Cornerstone Planning Group LLC Incresed Positions in Q3 2024

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.33%
$237.84 - $263.83 $476 - $528
617 $164M
PRU
Prudential Financial Inc

Financial Services
69
+ 15.2%
$105.53 - $127.32 $7.28K - $8.79K
523 $65.5M
CTSH
Cognizant Technology Solutions Corp

Technology
8
+ 0.19%
$66.89 - $77.87 $535 - $623
4.2K $317M
ABT
Abbott Laboratories

Healthcare
74
+ 5.1%
$100.07 - $118.13 $7.41K - $8.74K
1.53K $173M
PEY
Invesco Exchange Traded Fd Tr

ETFs
123
+ 1.1%
$19.4 - $21.93 $2.39K - $2.7K
11.3K $244M
PYPL
Pay Pal Holdings, Inc.

Financial Services
88
+ 22.28%
$57.22 - $80.08 $5.04K - $7.05K
483 $38.8M
DIS
Walt Disney CO

Communication Services
68
+ 7.04%
$85.6 - $98.61 $5.82K - $6.71K
1.03K $99.4M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
424
+ 1.72%
$23.73 - $23.93 $10.1K - $10.1K
25K $599M
ETN
Eaton Corp PLC

Industrials
9
+ 5.84%
$272.52 - $333.02 $2.45K - $3K
163 $56.3M
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.4%
$150.05 - $171.34 $600 - $685
1.01K $169M
ISMD
Northern Lts Fd Tr Iv

ETFs
12
+ 0.29%
$34.03 - $38.37 $408 - $460
4.12K $154M
AMD
Advanced Micro Devices Inc

Technology
15
+ 5.95%
$128.67 - $183.96 $1.93K - $2.76K
267 $44.4M
CARR
Carrier Global Corp

Industrials
11
+ 1.38%
$61.9 - $80.88 $681 - $890
808 $60.3M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.13%
$107.72 - $119.96 $108 - $120
792 $94.5M
VAW
Vanguard Materials ETF

ETFs
1
+ 0.19%
$189.89 - $213.71 $190 - $214
531 $111M
ADI
Analog Devices Inc

Technology
6
+ 2.8%
$200.56 - $243.33 $1.2K - $1.46K
220 $51.8M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 1.87%
$245.82 - $304.51 $1.23K - $1.52K
272 $80.4M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
21
+ 0.71%
$19.65 - $22.6 $413 - $475
2.98K $66.2M
IQV
Iqvia Holdings Inc.

Healthcare
34
+ 425.0%
$206.81 - $251.55 $7.03K - $8.55K
42 $9.09M
NKE
Nike, Inc.

Consumer Cyclical
82
+ 75.93%
$71.09 - $89.44 $5.83K - $7.33K
190 $14.9M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 2.21%
$213.3 - $270.78 $1.07K - $1.35K
231 $60.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
35
+ 6.76%
$49.83 - $62.75 $1.74K - $2.2K
553 $33.5M
DE
Deere & CO

Industrials
15
+ 300.0%
$344.84 - $418.0 $5.17K - $6.27K
20 $8.12M
ADSK
Autodesk, Inc.

Technology
13
+ 32.5%
$245.83 - $245.83 $3.2K - $3.2K
53 $15.4M
NEE
Nextera Energy Inc

Utilities
44
+ 4.77%
$69.9 - $84.97 $3.08K - $3.74K
966 $76.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
8
+ 19.51%
$217.89 - $392.15 $1.74K - $3.14K
49 $15.2M
CTAS
Cintas Corp

Industrials
47
+ 671.43%
$201.38 - $819.83 $9.46K - $38.5K
54 $11.3M
AOM
Ishares Tr Core Moderate Alloc

ETFs
33
+ 1.04%
$42.66 - $45.18 $1.41K - $1.49K
3.19K $141M
AEM
Agnico Eagle Mines LTD

Basic Materials
5
+ 1.41%
$65.04 - $84.24 $325 - $421
360 $32M
PINS
Pinterest, Inc.

Communication Services
11
+ 0.74%
$28.66 - $43.51 $315 - $479
1.49K $48.4M
BMY
Bristol Myers Squibb CO

Healthcare
46
+ 7.55%
$39.66 - $51.75 $1.82K - $2.38K
655 $34.4M
PH
Parker Hannifin Corp

Industrials
1
+ 2.56%
$501.01 - $635.92 $501 - $636
40 $25M
ROST
Ross Stores, Inc.

Consumer Cyclical
37
+ 185.0%
$136.06 - $155.24 $5.03K - $5.74K
57 $7.92M
ASML
Asml Holding Nv

Technology
14
+ 26.42%
$749.82 - $1098.95 $10.5K - $15.4K
67 $47.9M
SAP
Sap Se

Technology
9
+ 13.85%
$197.21 - $231.0 $1.77K - $2.08K
74 $17.9M
EQIX
Equinix Inc

Real Estate
1
+ 3.45%
$749.0 - $890.01 $749 - $890
30 $27.2M
SCHW
Schwab Charles Corp

Financial Services
43
+ 23.37%
$61.74 - $76.08 $2.65K - $3.27K
227 $16.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
5
+ 2.36%
$109.16 - $155.35 $546 - $777
217 $32M
TJX
Tjx Companies Inc

Consumer Cyclical
19
+ 3.84%
$107.93 - $120.23 $2.05K - $2.28K
514 $58.6M
HSBC
Hsbc Holdings PLC

Financial Services
84
+ 70.0%
$40.42 - $45.91 $3.4K - $3.86K
204 $9.47M
CRH.L
Crh PLC

Basic Materials
40
+ 100.0%
N/A
80 $7.57M
DAL
Delta Air Lines, Inc.

Industrials
5
+ 2.29%
$37.32 - $51.8 $187 - $259
223 $12.8M
CAH
Cardinal Health Inc

Healthcare
6
+ 1.93%
$93.74 - $114.66 $562 - $688
317 $34.9M
VEEV
Veeva Systems Inc

Healthcare
7
+ 6.8%
$180.43 - $223.9 $1.26K - $1.57K
110 $23.5M
TM
Toyota Motor Corp

Consumer Cyclical
23
+ 63.89%
$167.18 - $207.59 $3.85K - $4.77K
59 $10.4M
ALL
Allstate Corp

Financial Services
2
+ 0.93%
$158.43 - $192.86 $317 - $386
217 $40.5M
SLF
Sun Life Financial Inc

Financial Services
13
+ 3.57%
$47.07 - $58.09 $612 - $755
377 $21.4M
EW
Edwards Lifesciences Corp

Healthcare
32
+ 14.29%
$59.7 - $93.78 $1.91K - $3K
256 $17.8M
RTX
Raytheon Technologies Corp

Industrials
15
+ 5.08%
$99.55 - $123.34 $1.49K - $1.85K
310 $38.1M
Activity Summary
Buys All Purchases 520 New Holdings 136 Increased Positions 384 Sells All Sells 353 Reductions 352 Sold out 1 Options Calls 0 Puts 0
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