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
AMGN
Amgen Inc

Healthcare
4
+ 6.06%
$309.38 - $337.38 $1.24K - $1.35K
70 $22.1M
GNK
Genco Shipping & Trading LTD

Industrials
48
+ 177.78%
$16.39 - $22.07 $787 - $1.06K
75 $1.19M
NOC
Northrop Grumman Corp

Industrials
1
+ 6.25%
$423.73 - $533.14 $424 - $533
17 $8.57M
LEN
Lennar Corp

Consumer Cyclical
4
+ 33.33%
$142.5 - $192.45 $570 - $770
16 $2.72M
NGG
National Grid PLC

Utilities
9
+ 36.0%
$57.14 - $70.48 $514 - $634
34 $2.21M
MTB
M&T Bank Corp

Financial Services
3
+ 150.0%
$146.49 - $179.85 $439 - $540
5 $979K
UBS
Ubs Group Ag

Financial Services
9
+ 12.5%
$27.97 - $31.42 $252 - $283
81 $2.66M
ECL
Ecolab Inc.

Basic Materials
2
+ 33.33%
$228.86 - $255.76 $458 - $512
8 $2.03M
AER
Aer Cap Holdings N.V.

Industrials
3
+ 8.11%
$86.24 - $98.28 $259 - $295
40 $3.83M
CMS
Cms Energy Corp

Utilities
6
+ 13.64%
$58.7 - $70.62 $352 - $424
50 $3.48M
BTI
British American Tobacco P.L.C.

Consumer Defensive
19
+ 25.33%
$31.07 - $39.36 $590 - $748
94 $3.24M
PWR
Quanta Services, Inc.

Industrials
1
+ 25.0%
$239.58 - $298.23 $240 - $298
5 $1.57M
NSC
Norfolk Southern Corp

Industrials
2
+ 28.57%
$213.75 - $259.69 $428 - $519
9 $2.27M
NEM
Newmont Corp

Basic Materials
11
+ 14.1%
$41.65 - $55.85 $458 - $614
89 $4.25M
Cooper Cos Inc Com
5
+ 125.0%
N/A
9 $941K
AMT
American Tower Corp

Real Estate
4
+ 19.05%
$192.27 - $242.73 $769 - $971
25 $5.32M
SLGN
Silgan Holdings Inc

Consumer Cyclical
1
+ 0.45%
$41.32 - $52.69 $41.3 - $52.7
222 $11.3M
ALGN
Align Technology Inc

Healthcare
2
+ 6.9%
$204.03 - $257.2 $408 - $514
31 $6.6M
LYG
Lloyds Banking Group PLC

Financial Services
178
+ 23.33%
$2.73 - $3.17 $486 - $564
941 $2.64M
Ferguson Enterprises Inc Common Stock New
3
+ 27.27%
N/A
14 $2.73M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
1
+ 0.8%
$67.66 - $75.54 $67.7 - $75.5
126 $9.02M
PAYX
Paychex Inc

Industrials
3
+ 42.86%
$116.17 - $135.19 $349 - $406
10 $1.42M
SU
Suncor Energy Inc

Energy
11
+ 15.49%
$36.06 - $41.7 $397 - $459
82 $3.12M
GRMN
Garmin LTD

Technology
3
+ 42.86%
$161.1 - $183.29 $483 - $550
10 $1.66M
ENS
Ener Sys

Industrials
4
+ 7.27%
$93.92 - $110.19 $376 - $441
59 $5.88M
TEF
Telefonica S A

Communication Services
109
+ 175.81%
$4.18 - $4.9 $456 - $534
171 $797K
VICI
Vici Properties Inc.

Real Estate
15
+ 78.95%
$27.64 - $34.08 $415 - $511
34 $1.1M
HLN
Haleon PLC

Healthcare
33
+ 7.02%
$8.32 - $10.7 $275 - $353
503 $4.98M
O
Realty Income Corp

Real Estate
8
+ 50.0%
$52.36 - $63.42 $419 - $507
24 $1.45M
ICSH
Blackrock Ultra Short Term Bon

ETFs
8
+ 1.36%
$50.32 - $50.75 $403 - $406
598 $30.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 33.33%
$1024.09 - $1201.76 $1.02K - $1.2K
4 $3.71M
AIG
American International Group, Inc.

Financial Services
5
+ 29.41%
$70.16 - $79.23 $351 - $396
22 $1.69M
DTE
Dte Energy CO

Utilities
3
+ 13.04%
$108.67 - $128.41 $326 - $385
26 $3.22M
IFF
International Flavors & Fragrances Inc

Basic Materials
4
+ 36.36%
$93.14 - $105.12 $373 - $420
15 $1.52M
CINF
Cincinnati Financial Corp

Financial Services
3
+ 100.0%
$115.7 - $138.2 $347 - $415
6 $852K
MMSI
Merit Medical Systems Inc

Healthcare
4
+ 40.0%
$84.12 - $100.23 $336 - $401
14 $1.34M
PUK
Prudential PLC

Financial Services
27
+ 135.0%
$16.07 - $19.33 $434 - $522
47 $790K
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 6.45%
$236.42 - $259.82 $473 - $520
33 $7.79M
HAL
Halliburton CO

Energy
18
+ 150.0%
$27.81 - $36.44 $501 - $656
30 $826K
GIB
Cgi Inc

Technology
3
+ 21.43%
$99.02 - $116.4 $297 - $349
17 $1.94M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 11.11%
$257.34 - $294.53 $257 - $295
10 $2.92M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 28.57%
$178.41 - $210.18 $357 - $420
9 $1.81M
EIX
Edison International

Utilities
5
+ 38.46%
$71.19 - $87.72 $356 - $439
18 $1.5M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4
+ 133.33%
$111.59 - $129.08 $446 - $516
7 $782K
OVV
Ovintiv Inc.

Energy
12
+ 66.67%
$37.0 - $48.89 $444 - $587
30 $1.16M
EFX
Equifax Inc

Industrials
2
+ 20.0%
$236.42 - $307.13 $473 - $614
12 $3.22M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
105
+ 194.44%
$75.47 - $83.18 $7.92K - $8.73K
159 $4.45M
KR
Kroger CO

Consumer Defensive
6
+ 14.29%
$50.43 - $57.3 $303 - $344
48 $2.69M
CI
Cigna Corp

Healthcare
2
+ 18.18%
$319.12 - $367.1 $638 - $734
13 $4.01M
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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