Cornerstone Planning Group LLC Incresed Positions in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MFC
Manulife Financial Corp

Financial Services
230
+ 219.05%
$29.9 - $32.34 $6.88K - $7.44K
335 $10.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
12
+ 12.12%
$26.44 - $27.1 $317 - $325
111 $10.2M
EA
Electronic Arts Inc.

Communication Services
2
+ 1.1%
$147.79 - $202.05 $296 - $404
183 $36.6M
FDX
Fedex Corp

Industrials
16
+ 11.85%
$217.1 - $243.2 $3.47K - $3.89K
151 $37.5M
LYV
Live Nation Entertainment, Inc.

Communication Services
52
+ 26.94%
$143.56 - $174.06 $7.47K - $9.05K
245 $36.3M
Rocket Lab Corp Com
10
+ 90.91%
N/A
21 $7.68M
CCJ
Cameco Corp

Energy
38
+ 36.19%
$70.47 - $86.89 $2.68K - $3.3K
143 $15M
FNF
Fidelity National Financial, Inc.

Financial Services
142
+ 60.17%
$51.22 - $61.07 $7.27K - $8.67K
378 $20.8M
Coreweave Inc Com Cl A
47
+ 104.44%
N/A
92 $12.1M
FLEX
Flex Ltd.

Technology
76
+ 47.5%
$48.49 - $59.33 $3.69K - $4.51K
236 $15.1M
WK
Workiva Inc

Technology
99
+ 235.71%
$63.83 - $86.08 $6.32K - $8.52K
141 $10.3M
TTC
Toro CO

Industrials
114
+ 3800.0%
$72.64 - $82.54 $8.28K - $9.41K
117 $7.21M
FNB
Fnb Corp

Financial Services
81
+ 0.73%
$14.75 - $16.79 $1.19K - $1.36K
11.2K $175M
EXR
Extra Space Storage Inc.

Real Estate
52
+ 179.31%
$134.36 - $152.88 $6.99K - $7.95K
81 $10.9M
PRI
Primerica, Inc.

Financial Services
330
+ 16500.0%
$255.46 - $285.58 $84.3K - $94.2K
332 $7.24M
WSM
Williams Sonoma Inc

Consumer Cyclical
483
+ 2300.0%
$163.62 - $210.2 $79K - $102K
504 $11M
CFG
Citizens Financial Group Inc

Financial Services
125
+ 108.7%
$46.1 - $53.65 $5.76K - $6.71K
240 $12.1M
EXC
Exelon Corp

Utilities
51
+ 2.87%
$42.73 - $45.54 $2.18K - $2.32K
1.83K $86.2M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
368
+ 40.62%
$13.29 - $16.05 $4.89K - $5.91K
1.27K $19.3M
HCA
Hca Healthcare, Inc.

Healthcare
9
+ 39.13%
$334.32 - $426.2 $3.01K - $3.84K
32 $14.9M
OLED
Universal Display Corp Pa

Technology
29
+ 1450.0%
$134.16 - $161.44 $3.89K - $4.68K
31 $6.78M
ELV
Elevance Health, Inc.

Healthcare
17
+ 77.27%
$274.66 - $395.76 $4.67K - $6.73K
39 $12.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
101
+ 14.74%
$55.61 - $57.37 $5.62K - $5.79K
786 $44.7M
STM
St Microelectronics N.V.

Technology
373
+ 345.37%
$24.77 - $33.41 $9.24K - $12.5K
481 $8.99M
EMR
Emerson Electric CO

Industrials
61
+ 10.68%
$128.6 - $149.63 $7.84K - $9.13K
632 $86.5M
ADI
Analog Devices Inc

Technology
12
+ 4.04%
$220.68 - $255.63 $2.65K - $3.07K
309 $71.9M
AIZ
Assurant, Inc.

Financial Services
28
+ 215.38%
$184.56 - $218.69 $5.17K - $6.12K
41 $8.71M
IEFA
Ishares Tr

ETFs
48
+ 13.48%
$81.7 - $87.53 $3.92K - $4.2K
404 $35.7M
Ralliant Corp Com
11
+ 122.22%
N/A
20 $6.46M
FTNT
Fortinet, Inc.

Technology
91
+ 60.67%
$74.39 - $107.65 $6.77K - $9.8K
241 $20.3M
MMM
3 M CO

Industrials
15
+ 7.54%
$144.41 - $160.2 $2.17K - $2.4K
214 $35.7M
LOGI
Logitech International S.A.

Technology
45
+ 346.15%
$89.67 - $113.08 $4.04K - $5.09K
58 $7M
ALK
Alaska Air Group, Inc.

Industrials
55
+ 785.71%
$49.73 - $63.86 $2.74K - $3.51K
62 $6.07M
AEE
Ameren Corp

Utilities
52
+ 12.12%
$95.0 - $104.38 $4.94K - $5.43K
481 $49.4M
FCX
Freeport Mcmoran Inc

Basic Materials
92
+ 8.59%
$35.34 - $47.21 $3.25K - $4.34K
1.16K $48.5M
BA
Boeing CO

Industrials
47
+ 30.32%
$209.79 - $237.38 $9.86K - $11.2K
202 $40.4M
XPO
Xpo Logistics, Inc.

Industrials
132
+ 1466.67%
$118.79 - $138.31 $15.7K - $18.3K
141 $6.55M
TFSL
Tfs Financial Corp

Financial Services
85
+ 242.86%
$12.61 - $14.23 $1.07K - $1.21K
120 $5.88M
CAG
Conagra Brands Inc.

Consumer Defensive
299
+ 2718.18%
$18.04 - $21.14 $5.39K - $6.32K
310 $5.4M
Arm Holdings PLC Sponsored Ads
10
+ 8.0%
N/A
135 $22.3M
SYNA
Synaptics Inc

Technology
69
+ 1150.0%
$59.7 - $74.35 $4.12K - $5.13K
75 $5.52M
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
6
+ 20.69%
$8.2 - $12.84 $49.2 - $77
35 $5.24M
OHI
Omega Healthcare Investors Inc

Real Estate
60
+ 428.57%
$36.29 - $43.34 $2.18K - $2.6K
74 $5.55M
ESS
Essex Property Trust, Inc.

Real Estate
20
+ 500.0%
N/A
24 $6M
TW
Tradeweb Markets Inc.

Financial Services
2
+ 100.0%
$110.5 - $146.12 $221 - $292
4 $5.23M
Scilex Holding CO Com New
92
+ 9200.0%
N/A
93 $4.94M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
82
+ 102.5%
$35.24 - $44.04 $2.89K - $3.61K
162 $7.75M
BXP
Boston Properties Inc

Real Estate
61
+ 52.14%
$62.11 - $78.93 $3.79K - $4.81K
178 $12.6M
INVH
Invitation Homes Inc.

Real Estate
170
+ 944.44%
$28.9 - $32.78 $4.91K - $5.57K
188 $5.34M
Activity Summary
Buys All Purchases 1058 New Holdings 251 Increased Positions 807 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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