Cornerstone Planning Group LLC Incresed Positions in Q1 2025

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
472
+ 79.73%
$168.16 - $186.21 $79.4K - $87.9K
1.06K $174M
IVW
Ishares S&P 500 Growth ETF

ETFs
928
+ 59.68%
$92.45 - $106.69 $85.8K - $99K
2.48K $224M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
645
+ 2687.5%
$97.25 - $104.79 $62.7K - $67.6K
669 $67.2M
MCK
Mckesson Corp

Healthcare
92
+ 1840.0%
$566.21 - $672.99 $52.1K - $61.9K
97 $67.2M
FISV
Fiserv Inc

Technology
278
+ 926.67%
N/A
308 $66.9M
ADP
Automatic Data Processing Inc

Industrials
206
+ 57.7%
$286.85 - $318.64 $59.1K - $65.6K
563 $165M
BA
Boeing CO

Industrials
336
+ 115.07%
$148.15 - $186.25 $49.8K - $62.6K
628 $108M
IVE
Ishares S&P 500 Value ETF

ETFs
334
+ 222.67%
$185.78 - $198.58 $62.1K - $66.3K
484 $86.9M
TJX
Tjx Companies Inc

Consumer Cyclical
442
+ 85.16%
$112.81 - $126.16 $49.9K - $55.8K
961 $121M
AEP
American Electric Power CO Inc

Utilities
515
+ 328.03%
$90.32 - $109.27 $46.5K - $56.3K
672 $71.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.27K
+ 197.35%
$47.79 - $59.89 $60.5K - $75.9K
1.91K $93.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
689
+ 1187.93%
$79.17 - $82.04 $54.5K - $56.5K
747 $60.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
750
+ 600.0%
$62.43 - $84.12 $46.8K - $63.1K
875 $64.6M
ASML
Asml Holding Nv

Technology
86
+ 132.31%
$662.63 - $776.99 $57K - $66.8K
151 $99.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
622
+ 104.01%
$85.29 - $92.57 $53.1K - $57.6K
1.22K $107M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
358
+ 436.59%
$165.25 - $224.62 $59.2K - $80.4K
440 $69.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
137
+ 61.43%
$275.89 - $345.24 $37.8K - $47.3K
360 $120M
HON
Honeywell International Inc

Industrials
286
+ 240.34%
$202.75 - $226.52 $58K - $64.8K
405 $79.9M
UNH
Unitedhealth Group Inc

Healthcare
203
+ 68.58%
$461.52 - $548.18 $93.7K - $111K
499 $214M
Linde PLC Shs
97
+ 9.29%
N/A
1.14K $512M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.24K
+ 121.45%
$48.06 - $53.73 $59.6K - $66.6K
2.26K $106M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.15K
+ 15.58%
$44.72 - $46.25 $51.4K - $53.1K
8.53K $388M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.13K
+ 49.76%
$44.68 - $46.49 $50.4K - $52.4K
3.39K $155M
GILD
Gilead Sciences, Inc.

Healthcare
438
+ 143.61%
$89.14 - $117.41 $39K - $51.4K
743 $79.1M
XLP
Consumer Staples Sector Spdr

ETFs
600
+ 211.27%
N/A
884 $72.3M
CRM
Salesforce, Inc.

Technology
327
+ 96.75%
$268.36 - $359.95 $87.8K - $118K
665 $167M
IBM
International Business Machines Corp

Technology
96
+ 8.88%
$217.4 - $264.74 $20.9K - $25.4K
1.18K $289M
IGV
Ishares Expanded Tech Software

ETFs
515
+ 1072.92%
$88.3 - $107.83 $45.5K - $55.5K
563 $50M
PGR
Progressive Corp

Financial Services
162
+ 186.21%
$235.61 - $291.22 $38.2K - $47.2K
249 $66M
GLW
Corning Inc

Technology
1.04K
+ 742.86%
$44.91 - $54.25 $46.7K - $56.4K
1.18K $50.7M
EFV
Msci Eafe Value ETF

ETFs
615
+ 42.56%
$51.88 - $60.73 $31.9K - $37.3K
2.06K $123M
CAT
Caterpillar Inc

Industrials
217
+ 102.36%
$326.75 - $407.63 $70.9K - $88.5K
429 $127M
HDV
Ishares Core High Dividend ETF

ETFs
385
+ 102.94%
$110.86 - $121.12 $42.7K - $46.6K
759 $86.1M
Arista Networks Inc Com Shs
665
+ 407.98%
N/A
828 $58.6M
JNJ
Johnson & Johnson

Healthcare
243
+ 30.92%
$142.06 - $167.7 $34.5K - $40.8K
1.03K $160M
Grayscale Ethereum Trust ETF
2.7K
+ 5400.0%
N/A
2.75K $40.9M
SE
Sea LTD

Consumer Cyclical
325
+ 755.81%
$104.87 - $146.31 $34.1K - $47.6K
368 $44.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 200.0%
$4295.4 - $5141.88 $34.4K - $41.1K
12 $56.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
330
+ 611.11%
$120.29 - $134.6 $39.7K - $44.4K
384 $44.8M
AZN
Astrazeneca PLC

Healthcare
554
+ 392.91%
$65.37 - $77.96 $36.2K - $43.2K
695 $47.6M
SHEL
Shell PLC

Energy
581
+ 347.9%
$62.84 - $73.29 $36.5K - $42.6K
748 $48.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
172
+ 124.64%
$208.48 - $244.03 $35.9K - $42K
310 $67.9M
MDT
Medtronic PLC

Healthcare
456
+ 205.41%
$79.84 - $94.5 $36.4K - $43.1K
678 $56.8M
AEE
Ameren Corp

Utilities
358
+ 586.89%
$86.87 - $103.67 $31.1K - $37.1K
419 $41.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
66
+ 111.86%
$402.49 - $513.76 $26.6K - $33.9K
125 $61.6M
SO
Southern CO

Utilities
264
+ 11.8%
$80.96 - $92.96 $21.4K - $24.5K
2.5K $228M
IYE
Ishares Tr

ETFs
816
+ 632.56%
$45.23 - $49.95 $36.9K - $40.8K
945 $40.6M
MCD
Mcdonalds Corp

Consumer Cyclical
84
+ 29.68%
$279.74 - $321.29 $23.5K - $27K
367 $117M
PRU
Prudential Financial Inc

Financial Services
427
+ 83.56%
$105.04 - $122.33 $44.9K - $52.2K
938 $95.3M
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
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