Cornerstone Planning Group LLC Asset Management

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.2B
$253 Million 0.05% of portfolio
502
Q2 2025 Reduced 0.59%
$127B
$132 Million 0.03% of portfolio
928
Q2 2025 Added 3.23%
$86.8B
$86.8 Million 0.02% of portfolio
596
Q2 2025 Reduced 3.09%
$0
$60.9 Million 0.01% of portfolio
2,556
Q2 2025 Added 2.69%
$0
$41 Million 0.01% of portfolio
3,445
Q4 2022 New
$0
$40.8 Million 0.01% of portfolio
3,729
Q4 2022 New
$83.7B
$29.7 Million 0.01% of portfolio
295
Q2 2025 Reduced 24.74%
$23.4B
$29.3 Million 0.01% of portfolio
487
Q2 2025 Reduced 8.63%
$0
$28.5 Million 0.01% of portfolio
2,700
Q2 2025 New
$0
$23.2 Million 0.0% of portfolio
2,669
Q2 2025 Added 3.13%
$123B
$19.5 Million 0.0% of portfolio
116
Q2 2025 Reduced 84.11%
$19.3B
$9.82 Million 0.0% of portfolio
129
Q2 2025 Added 4.03%
$7.28B
$7.95 Million 0.0% of portfolio
185
Q2 2025 Added 12.12%
$5.92B
$6.92 Million 0.0% of portfolio
44
Q2 2025 Reduced 44.3%
$40.9B
$6.49 Million 0.0% of portfolio
59
Q2 2025 Added 34.09%
$33.2B
$6.2 Million 0.0% of portfolio
33
Q2 2025 Added 65.0%
$26.5B
$2.64 Million 0.0% of portfolio
21
Q2 2025 Added 40.0%
$9.57B
$1.93 Million 0.0% of portfolio
91
Q2 2025 Reduced 69.67%
$12.8B
$1.69 Million 0.0% of portfolio
67
Q2 2025 Added 52.27%
$1.06B
$980,000 0.0% of portfolio
22
Q2 2025 New
$443M
$849,000 0.0% of portfolio
6
Q2 2025 New
$0
$570,000 0.0% of portfolio
56
Q2 2025 Added 3.7%
$292M
$569,000 0.0% of portfolio
50
Q1 2025 Reduced 55.36%
$3.02B
$471,000 0.0% of portfolio
37
Q2 2025 Reduced 36.21%
$8.98B
$329,000 0.0% of portfolio
17
Q1 2025 New
$4.57B
$115,000 0.0% of portfolio
2
Q2 2025 New
$0
$9,000 0.0% of portfolio
2
Q2 2024 Reduced 97.85%
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