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
Kenvue Inc Com
95
+ 52.78%
N/A
275 $6.31M
ARGX
Argenx Se

Healthcare
6
+ 28.57%
$571.0 - $671.75 $3.43K - $4.03K
27 $16.1M
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 53.85%
$296.7 - $345.55 $2.08K - $2.42K
20 $6.72M
FIX
Comfort Systems Usa Inc

Industrials
7
+ 350.0%
$313.26 - $550.27 $2.19K - $3.85K
9 $3.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
+ 47.06%
$314.47 - $431.35 $2.52K - $3.45K
25 $9.44M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
69
+ 26.95%
$64.88 - $72.1 $4.48K - $4.97K
325 $20.5M
GATX
Gatx Corp

Industrials
25
+ 50.0%
$149.94 - $167.38 $3.75K - $4.18K
75 $10.6M
AIG
American International Group, Inc.

Financial Services
27
+ 117.39%
$70.5 - $86.94 $1.9K - $2.35K
50 $4.08M
EW
Edwards Lifesciences Corp

Healthcare
28
+ 10.65%
$67.95 - $76.19 $1.9K - $2.13K
291 $20.5M
EOG
Eog Resources Inc

Energy
32
+ 50.79%
$120.54 - $138.05 $3.86K - $4.42K
95 $10.6M
HSBC
Hsbc Holdings PLC

Financial Services
22
+ 8.46%
$48.68 - $61.58 $1.07K - $1.35K
282 $15.8M
PSTL
Postal Realty Trust, Inc.

Real Estate
165
+ 203.7%
$12.42 - $14.39 $2.05K - $2.37K
246 $3.31M
GPC
Genuine Parts CO

Consumer Cyclical
20
+ 86.96%
$115.91 - $129.02 $2.32K - $2.58K
43 $4.99M
AWK
American Water Works Company, Inc.

Utilities
11
+ 32.35%
$121.01 - $149.31 $1.33K - $1.64K
45 $6.67M
MPC
Marathon Petroleum Corp

Energy
18
+ 163.64%
$134.72 - $159.03 $2.42K - $2.86K
29 $3.9M
CDW
Cdw Corp

Technology
15
+ 500.0%
$160.26 - $206.13 $2.4K - $3.09K
18 $2.79M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
14
+ 58.33%
$221.78 - $273.45 $3.1K - $3.83K
38 $8.19M
PUK
Prudential PLC

Financial Services
72
+ 52.17%
$14.54 - $21.92 $1.05K - $1.58K
210 $4.46M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6
+ 12.0%
$80.53 - $147.57 $483 - $885
56 $6.66M
CRH.L
Crh PLC

Basic Materials
36
+ 40.45%
N/A
125 $11M
RBLX
Roblox Corp

Communication Services
40
+ 37.74%
$53.77 - $75.47 $2.15K - $3.02K
146 $9.27M
SYY
Sysco Corp

Consumer Defensive
35
+ 33.02%
$70.0 - $77.13 $2.45K - $2.7K
141 $10.3M
SLB
Schlumberger Limited

Energy
89
+ 86.41%
$38.4 - $43.74 $3.42K - $3.89K
192 $6.53M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
94
+ 25.54%
$12.89 - $15.19 $1.21K - $1.43K
462 $7.01M
Natwest Group PLC Spons Adr
51
+ 7.42%
N/A
738 $9.42M
MBB
Ishares Tr

ETFs
20
+ 2.08%
$90.37 - $94.08 $1.81K - $1.88K
980 $90.5M
SPG
Simon Property Group Inc

Real Estate
16
+ 88.89%
$159.48 - $187.78 $2.55K - $3K
34 $5.21M
HUM
Humana Inc

Healthcare
9
+ 90.0%
$249.11 - $303.11 $2.24K - $2.73K
19 $5.01M
Gsk PLC Sponsored Adr
45
+ 20.0%
N/A
270 $10M
VST
Vistra Corp.

Utilities
22
+ 61.11%
$108.49 - $191.89 $2.39K - $4.22K
58 $7.01M
Aptiv PLC Com Shs
50
+ 83.33%
N/A
110 $5.86M
Te Connectivity PLC Ord Shs
23
+ 28.05%
N/A
105 $14.3M
RYAAY
Ryanair Holdings PLC

Industrials
42
+ 51.22%
$41.54 - $50.08 $1.74K - $2.1K
124 $5.76M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39
+ 7.04%
$50.39 - $50.66 $1.97K - $1.98K
593 $30M
SU
Suncor Energy Inc

Energy
64
+ 82.05%
$34.27 - $40.63 $2.19K - $2.6K
142 $4.98M
PR
Permian Resources Corporation

Energy
171
+ 534.38%
$12.33 - $16.0 $2.11K - $2.74K
203 $2.42M
AMKR
Amkor Technology, Inc.

Technology
124
+ 885.71%
$18.06 - $26.73 $2.24K - $3.31K
138 $2.26M
HAL
Halliburton CO

Energy
98
+ 544.44%
$24.15 - $29.9 $2.37K - $2.93K
116 $2.39M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
22
+ 81.48%
$46.15 - $63.53 $1.02K - $1.4K
49 $3.25M
XEL
Xcel Energy Inc

Utilities
24
+ 52.17%
$63.37 - $72.1 $1.52K - $1.73K
70 $4.99M
SNOW
Snowflake Inc.

Technology
24
+ 40.68%
$146.16 - $192.78 $3.51K - $4.63K
83 $12.2M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
11
+ 47.83%
$233.07 - $290.7 $2.56K - $3.2K
34 $8.23M
PCG
Pg&E Corp

Utilities
102
+ 212.5%
$15.16 - $20.4 $1.55K - $2.08K
150 $2.63M
TT
Trane Technologies PLC

Industrials
8
+ 29.63%
$332.0 - $400.86 $2.66K - $3.21K
35 $11.8M
ADSK
Autodesk, Inc.

Technology
13
+ 27.66%
N/A
60 $15.9M
HII
Huntington Ingalls Industries, Inc.

Industrials
8
+ 266.67%
$159.75 - $208.61 $1.28K - $1.67K
11 $2.4M
JLL
Jones Lang Lasalle Inc

Real Estate
9
+ 300.0%
$238.0 - $284.76 $2.14K - $2.56K
12 $2.63M
KR
Kroger CO

Consumer Defensive
17
+ 35.42%
$58.36 - $67.72 $992 - $1.15K
65 $4.68M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 66.67%
$634.14 - $744.83 $2.54K - $2.98K
10 $5.88M
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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