Cornerstone Planning Group LLC Reduced Holdings in Q4 2024

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-28
- 28.0%
$471.27 - $550.62 $13.2K - $15.4K
72 $41.3M
ADBE
Adobe Inc.

Technology
-16
- 24.62%
$437.39 - $552.96 $7K - $8.85K
49 $21.5M
EFV
Msci Eafe Value ETF

ETFs
-169
- 10.47%
$51.78 - $57.15 $8.75K - $9.66K
1.45K $79.4M
CVX
Chevron Corp

Energy
-91
- 15.74%
$141.15 - $162.53 $12.8K - $14.8K
487 $76.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-53
- 9.27%
$59.25 - $72.99 $3.14K - $3.87K
519 $30.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-216
- 8.57%
$61.68 - $67.87 $13.3K - $14.7K
2.3K $149M
NVO
Novo Nordisk A S

Healthcare
-11
- 3.44%
$85.0 - $120.04 $935 - $1.32K
309 $27M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-83
- 5.93%
$68.25 - $75.42 $5.66K - $6.26K
1.32K $91.1M
QCOM
Qualcomm Inc

Technology
-35
- 6.53%
$150.4 - $178.04 $5.26K - $6.23K
501 $85.7M
JNJ
Johnson & Johnson

Healthcare
-16
- 2.0%
$143.34 - $165.86 $2.29K - $2.65K
786 $120M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-218
- 89.71%
$36.54 - $37.53 $7.97K - $8.18K
25 $949K
MSFT
Microsoft Corp

Technology
-34
- 1.28%
$406.35 - $454.46 $13.8K - $15.5K
2.62K $1.14B
XLP
Consumer Staples Sector Spdr

ETFs
-98
- 25.65%
N/A
284 $22.7M
VTV
Vanguard Value ETF

ETFs
-47
- 73.44%
$168.32 - $181.87 $7.91K - $8.55K
17 $3.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-36
- 30.51%
$172.07 - $207.36 $6.19K - $7.46K
82 $15.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
-31
- 93.94%
$219.66 - $257.62 $6.81K - $7.99K
2 $376K
VXF
Vanguard Extended Market ETF

ETFs
-63
- 14.29%
$179.17 - $207.15 $11.3K - $13.1K
378 $74.7M
CSGP
Costar Group, Inc.

Real Estate
-102
- 30.0%
$69.7 - $81.97 $7.11K - $8.36K
238 $18.2M
FCX
Freeport Mcmoran Inc

Basic Materials
-84
- 24.35%
$38.08 - $50.82 $3.2K - $4.27K
261 $9.57M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-162
- 13.69%
$49.03 - $53.35 $7.94K - $8.64K
1.02K $53.5M
BOND
Pimco Active Bond Exchange Tra

ETFs
-62
- 8.27%
$90.42 - $94.5 $5.61K - $5.86K
688 $62.6M
ETN
Eaton Corp PLC

Industrials
-2
- 1.23%
$326.96 - $377.52 $654 - $755
161 $50.2M
ELV
Elevance Health, Inc.

Healthcare
-15
- 71.43%
$365.96 - $514.62 $5.49K - $7.72K
6 $2.47M
AZN
Astrazeneca PLC

Healthcare
-72
- 33.8%
$63.2 - $79.58 $4.55K - $5.73K
141 $9.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-115
- 36.05%
$49.79 - $51.14 $5.73K - $5.88K
204 $10.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-81
- 8.07%
$49.87 - $52.46 $4.04K - $4.25K
923 $46.2M
IEFA
Ishares Tr

ETFs
-71
- 16.86%
$70.06 - $77.43 $4.97K - $5.5K
350 $25.8M
SRLN
Ssga Active Trust

ETFs
-132
- 8.72%
$41.48 - $42.08 $5.48K - $5.55K
1.38K $58M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-455
- 15.27%
$21.45 - $24.97 $9.76K - $11.4K
2.52K $60.8M
GD
General Dynamics Corp

Industrials
-4
- 2.94%
$260.28 - $314.03 $1.04K - $1.26K
132 $35.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37
- 5.88%
$176.42 - $186.91 $6.53K - $6.92K
592 $108M
CMCSA
Comcast Corp

Communication Services
-34
- 3.35%
$37.39 - $45.14 $1.27K - $1.53K
981 $37.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-197
- 7.64%
$22.39 - $23.45 $4.41K - $4.62K
2.38K $53.8M
ADI
Analog Devices Inc

Technology
-3
- 1.36%
$206.35 - $236.48 $619 - $709
217 $46.7M
Thomson Reuters Corp Com
-4
- 0.18%
N/A
2.23K $367M
INTC
Intel Corp

Technology
-172
- 31.5%
$19.07 - $26.23 $3.28K - $4.51K
374 $7.59M
MNST
Monster Beverage Corp

Consumer Defensive
-49
- 6.41%
$49.24 - $56.38 $2.41K - $2.76K
715 $35.3M
DWAC
Digital World Acquisition Corp.

Financial Services
-70
- 57.38%
N/A
52 $1.54M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-103
- 67.76%
$44.33 - $49.55 $4.57K - $5.1K
49 $2.26M
CMCL
Caledonia Mining Corp PLC

Basic Materials
-265
- 78.4%
$9.18 - $16.82 $2.43K - $4.46K
73 $698K
NVS
Novartis Ag

Healthcare
-36
- 31.3%
$96.78 - $117.18 $3.48K - $4.22K
79 $8.17M
VZ
Verizon Communications Inc

Communication Services
-70
- 2.94%
$39.6 - $45.21 $2.77K - $3.16K
2.31K $93.8M
FLEX
Flex Ltd.

Technology
-149
- 48.06%
$32.52 - $41.3 $4.85K - $6.15K
161 $6.26M
SWKH
Swk Holdings Corp

Financial Services
-257
- 83.71%
$15.16 - $17.06 $3.9K - $4.38K
50 $832K
Ishares Flexible Income Active ETF
-72
- 7.73%
N/A
859 $45.1M
HDV
Ishares Core High Dividend ETF

ETFs
-31
- 7.65%
$110.82 - $121.28 $3.44K - $3.76K
374 $43.3M
DHI
Horton D R Inc

Consumer Cyclical
-15
- 16.3%
$137.24 - $194.56 $2.06K - $2.92K
77 $11.3M
MLM
Martin Marietta Materials Inc

Basic Materials
-5
- 14.71%
$516.5 - $619.58 $2.58K - $3.1K
29 $15.8M
PRU
Prudential Financial Inc

Financial Services
-12
- 2.29%
$114.59 - $129.52 $1.38K - $1.55K
511 $61.6M
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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