Cornerstone Planning Group LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $349 Billion distributed in 1262 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 $55.9B, Vanguard Ftse Developed Market with a value of $45.4B, Schwab Strategic Tr Us Dividen with a value of $34.3B, Ishares Core S&P Sm Cap ETF with a value of $22.4B, and Ishare Morningstar Mid Cap Gro with a value of $19.1B.
Examining the 13F form we can see an increase of $27.3B in the current position value, from $322B to 349B.
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
$349 Billion
ETFs: $320 Billion
Technology: $8.26 Billion
Financial Services: $5.09 Billion
Industrials: $2.58 Billion
Consumer Cyclical: $2.36 Billion
Healthcare: $2.12 Billion
Utilities: $1.81 Billion
Communication Services: $1.66 Billion
Other: $3.07 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
