Cornerstone Planning Group LLC Incresed Positions in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
4.37K
+ 485.44%
$106.99 - $114.46 $467K - $500K
5.27K $610M
Ishares High Yield Muni Active ETF
9.53K
+ 6904.35%
N/A
9.67K $476M
PRA
Proassurance Corp

Financial Services
2.8K
+ 12152.17%
$22.83 - $24.04 $63.8K - $67.2K
2.82K $422M
MSFT
Microsoft Corp

Technology
799
+ 17.34%
$491.09 - $535.64 $392K - $428K
5.41K $2.84B
AVGO
Broadcom Inc.

Technology
535
+ 24.19%
$264.74 - $369.57 $142K - $198K
2.75K $1.03B
VO
Vanguard Mid Cap ETF

ETFs
2.3K
+ 2495.65%
$279.83 - $293.74 $642K - $674K
2.39K $411M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.01K
+ 994.12%
$23.75 - $25.0 $24.1K - $25.4K
1.12K $385M
SEM
Select Medical Holdings Corp

Healthcare
3.92K
+ 6868.42%
$11.77 - $15.25 $46.1K - $59.7K
3.97K $367M
AXP
American Express CO

Financial Services
74
+ 1.41%
$294.27 - $342.31 $21.8K - $25.3K
5.32K $1.91B
ABT
Abbott Laboratories

Healthcare
1.09K
+ 109.97%
$120.51 - $136.62 $132K - $149K
2.09K $476M
PCG
Pg&E Corp

Utilities
2.3K
+ 3240.85%
$13.0 - $15.73 $29.9K - $36.2K
2.37K $346M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.33K
+ 16665.0%
$185.65 - $214.38 $619K - $715K
3.35K $343M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.74K
+ 7900.0%
$81.75 - $84.54 $387K - $401K
4.8K $343M
JPM
Jpmorgan Chase & CO

Financial Services
631
+ 8.88%
$282.78 - $316.06 $178K - $199K
7.73K $2.39B
DGRO
Ishares Core Dividend Growth E

ETFs
4.32K
+ 2171.86%
$64.12 - $68.08 $277K - $294K
4.52K $309M
BND
Vanguard Bd Index Fd Inc Total

ETFs
866
+ 4557.89%
$72.57 - $74.72 $62.8K - $64.7K
885 $296M
Tctm Kids It Education Inc. Sponsored Ads
926
+ 92600.0%
N/A
927 $278M
OPCH
Option Care Health, Inc.

Healthcare
1.07K
+ 7621.43%
$26.82 - $31.95 $28.6K - $34.1K
1.08K $278M
DSGX
Descartes Systems Group Inc

Technology
7.67K
+ 85233.33%
$94.23 - $107.79 $723K - $827K
7.68K $276M
REZ
Ishares Tr Residential And Mul

ETFs
4.55K
+ 2.71%
$81.06 - $85.23 $369K - $388K
172K $14.1B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.31K
+ 4533.33%
$107.66 - $112.36 $249K - $260K
2.36K $264M
SU
Suncor Energy Inc

Energy
4.77K
+ 3140.13%
$37.83 - $43.02 $181K - $205K
4.93K $262M
TFII
Tfi International Inc.

Industrials
1K
+ 20080.0%
$84.43 - $96.79 $84.8K - $97.2K
1.01K $249M
South Bow Corp Com
2.57K
+ 11672.73%
N/A
2.59K $246M
IWY
Ishares Tr Russell 200 Growth

ETFs
71
+ 0.98%
$243.93 - $275.62 $17.3K - $19.6K
7.34K $2.08B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.27K
+ 17484.62%
$22.45 - $23.2 $51K - $52.7K
2.29K $216M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.55K
+ 3590.14%
$50.02 - $53.28 $128K - $136K
2.62K $219M
SYY
Sysco Corp

Consumer Defensive
616
+ 526.5%
$76.33 - $82.51 $47K - $50.8K
733 $222M
LABU
Direxion Daily S&P Biotech Bul

ETFs
1.79K
+ 5120.0%
$57.23 - $93.61 $103K - $168K
1.83K $204M
VIG
Vanguard Dividend Appreciation

ETFs
909
+ 119.29%
N/A
1.67K $350M
IWD
Ishares Russell 1000 Val ETF

ETFs
861
+ 446.11%
$192.76 - $203.86 $166K - $176K
1.05K $215M
WFRD
Weatherford International PLC

Energy
1.88K
+ 12540.0%
$52.14 - $69.61 $98.1K - $131K
1.9K $163M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.72K
+ 1325.38%
$92.18 - $95.14 $159K - $164K
1.85K $173M
VDE
Vanguard Energy ETF

ETFs
2.23K
+ 6368.57%
$118.37 - $129.65 $264K - $289K
2.26K $165M
VRSN
Verisign Inc

Technology
4.15K
+ 25943.75%
$263.02 - $305.98 $1.09M - $1.27M
4.17K $162M
NTRS
Northern Trust Corp

Financial Services
14.6K
+ 69423.81%
$123.6 - $134.6 $1.8M - $1.96M
14.6K $150M
ALT
Altimmune, Inc.

Healthcare
2.56K
+ 256100.0%
$3.38 - $4.76 $8.66K - $12.2K
2.56K $146M
XLE
Energy Sector Spdr

ETFs
1.49K
+ 20.37%
$84.25 - $91.99 $126K - $137K
8.82K $772M
LLY
Eli Lilly & CO

Healthcare
53
+ 4.18%
$625.65 - $812.69 $33.2K - $43.1K
1.32K $1.11B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.03K
+ 389.42%
$60.01 - $65.01 $122K - $132K
2.55K $169M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
269
+ 2241.67%
$89.59 - $104.45 $24.1K - $28.1K
281 $138M
Xtrackers Semiconductor Select Equity ETF
13.7K
+ 9687.94%
N/A
13.8K $141M
PK
Park Hotels & Resorts Inc.

Real Estate
92
+ 110.84%
$10.17 - $12.13 $936 - $1.12K
175 $136M
AEIS
Advanced Energy Industries Inc

Industrials
516
+ 17200.0%
$133.59 - $176.59 $68.9K - $91.1K
519 $132M
CPB
Campbell Soup CO

Consumer Defensive
210
+ 1400.0%
$30.41 - $34.03 $6.39K - $7.15K
225 $125M
NXST
Nexstar Media Group, Inc.

Communication Services
1.51K
+ 15110.0%
$176.71 - $211.31 $267K - $319K
1.52K $124M
SCI
Service Corp International

Consumer Cyclical
123
+ 2460.0%
$75.63 - $83.25 $9.3K - $10.2K
128 $120M
IBM
International Business Machines Corp

Technology
95
+ 6.45%
$234.77 - $292.47 $22.3K - $27.8K
1.57K $486M
PB
Prosperity Bancshares Inc

Financial Services
1.12K
+ 18633.33%
$65.12 - $74.71 $72.8K - $83.5K
1.12K $116M
Activity Summary
Buys All Purchases 1058 New Holdings 251 Increased Positions 807 Sells All Sells 389 Reductions 389 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