Cornerstone Planning Group LLC Purchases in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EEMA
Ishares Msci Emerging Markets

ETFs
590
New
$64.59 - $83.0 $38.1K - $49K
590 $49.5M
SUN
Sunoco LP

Energy
909
New
$50.38 - $59.13 $45.8K - $53.7K
909 $48.6M
AMD
Advanced Micro Devices Inc

Technology
107
+ 34.08%
$78.21 - $143.81 $8.37K - $15.4K
421 $73.4M
VGSH
Vanguard

ETFs
750
New
$58.32 - $58.95 $43.7K - $44.2K
750 $44M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
778
New
$45.88 - $54.4 $35.7K - $42.3K
778 $42.3M
PFE
Pfizer Inc

Healthcare
1.44K
+ 56.57%
$21.59 - $24.84 $31.1K - $35.8K
3.99K $98.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
125
+ 0.65%
$17.76 - $22.1 $2.22K - $2.76K
19.3K $426M
PLTR
Palantir Technologies Inc.

Technology
63
+ 16.15%
$74.01 - $144.25 $4.66K - $9.09K
453 $78.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
685
New
$51.14 - $57.0 $35K - $39K
685 $38.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
111
+ 1.87%
$53.36 - $61.57 $5.92K - $6.83K
6.06K $373M
SRE
Sempra Energy

Utilities
13
+ 0.33%
$63.78 - $78.91 $829 - $1.03K
3.95K $326M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
144
+ 5.48%
$95.52 - $109.98 $13.8K - $15.8K
2.77K $306M
KKR
Kkr & Co. Inc.

Financial Services
29
+ 3.23%
$92.79 - $134.29 $2.69K - $3.89K
928 $132M
BP
Bp PLC

Energy
1.04K
+ 557.22%
$26.11 - $33.81 $27.2K - $35.2K
1.23K $41.3M
Alpha Architect 1 3 Month Box ETF
312
+ 173.33%
N/A
492 $55.7M
Spirit Aviation Hldgs Inc Com
8.9K
New
N/A
8.9K $34.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.1K
+ 754.79%
$22.27 - $29.21 $24.5K - $32.2K
1.25K $37.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
325
+ 1911.76%
$100.04 - $100.54 $32.5K - $32.7K
342 $34.3M
FLRN
Spdr Bloomberg Investment Grad

ETFs
1K
New
$30.29 - $30.83 $30.3K - $30.8K
1K $30.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
55
+ 44.72%
$390.26 - $489.06 $21.5K - $26.9K
178 $83M
FNB
Fnb Corp

Financial Services
624
+ 5.95%
$11.48 - $14.58 $7.16K - $9.1K
11.1K $168M
EVN
Eaton Vance Municipal Income Trust

Financial Services
2.7K
New
$9.82 - $10.45 $26.5K - $28.2K
2.7K $28.5M
FCX
Freeport Mcmoran Inc

Basic Materials
634
+ 145.08%
$29.15 - $44.46 $18.5K - $28.2K
1.07K $42.9M
XLU
Utilities Sector Spdr

ETFs
318
New
$73.09 - $82.77 $23.2K - $26.3K
318 $27.5M
ETN
Eaton Corp PLC

Industrials
11
+ 3.81%
$246.52 - $356.99 $2.71K - $3.93K
300 $107M
ROP
Roper Technologies Inc

Industrials
50
+ 277.78%
$519.19 - $590.78 $26K - $29.5K
68 $36.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
507
+ 74.45%
$50.09 - $51.09 $25.4K - $25.9K
1.19K $60.9M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 13.89%
$462.22 - $707.75 $4.62K - $7.08K
82 $59.1M
APLD
Applied Blockchain, Inc.

Financial Services
600
+ 54.3%
$3.53 - $13.86 $2.12K - $8.32K
1.71K $25.4M
MA
Mastercard Inc

Financial Services
17
+ 5.47%
$479.92 - $590.74 $8.16K - $10K
328 $186M
Ishares U.S. Thematic Rotation Active ETF
549
+ 686.25%
N/A
629 $22.6M
BAC
Bank Of America Corp

Financial Services
15
+ 0.53%
$34.39 - $47.46 $516 - $712
2.82K $129M
DAL
Delta Air Lines, Inc.

Industrials
301
+ 132.6%
$35.88 - $52.99 $10.8K - $15.9K
528 $27.9M
PPL
Ppl Corp

Utilities
510
+ 1214.29%
$33.45 - $36.5 $17.1K - $18.6K
552 $19.8M
WAL
Western Alliance Bancorporation

Financial Services
231
New
$61.0 - $79.94 $14.1K - $18.5K
231 $18.2M
ISMD
Northern Lts Fd Tr Iv

ETFs
14
+ 0.34%
$29.72 - $35.6 $416 - $498
4.15K $150M
HOOD
Robinhood Markets, Inc.

Technology
85
+ 60.71%
$34.17 - $93.63 $2.9K - $7.96K
225 $23.7M
EXC
Exelon Corp

Utilities
452
+ 34.04%
$42.2 - $47.37 $19.1K - $21.4K
1.78K $79.5M
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.44%
$131.84 - $157.76 $527 - $631
908 $146M
TRV
Travelers Companies, Inc.

Financial Services
61
+ 63.54%
$233.83 - $276.34 $14.3K - $16.9K
157 $41.7M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
284
+ 1.11%
$23.03 - $23.59 $6.54K - $6.7K
26K $613M
TTD
Trade Desk, Inc.

Technology
72
+ 27.8%
$45.27 - $79.4 $3.26K - $5.72K
331 $29M
COF
Capital One Financial Corp

Financial Services
67
+ 136.73%
$150.57 - $212.76 $10.1K - $14.3K
116 $24.6M
D
Dominion Energy, Inc

Utilities
222
+ 82.53%
$49.66 - $58.0 $11K - $12.9K
491 $30M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
146
+ 231.75%
$102.02 - $103.5 $14.9K - $15.1K
209 $21.6M
CSX
Csx Corp

Industrials
97
+ 6.86%
$26.69 - $32.91 $2.59K - $3.19K
1.51K $53.9M
SHEL
Shell PLC

Energy
119
+ 15.91%
$59.75 - $73.05 $7.11K - $8.69K
867 $62.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
37
+ 1.88%
$73.02 - $90.22 $2.7K - $3.34K
2K $176M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3
+ 0.34%
$60.61 - $87.72 $182 - $263
878 $78.5M
Activity Summary
Buys All Purchases 663 New Holdings 168 Increased Positions 495 Sells All Sells 514 Reductions 514 Sold out 0 Options Calls 0 Puts 0
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