Cornerstone Planning Group LLC New Holdings in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AES
Aes Corp

Utilities
97
New
$9.63 - $12.55 $934 - $1.22K
97 $1.24M
AVUV
American Centy ETF Tr Avantis

ETFs
13
New
$75.17 - $91.21 $977 - $1.19K
13 $1.2M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
15
New
$65.1 - $75.98 $976 - $1.14K
15 $1.16M
GL
Globe Life Inc.

Financial Services
8
New
$113.29 - $133.09 $906 - $1.06K
8 $1.12M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
4
New
$218.94 - $269.48 $876 - $1.08K
4 $994K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
22
New
N/A
22 $980K
Blacksky Technology Inc Cl A New
50
New
N/A
50 $947K
ORI
Old Republic International Corp

Financial Services
25
New
$35.25 - $39.79 $881 - $995
25 $915K
GXO
Gxo Logistics, Inc.

Industrials
18
New
$31.53 - $49.1 $568 - $884
18 $882K
HTH
Hilltop Holdings Inc.

Financial Services
29
New
$27.95 - $30.99 $811 - $899
29 $880K
WFG
West Fraser Timber Co., LTD

Basic Materials
12
New
$70.53 - $78.77 $846 - $945
12 $861K
Acurx Pharmaceuticals Inc Com New
167
New
N/A
167 $850K
DHIL
Diamond Hill Investment Group Inc

Financial Services
6
New
$125.49 - $145.8 $753 - $875
6 $849K
HNDL
Strategy Shs

ETFs
39
New
$19.2 - $21.66 $749 - $845
39 $841K
ALCO
Alico, Inc.

Consumer Defensive
26
New
$28.31 - $32.68 $736 - $850
26 $837K
AIV
Apartment Investment & Management CO

Real Estate
95
New
$7.24 - $8.85 $688 - $841
95 $825K
Star Hldgs Shs Ben Int
106
New
N/A
106 $771K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
38
New
$16.1 - $20.85 $612 - $792
38 $769K
Atlanta Braves Hldgs Inc Com Ser A
16
New
N/A
16 $758K
BROS
Dutch Bros Inc.

Consumer Cyclical
13
New
$51.37 - $73.72 $668 - $958
13 $747K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
34
New
$20.6 - $29.93 $700 - $1.02K
34 $740K
Cargo Therapeutics Inc Com
164
New
N/A
164 $731K
Wimi Hologram Cloud Inc Ord Shs Cl B New
200
New
N/A
200 $720K
VEL
Velocity Financial, Inc.

Financial Services
42
New
$16.3 - $19.22 $685 - $807
42 $698K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
7
New
$89.28 - $103.69 $625 - $726
7 $695K
EIG
Employers Holdings, Inc.

Financial Services
17
New
$46.08 - $51.35 $783 - $873
17 $692K
DX
Dynex Capital Inc

Real Estate
55
New
$11.13 - $12.99 $612 - $714
55 $689K
ODC
Oil Dri Corp Of America

Basic Materials
12
New
$41.52 - $59.78 $498 - $717
12 $679K
STC
Stewart Information Services Corp

Financial Services
10
New
$59.82 - $72.65 $598 - $727
10 $679K
BFLYWS
Butterfly Network Inc Wt Exp 0
14K
New
N/A
14K $664K
HAIN
Hain Celestial Group Inc

Consumer Defensive
435
New
$1.45 - $4.16 $631 - $1.81K
435 $661K
ITIC
Investors Title CO

Financial Services
3
New
$193.09 - $252.2 $579 - $757
3 $655K
GFL
Gfl Environmental Inc.

Industrials
13
New
$42.93 - $51.58 $558 - $671
13 $652K
TPB
Turning Point Brands, Inc.

Consumer Defensive
8
New
$54.53 - $81.0 $436 - $648
8 $649K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
53
New
$12.07 - $14.61 $640 - $774
53 $640K
Coherent Corp Com
6
New
N/A
6 $634K
Liberty Media Corp Del Com Lbty One S A
7
New
N/A
7 $616K
KEX
Kirby Corp

Industrials
6
New
$87.32 - $114.99 $524 - $690
6 $613K
MSGS
Madison Square Garden Sports Corp.

Communication Services
3
New
$175.61 - $208.95 $527 - $627
3 $607K
RDN
Radian Group Inc

Financial Services
18
New
$30.48 - $36.53 $549 - $658
18 $599K
ATEX
Anterix Inc.

Communication Services
27
New
$25.65 - $36.65 $693 - $990
27 $591K
AFRI
Forafric Global PLC

Consumer Defensive
73
New
$7.72 - $8.76 $564 - $639
73 $568K
WOR
Worthington Industries Inc

Industrials
9
New
$44.09 - $63.81 $397 - $574
9 $567K
PRA
Proassurance Corp

Financial Services
23
New
$22.77 - $23.36 $524 - $537
23 $548K
TR
Tootsie Roll Industries Inc

Consumer Defensive
14
New
$29.7 - $36.03 $416 - $504
14 $541K
PRI
Primerica, Inc.

Financial Services
2
New
$244.39 - $290.62 $489 - $581
2 $528K
Core Laboratories Inc Com
49
New
N/A
49 $526K
HSIC
Henry Schein Inc

Healthcare
8
New
$62.7 - $73.66 $502 - $589
8 $519K
IONS
Ionis Pharmaceuticals Inc

Healthcare
12
New
$25.51 - $40.0 $306 - $480
12 $517K
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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