Cornerstone Planning Group LLC Reduced Holdings in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-164
- 44.57%
$99.83 - $140.86 $16.4K - $23.1K
204 $28.7M
PRU
Prudential Financial Inc

Financial Services
-136
- 14.5%
$95.12 - $112.71 $12.9K - $15.3K
802 $82.7M
NXST
Nexstar Media Group, Inc.

Communication Services
-85
- 89.47%
$144.68 - $181.86 $12.3K - $15.5K
10 $1.87M
PH
Parker Hannifin Corp

Industrials
-34
- 37.36%
$517.23 - $700.54 $17.6K - $23.8K
57 $40.8M
WCN
Waste Connections, Inc.

Industrials
-59
- 55.14%
$183.26 - $199.95 $10.8K - $11.8K
48 $8.97M
PANW
Palo Alto Networks Inc

Technology
-73
- 8.37%
$152.44 - $204.64 $11.1K - $14.9K
799 $135M
PEP
Pepsico Inc

Consumer Defensive
-71
- 10.94%
$128.02 - $151.37 $9.09K - $10.7K
578 $80.6M
OEF
Ishares S&P 100 ETF

ETFs
-57
- 44.88%
N/A
70 $21.8M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-325
- 89.53%
$30.87 - $39.17 $10K - $12.7K
38 $1.52M
DHR
Danaher Corp

Healthcare
-59
- 15.95%
$174.64 - $205.16 $10.3K - $12.1K
311 $61.9M
DOW
Dow Inc.

Basic Materials
-343
- 76.39%
$25.81 - $34.89 $8.85K - $12K
106 $2.38M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-137
- 51.12%
$91.62 - $116.16 $12.6K - $15.9K
131 $15.7M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-190
- 43.88%
$53.75 - $67.21 $10.2K - $12.8K
243 $15.8M
ICLR
Icon PLC

Healthcare
-75
- 90.36%
$126.62 - $168.7 $9.5K - $12.7K
8 $1.33M
ACGL
Arch Capital Group Ltd.

Financial Services
-111
- 60.33%
$84.99 - $96.82 $9.43K - $10.7K
73 $6.47M
BMY
Bristol Myers Squibb CO

Healthcare
-156
- 13.79%
$44.12 - $59.6 $6.88K - $9.3K
975 $44.7M
SNA
Snap On Inc

Industrials
-35
- 53.85%
$292.36 - $342.2 $10.2K - $12K
30 $9.68M
AL
Air Lease Corp

Industrials
-265
- 61.63%
$40.46 - $58.71 $10.7K - $15.6K
165 $9.06M
BWXT
Bwx Technologies, Inc.

Industrials
-109
- 83.21%
$89.24 - $144.06 $9.73K - $15.7K
22 $4.01M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-14
- 14.43%
$225.56 - $335.19 $3.16K - $4.69K
83 $16.2M
WPC
W. P. Carey Inc.

Real Estate
-167
- 57.19%
$56.12 - $64.53 $9.37K - $10.8K
125 $8.26M
QCOM
Qualcomm Inc

Technology
-92
- 13.69%
$124.66 - $159.48 $11.5K - $14.7K
580 $85.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-103
- 15.01%
$96.84 - $99.46 $9.97K - $10.2K
583 $57.9M
DD
Du Pont De Nemours, Inc.

Basic Materials
-163
- 57.19%
$55.13 - $75.25 $8.99K - $12.3K
122 $8.88M
EQIX
Equinix Inc

Real Estate
-10
- 23.81%
$740.07 - $914.43 $7.4K - $9.14K
32 $24.9M
WDAY
Workday, Inc.

Technology
-40
- 32.0%
$210.47 - $274.71 $8.42K - $11K
85 $19.1M
UL
Unilever PLC

Consumer Defensive
-128
- 41.69%
$57.9 - $65.43 $7.41K - $8.38K
179 $10.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-15
- 4.84%
$212.1 - $244.27 $3.18K - $3.66K
295 $59.1M
BR
Broadridge Financial Solutions, Inc.

Technology
-42
- 48.84%
$217.22 - $246.25 $9.12K - $10.3K
44 $11.7M
VRSK
Verisk Analytics, Inc.

Industrials
-21
- 17.5%
$277.03 - $321.33 $5.82K - $6.75K
99 $26.2M
NU
Nu Holdings Ltd.

Financial Services
-735
- 91.3%
$9.6 - $13.72 $7.06K - $10.1K
70 $851K
VBR
Vanguard Small Cap Value ETF

ETFs
-76
- 25.76%
$162.76 - $195.77 $12.4K - $14.9K
219 $43.6M
PAVE
Global X Fds Us Infrastructure

ETFs
-933
- 23.57%
$33.78 - $43.68 $31.5K - $40.8K
3.03K $138M
STWD
Starwood Property Trust, Inc.

Real Estate
-469
- 39.12%
$17.28 - $20.41 $8.1K - $9.57K
730 $14.3M
Atlassian Corporation Cl A
-34
- 43.04%
N/A
45 $8.35M
LAMR
Lamar Advertising CO

Real Estate
-81
- 53.29%
$102.35 - $121.67 $8.29K - $9.86K
71 $8.94M
IWD
Ishares Russell 1000 Val ETF

ETFs
-60
- 23.72%
$166.82 - $194.23 $10K - $11.7K
193 $37.6M
MAS
Masco Corp

Industrials
-149
- 51.2%
$58.73 - $71.06 $8.75K - $10.6K
142 $9.93M
CNQ
Canadian Natural Resources LTD

Energy
-261
- 71.9%
$25.14 - $34.01 $6.56K - $8.88K
102 $3.21M
CARR
Carrier Global Corp

Industrials
-209
- 24.73%
$55.55 - $75.83 $11.6K - $15.8K
636 $42.2M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-14
- 63.64%
$419.99 - $501.97 $5.88K - $7.03K
8 $3.55M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-145
- 55.34%
$49.57 - $50.27 $7.19K - $7.29K
117 $5.89M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-39
- 4.41%
$63.54 - $68.5 $2.48K - $2.67K
845 $52.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-262
- 72.58%
$26.18 - $26.93 $6.86K - $7.06K
99 $2.64M
TRNO
Terreno Realty Corp

Real Estate
-121
- 85.21%
$51.18 - $63.89 $6.19K - $7.73K
21 $1.17M
MDT
Medtronic PLC

Healthcare
-122
- 17.99%
$80.68 - $88.86 $9.84K - $10.8K
556 $49.9M
PEAK
Healthpeak Properties, Inc.

Real Estate
-358
- 78.51%
N/A
98 $1.69M
UNP
Union Pacific Corp

Industrials
-33
- 19.76%
$208.27 - $238.46 $6.87K - $7.87K
134 $29.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-315
- 13.82%
$22.54 - $23.17 $7.1K - $7.3K
1.96K $45.1M
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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