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
MS
Morgan Stanley

Financial Services
12
+ 12.37%
$92.07 - $106.96 $1.1K - $1.28K
109 $13M
FAST
Fastenal CO

Industrials
7
+ 2.23%
$62.09 - $71.83 $435 - $503
321 $24.9M
DD
Du Pont De Nemours, Inc.

Basic Materials
29
+ 10.78%
$77.22 - $89.49 $2.24K - $2.6K
298 $24.8M
PHM
Pultegroup Inc

Consumer Cyclical
7
+ 1.43%
$103.95 - $144.98 $728 - $1.01K
495 $64.1M
DLR
Digital Realty Trust, Inc.

Real Estate
4
+ 4.82%
$144.47 - $162.98 $578 - $652
87 $15.8M
Invesco Global Listed Private Equity ETF
3
+ 0.82%
N/A
369 $25.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.21%
$84.81 - $93.54 $84.8 - $93.5
476 $43.9M
RINF
Proshares Trust Inflation Expe

ETFs
23
+ 1.16%
$31.41 - $33.0 $722 - $759
2.01K $66.3M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 5.26%
$459.02 - $510.25 $918 - $1.02K
40 $20.7M
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 2.5%
$59.54 - $72.17 $298 - $361
205 $15.7M
XLF
Financial Sector Spdr

ETFs
42
+ 20.79%
$40.84 - $45.74 $1.72K - $1.92K
244 $11.4M
BX
Blackstone Inc.

Financial Services
8
+ 18.18%
$120.77 - $159.66 $966 - $1.28K
52 $8.83M
JNJ
Johnson & Johnson

Healthcare
25
+ 3.22%
$145.48 - $167.38 $3.64K - $4.18K
802 $128M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
10
+ 76.92%
$233.81 - $287.01 $2.34K - $2.87K
23 $6.55M
ZD
Ziff Davis, Inc.

Communication Services
53
+ 66.25%
$39.64 - $54.35 $2.1K - $2.88K
133 $6.31M
TT
Trane Technologies PLC

Industrials
4
+ 20.0%
$314.21 - $388.71 $1.26K - $1.55K
24 $9.37M
STWD
Starwood Property Trust, Inc.

Real Estate
43
+ 2.26%
$18.75 - $21.11 $806 - $908
1.95K $38.8M
VST
Vistra Corp.

Utilities
14
+ 77.78%
$69.0 - $119.06 $966 - $1.67K
32 $4.1M
SHOP
Shopify Inc.

Technology
11
+ 15.71%
$52.26 - $80.75 $575 - $888
81 $6.51M
PLTR
Palantir Technologies Inc.

Technology
15
+ 14.56%
$24.09 - $37.95 $361 - $569
118 $5.3M
BNS
Bank Of Nova Scotia

Financial Services
44
+ 64.71%
$44.71 - $54.78 $1.97K - $2.41K
112 $5.85M
EXC
Exelon Corp

Utilities
9
+ 0.78%
$34.24 - $40.55 $308 - $365
1.16K $46M
MGA
Magna International Inc

Consumer Cyclical
64
+ 914.29%
$38.03 - $45.82 $2.43K - $2.93K
71 $2.95M
JCI
Johnson Controls International PLC

Industrials
7
+ 3.78%
$65.52 - $77.61 $459 - $543
192 $14.8M
TTD
Trade Desk, Inc.

Technology
1
+ 1.54%
$83.08 - $110.79 $83.1 - $111
66 $8.03M
INTC
Intel Corp

Technology
52
+ 10.53%
$18.9 - $34.87 $983 - $1.81K
546 $12.5M
RACE
Ferrari N.V.

Consumer Cyclical
1
+ 2.78%
$405.92 - $496.79 $406 - $497
37 $18.1M
MT
Arcelor Mittal

Basic Materials
95
+ 791.67%
$21.09 - $26.26 $2K - $2.49K
107 $2.66M
CCJ
Cameco Corp

Energy
37
+ 185.0%
$36.9 - $53.72 $1.37K - $1.99K
57 $3.12M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
176
+ 35.56%
$9.27 - $11.62 $1.63K - $2.05K
671 $7.05M
TTWO
Take Two Interactive Software Inc

Communication Services
3
+ 3.7%
$135.67 - $161.71 $407 - $485
84 $13.6M
BKR
Baker Hughes CO

Energy
62
+ 516.67%
$32.92 - $38.72 $2.04K - $2.4K
74 $2.75M
UL
Unilever PLC

Consumer Defensive
35
+ 37.23%
$54.7 - $65.59 $1.91K - $2.3K
129 $8.04M
Rb Global Inc Com
3
+ 2.27%
N/A
135 $11.7M
HDV
Ishares Core High Dividend ETF

ETFs
2
+ 0.5%
$107.62 - $118.76 $215 - $238
405 $47.4M
AOK
Ishares Tr Core Conservative A

ETFs
33
+ 2.81%
$36.8 - $38.71 $1.21K - $1.28K
1.21K $45.8M
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.34%
$82.97 - $98.97 $83 - $99
294 $28M
QLC
Flexshares Tr Us Quality Large

ETFs
1
+ 0.34%
$58.69 - $65.04 $58.7 - $65
292 $19.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
528
+ 200.76%
$61.11 - $67.85 $32.3K - $35.8K
791 $18.2M
ACIW
Aci Worldwide, Inc.

Technology
7
+ 2.55%
$38.9 - $50.89 $272 - $356
281 $14M
APP
App Lovin Corp

Technology
9
+ 180.0%
$67.14 - $130.65 $604 - $1.18K
14 $2.41M
GM
General Motors CO

Consumer Cyclical
28
+ 57.14%
$39.95 - $49.9 $1.12K - $1.4K
77 $3.97M
FISV
Fiserv Inc

Technology
5
+ 23.81%
N/A
26 $5.22M
ENB
Enbridge Inc

Energy
39
+ 36.11%
$35.27 - $41.18 $1.38K - $1.61K
147 $5.96M
VRT
Vertiv Holdings CO

Industrials
15
+ 300.0%
$86.66 - $86.66 $1.3K - $1.3K
20 $2.28M
HMC
Honda Motor CO LTD

Consumer Cyclical
58
+ 95.08%
$29.02 - $33.61 $1.68K - $1.95K
119 $3.7M
Brookfield Corp Cl A LTD Vt Sh
22
+ 30.56%
N/A
94 $5.04M
TMUS
T Mobile Us, Inc.

Communication Services
7
+ 100.0%
$175.14 - $206.36 $1.23K - $1.44K
14 $3.17M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.39%
$56.04 - $62.2 $56 - $62.2
259 $16.3M
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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