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
SBAC
Sba Communications Corp

Real Estate
20
+ 50.0%
$192.76 - $224.91 $3.86K - $4.5K
60 $13.4M
NI
Nisource Inc.

Utilities
128
+ 609.52%
$35.57 - $41.23 $4.55K - $5.28K
149 $5.86M
HLI
Houlihan Lokey, Inc.

Financial Services
43
+ 66.15%
$154.43 - $187.4 $6.64K - $8.06K
108 $16.8M
AMAT
Applied Materials Inc

Technology
64
+ 47.76%
$145.06 - $195.51 $9.28K - $12.5K
198 $28.4M
BXP
Boston Properties Inc

Real Estate
91
+ 91.92%
$63.97 - $74.91 $5.82K - $6.82K
190 $12.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
76
+ 9.88%
$94.86 - $97.12 $7.21K - $7.38K
845 $79.4M
NVS
Novartis Ag

Healthcare
40
+ 50.63%
$97.14 - $115.57 $3.89K - $4.62K
119 $13.1M
TTWO
Take Two Interactive Software Inc

Communication Services
22
+ 440.0%
$178.61 - $217.95 $3.93K - $4.79K
27 $5.76M
ROL
Rollins Inc

Consumer Cyclical
40
+ 8.3%
$45.65 - $54.03 $1.83K - $2.16K
522 $28.7M
BC
Brunswick Corp

Consumer Cyclical
118
+ 561.9%
$53.49 - $70.51 $6.31K - $8.32K
139 $6.29M
VTV
Vanguard Value ETF

ETFs
30
+ 176.47%
$167.73 - $179.21 $5.03K - $5.38K
47 $7.74M
CNC
Centene Corp

Healthcare
85
+ 52.15%
$55.93 - $65.89 $4.75K - $5.6K
248 $15.4M
CBT
Cabot Corp

Basic Materials
60
+ 1000.0%
$81.12 - $92.51 $4.87K - $5.55K
66 $5.17M
LYV
Live Nation Entertainment, Inc.

Communication Services
44
+ 34.11%
$115.79 - $154.66 $5.09K - $6.81K
173 $22.7M
GIL
Gildan Activewear Inc.

Consumer Cyclical
136
+ 97.14%
$44.19 - $55.09 $6.01K - $7.49K
276 $11.8M
PKG
Packaging Corp Of America

Consumer Cyclical
39
+ 81.25%
$192.03 - $242.13 $7.49K - $9.44K
87 $16.1M
NEM
Newmont Corp

Basic Materials
74
+ 139.62%
$37.79 - $48.39 $2.8K - $3.58K
127 $6.75M
DGX
Quest Diagnostics Inc

Healthcare
25
+ 166.67%
N/A
40 $6.94M
NET
Cloudflare, Inc.

Technology
45
+ 115.38%
$110.71 - $176.5 $4.98K - $7.94K
84 $9.48M
WSM
Williams Sonoma Inc

Consumer Cyclical
32
+ 1600.0%
$158.1 - $217.71 $5.06K - $6.97K
34 $4.96M
PNC
Pnc Financial Services Group, Inc.

Financial Services
65
+ 50.78%
$168.84 - $202.89 $11K - $13.2K
193 $30.4M
WWD
Woodward, Inc.

Industrials
28
+ 60.87%
$171.38 - $195.22 $4.8K - $5.47K
74 $12.9M
DFS
Discover Financial Services

Financial Services
28
+ 103.7%
$152.99 - $203.25 $4.28K - $5.69K
55 $9.83M
LYG
Lloyds Banking Group PLC

Financial Services
976
+ 142.9%
$2.58 - $3.9 $2.52K - $3.81K
1.66K $6.49M
COLD
Americold Realty Trust

Real Estate
239
+ 108.14%
$20.74 - $23.05 $4.96K - $5.51K
460 $9.28M
SONY
Sony Group Corp

Technology
160
+ 188.24%
$19.88 - $25.64 $3.18K - $4.1K
245 $6.1M
HOOD
Robinhood Markets, Inc.

Technology
99
+ 241.46%
$35.63 - $65.28 $3.53K - $6.46K
140 $6.25M
BSX
Boston Scientific Corp

Healthcare
50
+ 25.13%
$89.38 - $106.18 $4.47K - $5.31K
249 $24.6M
DUK
Duke Energy Corp

Utilities
27
+ 23.08%
$105.87 - $121.97 $2.86K - $3.29K
144 $17.5M
ILMN
Illumina, Inc.

Healthcare
77
+ 296.15%
$79.34 - $144.22 $6.11K - $11.1K
103 $7.85M
HBAN
Huntington Bancshares Inc

Financial Services
536
+ 47.94%
$14.28 - $17.39 $7.65K - $9.32K
1.65K $23.5M
FSV
First Service Corp

Real Estate
26
+ 136.84%
$159.66 - $185.88 $4.15K - $4.83K
45 $7.77M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
49
+ 60.49%
$87.68 - $94.52 $4.3K - $4.63K
130 $11.7M
ING
Ing Groep Nv

Financial Services
196
+ 142.03%
$15.51 - $20.74 $3.04K - $4.07K
334 $6.55M
TTD
Trade Desk, Inc.

Technology
185
+ 250.0%
$53.59 - $126.58 $9.91K - $23.4K
259 $13M
AGNC
Agnc Investment Corp.

Real Estate
502
+ 257.44%
$9.12 - $10.54 $4.58K - $5.29K
697 $6M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
240
+ 89.22%
$9.49 - $14.83 $2.28K - $3.56K
509 $7.11M
SXI
Standex International Corp

Industrials
35
+ 269.23%
$160.36 - $196.08 $5.61K - $6.86K
48 $6.46M
HEI
Heico Corp

Industrials
12
+ 8.11%
$219.6 - $270.85 $2.64K - $3.25K
160 $38.8M
NXST
Nexstar Media Group, Inc.

Communication Services
30
+ 46.15%
$146.34 - $182.75 $4.39K - $5.48K
95 $14.2M
KEYS
Keysight Technologies, Inc.

Technology
43
+ 67.19%
$148.16 - $185.11 $6.37K - $7.96K
107 $14.7M
VO
Vanguard Mid Cap ETF

ETFs
29
+ 22.48%
$251.87 - $277.95 $7.3K - $8.06K
158 $39.3M
PRGO
Perrigo CO PLC

Healthcare
153
+ 566.67%
$23.5 - $29.47 $3.6K - $4.51K
180 $4.45M
SCHX
Schwab Strategic Tr Us Large C

ETFs
276
+ 34.8%
$21.75 - $24.28 $6K - $6.7K
1.07K $22.6M
TXN
Texas Instruments Inc

Technology
37
+ 68.52%
N/A
91 $13.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
83
+ 40.69%
$49.25 - $50.66 $4.09K - $4.2K
287 $14M
CRWD
Crowd Strike Holdings, Inc.

Technology
8
+ 14.81%
$308.86 - $455.36 $2.47K - $3.64K
62 $23.9M
SNDR
Schneider National, Inc.

Industrials
170
+ 1416.67%
$22.65 - $30.73 $3.85K - $5.22K
182 $4.07M
CFG
Citizens Financial Group Inc

Financial Services
133
+ 129.13%
$39.73 - $48.36 $5.28K - $6.43K
236 $8.61M
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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