Cornerstone Planning Group LLC Incresed Positions in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XTEN
Bondbloxx ETF Tr Bloomberg 10
19
+ 316.67%
N/A
25 $1.16M
BEN
Franklin Resources Inc

Financial Services
23
+ 52.27%
$16.66 - $23.85 $383 - $549
67 $1.69M
WTW
Willis Towers Watson PLC

Financial Services
3
+ 3.53%
$295.96 - $337.43 $888 - $1.01K
88 $28.6M
DGX
Quest Diagnostics Inc

Healthcare
5
+ 12.5%
N/A
45 $7.81M
BFS
Saul Centers, Inc.

Real Estate
27
+ 192.86%
$32.21 - $36.42 $870 - $983
41 $1.32M
UNM
Unum Group

Financial Services
13
+ 216.67%
$70.48 - $82.91 $916 - $1.08K
19 $1.33M
CDW
Cdw Corp

Technology
4
+ 22.22%
$144.49 - $190.68 $578 - $763
22 $3.64M
PTC
Ptc Inc.

Technology
3
+ 100.0%
$136.74 - $173.24 $410 - $520
6 $1.29M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
68
+ 133.33%
$10.8 - $16.92 $734 - $1.15K
119 $1.45M
MT
Arcelor Mittal

Basic Materials
14
+ 7.61%
$23.47 - $31.65 $329 - $443
198 $6.15M
NTRA
Natera, Inc.

Healthcare
6
+ 85.71%
$132.23 - $171.87 $793 - $1.03K
13 $1.82M
EXPD
Expeditors International Of Washington Inc

Industrials
6
+ 66.67%
$102.84 - $122.24 $617 - $733
15 $1.75M
KIM
Kimco Realty Corp

Real Estate
35
+ 106.06%
$18.7 - $21.69 $655 - $759
68 $1.45M
GNW
Genworth Financial Inc

Financial Services
91
+ 275.76%
$6.12 - $7.89 $557 - $718
124 $987K
FTI
Technip Fmc PLC

Energy
15
+ 71.43%
$23.18 - $35.33 $348 - $530
36 $1.28M
AQN
Algonquin Power & Utilities Corp.

Utilities
83
+ 22.99%
$4.56 - $6.22 $378 - $516
444 $2.63M
WCC
Wesco International Inc

Industrials
3
+ 150.0%
$132.86 - $186.1 $399 - $558
5 $1.03M
CNHI
Cnh Industrial N.V.

Industrials
35
+ 16.99%
N/A
241 $3.04M
VTV
Vanguard Value ETF

ETFs
1
+ 2.13%
$153.67 - $176.74 $154 - $177
48 $8.45M
Ge Healthcare Technologies Inc Common Stock
4
+ 5.71%
N/A
74 $5.24M
LVS
Las Vegas Sands Corp

Consumer Cyclical
8
+ 53.33%
$30.7 - $44.12 $246 - $353
23 $1.2M
TXT
Textron Inc

Industrials
7
+ 70.0%
$60.72 - $80.34 $425 - $562
17 $1.33M
Diversified Energy Company PLC Shs New
28
+ 27.45%
N/A
130 $1.89M
SNN
Smith & Nephew PLC

Healthcare
15
+ 107.14%
$24.97 - $30.63 $375 - $459
29 $1.03M
AVA
Avista Corp

Utilities
19
+ 86.36%
$36.94 - $42.43 $702 - $806
41 $1.57M
NAVI
Navient Corp

Financial Services
51
+ 318.75%
$10.76 - $14.33 $549 - $731
67 $838K
USFR
Wisdomtree Floating Rate Treas

ETFs
14
+ 1.4%
$50.28 - $50.47 $704 - $707
1.02K $51.1M
COOP
Mr. Cooper Group Inc.

Financial Services
3
+ 300.0%
$107.26 - $155.96 $322 - $468
4 $757K
PFG
Principal Financial Group Inc

Financial Services
5
+ 4.03%
$69.56 - $86.19 $348 - $431
129 $9.82M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
38
+ 211.11%
$12.82 - $18.15 $487 - $690
56 $880K
AGO
Assured Guaranty LTD

Financial Services
7
+ 15.22%
$76.56 - $90.18 $536 - $631
53 $4.55M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
11
+ 25.58%
$15.5 - $20.28 $171 - $223
54 $1.35M
ABUS
Arbutus Biopharma Corp

Healthcare
142
+ 18.16%
$2.88 - $3.61 $409 - $513
924 $3.15M
CNA
Cna Financial Corp

Financial Services
14
+ 63.64%
$45.03 - $50.88 $630 - $712
36 $1.68M
KD
Kyndryl Holdings, Inc.

Technology
21
+ 1050.0%
$27.77 - $41.96 $583 - $881
23 $666K
SSNC
Ss&C Technologies Holdings Inc

Technology
5
+ 29.41%
$71.96 - $83.42 $360 - $417
22 $1.89M
VTRS
Viatris Inc

Healthcare
20
+ 5.68%
$7.26 - $9.12 $145 - $182
372 $3.34M
FOXA
Fox Corp

Communication Services
8
+ 33.33%
$47.21 - $57.04 $378 - $456
32 $1.76M
ZBRA
Zebra Technologies Corp

Technology
1
+ 25.0%
$213.54 - $309.26 $214 - $309
5 $1.51M
SLM
Slm Corp

Financial Services
17
+ 242.86%
$24.84 - $34.36 $422 - $584
24 $763K
CAE
Cae Inc

Industrials
13
+ 31.71%
$21.06 - $29.27 $274 - $381
54 $1.56M
EVRG
Evergy, Inc.

Utilities
7
+ 58.33%
$64.06 - $69.64 $448 - $487
19 $1.39M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7
+ 0.92%
$50.52 - $50.92 $354 - $356
771 $39.3M
AVB
Avalonbay Communities Inc

Real Estate
6
+ 21.43%
$187.23 - $215.61 $1.12K - $1.29K
34 $6.34M
SUI
Sun Communities Inc

Real Estate
4
+ 44.44%
$114.62 - $132.25 $458 - $529
13 $1.65M
OGE
Oge Energy Corp.

Utilities
12
+ 171.43%
$42.23 - $46.38 $507 - $557
19 $863K
Net Lease Office Properties Com
16
+ 400.0%
N/A
20 $666K
AIZ
Assurant, Inc.

Financial Services
3
+ 30.0%
$179.73 - $211.56 $539 - $635
13 $2.46M
Ameriserv Finl Inc Com
12
+ 1.22%
N/A
995 $2.87M
Activity Summary
Buys All Purchases 663 New Holdings 168 Increased Positions 495 Sells All Sells 514 Reductions 514 Sold out 0 Options Calls 0 Puts 0
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