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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$592M
$1.41 Million 0.0% of portfolio
216
Q1 2024 New
$950M
$761,000 0.0% of portfolio
100
Q4 2022 New
$1.32B
$945,000 0.0% of portfolio
85
Q2 2024 New
$531M
$913,000 0.0% of portfolio
26
Q1 2024 New
$329M
$946,000 0.0% of portfolio
63
Q1 2024 New
$751M
$708,000 0.0% of portfolio
50
Q2 2024 New
$1.58B
$2.07 Million 0.0% of portfolio
36
Q3 2024 Added 111.76%
$622M
$568,000 0.0% of portfolio
60
Q3 2024 New

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
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email