Cornerstone Planning Group LLC Purchases in Q4 2024

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Greenwave Technology Solutions Com
1
New
N/A
1 $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
0
New
$23.29 - $23.93 $0 - $0
0 $2K
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 10.26%
$208.94 - $264.22 $836 - $1.06K
43 $9.56M
Defiance Daily Target 2 X Long Mstr ETF
0
New
N/A
0 $0
FIS
Fidelity National Information Services, Inc.

Technology
5
+ 10.87%
$80.14 - $90.95 $401 - $455
51 $4.14M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1
+ 2.56%
$19.82 - $21.55 $19.8 - $21.6
40 $808K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.85%
$47.77 - $51.75 $95.5 - $104
236 $11.7M
FMC
Fmc Corp

Basic Materials
6
+ 7.41%
$47.86 - $66.62 $287 - $400
87 $4.86M
PATK
Patrick Industries Inc

Consumer Cyclical
1
+ 33.33%
$82.71 - $146.16 $82.7 - $146
4 $390K
PFF
Ishares Trust Ishares Pfd And

ETFs
3
+ 1.85%
$31.23 - $33.51 $93.7 - $101
165 $5.32M
NFRA
Flexshares Stoxx Global Broad

ETFs
1
+ 3.45%
$54.11 - $59.58 $54.1 - $59.6
30 $1.65M
Ameriserv Finl Inc Com
10
+ 1.04%
N/A
973 $2.64M
GQRE
Flexshares Tr Global Quality R

ETFs
1
+ 3.85%
$56.58 - $62.37 $56.6 - $62.4
27 $1.55M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1
+ 2.7%
$33.39 - $37.66 $33.4 - $37.7
38 $1.28M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.51%
$22.63 - $47.53 $45.3 - $95.1
391 $8.93M
SJM
J M Smucker CO

Consumer Defensive
1
+ 9.09%
$106.92 - $121.75 $107 - $122
12 $1.24M
UL
Unilever PLC

Consumer Defensive
8
+ 6.2%
$56.7 - $64.64 $454 - $517
137 $7.96M
FCF
First Commonwealth Financial Corp

Financial Services
10
+ 0.66%
$16.24 - $19.41 $162 - $194
1.53K $25.6M
KXI
Ishares Tr Global Consumer Sta

ETFs
4
+ 1.47%
$60.15 - $65.39 $241 - $262
277 $17.1M
IYR
Ishares Tr

ETFs
1
+ 2.5%
$90.74 - $102.87 $90.7 - $103
41 $3.9M
OTIS
Otis Worldwide Corp

Industrials
12
+ 3.36%
$92.57 - $106.01 $1.11K - $1.27K
369 $36.1M
NIO
Nio Inc.

Consumer Cyclical
200
+ 26.95%
$4.31 - $7.21 $862 - $1.44K
942 $4.02M
TLTE
Flexshares Tr Morningstar Emer

ETFs
3
+ 4.17%
$50.95 - $58.58 $153 - $176
75 $3.82M
Gsk PLC Sponsored Adr
11
+ 5.14%
N/A
225 $7.97M
ESAB
Esab Corp

Industrials
1
+ 1.89%
$102.05 - $135.08 $102 - $135
54 $6.48M
GLOB
Globant S.A.

Technology
1
+ 2.63%
$193.45 - $236.83 $193 - $237
39 $8.1M
SWKS
Skyworks Solutions, Inc.

Technology
6
+ 5.88%
$83.18 - $99.15 $499 - $595
108 $9.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8
+ 1.58%
$52.1 - $57.26 $417 - $458
513 $27.6M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1
+ 0.3%
$40.41 - $45.12 $40.4 - $45.1
339 $14M
Viper Energy Inc Cl A
2
+ 1.42%
N/A
143 $6.65M
HPQ
Hp Inc

Technology
16
+ 5.19%
$32.46 - $39.3 $519 - $629
324 $10.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1
+ 6.25%
$128.36 - $186.0 $128 - $186
17 $2.3M
DLR
Digital Realty Trust, Inc.

Real Estate
5
+ 5.75%
$156.46 - $195.69 $782 - $978
92 $15.2M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
11
+ 1.03%
$32.75 - $35.81 $360 - $394
1.08K $36.8M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 1.02%
$87.85 - $98.6 $264 - $296
297 $27.3M
GNR
Spdr S&P Global Natural Resour

ETFs
14
+ 2.78%
$48.67 - $58.43 $681 - $818
518 $27.3M
BXP
Boston Properties Inc

Real Estate
4
+ 4.21%
$73.33 - $89.72 $293 - $359
99 $7.38M
FE
Firstenergy Corp

Utilities
20
+ 2.37%
$39.14 - $44.52 $783 - $890
865 $35.3M
FNDC
Schwab Fundamental Intl Small

ETFs
17
+ 1.26%
$33.92 - $38.03 $577 - $647
1.37K $47.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 1.72%
$396.64 - $516.74 $397 - $517
59 $26.2M
NEP
Nextera Energy Partners, LP

Utilities
24
+ 5.65%
$15.87 - $26.96 $381 - $647
449 $7.09M
PFE
Pfizer Inc

Healthcare
60
+ 3.41%
$24.8 - $30.19 $1.49K - $1.81K
1.82K $48.9M
KO
Coca Cola CO

Consumer Defensive
26
+ 1.43%
$61.74 - $71.71 $1.61K - $1.86K
1.85K $118M
AMAT
Applied Materials Inc

Technology
3
+ 2.29%
$161.44 - $213.89 $484 - $642
134 $23.4M
EMN
Eastman Chemical CO

Basic Materials
4
+ 2.37%
$90.03 - $110.64 $360 - $443
173 $16.1M
FNDF
Schwab Fundamental Intl Large

ETFs
32
+ 1.4%
$32.92 - $37.15 $1.05K - $1.19K
2.32K $80.3M
OTEX
Open Text Corp

Technology
13
+ 3.25%
$27.37 - $34.05 $356 - $443
413 $11.8M
AMGN
Amgen Inc

Healthcare
1
+ 1.43%
$258.78 - $328.31 $259 - $328
71 $20.1M
DBB
Invesco Db Base Metals Fund

ETFs
129
+ 4.68%
$18.85 - $21.42 $2.43K - $2.76K
2.88K $54.6M
Activity Summary
Buys All Purchases 715 New Holdings 221 Increased Positions 494 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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