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
BRO
Brown & Brown, Inc.

Financial Services
3
+ 18.75%
$89.11 - $105.82 $267 - $317
19 $2M
CMRE
Costamare Inc.

Industrials
32
+ 80.0%
$12.85 - $16.97 $411 - $543
72 $965K
NUE
Nucor Corp

Basic Materials
3
+ 42.86%
$137.77 - $166.14 $413 - $498
10 $1.47M
PCG
Pg&E Corp

Utilities
17
+ 53.13%
$17.08 - $20.6 $290 - $350
49 $986K
TECK
Teck Resources LTD

Basic Materials
6
+ 16.22%
$43.48 - $53.4 $261 - $320
43 $2.06M
HES
Hess Corp

Energy
3
+ 100.0%
$126.3 - $155.44 $379 - $466
6 $808K
EXR
Extra Space Storage Inc.

Real Estate
2
+ 22.22%
$151.92 - $183.06 $304 - $366
11 $1.82M
EQR
Equity Residential

Real Estate
5
+ 125.0%
$67.19 - $78.09 $336 - $390
9 $668K
ES
Eversource Energy

Utilities
6
+ 28.57%
$56.52 - $68.38 $339 - $410
27 $1.74M
TROW
Price T Rowe Group Inc

Financial Services
3
+ 100.0%
$101.71 - $120.75 $305 - $362
6 $674K
Canadian Pacific Kansas City Com
3
+ 2.17%
N/A
141 $11M
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
+ 100.0%
$98.71 - $117.61 $296 - $353
6 $673K
PFF
Ishares Trust Ishares Pfd And

ETFs
2
+ 1.25%
$31.18 - $33.5 $62.4 - $67
162 $5.34M
LSTR
Landstar System Inc

Industrials
2
+ 50.0%
$173.24 - $193.87 $346 - $388
6 $1.08M
HOG
Harley Davidson, Inc.

Consumer Cyclical
13
+ 48.15%
$31.83 - $39.53 $414 - $514
40 $1.31M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
18
+ 1800.0%
$15.81 - $18.96 $285 - $341
19 $350K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2
+ 0.83%
$36.06 - $37.66 $72.1 - $75.3
243 $9.07M
WPP
Wpp PLC

Communication Services
4
+ 33.33%
$43.23 - $52.12 $173 - $208
16 $869K
ORAN
Orange

Communication Services
35
+ 16.43%
$10.15 - $12.19 $355 - $427
248 $2.69M
ATO
Atmos Energy Corp

Utilities
2
+ 66.67%
$114.08 - $138.75 $228 - $278
5 $702K
EOG
Eog Resources Inc

Energy
4
+ 6.45%
$117.9 - $132.65 $472 - $531
66 $7.95M
FTS
Fortis Inc.

Utilities
6
+ 19.35%
$38.61 - $45.65 $232 - $274
37 $1.6M
Gsk PLC Sponsored Adr
14
+ 7.0%
N/A
214 $8.18M
BAX
Baxter International Inc

Healthcare
8
+ 100.0%
$32.85 - $40.26 $263 - $322
16 $576K
PBI
Pitney Bowes Inc

Industrials
1
+ 0.5%
$5.65 - $7.49 $5.65 - $7.49
201 $1.46M
EA
Electronic Arts Inc.

Communication Services
2
+ 4.35%
$137.32 - $151.82 $275 - $304
48 $6.99M
SWK
Stanley Black & Decker, Inc.

Industrials
4
+ 9.09%
$77.75 - $110.17 $311 - $441
48 $4.51M
BDX
Becton Dickinson & CO

Healthcare
1
+ 3.23%
$221.47 - $242.41 $221 - $242
32 $7.6M
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 4.0%
$455.08 - $517.19 $455 - $517
26 $11.6M
AEP
American Electric Power CO Inc

Utilities
3
+ 2.0%
$87.11 - $104.95 $261 - $315
153 $14.9M
TTEK
Tetra Tech Inc

Industrials
36
+ 400.0%
$45.59 - $237.74 $1.64K - $8.56K
45 $2.27M
GIS
General Mills Inc

Consumer Defensive
4
+ 3.92%
$62.5 - $75.15 $250 - $301
106 $7.2M
PHG
Koninklijke Philips Nv

Healthcare
9
+ 90.0%
$25.08 - $32.73 $226 - $295
19 $510K
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 30.0%
$95.54 - $108.77 $287 - $326
13 $1.23M
GMAB
Genmab A/S

Healthcare
21
+ 23.33%
$23.84 - $28.48 $501 - $598
111 $2.57M
SNN
Smith & Nephew PLC

Healthcare
9
+ 12.0%
$24.51 - $31.64 $221 - $285
84 $2.43M
CNI
Canadian National Railway CO

Industrials
2
+ 14.29%
$110.1 - $123.65 $220 - $247
16 $1.77M
E
Eni Spa

Energy
8
+ 7.69%
$30.16 - $32.88 $241 - $263
112 $3.38M
USFR
Wisdomtree Floating Rate Treas

ETFs
5
+ 0.44%
$50.2 - $50.48 $251 - $252
1.13K $56.8M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
9
+ 13.43%
$31.95 - $38.02 $288 - $342
76 $2.5M
INVH
Invitation Homes Inc.

Real Estate
10
+ 9.09%
$33.2 - $37.28 $332 - $373
120 $3.99M
INMD
In Mode Ltd.

Healthcare
9
+ 23.68%
$15.43 - $19.06 $139 - $172
47 $842K
MDIV
First Trust Multi Asset Divers

ETFs
2
+ 0.65%
$15.69 - $16.76 $31.4 - $33.5
312 $5.11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3
+ 0.31%
$50.61 - $50.96 $152 - $153
978 $49.7M
MCK
Mckesson Corp

Healthcare
1
+ 33.33%
$479.06 - $630.38 $479 - $630
4 $2M
NMR
Nomura Holdings Inc

Financial Services
20
+ 10.75%
$4.92 - $6.31 $98.4 - $126
206 $1.08M
GUNR
Flexshares Tr Morningstar Glob

ETFs
1
+ 1.35%
$38.51 - $41.48 $38.5 - $41.5
75 $2.99M
MPC
Marathon Petroleum Corp

Energy
3
+ 16.67%
$158.61 - $180.75 $476 - $542
21 $3.05M
STE
Steris PLC

Healthcare
2
+ 11.76%
$213.51 - $247.14 $427 - $494
19 $4.25M
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
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