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
VTR
Ventas, Inc.

Real Estate
12
+ 9.92%
$56.9 - $70.47 $683 - $846
133 $9.11M
CHTR
Charter Communications, Inc.

Communication Services
6
+ 42.86%
$334.89 - $384.77 $2.01K - $2.31K
20 $6.75M
VRSN
Verisign Inc

Technology
5
+ 62.5%
$205.1 - $254.74 $1.03K - $1.27K
13 $3.27M
DINO
Hf Sinclair Corp

Energy
52
New
$30.66 - $38.48 $1.59K - $2K
52 $1.56M
FNDE
Schwab Fundamental Emerging Mk

ETFs
52
New
$28.11 - $32.0 $1.46K - $1.66K
52 $1.55M
MAS
Masco Corp

Industrials
99
+ 51.56%
$68.67 - $81.85 $6.8K - $8.1K
291 $17.3M
GQRE
Flexshares Tr Global Quality R

ETFs
27
+ 100.0%
$54.82 - $59.44 $1.48K - $1.6K
54 $3.08M
SCI
Service Corp International

Consumer Cyclical
19
New
$75.99 - $84.16 $1.44K - $1.6K
19 $1.53M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
7
+ 10.94%
$160.89 - $187.27 $1.13K - $1.31K
71 $12.5M
BGS
B&G Foods, Inc.

Consumer Defensive
215
New
$5.62 - $7.87 $1.21K - $1.69K
215 $1.51M
BRO
Brown & Brown, Inc.

Financial Services
11
+ 57.89%
$100.54 - $124.4 $1.11K - $1.37K
30 $3.55M
Super Micro Computer Inc Com New
44
+ 488.89%
N/A
53 $1.74M
NFRA
Flexshares Stoxx Global Broad

ETFs
24
+ 80.0%
$53.37 - $57.8 $1.28K - $1.39K
54 $3.13M
XYL
Xylem Inc.

Industrials
13
+ 1300.0%
$114.02 - $132.04 $1.48K - $1.72K
14 $1.59M
JMBS
Janus Detroit Str Tr Henderson

ETFs
33
New
$43.53 - $45.42 $1.44K - $1.5K
33 $1.46M
CMS
Cms Energy Corp

Utilities
15
+ 27.27%
$64.99 - $75.11 $975 - $1.13K
70 $5.15M
HES
Hess Corp

Energy
12
+ 171.43%
$135.42 - $160.52 $1.63K - $1.93K
19 $2.47M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
59
New
$25.12 - $26.05 $1.48K - $1.54K
59 $1.44M
ZS
Zscaler, Inc.

Technology
7
+ 350.0%
$181.66 - $216.87 $1.27K - $1.52K
9 $1.81M
EXR
Extra Space Storage Inc.

Real Estate
11
+ 122.22%
$143.8 - $161.28 $1.58K - $1.77K
20 $2.83M
MPWR
Monolithic Power Systems Inc

Technology
3
+ 100.0%
$565.7 - $720.25 $1.7K - $2.16K
6 $3.22M
DVN
Devon Energy Corp

Energy
47
+ 427.27%
$33.15 - $38.55 $1.56K - $1.81K
58 $1.8M
MGY
Magnolia Oil & Gas Corp

Energy
71
+ 507.14%
$22.26 - $26.58 $1.58K - $1.89K
85 $1.76M
NUE
Nucor Corp

Basic Materials
13
+ 216.67%
$114.48 - $142.52 $1.49K - $1.85K
19 $2.13M
CHX
Champion X Corp

Energy
90
+ 62.07%
$27.3 - $31.27 $2.46K - $2.81K
235 $5.78M
CNMD
Conmed Corp

Healthcare
28
New
$57.6 - $74.0 $1.61K - $2.07K
28 $1.39M
TTE
Total Energies Se

Energy
24
+ 29.27%
N/A
106 $6.22M
NXPI
Nxp Semiconductors N.V.

Technology
8
+ 400.0%
$189.99 - $245.86 $1.52K - $1.97K
10 $1.81M
D
Dominion Energy, Inc

Utilities
36
+ 15.45%
$52.85 - $57.43 $1.9K - $2.07K
269 $14.3M
PVH
Pvh Corp.

Consumer Cyclical
19
New
$63.81 - $107.78 $1.21K - $2.05K
19 $1.37M
MTCH
Match Group, Inc.

Communication Services
46
New
$30.08 - $36.47 $1.38K - $1.68K
46 $1.36M
STT
State Street Corp

Financial Services
20
+ 83.33%
$84.47 - $102.23 $1.69K - $2.04K
44 $3.76M
WAT
Waters Corp

Healthcare
5
+ 125.0%
$362.16 - $417.28 $1.81K - $2.09K
9 $3.01M
GWRE
Guidewire Software, Inc.

Technology
8
+ 32.0%
$166.74 - $218.22 $1.33K - $1.75K
33 $6.4M
PSTG
Pure Storage, Inc.

Technology
30
New
$44.27 - $72.37 $1.33K - $2.17K
30 $1.28M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
19
+ 11.8%
$17.16 - $25.25 $326 - $480
180 $4.48M
EFX
Equifax Inc

Industrials
6
+ 60.0%
$235.63 - $278.34 $1.41K - $1.67K
16 $3.99M
MCHP
Microchip Technology Inc

Technology
36
+ 189.47%
$48.41 - $64.3 $1.74K - $2.31K
55 $2.31M
ES
Eversource Energy

Utilities
21
+ 100.0%
$55.63 - $63.8 $1.17K - $1.34K
42 $2.43M
ATO
Atmos Energy Corp

Utilities
7
+ 140.0%
$136.51 - $154.58 $956 - $1.08K
12 $1.92M
WY
Weyerhaeuser CO

Real Estate
56
+ 140.0%
$27.29 - $31.39 $1.53K - $1.76K
96 $2.43M
CNP
Centerpoint Energy Inc

Utilities
28
+ 84.85%
$30.87 - $36.25 $864 - $1.02K
61 $2.28M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
47
New
$24.73 - $25.62 $1.16K - $1.2K
47 $1.18M
ITW
Illinois Tool Works Inc

Industrials
10
+ 23.26%
$244.9 - $274.48 $2.45K - $2.74K
53 $12.5M
AFL
Aflac Inc

Financial Services
10
+ 6.33%
$100.99 - $111.19 $1.01K - $1.11K
168 $18.2M
KMB
Kimberly Clark Corp

Consumer Defensive
6
+ 3.68%
$124.46 - $147.4 $747 - $884
169 $22.5M
OMC
Omnicom Group Inc.

Communication Services
16
+ 1600.0%
$79.43 - $88.34 $1.27K - $1.41K
17 $1.25M
ADM
Archer Daniels Midland CO

Consumer Defensive
24
New
$45.22 - $52.17 $1.09K - $1.25K
24 $1.16M
RMD
Resmed Inc

Healthcare
8
+ 57.14%
$219.7 - $257.65 $1.76K - $2.06K
22 $4.72M
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
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