Cornerstone Planning Group LLC Incresed Positions in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDE
Schwab Fundamental Emerging Mk

ETFs
318K
+ 611453.88%
$26.66 - $33.09 $8.48M - $10.5M
318K $10.7B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
35.7K
+ 8.93%
$54.28 - $67.95 $1.94M - $2.43M
436K $30.2B
FNDX
Schwab Fundamental U S Large C

ETFs
116K
+ 8.12%
$20.84 - $24.54 $2.43M - $2.86M
1.55M $38.2B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
24.9K
+ 7.57%
$63.36 - $80.23 $1.58M - $2M
354K $28.7B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
35K
+ 7.34%
$75.05 - $77.34 $2.62M - $2.7M
511K $39.6B
FXZ
First Tr Exchange Traded Fd Fi

ETFs
21.9K
+ 12.74%
$46.76 - $57.2 $1.02M - $1.25M
194K $11.2B
NVDA
Nvidia Corp

Technology
780
+ 2.74%
$94.31 - $157.99 $73.6K - $123K
29.2K $5.2B
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.35K
+ 5.06%
$78.98 - $90.1 $660K - $753K
173K $15.9B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
19.8K
+ 10.26%
$47.46 - $55.3 $942K - $1.1M
213K $11.9B
FTLS
First Tr Long/Short Equity ETF

ETFs
19.2K
+ 9.61%
$60.06 - $66.28 $1.15M - $1.27M
219K $14.5B
HYDB
Ishares Tr Edge High Yield Def

ETFs
21.1K
+ 6.64%
$44.64 - $47.48 $943K - $1M
339K $16B
REZ
Ishares Tr Residential And Mul

ETFs
16.3K
+ 10.79%
$76.14 - $86.35 $1.24M - $1.41M
168K $13.9B
JPM
Jpmorgan Chase & CO

Financial Services
1.78K
+ 33.35%
$210.28 - $289.91 $373K - $515K
7.1K $2.07B
MSFT
Microsoft Corp

Technology
67
+ 1.48%
$354.56 - $497.45 $23.8K - $33.3K
4.61K $2.43B
USTB
Victory Portfolios Ii Victorys

ETFs
9.9K
+ 4.19%
$50.21 - $50.82 $497K - $503K
246K $12.5B
LLY
Eli Lilly & CO

Healthcare
835
+ 193.29%
$713.71 - $898.95 $596K - $751K
1.27K $971M
HEFA
Ishares Currency Hedged Msci E

ETFs
5.51K
+ 5.45%
$32.11 - $38.21 $177K - $211K
107K $4.03B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.26K
+ 0.57%
$24.32 - $27.87 $30.5K - $35K
222K $5.93B
DELL
Dell Technologies Inc.

Technology
635
+ 11.24%
$71.63 - $125.98 $45.5K - $80K
6.29K $820M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
6.7K
+ 7.12%
$25.27 - $27.14 $169K - $182K
101K $2.72B
AVGO
Broadcom Inc.

Technology
23
+ 1.05%
$146.29 - $275.65 $3.36K - $6.34K
2.21K $648M
CI
Cigna Corp

Healthcare
922
+ 2195.24%
$301.89 - $340.04 $278K - $314K
964 $261M
AOA
Ishares Tr Core Aggressive All

ETFs
890
+ 5.95%
$69.46 - $83.4 $61.8K - $74.2K
15.9K $1.33B
AXP
American Express CO

Financial Services
10
+ 0.19%
$231.39 - $318.98 $2.31K - $3.19K
5.25K $1.56B
MCO
Moodys Corp

Financial Services
10
+ 0.57%
$396.7 - $501.59 $3.97K - $5.02K
1.78K $918M
GOOGL
Alphabet Inc.

Communication Services
141
+ 4.47%
$144.7 - $178.6 $20.4K - $25.2K
3.29K $641M
SCHW
Schwab Charles Corp

Financial Services
1.47K
+ 317.71%
$69.06 - $91.24 $102K - $134K
1.93K $187M
GOOG
Alphabet Inc.

Communication Services
146
+ 5.11%
$146.58 - $180.01 $21.4K - $26.3K
3K $586M
ORCL
Oracle Corp

Technology
111
+ 15.23%
$122.82 - $218.63 $13.6K - $24.3K
840 $215M
ES
Eversource Energy

Utilities
1.7K
+ 4054.76%
$54.25 - $65.89 $92.4K - $112K
1.75K $115M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.66K
+ 5.51%
$37.08 - $42.26 $61.5K - $70.1K
31.7K $1.33B
CEG
Constellation Energy Corp

Utilities
134
+ 31.24%
$170.96 - $322.76 $22.9K - $43.2K
563 $193M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.94K
+ 1747.02%
$29.0 - $30.68 $85.1K - $90K
3.1K $96.8M
MTB
M&T Bank Corp

Financial Services
458
+ 558.54%
$156.58 - $193.99 $71.7K - $88.8K
540 $102M
XLE
Energy Sector Spdr

ETFs
605
+ 9.0%
$76.44 - $94.13 $46.2K - $56.9K
7.33K $627M
IBM
International Business Machines Corp

Technology
296
+ 25.15%
$221.03 - $294.78 $65.4K - $87.3K
1.47K $369M
PM
Philip Morris International Inc.

Consumer Defensive
512
+ 44.68%
$149.23 - $184.95 $76.4K - $94.7K
1.66K $272M
Ishares Bitcoin Trust ETF
239
+ 4.42%
N/A
5.65K $365M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
380
+ 10.11%
$68.68 - $84.86 $26.1K - $32.2K
4.14K $353M
PG
Procter & Gamble CO

Consumer Defensive
634
+ 36.02%
$157.66 - $172.39 $100K - $109K
2.39K $360M
Ishares Ethereum Trust ETF
300
+ 6.78%
N/A
4.73K $128M
XLK
Technology Sector Spdr

ETFs
15
+ 1.56%
$179.73 - $253.23 $2.7K - $3.8K
976 $254M
GE
General Electric CO

Industrials
117
+ 35.89%
$166.81 - $257.39 $19.5K - $30.1K
443 $121M
TT
Trane Technologies PLC

Industrials
123
+ 351.43%
$315.21 - $437.41 $38.8K - $53.8K
158 $67.7M
T
At&T Inc.

Communication Services
1.7K
+ 15.3%
$26.33 - $28.94 $44.8K - $49.2K
12.8K $356M
FCF
First Commonwealth Financial Corp

Financial Services
2.96K
+ 209.2%
$14.08 - $16.35 $41.6K - $48.3K
4.37K $73M
AMD
Advanced Micro Devices Inc

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