Cornerstone Planning Group LLC Reduced Holdings in Q3 2024

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
-6
- 2.31%
$446.32 - $527.38 $2.68K - $3.16K
254 $124M
NOW
Service Now, Inc.

Technology
-13
- 16.67%
$730.87 - $937.36 $9.5K - $12.2K
65 $62M
CME
Cme Group Inc.

Financial Services
-1
- 2.27%
$193.43 - $220.62 $193 - $221
43 $9.77M
USB
Us Bancorp \De\

Financial Services
-36
- 9.47%
$39.04 - $47.23 $1.41K - $1.7K
344 $16.6M
ZTS
Zoetis Inc.

Healthcare
-1
- 0.48%
$172.58 - $196.48 $173 - $196
206 $37.3M
CTVA
Corteva, Inc.

Basic Materials
-46
- 11.0%
$50.72 - $58.78 $2.33K - $2.7K
372 $22.6M
FTV
Fortive Corp

Technology
-5
- 2.17%
$67.01 - $79.2 $335 - $396
225 $16.8M
GNR
Spdr S&P Global Natural Resour

ETFs
-1
- 0.2%
$53.02 - $57.84 $53 - $57.8
504 $28.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4
- 1.46%
$71.19 - $76.59 $285 - $306
270 $20.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-8
- 5.84%
$156.14 - $187.2 $1.25K - $1.5K
129 $24.2M
MAR
Marriott International Inc

Consumer Cyclical
-3
- 6.98%
$211.35 - $255.11 $634 - $765
40 $10.7M
ESAB
Esab Corp

Industrials
-1
- 1.85%
$91.98 - $107.0 $92 - $107
53 $6.71M
JETS
ETF Ser Solutions U S Global J

ETFs
-1
- 0.34%
$16.76 - $20.84 $16.8 - $20.8
294 $6.7M
GILD
Gilead Sciences, Inc.

Healthcare
-28
- 8.86%
$66.59 - $83.99 $1.86K - $2.35K
288 $25.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1
- 0.2%
$50.99 - $57.81 $51 - $57.8
505 $28M
MGM
Mgm Resorts International

Consumer Cyclical
-1
- 0.36%
$34.07 - $46.78 $34.1 - $46.8
279 $11.7M
OTIS
Otis Worldwide Corp

Industrials
-5
- 1.38%
$91.43 - $104.43 $457 - $522
357 $36.2M
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.61%
$182.15 - $182.15 $182 - $182
162 $32M
CCL
Carnival Corp

Consumer Cyclical
-32
- 7.26%
$14.01 - $19.18 $448 - $614
409 $9.04M
XLY
Select Sector Spdr Consumer Di

ETFs
-26
- 9.7%
$170.05 - $200.86 $4.42K - $5.22K
242 $48.5M
CMCSA
Comcast Corp

Communication Services
-2
- 0.2%
$37.33 - $41.78 $74.7 - $83.6
1.02K $42.7M
GE
General Electric CO

Industrials
-4
- 1.77%
$156.66 - $189.66 $627 - $759
222 $38.7M
LYV
Live Nation Entertainment, Inc.

Communication Services
-4
- 3.08%
$88.06 - $109.5 $352 - $438
126 $15M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 8.26%
$416.14 - $494.01 $3.75K - $4.45K
100 $51.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-11
- 8.53%
$147.95 - $191.05 $1.63K - $2.1K
118 $23.2M
LLY
Eli Lilly & CO

Healthcare
-12
- 9.52%
$772.14 - $960.02 $9.27K - $11.5K
114 $103M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 4.46%
$801.83 - $917.05 $4.01K - $4.59K
107 $95.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-44
- 20.18%
$138.85 - $182.81 $6.11K - $8.04K
174 $36.6M
RPM
Rpm International Inc

Basic Materials
-1
- 0.2%
$103.91 - $125.03 $104 - $125
504 $64.9M
ACN
Accenture PLC

Technology
-4
- 2.27%
$295.44 - $355.81 $1.18K - $1.42K
172 $62.4M
WFC
Wells Fargo & Company

Financial Services
-20
- 2.92%
$51.58 - $60.97 $1.03K - $1.22K
666 $43.5M
DOCU
Docusign, Inc.

Technology
-1
- 0.23%
$49.73 - $62.53 $49.7 - $62.5
434 $30.4M
CAT
Caterpillar Inc

Industrials
-19
- 8.44%
$316.8 - $391.12 $6.02K - $7.43K
206 $80M
PANW
Palo Alto Networks Inc

Technology
-15
- 6.82%
$294.18 - $368.01 $4.41K - $5.52K
205 $74.9M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.01K
- 6.7%
$72.11 - $79.05 $72.8K - $79.8K
14.1K $1.1B
XLK
Technology Sector Spdr

ETFs
-78
- 9.67%
$197.34 - $237.68 $15.4K - $18.5K
729 $170M
MET
Metlife Inc

Financial Services
-92
- 6.17%
$67.96 - $82.48 $6.25K - $7.59K
1.4K $116M
T
At&T Inc.

Communication Services
-68
- 1.24%
$18.21 - $22.28 $1.24K - $1.52K
5.42K $120M
UBER
Uber Technologies, Inc

Technology
-22
- 2.47%
$58.48 - $77.47 $1.29K - $1.7K
869 $68.8M
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 3.11%
$194.9 - $224.8 $5.46K - $6.29K
873 $195M
Thomson Reuters Corp Com
-39
- 1.72%
N/A
2.23K $372M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1
- 0.03%
$39.43 - $44.82 $39.4 - $44.8
3.48K $158M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-24
- 0.97%
$117.9 - $128.2 $2.83K - $3.08K
2.45K $315M
APO
Apollo Global Management, Inc.

Financial Services
-17
- 2.79%
$99.16 - $125.81 $1.69K - $2.14K
592 $86.5M
WMT
Walmart Inc.

Consumer Defensive
-84
- 3.55%
$66.91 - $81.4 $5.62K - $6.84K
2.29K $187M
EQH
Equitable Holdings, Inc.

Financial Services
-36
- 1.08%
$37.05 - $43.61 $1.33K - $1.57K
3.29K $151M
FITB
Fifth Third Bancorp

Financial Services
-11
- 0.18%
$36.01 - $43.64 $396 - $480
6.21K $273M
AVGO
Broadcom Inc.

Technology
-7
- 0.67%
$136.27 - $1745.86 $954 - $12.2K
1.03K $185M
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 2.06%
$333.64 - $405.2 $7.34K - $8.91K
1.05K $413M
Activity Summary
Buys All Purchases 520 New Holdings 136 Increased Positions 384 Sells All Sells 353 Reductions 352 Sold out 1 Options Calls 0 Puts 0
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