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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11
New
$50.48 - $51.04 $555 - $561
11 $554K
MTH
Meritage Homes Corp

Consumer Cyclical
8
New
$69.41 - $152.01 $555 - $1.22K
8 $546K
UDR
Udr, Inc.

Real Estate
13
+ 92.86%
$40.09 - $46.04 $521 - $599
27 $1.13M
BRBR
Bellring Brands, Inc.

Consumer Defensive
8
+ 88.89%
$65.4 - $79.39 $523 - $635
17 $1.26M
AVDE
American Centy ETF Tr Avantis

ETFs
8
New
$60.63 - $68.55 $485 - $548
8 $537K
AVEM
American Centy ETF Tr Avantis

ETFs
9
New
$57.11 - $62.4 $514 - $562
9 $536K
JRVR
James River Group Holdings, Ltd.

Financial Services
123
New
$3.51 - $5.02 $432 - $617
123 $535K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
20
New
$25.0 - $39.76 $500 - $795
20 $534K
MYPS
Playstudios, Inc.

Communication Services
429
New
$1.15 - $1.95 $493 - $837
429 $532K
FTI
Technip Fmc PLC

Energy
21
New
$25.3 - $32.57 $531 - $684
21 $526K
EIX
Edison International

Utilities
9
+ 225.0%
$50.06 - $80.01 $451 - $720
13 $756K
FFIV
F5, Inc.

Technology
2
New
$251.75 - $310.6 $504 - $621
2 $525K
HMC
Honda Motor CO LTD

Consumer Cyclical
15
+ 16.67%
$26.9 - $30.41 $404 - $456
105 $3.12M
GRMN
Garmin LTD

Technology
4
+ 33.33%
$204.55 - $241.93 $818 - $968
16 $3.1M
HUBS
Hubspot Inc

Technology
5
+ 41.67%
$571.29 - $819.71 $2.86K - $4.1K
17 $9.62M
BAX
Baxter International Inc

Healthcare
19
+ 158.33%
$29.26 - $36.57 $556 - $695
31 $918K
Fs Bancorp Inc Com
13
New
N/A
13 $514K
TSN
Tyson Foods, Inc.

Consumer Defensive
8
+ 200.0%
$54.27 - $63.81 $434 - $510
12 $744K
AROC
Archrock, Inc.

Energy
22
New
$22.72 - $30.34 $500 - $667
22 $511K
VRT
Vertiv Holdings CO

Industrials
16
+ 53.33%
N/A
46 $3.59M
KHC
Kraft Heinz CO

Consumer Defensive
17
+ 56.67%
$28.51 - $32.22 $485 - $548
47 $1.41M
MAA
Mid America Apartment Communities Inc.

Real Estate
3
+ 60.0%
$146.9 - $170.92 $441 - $513
8 $1.28M
VIRT
Virtu Financial, Inc.

Financial Services
13
New
$34.19 - $40.96 $444 - $532
13 $508K
FYBR
Frontier Communications Parent, Inc.

Communication Services
14
New
$34.83 - $36.05 $488 - $505
14 $506K
URI
United Rentals, Inc.

Industrials
3
+ 42.86%
$594.17 - $789.56 $1.78K - $2.37K
10 $5.9M
TXT
Textron Inc

Industrials
8
+ 400.0%
$70.19 - $81.2 $562 - $650
10 $662K
PSX
Phillips 66

Energy
47
+ 22.17%
$113.93 - $131.55 $5.35K - $6.18K
259 $26.6M
AVB
Avalonbay Communities Inc

Real Estate
4
+ 16.67%
$207.86 - $228.08 $831 - $912
28 $5.78M
CM
Canadian Imperial Bank Of Commerce

Financial Services
11
+ 22.0%
$55.05 - $64.52 $606 - $710
61 $3.67M
SJM
J M Smucker CO

Consumer Defensive
3
+ 25.0%
$100.41 - $118.41 $301 - $355
15 $1.72M
BPOP
Popular, Inc.

Financial Services
5
New
$87.14 - $106.33 $436 - $532
5 $474K
MAR
Marriott International Inc

Consumer Cyclical
14
+ 32.56%
$237.01 - $304.45 $3.32K - $4.26K
57 $13M
UNM
Unum Group

Financial Services
6
New
$71.8 - $83.34 $431 - $500
6 $472K
PARA
Paramount Global

Communication Services
41
+ 16.47%
$10.16 - $12.14 $417 - $498
290 $3.25M
HRB
H&R Block Inc

Consumer Cyclical
7
+ 70.0%
$49.96 - $55.97 $350 - $392
17 $1.01M
Liberty Media Corp Del Com Lbty One S C
7
+ 35.0%
N/A
27 $2.34M
BFS
Saul Centers, Inc.

Real Estate
14
New
$35.47 - $38.54 $497 - $540
14 $461K
CNA
Cna Financial Corp

Financial Services
10
+ 83.33%
$45.86 - $51.0 $459 - $510
22 $1.06M
SMG
Scotts Miracle Gro CO

Basic Materials
50
+ 54.35%
$54.76 - $77.7 $2.74K - $3.89K
142 $7.61M
SMOT
Vaneck ETF Tr Morningstar Smid
15
New
N/A
15 $459K
GLDM
World Gold Trust

ETFs
7
New
$52.19 - $61.89 $365 - $433
7 $457K
TFSL
Tfs Financial Corp

Financial Services
35
New
$12.02 - $13.88 $421 - $486
35 $447K
PTC
Ptc Inc.

Technology
3
New
$153.3 - $193.48 $460 - $580
3 $443K
CCJ
Cameco Corp

Energy
18
+ 31.58%
$40.64 - $56.86 $732 - $1.02K
75 $3.15M
CLX
Clorox CO

Consumer Defensive
5
+ 45.45%
$141.76 - $162.89 $709 - $814
16 $2.23M
Solventum Corp Com Shs
9
+ 52.94%
N/A
26 $1.71M
UCTT
Ultra Clean Holdings, Inc.

Technology
21
New
$21.41 - $39.15 $450 - $822
21 $435K
GPN
Global Payments Inc

Industrials
55
+ 61.11%
$92.18 - $113.03 $5.07K - $6.22K
145 $10.4M
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 20.0%
$266.57 - $333.27 $267 - $333
6 $1.99M
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