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
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
133
+ 18.14%
$12.23 - $15.46 $1.63K - $2.06K
866 $13.2M
TER
Teradyne, Inc

Technology
19
+ 57.58%
$67.96 - $91.05 $1.29K - $1.73K
52 $5.56M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7
+ 1.36%
$49.48 - $61.22 $346 - $429
520 $31.7M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
81
+ 3.13%
$7.19 - $8.75 $582 - $709
2.67K $23.2M
PUK
Prudential PLC

Financial Services
84
+ 40.0%
$18.03 - $25.49 $1.51K - $2.14K
294 $7.51M
TDG
Trans Digm Group Inc

Industrials
2
+ 66.67%
$1231.75 - $1520.64 $2.46K - $3.04K
5 $7.09M
NTAP
Net App, Inc.

Technology
15
+ 17.65%
$76.1 - $106.55 $1.14K - $1.6K
100 $10.2M
HAL
Halliburton CO

Energy
133
+ 114.66%
$19.26 - $25.7 $2.56K - $3.42K
249 $5.4M
NMR
Nomura Holdings Inc

Financial Services
353
+ 71.17%
$4.95 - $6.6 $1.75K - $2.33K
849 $5.76M
DLTR
Dollar Tree, Inc.

Consumer Defensive
18
+ 75.0%
$67.22 - $100.51 $1.21K - $1.81K
42 $4.86M
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
36
+ 69.23%
N/A
88 $5.42M
KMB
Kimberly Clark Corp

Consumer Defensive
19
+ 11.24%
$126.84 - $145.22 $2.41K - $2.76K
188 $25.3M
STT
State Street Corp

Financial Services
15
+ 34.09%
$75.33 - $106.34 $1.13K - $1.6K
59 $6.49M
JHG
Janus Henderson Group PLC

Financial Services
20
+ 12.12%
$29.47 - $38.84 $589 - $777
185 $7.95M
TSCO
Tractor Supply CO

Consumer Cyclical
31
+ 33.7%
$47.86 - $55.77 $1.48K - $1.73K
123 $7.35M
BCS
Barclays PLC

Financial Services
82
+ 28.28%
$12.69 - $18.61 $1.04K - $1.53K
372 $7.21M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
55
+ 10.81%
$11.9 - $15.57 $655 - $856
564 $9.75M
IEFA
Ishares Tr

ETFs
6
+ 1.71%
$67.83 - $84.09 $407 - $505
356 $29.5M
DG
Dollar General Corp

Consumer Defensive
18
+ 43.9%
$86.02 - $114.95 $1.55K - $2.07K
59 $6.54M
AMGN
Amgen Inc

Healthcare
2
+ 2.0%
$262.28 - $309.85 $525 - $620
102 $30.5M
Super Micro Computer Inc Com New
23
+ 43.4%
N/A
76 $4.35M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
82
+ 113.89%
$32.56 - $35.71 $2.67K - $2.93K
154 $5.13M
BALL
Ball Corp

Consumer Cyclical
45
+ 264.71%
$44.94 - $56.99 $2.02K - $2.56K
62 $3.37M
CHD
Church & Dwight CO Inc

Consumer Defensive
30
+ 142.86%
$91.57 - $110.76 $2.75K - $3.32K
51 $4.65M
IRM
Iron Mountain Inc

Real Estate
23
+ 92.0%
$76.93 - $105.25 $1.77K - $2.42K
48 $4.59M
GNR
Spdr S&P Global Natural Resour

ETFs
8
+ 1.54%
$45.66 - $55.03 $365 - $440
526 $29M
O
Realty Income Corp

Real Estate
44
+ 61.11%
$52.27 - $58.52 $2.3K - $2.57K
116 $6.64M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
21
+ 51.22%
$81.84 - $93.53 $1.72K - $1.96K
62 $6.1M
DC
Dakota Gold Corp.

Basic Materials
80
+ 4.6%
$2.48 - $4.03 $198 - $322
1.82K $7.19M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 16.67%
$455.19 - $737.73 $455 - $738
7 $5.62M
AEE
Ameren Corp

Utilities
10
+ 2.39%
$94.23 - $101.68 $942 - $1.02K
429 $43.7M
SWK
Stanley Black & Decker, Inc.

Industrials
33
+ 330.0%
$55.86 - $76.98 $1.84K - $2.54K
43 $2.98M
SYF
Synchrony Financial

Financial Services
21
+ 48.84%
$43.81 - $66.74 $920 - $1.4K
64 $4.48M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
4
+ 1.57%
$66.99 - $83.47 $268 - $334
258 $21.6M
WMB
Williams Companies, Inc.

Energy
38
+ 30.4%
$54.33 - $62.87 $2.06K - $2.39K
163 $9.62M
DKNG
Draft Kings Inc.

Consumer Cyclical
2
+ 0.99%
$31.67 - $42.89 $63.3 - $85.8
205 $9.21M
DFIV
Dimensional ETF Tr

ETFs
8
+ 1.74%
$34.67 - $43.21 $277 - $346
467 $20.3M
WPM
Wheaton Precious Metals Corp.

Basic Materials
16
+ 44.44%
$70.56 - $92.75 $1.13K - $1.48K
52 $5.1M
RIG
Transocean Ltd.

Energy
619
+ 132.83%
$2.13 - $3.32 $1.32K - $2.06K
1.09K $3.16M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
11
+ 122.22%
$160.22 - $209.35 $1.76K - $2.3K
20 $3.78M
TROW
Price T Rowe Group Inc

Financial Services
18
+ 150.0%
$80.27 - $98.06 $1.44K - $1.77K
30 $3.17M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 40.0%
$483.07 - $625.6 $1.93K - $2.5K
14 $7.98M
Liberty Media Corp Del Com Lbty One S C
18
+ 66.67%
N/A
45 $4.42M
CNI
Canadian National Railway CO

Industrials
23
+ 88.46%
$92.66 - $108.13 $2.13K - $2.49K
49 $4.61M
FSLR
First Solar, Inc.

Technology
9
+ 128.57%
$120.38 - $192.98 $1.08K - $1.74K
16 $2.99M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.4%
$52.31 - $63.72 $52.3 - $63.7
252 $16.2M
SRLN
Ssga Active Trust

ETFs
26
+ 1.94%
$39.47 - $41.59 $1.03K - $1.08K
1.37K $56.5M
EFX
Equifax Inc

Industrials
9
+ 56.25%
$205.5 - $280.54 $1.85K - $2.52K
25 $6M
GM
General Motors CO

Consumer Cyclical
22
+ 17.46%
$42.48 - $50.46 $935 - $1.11K
148 $7.78M
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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