$54.6 - $70.83 $2.89K - $3.75K
114 $8.26M
MPC
Marathon Petroleum Corp

Energy
21
+ 72.41%
$118.55 - $170.08 $2.49K - $3.57K
50 $8.45M
BNS
Bank Of Nova Scotia

Financial Services
66
+ 58.93%
$44.56 - $55.27 $2.94K - $3.65K
178 $9.9M
MRVL
Marvell Technology, Inc.

Technology
41
+ 70.69%
$49.38 - $79.97 $2.02K - $3.28K
99 $7.59M
ALL
Allstate Corp

Financial Services
9
+ 3.88%
$180.53 - $212.64 $1.62K - $1.91K
241 $49.6M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10
+ 26.32%
$201.28 - $266.34 $2.01K - $2.66K
48 $12.5M
NEE
Nextera Energy Inc

Utilities
17
+ 2.14%
$64.11 - $75.0 $1.09K - $1.28K
812 $57.8M
ADSK
Autodesk, Inc.

Technology
7
+ 11.67%
N/A
67 $20M
NDAQ
Nasdaq, Inc.

Financial Services
15
+ 12.71%
$66.4 - $89.42 $996 - $1.34K
133 $12.8M
DLR
Digital Realty Trust, Inc.

Real Estate
9
+ 7.44%
$136.11 - $177.69 $1.22K - $1.6K
130 $22.4M
TFC
Truist Financial Corp

Financial Services
80
+ 76.92%
$34.79 - $42.99 $2.78K - $3.44K
184 $7.99M
CME
Cme Group Inc.

Financial Services
6
+ 6.0%
$252.37 - $290.71 $1.51K - $1.74K
106 $30.2M
AOK
Ishares Tr Core Conservative A

ETFs
45
+ 3.98%
$36.09 - $39.07 $1.62K - $1.76K
1.18K $46M
WDC
Western Digital Corp

Technology
20
+ 30.3%
$30.54 - $63.99 $611 - $1.28K
86 $6.53M
AWK
American Water Works Company, Inc.

Utilities
30
+ 66.67%
$133.82 - $151.96 $4.01K - $4.56K
75 $10.7M
ING
Ing Groep Nv

Financial Services
118
+ 35.33%
$16.62 - $21.98 $1.96K - $2.59K
452 $10.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 1.61%
$321.63 - $509.31 $322 - $509
63 $27.8M
FIS
Fidelity National Information Services, Inc.

Technology
58
+ 134.88%
$68.14 - $82.13 $3.95K - $4.76K
101 $7.29M
MCHP
Microchip Technology Inc

Technology
37
+ 67.27%
$35.34 - $71.6 $1.31K - $2.65K
92 $6.18M
EW
Edwards Lifesciences Corp

Healthcare
16
+ 5.5%
$67.07 - $78.22 $1.07K - $1.25K
307 $24.3M
A
Agilent Technologies, Inc.

Healthcare
4
+ 1.21%
$99.29 - $120.52 $397 - $482
334 $38.4M
WDS
Woodside Energy Group LTD

Energy
162
+ 76.78%
$11.5 - $16.77 $1.86K - $2.72K
373 $6.42M
Jacobs Solutions Inc Com
4
+ 3.39%
N/A
122 $17.8M
E
Eni Spa

Energy
104
+ 577.78%
$25.19 - $32.93 $2.62K - $3.42K
122 $4.18M
ECL
Ecolab Inc.

Basic Materials
9
+ 21.43%
$225.65 - $270.95 $2.03K - $2.44K
51 $13.6M
SPG
Simon Property Group Inc

Real Estate
18
+ 52.94%
$140.37 - $171.44 $2.53K - $3.09K
52 $8.8M
RMD
Resmed Inc

Healthcare
7
+ 31.82%
$204.54 - $258.0 $1.43K - $1.81K
29 $8.27M
Aegon LTD Amer Reg 1 Cert
491
+ 832.2%
N/A
550 $3.92M
MAR
Marriott International Inc

Consumer Cyclical
7
+ 12.28%
$211.12 - $274.14 $1.48K - $1.92K
64 $16.5M
EL
Estee Lauder Companies Inc

Consumer Defensive
18
+ 32.14%
$50.06 - $80.8 $901 - $1.45K
74 $6.73M
Invesco Global Listed Private Equity ETF
8
+ 2.13%
N/A
384 $26.7M
TECH
Bio Techne Corp

Healthcare
62
+ 344.44%
$46.66 - $58.38 $2.89K - $3.62K
80 $4.37M
AMT
American Tower Corp

Real Estate
18
+ 19.57%
$203.96 - $228.19 $3.67K - $4.11K
110 $23M
SYK
Stryker Corp

Healthcare
1
+ 0.79%
$337.37 - $395.63 $337 - $396
128 $48.7M
V
Visa Inc.

Financial Services
1
+ 0.1%
$308.27 - $373.31 $308 - $373
1.03K $346M
Veralto Corp Com Shs
17
+ 17.17%
N/A
116 $12.4M
HMC
Honda Motor CO LTD

Consumer Cyclical
100
+ 95.24%
$25.0 - $30.93 $2.5K - $3.09K
205 $6.48M
ITW
Illinois Tool Works Inc

Industrials
9
+ 16.98%
$218.41 - $252.43 $1.97K - $2.27K
62 $15.9M
CTAS
Cintas Corp

Industrials
9
+ 10.47%
$190.11 - $227.66 $1.71K - $2.05K
95 $21.2M
SPOT
Spotify Technology S.A.

Communication Services
1
+ 2.04%
$503.3 - $775.9 $503 - $776
50 $32.4M
ARES
Ares Management Corp

Financial Services
13
+ 65.0%
$118.04 - $175.83 $1.53K - $2.29K
33 $6.2M
EWBC
East West Bancorp Inc

Financial Services
22
+ 29.73%
$71.03 - $101.75 $1.56K - $2.24K
96 $9.53M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
49
+ 27.22%
$19.5 - $30.4 $956 - $1.49K
229 $7.74M
BKR
Baker Hughes CO

Energy
52
+ 46.02%
$35.0 - $44.92 $1.82K - $2.34K
165 $7.23M
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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