Cornerstone Planning Group LLC Portfolio Holdings

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024

Cornerstone Planning Group LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $378 Billion distributed in 1302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $67.1B, Vanguard Ftse Developed Market with a value of $51.4B, Schwab Fundamental U S Large C with a value of $31.3B, Ishares Msci Usa Small Cap Mul with a value of $24.2B, and Ishare Morningstar Mid Cap Gro with a value of $23B.

Examining the 13F form we can see an increase of $29.6B in the current position value, from $349B to 378B. Also it can be appreciated an additional of 136 stocks purchases and 1 closed positions.

Cornerstone Planning Group LLC is based out at Fairfield, NJ

Below you can find more details about Cornerstone Planning Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $378 Billion
ETFs: $349 Billion
Technology: $9.13 Billion
Financial Services: $5.46 Billion
Consumer Cyclical: $2.7 Billion
Industrials: $2.64 Billion
Healthcare: $1.98 Billion
Utilities: $1.97 Billion
Communication Services: $1.84 Billion
Other: $2.47 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.1 Billion 17.72% of portfolio
134,097
Q3 2024 Added 4.38%
$0
$51.4 Billion 13.58% of portfolio
1,013,244
Q3 2024 Added 6.13%
$0
$31.3 Billion 8.26% of portfolio
1,309,618
Q3 2024 New
$0
$24.2 Billion 6.39% of portfolio
362,226
Q3 2024 New
$0
$23 Billion 6.07% of portfolio
310,146
Q3 2024 Added 5.99%
$0
$14.9 Billion 3.93% of portfolio
195,289
Q3 2024 Added 7.07%
$0
$14.3 Billion 3.79% of portfolio
301,461
Q3 2024 Added 9.0%
$0
$13.8 Billion 3.65% of portfolio
162,997
Q3 2024 Added 5.03%
$0
$13.6 Billion 3.61% of portfolio
270,565
Q3 2024 Added 7.71%
$0
$11.8 Billion 3.13% of portfolio
135,951
Q3 2024 Added 5.13%
$0
$11.8 Billion 3.11% of portfolio
183,648
Q3 2024 Added 6.13%
$0
$10.5 Billion 2.79% of portfolio
269,734
Q3 2024 Added 6.39%
$0
$10 Billion 2.65% of portfolio
175,209
Q3 2024 New
$0
$8.86 Billion 2.34% of portfolio
134,255
Q3 2024 Added 8.18%
$0
$7.06 Billion 1.87% of portfolio
251,294
Q3 2024 Reduced 42.12%
$0
$6.05 Billion 1.6% of portfolio
15,633
Q3 2024 Added 1.06%
$0
$2.46 Billion 0.65% of portfolio
90,771
Q3 2024 Added 3.84%
$0
$2.23 Billion 0.59% of portfolio
9,844
Q3 2024 Reduced 5.15%
$0
$1.7 Billion 0.45% of portfolio
14,714
Q3 2024 Reduced 92.92%
$0
$1.3 Billion 0.34% of portfolio
29,660
Q3 2024 Added 0.63%
$0
$1.1 Billion 0.29% of portfolio
14,061
Q3 2024 Reduced 6.7%
$0
$928 Million 0.25% of portfolio
1,595
Q3 2024 Reduced 78.23%
$0
$728 Million 0.19% of portfolio
2,283
Q3 2024 Added 0.31%
$0
$725 Million 0.19% of portfolio
1,356
Q3 2024 Reduced 21.8%
$0
$609 Million 0.16% of portfolio
20,967
Q3 2024 Reduced 18.87%
$0
$599 Million 0.16% of portfolio
25,030
Q3 2024 Added 1.72%
$0
$579 Million 0.15% of portfolio
6,586
Q3 2024 Added 3.15%
$0
$577 Million 0.15% of portfolio
3,458
Q3 2024 Reduced 94.41%
$0
$469 Million 0.12% of portfolio
802
Q3 2024 Reduced 43.68%
$0
$391 Million 0.1% of portfolio
6,701
Q3 2024 Added 23.59%
$0
$390 Million 0.1% of portfolio
8,483
Q3 2024 Reduced 22.07%
$0
$380 Million 0.1% of portfolio
19,224
Q3 2024 Added 59.32%
$0
$335 Million 0.09% of portfolio
3,594
Q3 2024 Added 3.22%
$0
$305 Million 0.08% of portfolio
3,583
Q3 2024 Reduced 0.03%
$0
$315 Million 0.08% of portfolio
2,454
Q3 2024 Reduced 0.97%
$0
$279 Million 0.07% of portfolio
2,713
Q3 2024 Reduced 21.77%
$0
$268 Million 0.07% of portfolio
2,416
Q3 2024 Added 2.85%
$0
$259 Million 0.07% of portfolio
5,175
Q3 2024 Reduced 36.83%
$0
$244 Million 0.06% of portfolio
11,312
Q3 2024 Added 1.1%
$0
$228 Million 0.06% of portfolio
10,138
Q3 2024 Reduced 72.2%
$0
$242 Million 0.06% of portfolio
3,111
Q3 2024 Reduced 36.61%
$0
$229 Million 0.06% of portfolio
2,915
Q3 2024 Reduced 11.61%
$0
$228 Million 0.06% of portfolio
1,135
Q3 2024 Added 0.35%
$0
$188 Million 0.05% of portfolio
4,521
Q2 2024 Added 0.22%
$0
$179 Million 0.05% of portfolio
1,958
Q3 2024 Reduced 2.73%
$0
$176 Million 0.05% of portfolio
1,646
Q3 2024 Added 0.67%
$0
$201 Million 0.05% of portfolio
700
Q3 2024 Added 0.14%
$0
$152 Million 0.04% of portfolio
3,438
Q2 2024 New
$0
$154 Million 0.04% of portfolio
4,115
Q3 2024 Added 0.29%

Summary

  • Portfolio
  • No. of Stocks 1,302
  • Current Value $378 Billion
  • Prior Value $349 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 136 stocks
  • Additional Purchases 384 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 352 stocks
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