Cornerstone Planning Group LLC New Holdings in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DTD
Wisdomtree Tr U.S Total Divide

ETFs
127K
New
$79.83 - $84.0 $10.2M - $10.7M
127K $11.5B
VBK
Vanguard Small Cap Growth ETF

ETFs
17.2K
New
$276.51 - $305.12 $4.76M - $5.25M
17.2K $1.28B
TDC
Teradata Corp

Technology
2.76K
New
$20.11 - $23.21 $55.4K - $64K
2.76K $1.21B
Defiance Large Cap Ex Mag 7 ETF
7.4K
New
N/A
7.4K $1.19B
INDS
Pacer Fds Tr Benchmark Indl

ETFs
18.5K
New
$35.44 - $37.64 $656K - $697K
18.5K $1.07B
GLDM
World Gold Trust

ETFs
2.86K
New
$64.73 - $76.45 $185K - $218K
2.86K $1.06B
ITA
Ishares Tr

ETFs
4.18K
New
$184.73 - $209.26 $772K - $874K
4.18K $899M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10.3K
New
$133.48 - $144.38 $1.38M - $1.49M
10.3K $569M
SCHR
Schwab Intermediate Term Us Tr

ETFs
19.3K
New
$24.69 - $25.26 $477K - $488K
19.3K $460M
SCHQ
Schwab Strategic Tr Long Term

ETFs
16.9K
New
$30.81 - $32.63 $521K - $552K
16.9K $443M
VMI
Valmont Industries Inc

Industrials
14.6K
New
$328.58 - $387.73 $4.8M - $5.66M
14.6K $432M
VOT
Vanguard Mid Cap Growth Index

ETFs
7.81K
New
$282.75 - $294.19 $2.21M - $2.3M
7.81K $367M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.83K
New
$30.02 - $30.29 $85K - $85.7K
2.83K $315M
NTES
Net Ease, Inc.

Communication Services
219
New
$127.31 - $159.34 $27.9K - $34.9K
219 $238M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.94K
New
$25.67 - $27.21 $75.5K - $80K
2.94K $235M
USLM
United States Lime & Minerals Inc

Basic Materials
651
New
$99.02 - $131.55 $64.5K - $85.6K
651 $224M
MLN
Vaneck Long Muni ETF

ETFs
1.02K
New
$16.52 - $17.5 $16.9K - $17.9K
1.02K $223M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.91K
New
$23.54 - $23.97 $139K - $142K
5.91K $200M
AAON
Aaon, Inc.

Industrials
1.32K
New
$72.08 - $94.26 $95.3K - $125K
1.32K $144M
VB
Vanguard Small Cap ETF

ETFs
2.84K
New
$237.58 - $259.17 $675K - $737K
2.84K $144M
PEN
Penumbra Inc

Healthcare
904
New
$227.15 - $287.09 $205K - $260K
904 $133M
KWR
Quaker Chemical Corp

Basic Materials
733
New
$114.42 - $145.36 $83.9K - $107K
733 $130M
PBRA
Petroleo Bras Ads (Ea Reptg 2
4.71K
New
N/A
4.71K $114M
UHS
Universal Health Services Inc

Healthcare
1.98K
New
$154.95 - $204.44 $307K - $406K
1.98K $91.4M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
336
New
$17.96 - $19.62 $6.03K - $6.59K
336 $86.1M
FSEC
Fidel Merrimack Str Tr

ETFs
1.84K
New
$43.0 - $44.55 $79.2K - $82.1K
1.84K $81.6M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
934
New
$47.63 - $50.52 $44.5K - $47.2K
934 $81.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
573
New
$92.26 - $97.51 $52.9K - $55.9K
573 $78.8M
SFL
Sfl Corp Ltd.

Industrials
1.05K
New
$7.53 - $9.48 $7.89K - $9.94K
1.05K $78.3M
ICF
Ishares Tr

ETFs
1.27K
New
$59.57 - $62.89 $75.9K - $80.1K
1.27K $77M
SJNK
Spdr Bloomberg Short Term High

ETFs
161
New
$25.28 - $25.63 $4.07K - $4.13K
161 $76.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
586
New
$110.74 - $122.12 $64.9K - $71.6K
586 $71.4M
SPYG
Spdr Portfolio

ETFs
1.26K
New
$94.33 - $105.31 $119K - $132K
1.26K $70.2M
LUNG
Pulmonx Corp

Healthcare
576
New
$1.51 - $3.78 $870 - $2.18K
576 $68.6M
IGM
Ishares Expanded Tech Sector E

ETFs
507
New
$110.96 - $127.67 $56.3K - $64.7K
507 $67.8M
FDEV
Fidelity International Multifa

ETFs
1.99K
New
$31.72 - $33.63 $63.1K - $66.9K
1.99K $65.8M
ILCG
Ishares Morningstar Growth ETF
603
New
N/A
603 $64.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
582
New
$98.99 - $112.2 $57.6K - $65.3K
582 $64M
IWS
Ishares Russell Midcap Value E

ETFs
430
New
$132.83 - $140.61 $57.1K - $60.5K
430 $60.4M
HYG
Ishares Tr

ETFs
736
New
$79.85 - $81.32 $58.8K - $59.9K
736 $59.5M
MGV
Vanguard Mega Cap Value

ETFs
201
New
$129.46 - $137.85 $26K - $27.7K
201 $58.2M
NVEC
Nve Corp

Technology
547
New
$59.41 - $81.06 $32.5K - $44.3K
547 $57.1M
ILCB
Ishares Morningstar U.S. Equit

ETFs
601
New
$85.66 - $92.67 $51.5K - $55.7K
601 $56.6M
LRN
Stride, Inc.

Consumer Defensive
153
New
$128.23 - $169.81 $19.6K - $26K
153 $56.4M
IXUS
Ishares Tr

ETFs
657
New
$76.35 - $82.58 $50.2K - $54.3K
657 $55.3M
VGLT
Vanguard Long Term Treasury Et

ETFs
220
New
$54.21 - $57.41 $11.9K - $12.6K
220 $55.2M
Ishares Dynamic Equity Active ETF
2.12K
New
N/A
2.12K $54.8M
FDMO
Fidelity Covington Tr Momentum

ETFs
625
New
$75.0 - $83.29 $46.9K - $52.1K
625 $52.8M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
1.05K
New
$46.84 - $48.45 $49K - $50.7K
1.05K $50.4M
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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