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
SUI
Sun Communities Inc

Real Estate
3
+ 100.0%
$119.89 - $139.05 $360 - $417
6 $787K
RY
Royal Bank Of Canada

Financial Services
4
+ 3.42%
$119.72 - $128.02 $479 - $512
121 $14.8M
VNO
Vornado Realty Trust

Real Estate
11
+ 1.71%
$38.63 - $45.76 $425 - $503
654 $27.9M
MCHP
Microchip Technology Inc

Technology
10
+ 111.11%
$55.51 - $79.05 $555 - $791
19 $1.09M
PBA
Pembina Pipeline Corp

Energy
22
+ 25.29%
$35.89 - $43.35 $790 - $954
109 $4.01M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7
+ 1.17%
$50.35 - $50.69 $352 - $355
605 $30.6M
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 18.18%
$297.52 - $415.61 $595 - $831
13 $4.32M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2
+ 200.0%
$146.47 - $191.01 $293 - $382
3 $507K
CPNG
Coupang, Inc.

Consumer Cyclical
17
+ 141.67%
$21.98 - $26.89 $374 - $457
29 $658K
CNQ
Canadian Natural Resources LTD

Energy
18
+ 29.03%
$29.51 - $37.6 $531 - $677
80 $2.48M
D
Dominion Energy, Inc

Utilities
18
+ 8.37%
$52.63 - $60.92 $947 - $1.1K
233 $13M
ENPH
Enphase Energy, Inc.

Technology
6
+ 200.0%
$59.52 - $111.18 $357 - $667
9 $576K
GIB
Cgi Inc

Technology
3
+ 17.65%
$107.0 - $116.25 $321 - $349
20 $2.27M
IX
Orix Corp

Financial Services
3
+ 100.0%
$104.38 - $117.09 $313 - $351
6 $636K
MUR
Murphy Oil Corp

Energy
16
+ 16.67%
$28.14 - $36.09 $450 - $577
112 $3.31M
PKI
Perkinelmer Inc

Healthcare
2
+ 20.0%
N/A
12 $1.49M
RRX
Regal Rexnord Corp

Industrials
2
+ 66.67%
$153.56 - $182.22 $307 - $364
5 $815K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6
+ 2.68%
$15.9 - $17.05 $95.4 - $102
230 $3.98M
HLVX
Hille Vax, Inc.

Healthcare
148
+ 58.73%
$1.72 - $2.06 $255 - $305
400 $776K
AVB
Avalonbay Communities Inc

Real Estate
2
+ 9.09%
$216.28 - $237.81 $433 - $476
24 $5.29M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
5
+ 125.0%
$64.91 - $73.47 $325 - $367
9 $561K
RCI
Rogers Communications Inc

Communication Services
12
+ 120.0%
$30.36 - $39.38 $364 - $473
22 $640K
KEY
Keycorp

Financial Services
2
+ 0.24%
$16.21 - $19.97 $32.4 - $39.9
826 $14.6M
EDR
Endeavor Group Holdings, Inc.

Communication Services
1
+ 0.91%
$28.4 - $31.34 $28.4 - $31.3
111 $3.51M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4
+ 1.37%
$108.6 - $115.42 $434 - $462
297 $33.3M
CVE
Cenovus Energy Inc.

Energy
20
+ 111.11%
$14.35 - $18.36 $287 - $367
38 $561K
RPM
Rpm International Inc

Basic Materials
5
+ 0.99%
$120.09 - $140.26 $600 - $701
509 $65.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 1.89%
$124.26 - $134.12 $124 - $134
54 $7.06M
NOK
Nokia Corp

Technology
106
+ 16.46%
$4.13 - $4.95 $438 - $525
750 $3.37M
WRB
Berkley W R Corp

Financial Services
4
+ 66.67%
$56.48 - $64.94 $226 - $260
10 $592K
FRME
First Merchants Corp

Financial Services
1
+ 1.89%
$35.52 - $44.97 $35.5 - $45
54 $2.21M
SNPS
Synopsys Inc

Technology
1
+ 6.67%
$485.36 - $588.0 $485 - $588
16 $8.17M
MTG
Mgic Investment Corp

Financial Services
2
+ 0.45%
$23.32 - $26.4 $46.6 - $52.8
444 $11.4M
FLMI
Franklin Dynamic Municipal Bon

ETFs
13
+ 1.07%
$24.42 - $25.06 $317 - $326
1.23K $30.3M
CMS
Cms Energy Corp

Utilities
5
+ 10.0%
$65.76 - $71.94 $329 - $360
55 $3.7M
HES
Hess Corp

Energy
1
+ 16.67%
$127.66 - $148.65 $128 - $149
7 $1.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
428
+ 2.23%
$18.41 - $40.87 $7.88K - $17.5K
19.7K $380M
Orchid Is Cap Inc Com New
26
+ 46.43%
N/A
82 $648K
GRAB
Grab Holdings LTD

Technology
32
+ 13.62%
$3.6 - $5.67 $115 - $181
267 $1.19M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4
+ 0.68%
$59.74 - $60.03 $239 - $240
591 $35.4M
AA
Alcoa Corp

Basic Materials
8
+ 57.14%
$36.62 - $47.42 $293 - $379
22 $769K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.63%
$27.54 - $83.04 $27.5 - $83
160 $4.64M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
10
+ 3.98%
$46.46 - $51.66 $465 - $517
261 $12.9M
Veralto Corp Com Shs
2
+ 2.17%
N/A
94 $9.71M
ECL
Ecolab Inc.

Basic Materials
1
+ 12.5%
$234.32 - $261.43 $234 - $261
9 $2.22M
WDC
Western Digital Corp

Technology
5
+ 14.29%
$59.62 - $73.43 $298 - $367
40 $2.58M
VDE
Vanguard Energy ETF

ETFs
1
+ 2.94%
$116.67 - $136.78 $117 - $137
35 $4.39M
FAST
Fastenal CO

Industrials
8
+ 2.49%
$69.99 - $84.35 $560 - $675
329 $25.1M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
3
+ 23.08%
$104.54 - $137.94 $314 - $414
16 $1.87M
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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