Cornerstone Planning Group LLC Purchases in Q1 2025

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRH.L
Crh PLC

Basic Materials
36
+ 40.45%
N/A
125 $11M
REG
Regency Centers Corp

Real Estate
30
New
$68.83 - $77.74 $2.06K - $2.33K
30 $2.16M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
30
New
$77.33 - $90.16 $2.32K - $2.7K
30 $2.16M
RBLX
Roblox Corp

Communication Services
40
+ 37.74%
$53.77 - $75.47 $2.15K - $3.02K
146 $9.27M
SYY
Sysco Corp

Consumer Defensive
35
+ 33.02%
$70.0 - $77.13 $2.45K - $2.7K
141 $10.3M
SLB
Schlumberger Limited

Energy
89
+ 86.41%
$38.4 - $43.74 $3.42K - $3.89K
192 $6.53M
H
Hyatt Hotels Corp

Consumer Cyclical
19
New
$120.83 - $166.34 $2.3K - $3.16K
19 $2.11M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
94
+ 25.54%
$12.89 - $15.19 $1.21K - $1.43K
462 $7.01M
Natwest Group PLC Spons Adr
51
+ 7.42%
N/A
738 $9.42M
MBB
Ishares Tr

ETFs
20
+ 2.08%
$90.37 - $94.08 $1.81K - $1.88K
980 $90.5M
HUM
Humana Inc

Healthcare
9
+ 90.0%
$249.11 - $303.11 $2.24K - $2.73K
19 $5.01M
SPG
Simon Property Group Inc

Real Estate
16
+ 88.89%
$159.48 - $187.78 $2.55K - $3K
34 $5.21M
Gsk PLC Sponsored Adr
45
+ 20.0%
N/A
270 $10M
HDB
Hdfc Bank LTD

Financial Services
28
New
$58.06 - $66.85 $1.63K - $1.87K
28 $2.02M
VST
Vistra Corp.

Utilities
22
+ 61.11%
$108.49 - $191.89 $2.39K - $4.22K
58 $7.01M
Aptiv PLC Com Shs
50
+ 83.33%
N/A
110 $5.86M
DLTR
Dollar Tree, Inc.

Consumer Defensive
24
New
$61.92 - $76.95 $1.49K - $1.85K
24 $2M
RYAAY
Ryanair Holdings PLC

Industrials
42
+ 51.22%
$41.54 - $50.08 $1.74K - $2.1K
124 $5.76M
Te Connectivity PLC Ord Shs
23
+ 28.05%
N/A
105 $14.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39
+ 7.04%
$50.39 - $50.66 $1.97K - $1.98K
593 $30M
SU
Suncor Energy Inc

Energy
64
+ 82.05%
$34.27 - $40.63 $2.19K - $2.6K
142 $4.98M
PR
Permian Resources Corporation

Energy
171
+ 534.38%
$12.33 - $16.0 $2.11K - $2.74K
203 $2.42M
SJNK
Spdr Bloomberg Short Term High

ETFs
78
New
$25.08 - $25.64 $1.96K - $2K
78 $1.94M
AMKR
Amkor Technology, Inc.

Technology
124
+ 885.71%
$18.06 - $26.73 $2.24K - $3.31K
138 $2.26M
EUSB
Ishares Tr Esg Advanced Total

Technology
45
New
$42.05 - $43.43 $1.89K - $1.95K
45 $1.93M
WAFD
Washington Federal Inc

Financial Services
67
New
$27.4 - $32.6 $1.84K - $2.18K
67 $1.9M
HAL
Halliburton CO

Energy
98
+ 544.44%
$24.15 - $29.9 $2.37K - $2.93K
116 $2.39M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
22
+ 81.48%
$46.15 - $63.53 $1.02K - $1.4K
49 $3.25M
XEL
Xcel Energy Inc

Utilities
24
+ 52.17%
$63.37 - $72.1 $1.52K - $1.73K
70 $4.99M
SNOW
Snowflake Inc.

Technology
24
+ 40.68%
$146.16 - $192.78 $3.51K - $4.63K
83 $12.2M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
11
+ 47.83%
$233.07 - $290.7 $2.56K - $3.2K
34 $8.23M
PCG
Pg&E Corp

Utilities
102
+ 212.5%
$15.16 - $20.4 $1.55K - $2.08K
150 $2.63M
SEM
Select Medical Holdings Corp

Healthcare
113
New
$16.56 - $20.38 $1.87K - $2.3K
113 $1.84M
TT
Trane Technologies PLC

Industrials
8
+ 29.63%
$332.0 - $400.86 $2.66K - $3.21K
35 $11.8M
ADSK
Autodesk, Inc.

Technology
13
+ 27.66%
N/A
60 $15.9M
IWX
Ishares Tr Russell 200 Value E

ETFs
23
New
$78.54 - $84.86 $1.81K - $1.95K
23 $1.79M
HII
Huntington Ingalls Industries, Inc.

Industrials
8
+ 266.67%
$159.75 - $208.61 $1.28K - $1.67K
11 $2.4M
JLL
Jones Lang Lasalle Inc

Real Estate
9
+ 300.0%
$238.0 - $284.76 $2.14K - $2.56K
12 $2.63M
KR
Kroger CO

Consumer Defensive
17
+ 35.42%
$58.36 - $67.72 $992 - $1.15K
65 $4.68M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 66.67%
$634.14 - $744.83 $2.54K - $2.98K
10 $5.88M
NDSN
Nordson Corp

Industrials
10
+ 500.0%
$200.12 - $224.07 $2K - $2.24K
12 $2.22M
PAYC
Paycom Software, Inc.

Technology
7
+ 20.0%
$199.42 - $225.82 $1.4K - $1.58K
42 $9.21M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
73
New
$25.93 - $29.28 $1.89K - $2.14K
73 $1.75M
DCI
Donaldson CO Inc

Industrials
27
New
$66.51 - $72.28 $1.8K - $1.95K
27 $1.72M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
17
New
$100.32 - $100.76 $1.71K - $1.71K
17 $1.71M
FANG
Diamondback Energy, Inc.

Energy
13
+ 650.0%
$139.9 - $180.18 $1.82K - $2.34K
15 $2.03M
RPRX
Royalty Pharma PLC

Healthcare
53
+ 112.77%
$25.75 - $33.86 $1.36K - $1.79K
100 $3.17M
UPS
United Parcel Service Inc

Industrials
70
+ 53.03%
$109.66 - $136.26 $7.68K - $9.54K
202 $19.6M
SF
Stifel Financial Corp

Financial Services
55
+ 57.29%
$91.62 - $117.6 $5.04K - $6.47K
151 $12.5M
Activity Summary
Buys All Purchases 1108 New Holdings 312 Increased Positions 796 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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