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
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-9
- 3.24%
$9.25 - $10.62 $83.3 - $95.6
269 $3.07M
EOG
Eog Resources Inc

Energy
-3
- 4.55%
$118.22 - $136.54 $355 - $410
63 $8.31M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-17
- 9.77%
$173.13 - $258.09 $2.94K - $4.39K
157 $37.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4
- 1.22%
$183.23 - $199.79 $733 - $799
324 $62.9M
VT
Vanguard Total World Stk Index

ETFs
-1
- 0.13%
$117.09 - $123.07 $117 - $123
791 $95.3M
VLO
Valero Energy Corp

Energy
-5
- 4.03%
$118.59 - $144.02 $593 - $720
119 $16.8M
WDAY
Workday, Inc.

Technology
-3
- 4.05%
$233.85 - $279.91 $702 - $840
71 $18.8M
BK
Bank Of New York Mellon Corp

Financial Services
-9
- 4.39%
$70.82 - $81.87 $637 - $737
196 $16.8M
RJF
Raymond James Financial Inc

Financial Services
-1
- 1.33%
$123.0 - $170.1 $123 - $170
74 $12.5M
ARGX
Argenx Se

Healthcare
-1
- 4.55%
$520.52 - $638.33 $521 - $638
21 $13.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1
- 1.69%
$155.96 - $188.66 $156 - $189
58 $11.2M
GDDY
Go Daddy Inc.

Technology
-7
- 9.86%
$153.16 - $209.03 $1.07K - $1.46K
64 $13.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1
- 0.78%
$178.39 - $215.0 $178 - $215
128 $26M
DXCM
Dexcom Inc

Healthcare
-4
- 2.78%
$65.68 - $81.01 $263 - $324
140 $12.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-42
- 2.63%
$567.81 - $607.81 $23.8K - $25.5K
1.55K $931M
SYK
Stryker Corp

Healthcare
-1
- 1.14%
$345.14 - $392.15 $345 - $392
87 $34.6M
BSX
Boston Scientific Corp

Healthcare
-2
- 1.0%
$83.62 - $91.5 $167 - $183
199 $20.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-13
- 2.69%
$77.25 - $91.3 $1K - $1.19K
470 $42.4M
ABT
Abbott Laboratories

Healthcare
-160
- 10.49%
$111.93 - $119.39 $17.9K - $19.1K
1.37K $177M
MET
Metlife Inc

Financial Services
-18
- 1.29%
$78.15 - $88.25 $1.41K - $1.59K
1.38K $120M
APO
Apollo Global Management, Inc.

Financial Services
-46
- 7.77%
$131.36 - $178.61 $6.04K - $8.22K
546 $91.4M
SPGI
S&P Global Inc.

Financial Services
-2
- 0.79%
$480.36 - $529.17 $961 - $1.06K
252 $131M
DOCU
Docusign, Inc.

Technology
-6
- 1.38%
$61.42 - $106.99 $369 - $642
428 $39.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-50
- 2.19%
$311.11 - $335.64 $15.6K - $16.8K
2.23K $738M
EMR
Emerson Electric CO

Industrials
-10
- 1.73%
$108.13 - $134.33 $1.08K - $1.34K
568 $73.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-128
- 0.82%
$370.24 - $418.94 $47.4K - $53.6K
15.5K $6.26B
TSLA
Tesla, Inc.

Consumer Cyclical
-84
- 3.63%
$213.65 - $479.86 $17.9K - $40.3K
2.23K $887M
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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